Wednesday, July 22, 2015

Will Expectations Become Reality?

Multiple reports from analysts predict that the second half of 2015 and early 2016 will see more wireless activity. Amir Rozwadowski of Barclays wrote, “While we expect carrier capex levels to remain tempered during 2Q, expectations for a reiteration of 2015 spending levels by all four major telco’s suggests improving trends should emerge beginning in the back half of the year.” In the story below, you’ll get Jonathan Schildkraut of Evercore ISI’s take. But will it actually happen? Rozwadowski noted that while each carrier has their own initiatives to focus on, the new spectrum and the densification projects will bode well for the industry as a whole. Continue reading here

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