Intelligence by Inside Towers™, a quarterly market research subscription service offering actionable data and insights, specifically for the wireless infrastructure industry, has released a new report. It includes 29 pages, 12 charts and tables. Content includes:
FEATURED ARTICLES
- The Appeal of Private Networks: We take a look at a hot industry topic – private wireless networks – their distinguishing characteristics: the dedicated spectrum, infrastructure and devices; the business models and key verticals, and provide a market analysis and outlook.
- Cable in Wireless: Much ado has been made about cable companies taking a significant share of mobile postpaid net adds. And with good reason. What are the implications for the wireless industry? We break it down for you.
- Wireless Infrastructure Value Index: A proprietary monitoring instrument developed by Intelligence to indicate the relative value of a select group of 14 wireless infrastructure companies’ stock prices as a whole over a moving 52-week interval. We adjust the Index in the aftermath of M&A activity, adding in cable companies to create a balance of infrastructure asset classes.
CONTRIBUTED ARTICLES
- Investor Perspective, Greg Williams, TD Cowen: It seems that the hype for private networks is still pervasive, so what’s the hold up? Greg Williams, CFA and Senior Analyst at TD Cowen takes a deep dive.
- M&A Advisory, Bob Paige, Vertical Bridge: Dealmaking and multiples, build or buy opportunities, the macroeconomic environment – all variables impacting the tower industry. What’s the end result? Bob Paige, EVP Mergers and Acquisitions at Vertical Bridge shares his insights and even touches on the BTS deal with Verizon.
- Industry Observer, Barlow Keener, Womble Bond Dickinson: We’re all talking about private networks. But is that even the correct term? Barlow Keener, Senior Counsel at Womble Bond Dickinson talks about the buzz and how the lack of clarity and specificity may limit the industry’s potential for growth.
HOW TO ACCESS THE REPORT
Inside Towers Intelligence is an annual subscription service. Subscribers receive:
- Four, in-depth quarterly report. Email us to request a sample issue.
- Access to four, one-hour briefings led by Inside Towers Business Editor John Celentano
- On-demand, online subscriber support
- Annual company subscription cost: $2,900
- Current Inside Towers advertisers and NATE members will receive a discounted partnership rate. Email us for more info.
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