This Week: Crown Castle, Zayo, Grain Management, Recession Fears, and Handset Trends
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, including the
Crown Castle asset sale, spectrum changing hands, and recession indicators and
predictions.
00:26 Crown Castle shifts strategy with asset sale to Zayo
02:50 What's in it for Zayo?
03:58 Elusive network economies of scale
04:59 Grain Management acquires spectrum
07:34 The role of private networks
08:29 Recession, or not?
10:57 Can anything replace device sales?
12:46 Government response to crisis is key
14:10 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don
Kellogg, Roger Entner, Crown Castle, towers, fiber, carriers, Zayo, AT&T,
Verizon, Dish, multi-tenant, economies of scale, Ericcson, Sprint, T-Mobile,
spectrum, Grain Management, private networks, Nextel, recession, cable,
economy, handsets, devices, AI, retail, government