Although subscriber growth is a good indicator of a carrier’s favorable outlook by analysts, capex is the tailwind of wireless infrastructure providers, and this week’s news deflated the sails of a number of analysts who have speculated that carriers would cut their capex in early 2016. In his typical over the top presentation with a 360-degree camera, T-Mobile CEO John …
Carriers agree upon network resiliency framework for disasters and emergencies
Carriers today said they’re in agreement on how to facilitate information-sharing in an effort to improve network resiliency before, during and after natural disasters and emergencies. House Energy and Commerce Committee ranking member Frank Pallone and CTIA the Wireless Association released the “Wireless Network Resiliency Cooperative Framework” with the backing of AT&T Inc., Sprint Corp., T-Mobile, U.S. Cellular and Verizon …
Execs from HBO, AT&T and T-Mobile top speakers’ list at 2016 Wireless Infrastructure Show
PCIA – The Wireless Infrastructure Association has announced that the 2016 Wireless Infrastructure Show in Dallas May 23-26 will feature keynote speeches from a dynamic group of thought leaders from the converging worlds of technology, telecommunications and entertainment. The show, which will take place at the Hilton Anatole in Dallas, attracts more than 3,000 leaders and innovators from across the …
Sprint’s racist ‘ghetto’ video was in exceptionally bad taste
Commentary – Sprint has pulled a video ad on Twitter in which a waspy giggling white woman describes rival T-Mobile as “ghetto.” The below ad opens with Sprint CEO Marcelo Claure sitting with “Actual Sprint, T-Mobile, Verizon and AT&T customers,” asking them about Sprint’s competitors. The Bolivian/American told his preppy audience, “I’m going to tell you a carrier name, and …
Popular analyst’s tower sector downgrade will be tested in coming weeks
Commentary It almost appears that journalists have keyboard reader software on Wells Fargo analyst Jennifer Fritzsche’s computer since as soon as she writes something – even a knee-jerk observation – it instantly appears in the media as unchallenged sacred telecom guidance. So it was no surprise when Fritzsche downgraded the tower sector on Friday that it would be picked up …
Sprint provides a sound thrashing to Re/code for their scoop that duped journalists, tanking stocks
Sprint: Towercos have nothing to worry about – for now At two conference calls this morning, Sprint said that an article by tech website Re/code on Jan. 15, 2016, was not accurate, and Sprint CEO Marcelo Claure, during a media call, said the misinformation regarding a Sprint radical network overhaul “caused a lot of damage”. Re/code had claimed, according to …
Sprint should have a sanity check before it commits ‘Network Suicide’ with its pole plans
By Iain Gillott – Commentary Much has been written and speculated in the last week about Sprint’s network plans after the publication of a Re/Code article and the plan to significantly cut network expenses. Aside from the resulting pressure on the stocks of several wireless companies, including Sprint’s, it also appears that the article has caused Sprint to move up …
Tower company executives’ ears will be on Sprint’s conference call tomorrow
Sprint moved its quarterly analysts’ earnings call to tomorrow morning in what some analysts believe is an apparent move to ease the concerns of investors after an article on a tech website said that the carrier was going to move its base stations from American Tower and Crown Castle sites to government properties “which costs much less”. The carrier had …
Report of Sprint dumping its tower companies is slowly being debunked as industry stocks nose-dive
After the media threw Sprint, American Tower, Crown Castle and SBA Communications under the bus during the past five days by republishing unsubstantiated statements that appeared on a tech website, without adding research of their own, editors are starting to reassess their ‘need to be first’ news blast that resulted in all four companies’ stocks tanking Friday. Sprint suffered the most …
Misleading Re/code Sprint story is long on conjecture, short on facts
Facts that would have made better reading and more sense By Ken Schmidt After reading Wireless Estimator’s article, “Towercos tank after radical unconfirmed report of government competition,” and seeing the original article from Re/code on Friday, I felt compelled to respond. It seemed reckless to me that a website like Re/code could publish an unconfirmed report, have it copied by …
FCC’s wireless competition report has its Commissioner and association adversaries
