This article addresses the major companies in The Telecom Infrastructure Services space and the growth expected.
BY MARTHA DEGRASSE ON
HOLLYWOOD, Fla. – Anyone who thinks a slowdown in carrier spending is threatening the health of the infrastructure industry was not at PCIA’s Wireless Infrastructure Show this week. Record attendance at the show, record revenue for PCIA and a sold-out exhibit hall were all positive signs for an industry which has become the backbone of many others as more commerce and communication rely on mobile devices.
Tower executives were upbeat and optimistic, and during the conference American Tower put some numbers behind that optimism with a strong earnings report, following similarly positive reports from Crown Castle and SBA Communications last week.
Because of their long-term leases, tower companies may be less impacted than vendors by short-term shifts in carrier spending. After several years of heavy network spending, AT&T has pulled back in recent months and is expected to pick up the pace somewhat during the second half of the year. Sprint has been slower to spend than some expected. Verizon Wireless and T-Mobile US have been steadier spenders.
SBA Communications CEO Jeffrey Stoops explained that he sees each carrier investing differently, based on their unique spectrum positions and timelines. He said that AT&T Mobility and Sprint are focusing primarily on tower amendments, T-Mobile US is signing new leases to deploy 700 MHz spectrum, and Verizon Wireless is spending steadily on all fronts.
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