Keyword: MoffettNathanson

Mobile phone sales are expected to drop sharply in the second quarter as carriers close retail stores and more Americans stay home amid coronavirus.

Dish Chairman Ergen said the towers that T-Mobile will decommission as part of the deal “are a big part of things that we're going to need."

Ahead of Dish Network’s Q4 earnings call, analysts looked toward the operator’s planned 5G network build.

As the industry considers impacts from T-Mobile and Sprint’s merger win, some analysts say it's bad news for Verizon.

A “dirty little secret” is that by building out facilities in only the densest areas, cable can offload a lot of traffic from its MVNO contracts.

Sprint shed 115,000 postpaid phone subscribers in the third quarter, but lost customers at a slower pace than Wall Street expected.

Crown Castle could be poised to narrow the performance gap in coming years between itself and tower REIT peers, according to MoffettNathanson.

According to Moffett, tower tenancy levels are a main factor in the return on investment of tower companies.

With Dish’s commitment to enter the wireless market as a new facilities-based fourth national carrier, its planned 5G network build is a positive for tower companies, some analysts say, though perhaps not a major boon in the near term.

After Monday’s news that the FCC appears headed toward greenlighting the proposed T-Mobile/Sprint combination with conditions, analysts at MoffettNathanson Research are now suggesting the odds of the deal may be 50/50 or even 60/40.