The Federal Communications Commission released its 18th report to Congress on competition in the wireless industry which sheds little light on whether or not carriers are competitive. The Wireless Telecommunications Bureau said in its report that the goal of the Commission is to promote competition and it “must continue to play an essential role in the mobile wireless industry,” hopefully …
AT&T work is a top Christmas wish list item for contractors and suppliers
Last year’s holiday gifts from AT&T came in the form of canceled construction purchase orders bandaged in cheerfully-colored stress-relieving bubble wrap, painstakingly selected by CEO Randall Stephenson. And although Stephenson told investors last week that “there’s going to be a continual downward pressure on our capital spending,” possibly signaling another coal stocking stuffer, some analysts believe that AT&T is going …
New York subway system’s DAS expansion welcomed in troubling times
With New York City going to high alert in response to the release of a new ISIS video that sets Times Square in the terror group’s bombing or chemical-warfare sight, New York Governor Andrew M. Cuomo’s announcement last Thursday that the Metropolitan Transportation Authority and Transit Wireless have launched the Phase 4 expansion of wireless, public safety and Wi-Fi services …
FCC hits two carriers with $85,000 in fines for RF exposure rooftop violations in Arizona
Two carriers were cited by the Federal Communications Commission’s Enforcement Bureau for similar violations for failing to comply with the FCC’s radio frequency exposure limits after the owner of a building at 4040 E. McDowell Rd., Phoenix, Ariz. complained to enforcement agents that his building staff have difficulty gaining RF exposure safety assistance from the carriers that use his rooftop. …
American Tower cautions investors that their MLA with AT&T isn’t expiring in 2016
In American Tower Corp.’s investors’ conference call this morning, EVP and CFO Tom Bartlett cautioned analysts that their master lease agreement (MLA) with AT&T was not expiring in 2016 when he was questioned by one caller regarding the expiration. Bartlett said he had seen that statement in some write-ups, but it wasn’t correct. In August, SVP and Treasurer Leah Stearns …
T-Mobile’s Legere predicts ‘dark horse’ bidders in 600 MHz auction
John Legere, the oftentimes eccentric and outspoken CEO of T-Mobile US, in a studio setting that mirrored an Imus in the Morning production complete with caustic remarks by the un-carrier chief, provided an entertaining as well as illuminating third-quarter conference call where Legere said today, “I do expect some dark horses to show up,” such as Google and Charter Communications …
Crown Castle will reinstate gag order keeping them from discussing carriers
Crown Castle CEO Ben Moreland said yesterday during the company’s Q3 conference call that Crown’s executives used to refrain from speaking with any specificity about carrier deployments, but “over the last couple of years, we’ve sort of relaxed that standard, and probably spoken a little bit too much occasionally around specific carrier deployment plans.” But Crown’s easing of carrier build …
T-Mobile battles Sirius cell site interference claims and an FCC dispute resolution proposal
After a number of Sirius XM customers complained to the satellite radio company last year that they were losing their radio signal in some urban markets, Sirius did some drive-by tests and said they found the guilty party, T-Mobile. The company said T-Mobile was interrupting its service to the point that it was “alarmingly severe, extensive and frequent,” but T-Mobile …
T-Mobile and Verizon tie for high LTE speeds in the U.S. but America gets a failing grade
T-Mobile and Verizon Wireless are almost tied for the fastest U.S. LTE data speeds, according to OpenSignal, a network testing firm. However, the U.S. was ranked number nine in the world for coverage, but received failing grades for its LTE speeds overall. Verizon was identified as having the most LTE coverage in America, followed by AT&T, T-Mobile, U.S. Cellular, Sprint …
Five years later, SCOTUS settles T-Mobile’s siting dispute with Georgia city
The United States Supreme Court gave a wake-up call to municipalities today as to how government agencies must inform wireless carriers, tower owners and the siting community at large when they reject a tower construction request. In its 6-3 ruling the Justices said that local governments like Roswell, Ga., that is at the center of the case must provide a …
