Tensions High Between Carriers, Tower Companies, Wells Fargo Analyst Says
Tensions are “at an ‘all time’ high," between carriers and tower companies, Wells Fargo analyst Jennifer Fritzsche said Thursday, reporting on a visit to the PCIA conference earlier in the week. “There was talk that the ‘ask’ from the carriers…
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was for a fixed price on a [radiation] center,” she wrote. “The game of chicken that was going on earlier this year seems alive and well! All tower [companies] acknowledged that yes the carriers want to pay less for their service and are trying to ‘commoditize the infrastructure chain’ in such a way to lower prices.” Much of the talk was about small cells, Fritzsche wrote. "A main takeaway was that while small cells are going to be [a] clear focus for many, they are just a 'tool in the tool box' and should not be considered a threat to the tower model. We still heard a lot of questions about the returns on small cells."