The group that brought you Inside Towers’ daily, digital publication is taking 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 digital infrastructure ecosystem to assess market trends, quantify 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 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.
WHAT'S INCLUDED WITH AN INSIDE TOWERS INTELLIGENCE SUBSCRIPTION
- Access to all prior reports and presentations
- The next four quarterly reports
- Invitation to an exclusive one-hour Intelligence briefing following each quarterly report, 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.
You can pay via credit card below, or to request an invoice, contact Megan Reed via email or 203.733.5943.
Thank you to our sponsors:
2021 VOLUME 1
- Industry Outlook
- Wireless CapEx Report: U.S. Mobile Network Operators
- Wireless Infrastructure Ecosystem
- 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
26 pages of insights. Read excerpts from Intelligence Q1 2021 here.
2021 VOLUME 2
- The Best Business in the World
- Inside the Tower Business
- DISH Network: A Strategic Analysis
- Wireless Infrastructure Index
- M&A Advisory
- “It’s a Seller’s Market” Guest Contributor: Michael DeMita, Tower Capital Advisors
- Investor Perspective
- “Towers, Small Cells and Data Centers” Guest Contributor: Colby Synesael, Cowen
- D.C. Watch
- ‘Infrastructure Investment and Jobs Act” Guest Contributors: Rodney Carter and Michael Long, Husch Blackwell
2021 VOLUME 3
- Wires Make Wireless Work
- Understanding the Fiber Infrastructure Business
- DigitalBridge Group: The Prototype Infrastructure Company
- Wireless Infrastructure Index
- M&A Advisory
- “Follow the Smart Money” Guest Contributor: By Max Drachman, CEO, Drachman M&A Co.
- Investor Perspective
- “Look for Value in Infrastructure” Guest Contributor: By Scott Soden, Managing Principal & Co-Founder, Alpina Capital
- D.C. Watch
- ‘How Shortages Affect the Communications Tower Industry” Guest Contributors: NATE‘s By Todd Schlekeway, Jim Goldwater, Todd Washam
36 pages of insights. Read excerpts from Intelligence Q3 2021 here.
2022 VOLUME 1
- Data Centers and Wireless Infrastructure
- Why Mid-band Spectrum Has Become So Valuable
- Wireless Infrastructure Index
- M&A Advisory
- “Valuing Data Centers” By Guest Contributor: Brian Pryor, Managing Director, Houlihan Lokey
- Investor Perspective
- “Small Tower Companies are Attractive Investments” By Guest Contributors: Chris Stark, President and Craig Berry, Vice President, Stark Capital Solutions
- D.C. Watch
- Broadband Needs More Money-Watch Out for the Deployment Speed Bumps” By Guest Contributor: Andrew Lipman, Partner, Morgan Lewis
33 pages of insights and actionable intelligence.
2022 VOLUME 2
- U.S. Wireless CapEx in a High Cycle
- Powering Digital Infrastructure
- The Great FWA vs FTTH Debate
- Wireless Infrastructure Value Index: Update
- Wireless Infrastructure Transactions
- Analyst Perspective
- “The 5G Dichotomy” By Martha DeGrasse
- D.C. Watch
- “To Promote 5G, Congress Needs to Reauthorize the FCC’s Spectrum Authority” by Joel Thayer
- Analyst Perspective
33 pages and 18 charts/tables of insights and actionable intelligence.
2022 VOLUME 3
- Small Cells are Big
- Where’s the Edge?
- Wireless Infrastructure Ecosystem
- Wireless Infrastructure Value Index: Update
- Wireless Infrastructure Transactions
- The Impact of Inflation on Leases and Towers, Ken Schmidt, Steel in the Air, Inc.
- Why Private Networks are Important for the Future of the Communications Industry, Iain Gillott, iGR
- European Tower Market Perspectives, Douglas Dimitroff, Phillips Lytle LLP
33 pages and 16 charts/tables of insights and actionable intelligence.
2022 VOLUME 4
- International Towers Rising
- Understanding Open RAN
- Wireless Infrastructure Ecosystem
- Wireless Infrastructure Value Index: Update
- Wireless Infrastructure Transactions
- Investor Perspective, Nick Del Deo, MoffettNathanson
- Why Digital Twins Are Important for Infrastructure Development, Dan Ciprari, Pointivo
31 pages and 15 charts/tables of insights and actionable intelligence.
