Posts Tagged ‘wireless’

2014 CTIA Wireless Industry Survey Suggest Maturing Industry

The CTIA recently released its annual wireless survey including 2014 results. This year’s survey is full of data suggesting a rapid maturation of the US wireless industry. Seven key data points: Annual Data growth slowed to 26%, growing from 3.23 trillion MB in 2013 to 4.06 trillion MB in 2014. This is the slowest data […]

Three Downstream Implications of a Sprint/T-Mobile Combination

While there has been significant industry discussion about a possible Sprint/T-Mobile combination, there has been little discussion about potential implications for other areas of the industry. Here are three: 1) Broadcast incentive auction (and other upcoming FCC spectrum auctions) could suffer. T-Mobile, having essentially no spectrum below 1 GHz was expected to bid aggressively in […]

“The Spectrum Handbook” 2013 Released

Summit Ridge Group,LLC is please to announce the publication of The Spectrum Handbook 2013. This 182 page book is available in hardcopy and e-book version through major on-line resellers. Executive Summary This Handbook has three objectives: 1) to serve as a primer for explaining the complex issues around the use of electromagnetic spectrum; 2) to […]

New White Paper: Right-sizing Spectrum Auction Licenses: The Case for Smaller Geographic License Areas in the TV Broadcast Incentive Auction

Summit Ridge Group, LCC  just completed a white paper covering a significant issue related to the upcoming FCC Broadcast Incentive Auction. The paper, Right-sizing Spectrum Auction Licenses: The Case for Smaller Geographic License Areas in the TV Broadcast Incentive Auction was sponsored by the Competitive Carriers Association.  The Executive Summary is below. Executive Summary The wireless […]

Is “Terrestrial Bias” a Political Problem for the Satellite Industry?

Is “Terrestrial Bias” a Political Problem for the Satellite Industry? I recently caught-up with a European wireless executive and we compared notes on the communications industry. While discussing different technologies, I mentioned the progress satellite broadband was making in various countries. He responded with an interesting insight. Simply put, local politicians are eager to support […]

Takeaways from CCA Convention in Las Vegas

The Competitive Carriers Association held their annual convention earlier this week in Las Vegas.  A few takeaways: 1) Concern over LTE upgrade cycle. Small to mid-sized carriers appear anxious about the costs and benefits of LTE. They seem to realize they will need to do it eventually in order to remain competitive. But they are […]

Why the Wireless Tower Operators Haven’t Participated in the 2013 Market Rally

Why the Wireless Tower Operators Haven’t Participated in the 2013 Market Rally The S&P and the NASDAQ are up approximately 20% year to date. Yet the three largest tower operators (American Tower [AMT], Crown Castle [CCI] and SBA Communications [SBAC]) have not participated in this rally (YTD returns between 1% and -11%) despite the rapid […]

Wireless Industry Lobbying Mutes Alternative Views

The wireless industry invests roughly $30 billions of dollars annually in capital expenditures building out their networks and acquiring spectrum. The major carriers average $5 billion to $10 billion in capital expenditures each. Given that the industry is heavily regulated, it would be irresponsible for them to not protect their investment with appropriate political lobbying […]

Putting the State of the U.S. Wireless Industry in Perspective

I’ve neglected this blog for a while as I am working on my forthcoming “Spectrum Handbook 2013” which I expect to release in a few weeks. Please contact me if you’d like a copy. But I did have a chance to attend the Winnik International Telecoms and Internet Forum in Washington, D.C. on Thursday and […]

Could Incumbents Wireless Cos Dominate Unlicensed Spectrum?

Significant amounts of government spectrum are headed towards being made available for shared unlicensed use. However, industry commentators have barely analyzed the potential impact on the industry structure from the availability of this new spectrum. The common initial reaction, and one suggested in the PCAST Report is that new entrepreneurial unlicensed providers will emerge to […]

Unlicensed Spectrum and the Challenge of Finding Investment Capital

White spaces use is becoming increasingly visible way to use spectrum more efficiently and jumpstart the use of new services. However, the industry will need significant investment in order to build a substantial industry. Traditional telecom service providers have FCC spectrum licenses that can serve as collateral for investors. White space service providers don’t have […]

Takeaways from Reverse Incentive Auction Webinar

Takeaways from Reverse Incentive Auction Webinar The reverse incentive auction webinar took place at Pillsbury Winthrup’s Washington DC offices yesterday December 19th.  A replay is available at  http://www.tmcnet.com/webinar/crossfire/incentive-auctions.htm  (note: paid registration required, CLE credits may be available). In addition to the opening remarks, there were three panels – Legal, Valuation and Policy. The key takeaways […]

Implications of Expected FCC Limits on DISH’s AWS-4 Spectrum

BACKGROUND The FCC recently indicated it was leaning towards limiting DISH’s use of its 40 Mhz of AWS-4 spectrum it acquired from Terrestar and DBSD North America to prevent interference with the H-block which runs from 1915 MHz to 1920 Mhz and 1995 MHz to 2000 MHz. DISH’s spectrum currently runs between 2000 Mhz and […]

Spectrum Property and Spectrum Valuation Presentations

We’ve just added two presentation to our website that might be of interest: 1) An Introductory Framework for Wireless Spectrum Valuation 2) Broadcasting Licenses: Ownership Rights and the Spectrum Rationalization Challenge: Why the Government is Buying Back its Own Spectrum. The first presentation is what the title implies — It outlines a basic framework for analyzing […]

Wireless Consolidation’s Impact on the Incentive Auctions

Since the discussion of the television broadcast incentive auctions began a few years ago, the US wireless industry has significantly consolidated. In the past 12 months the following major transactions have reshaped the industry: Verizon’s buys Spectrum Co, signaling the probably end of the cable industry’s interest in entering the industry; T-mobile buys MetroPCS and […]