3 | What analysts are saying about C-band impacts on towers (簡訳:アナリストがタワーへのCバンドの影響について言っていること) | ----------- | |
FierceWireless: Wireless | 2021-03-02 03:30 | ????0? | |
“Capital budget stress will impact the level of carrier investment and how that investment is targeted,” wrote senior analyst Craig Moffett. “But spectrum is the lifeblood of the tower leasing model, so more is better, especially when it’s in the hands of multiple carries, since that means multiple deployments.”Before auction results were released, there were assumptions that Verizon would be the only carrier to scoop up the so-called “A-blocks” that align with earlier clearing schedules. But AT&T surprised, purchasing 40 MHz of the 100 MHz available A-block spectrum, and spending more than $23 billion overall.Moffett explained, “redundancy is good for tower operators” as tower rents don’t necessarily go up if one carrier deploys 200 MHz versus 10 MHz of a certain spectrum band because the same amount of equipment is needed either way, compared to if that spectrum band is spread across multiple carriers who need to deploy.“We now know that Verizon, AT&T and T-Mobile all acquired licenses – Verizon and AT&T nationally, T-Mobile in key markets - a clear positive relative to going -in expectations, at the cost of, well, a higher cost for the spectrum and stressed capital budgets,” wrote Moffett about impacts on towers.Among others, those include that tower companies won’t bring in additional rents when carriers deploy BC-block licenses at locations where the early A-block spectrum is already rolled out. Again, that’s because the network equipment gear can support however much spectrum operators need to deploy – so without the need to add more equipment, the carriers don’t need to make as many changes with towers. -- ???????? | |||
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