Wells Fargo analysts slice and dice U.S. tower activity lhardesty Thu, 05/05/2022 – 12:45 Source link...

American Tower on Monday expanded its edge efforts in announcing a $10.1 billion deal to purchase CoreSite including cloud on-ramps, interconnections and 25 data centers in eight U.S. markets – but some analysts are questioning if it’s the right move....

Reactions have poured in regarding carriers’ action at the FCC auction for C-band spectrum which generated more than $81 billion. While not everyone agrees the biggest spenders translate to biggest winners, one group that appears ready to benefit – albeit...

As UScellular reported earnings results Friday, analysts on the call speculated about disclosures that appear to indicate the carrier may have spent $1.46 billion for C-band spectrum. Analysts on Friday’s fourth quarter earnings call asked about a footnote in UScellular’s...

Now that both Comcast and Charter Communications have reported their fourth-quarter 2020 earnings, financial analysts are taking note of signs that they probably were not big spenders in the C-band auction. The companies signed up to participate in the auction...

Apple’s 5G-capable iPhone 12 debuted yesterday and AT&T immediately put out an aggressive offer, leading MoffetNathanson analysts to conclude that promo wars are back. At AT&T both new and existing customers on unlimited plans can get a free 5G iPhone...

Analysts at Morgan Stanley Research raised their C-band mid-point auction forecasts from $23.5 billion in proceeds to about $26 billion, with their high-end estimates at $35.2 billion. The firm cited a relatively low turnout in the Citizens Broadband Radio Service...