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| 5 | Verizon readies for C-band deployments with Crown Castle, SBA deals (簡訳:ベライゾンがクラウンキャッスルとのCバンド展開に備える、SBAの取引) | ----------- | |
| FierceWireless: Wireless | 2021-04-13 02:30 | ????0? | |
| The Crown and SBA deals include terms for Verizon to lease space on existing towers to add C-band equipment including basebands and antennas. Since the agreements aren’t for new locations, it aligns with executive comments that Verizon will first overlay the mid-band frequencies on its existing 4G LTE grid. Financial terms were not disclosed.“Verizon should be a nice incremental contributor to amendment revenue, given both the magnitude of its plans and the restrained level of leasing it has exhibited in recent years,” wrote MoffettNathanson analyst Nick Del Deo in a Monday note to investors. “Crown Castle’s tower business is most exposed to Verizon among the Big Three, suggesting it will benefit most from Verizon’s amendment activity.”“Our discussions with VZ have suggested their first priority is to leverage C-band`s uplink capabilities, which as TDD spectrum can effectively oscillate between 100% uplink and downlink without pre-determined, concrete blocks for each,” wrote Luebchow. “However, VZ has admitted they may look to pair C-band with 700Mhz or 850MHz spectrum, particularly in more rural areas where they can stretch the distance between cell towers. Radio upgrades on these lower-frequency spectrum bands could make our $500 estimate actually appear conservative.”According to the firm, Verizon was granted 20,000 square inches of wind load surface area rights on towers acquired in 2015 before additional fees for lease amendments come into play. “Our industry conversations would suggest these sites are unlikely to see additional amendment revenue even with a round of C-band upgrades.”MoffettNathanson also mentioned the capacity rights, writing “we suspect Verizon’s [C-band] deployments on those towers, on average won’t drive meaningful incremental revenue. We estimate these towers account for 6% of the 22% of domestic revenue that comes from Verizon, spanning 11,500 sites.” -- ???????? | |||
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