Towerstream's Jeff Thompson (CEO) is presenting right now. They are still seeing acquisitions as very lucrative right now. The core business is performing very well. New legislation to free up spectrum will take 10yrs to deploy. Phase I Towerstream can take the network and real estate assets and offer a WiFi offload products to as much as 8 different carriers in a shared resource model. Phase II, will be to buildout small cell technology not utilizing fiber, but rather ethernet. It will not be until next year that the small cell products will be available for a multi carrier program. In data oasis's like Times Square, the network is outperforming LTE on latency, upload, and download.
Jeff stated that they have signed up new clients on SmartFi and that he predicts it will ramp faster than the core business. Acquisitions are still much better than greenfield. Greenfield can take upto 3-4 years to ramp up to where they would like.
They are in deep talks with carrier offload program and its accellerating due to the spectrum problem.
No comments:
Post a Comment