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Our 2022 Predictions for the Wireless Industry
Steel in the Air’s 2022 Predictions for Cell Tower Leasing and Valuation While 2021 certainly impacted many industries negatively, the wireless industry wasn’t one of
Where Elliott Management’s Attack on Crown Castle Small Cell Strategy Hits and Misses
We reviewed the Elliott Management slickly produced attack on Crown Castle ($CCI). In short, Elliott believes that CCI has underperformed its peers, American Tower (AMT) and SBA Communications (SBAC). While the underperformance is clear, I also think that Elliott’s analysis omits to give proper credence to the opportunity that fiber/small cells may provide to Crown Castle that its peers will miss.
Our Wireless Forecasts For 2020
As we do every year around this time, we provide our predictions for what we expect to happen in the upcoming year. Some of our
Merry Christmas – Your Property Tax Just Went up $14,000 due to your Rooftop Cell Sites
A client of ours reached out to us yesterday with the following request: “The City of Philadelphia is undergoing a total reassessment of commercial properties. Until
Impact of Proposed T-Mobile/Sprint Merger On Public Tower Companies in US
Before the announcement by Sprint and T-Mobile of their merger, Reuters ran a story that suggested that a T-Mobile/Sprint deal “may cast shadow over tower companies”. The
Our Predictions for the Wireless (and Wired) Industries in 2018
Every year, we put together our prognostications for the coming year. This year, we are obviously a little late – primarily because the beginning of
Not So Fast- California Governor Vetoes Small Cell Bill.
Sunday night, California Governor Jerry Brown vetoed a contentious statewide small cell bill (SB649) which is one of many similar bills already passed in
5 Themes from WIA Show 2017
The Wireless Infrastructure Show is the pre-eminent tower show in the US. The WIA who puts on the show consists of both tower companies and
Sprint’s not-so-mini Mini-Macro Problem
Sprint’s partner, Mobilitie, allegedly building mini-macros without adequate regulatory approvals Tickers: S, AMT, CCI, SBAC Tags: Ken Schmidt, Wireless infrastructure Background: Sprint has dramatically underspent
FL State Representative pushes Small Cell Legislation while his City Issues RFI on Leasing City Property for Macrocells
In the Florida House of Representatives, a bill is being pushed through to significantly limit the control that a local municipality can exert over small
- Cell Tower and Cell Site Development ·
Our 2022 Predictions for the Wireless Industry
Where Elliott Management’s Attack on Crown Castle Small Cell Strategy Hits and Misses
Our Wireless Forecasts For 2020
- Small Cell and DAS Management ·
Merry Christmas – Your Property Tax Just Went up $14,000 due to your Rooftop Cell Sites
- Cell Tower Companies in the News ·
Impact of Proposed T-Mobile/Sprint Merger On Public Tower Companies in US
Our Predictions for the Wireless (and Wired) Industries in 2018
Not So Fast- California Governor Vetoes Small Cell Bill.
- Cell Tower Companies in the News ·
5 Themes from WIA Show 2017
- Cell Tower Companies in the News ·