SBA Communications expects AT&T spectrum to enter market via auction
What happened
SBA Communications expects AT&T's spectrum to be released to the market. During a third-quarter earnings call, SBA's president and chief executive officer Brendan Cavanagh stated that upcoming spectrum auctions, including upper C-band, are expected to trigger another equipment deployment cycle across SBA's tower portfolio. Carriers are also upgrading existing leases with 5G-capable mid-band spectrum and growing fixed wireless access.
From rcrwireless.com
Why it matters
The expected spectrum auctions and rising mobile data demand are anticipated to support wireless infrastructure investment well into the next decade. SBA Communications noted that AI is creating new opportunities around distributed edge computing, while carriers continue to invest in upgrading networks.
From rcrwireless.com
Who's involved
- SBA CommunicationsOperator of mobile telecommunication infrastructure that forecasts spectrum availability
- AT&TOwner of the spectrum assets expected to be released to the market
- CavanaghPresident and chief executive officer of SBA Communications
Who could feel it
Possible knock-on effectsThese are possibilities Brind reasoned out, not predictions, and not advice. Most are not stated in any report.
- SBA CommunicationsSpeculative
Could see increased demand for tower capacity due to the expected equipment deployment cycle
- EricssonSpeculative
Might see increased sales of new network hardware required for the expected equipment deployment cycle
- AT&TSpeculative
May generate new revenue as its spectrum assets are scheduled to come to market via auction
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The entities involved
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SBA Communications
operator of mobile telecommunication infrastructure
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AT&T
American multinational conglomerate