2023 VOLUME 1
- In-Building Wireless Market Analysis
- U.S. Wireless Capital Expenditures – a Fresh Look
- Wireless Infrastructure Ecosystem
- Wireless Infrastructure Value Index: Update
- Water Cooler Chit Chat by Jennifer, Fritzsche, Greenhill & Co.
- Investor Perspective – Wireless Infrastructure by Eric Luebchow, Wells Fargo
30 pages and 16 charts/tables of insights and actionable intelligence.
2023 VOLUME 2
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- The Appeal of Private Networks
- Cable in Wireless
- Wireless Infrastructure Ecosystem
- Wireless Infrastructure Value Index: Update
- Investor Perspective – Greg Williams, TD Cowen
- M&A Advisory – Bob Paige, Vertical Bridge
- Industry Observer – Barlow Keener, Womble Bond Dickinson
29 pages and 12 charts/tables of insights and actionable intelligence.
2023 VOLUME 3
- It’s a Small (Cells) World
- Wireless Infrastructure Ecosystem
- Wireless Infrastructure Value Index: Update
- Investor Perspective – Data Centers – Meeting the AI Opportunity Ahead, Michael Elias, TD Cowen
- M&A Advisory – The Big Three TowerCos and the Data Center Market, Angela Floyd, Law Office of Angela Floyd, LLC
- D.C. Watch – BEAD BABA Rules, Andrew D. Lipman, Morgan Lewis
- Bonus: Inside Towers Database – An Overview
29 pages and 11 charts/tables of insights and actionable intelligence.
2023 VOLUME 4
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- Driving Energy Efficiency and Sustainability at Cell Towers
- U.S. Towers: An Analysis
- Wireless Infrastructure Ecosystem
- Wireless Infrastructure Value Index: Update
- M&A Advisory – Remaking of the Global Mobile Infrastructure Markets by William Rich, Bowen, Inc.
- D.C. Watch – The Regulatory Battle for the Internet by Leslie Stimson, Inside Towers Washington Bureau Chief
31 pages and 12 charts/tables of insights and actionable intelligence.
2024 VOLUME 1
- AI in Telecommunications Markets
- U.S. Wireless CapEx – A Current Analysis
- Wireless Infrastructure Ecosystem
- Wireless Infrastructure Value Index: Update
- International TowerCo Perspective: “The Role of Tower Companies in Shaping Asia-Pacific’s Digital Future,” Gayan Koralage, EDOTCO Group
- Fiber Industry Perspective: “Sensible Forecasting During Optics Boom,” Mark Lutkowitz, fibeReality
- Wireless Connectivity Perspective: “IoT Realities Around 5G” Wade Sarver, Wireless Industry Consultant
33 pages and 12 charts/tables of insights and actionable intelligence.
2024 VOLUME 2
- European Towers in Play
- Small Cells & Network Densification: What’s the Story?
- Digital Infrastructure Ecosystem
- Digital Infrastructure Value Index: Update
- Digital Infrastructure Perspective: “High-Speed Broadband Networks: Growth, Challenges & Opportunities,” Dhiraj Adya, Tech Mahindra
- Tower Industry Outlook: “Cell Tower Industry Predictions,” Steel in the Air, Inc.
- Network Perspective: “Net Neutrality Ping Pong,” Ernest Worthman, Industry Analyst
35 pages and 9 charts/tables of insights and actionable intelligence.
LATEST ISSUE: 2024 VOLUME 3
- Satellites in Wireless Networks
- U.S. Towers: A Critical Analysis
- Digital Infrastructure Ecosystem
- Digital Infrastructure Value Index: Update
- Private Tower Company Opportunities & Challenges, Yannis Macheras, Harmoni Towers
- Tower Deal Perspectives, Clayton Funk, Houlihan Lokey
- Broadband Policy and Metrics: Reassessing Satellites’ Role in Meeting Key Connectivity Targets, Dean Bubley, Disruptive Analysis Ltd.
37 pages and 10 charts/tables of insights and actionable intelligence.
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