This Week: Crown Castle, Zayo, Grain Management, Recession Fears, and Handset Trends

24/03/2025 14 min Temporada 1 Episodio 236
This Week: Crown Castle, Zayo, Grain Management, Recession Fears, and Handset Trends

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Episode Synopsis

Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, including theCrown Castle asset sale, spectrum changing hands, and recession indicators andpredictions.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-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, DonKellogg, 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

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