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The group that brought you Inside Towers’ daily, digital publication is taking wireless industry insights and analyses a step further – several steps further, in fact.

Introducing, Intelligence by Inside Towers, a quarterly market report that dives deep into the wireless infrastructure ecosystem to

  • Pinpoint market trends
  • Evaluate MNO and InfraCo CapEx
  • Provide market outlooks
  • Offer investor perspectives
  • Track stock performance
  • Highlight relevant M&A transactions…and more

Spearheaded by industry vet John Celentano and boasting regular contributions from throughout leaders in telecom, Intelligence captures valuable and actionable content in every chart, graph and word in this first-of-its-kind, one-of-a-kind report.

Equip your company with Intelligence.

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WHAT'S INCLUDED WITH AN 
INSIDE TOWERS INTELLIGENCE SUBSCRIPTION

  • Four, in-depth quarterly reports
  • Access to four, one-hour briefings led by Inside Towers Business Editor John Celentano.
    • First briefing scheduled for August 10
  • On-demand, online subscriber support 
  • Complimentary subscription to Inside Towers‘ daily industry newsletter ($199 value)
  • Annual Cost: $2,900 
    • Ask about our Inside Towers advertiser discount.

You can pay via credit card below, or to request an invoice, contact Megan Reed via email or 203.733.5943.

WHAT YOU GET IN THE Q1 2021 EDITION

  • Industry Outlook
    • “The Outlook is Positive!” – Insightful Commentary by John Celentano
  • Wireless CapEx Report: U.S. Mobile Network Operators
    • Network Infrastructure Investment Is on the Rise
      • Fig 1: U.S. Wireless Capex, 2016-2023e, 1Q21 View
    • Clarifying the Numbers
    • CapEx Growth Drivers
    • CapEx by MNO
    • Capital Intensity
    • Wireless Service Revenues by MNO
      • Fig 3. U.S. Tier 1 MNO, Service Revenues, 2016-2020
    • Quarterly Spending Patterns
      • Fig 4. U.S. Wireless CapEx, QtQ, 2018-2021e
    • CapEx Allocations
      • Fig 5. U.S. MNO CapEx Allocations, 1Q21
    • Qualifying Your TAM
    • Robust Outlook
  • Wireless Infrastructure Ecosystem
    • Infrastructure Elements
      • Fig 6. Wireless Infrastructure Ecosystem At-A-Glance
    • Company Snapshots (13 companies)
    • Valuing Infrastructure Companies
      • Fig 7. Wireless Infrastructure Value Index: 52-week Average
    • Wireless Infrastructure Transactions: 1Q21 to date
  • M&A Insight
    • “Selling a Tower? Don’t Forget the Taxes!” Guest Contributor: Clayton Funk, Houlihan Lokey
  • Investor Perspective
    • “What Investors Can Expect” Guest Contributor: Davis Hebert, CreditSights
  • D.C. Watch
    • “Rip & Replace Is Easier Said Than Done” Leslie Stimson, Inside Towers
  • UP NEXT from Intelligence

Read excerpts from Intelligence Q1 2021 here.

Thank you to our sponsors: 

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