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.
The operator said it will relaunch fixed 5G using standards-based 5G New Radio (NR) technology in the second half of the year.
CEO Hans Vestberg defended Verizon’s millimeter wave spectrum strategy one day after T-Mobile CTO Neville Ray blasted its “spotty” and “unreliable” 5G coverage.
T-Mobile CEO John Legere took to Twitter to say a Wall Street Journal story about the status of its merger with Sprint is “simply untrue.”
Analyst Craig Moffett sees an end to the aggressive price wars that have dominated the wireless sector since 2014.
Speaking Monday morning at an investor conference, Verizon CTO Hans Vestberg described the carrier's approach to architecting its 5G network.
Preliminary fourth-quarter results from T-Mobile indicate the U.S. wireless market is regaining its balance, MoffettNathanson Research said.
The fight over net neutrality is far from over despite the FCC's vote this week, according to analysts.