As the wireless industry prepares to gather for WIA ConnectX—opening on Monday in Fort Lauderdale—new research is putting a spotlight on 30 miles south in Miami, where network demand is already testing the limits of existing infrastructure. A new analysis by Mike Dano, lead industry analyst at Ookla, drills down to a level rarely seen in public reporting: identifying the …
Towercos show underlying growth, but DISH disruption still clouds contractor outlook
First-quarter results from the nation’s three publicly traded tower companies—American Tower, Crown Castle, and SBA Communications—delivered a consistent message to investors: demand for wireless infrastructure remains intact. But that message doesn’t fully translate to the field. American Tower and SBA Communications reported earnings on April 29, followed by Crown Castle on April 30, with each company reinforcing steady carrier activity …
