Tag Archives: Verizon

5G mmWave Spectrum: Was Straight Path Worth the Price?

This past week saw Verizon overtaking AT&T in bidding for Straight Path Communications, owner of 28 and 39 GHz ‘5G’ spectrum, closing the contest at $3.1 Billion, more than double AT&T’s initial bid of $1.25 Billion ($1.6 B transaction value). The acquisition is framed within the context of spectrum for 5G services. What makes this an interesting case… Read More »

AWS-3 Auction 97: Behind the Numbers

Auction 97 for the AWS-3 band made headline news as operators spent $44.9 billion on 65 MHz of spectrum – a huge sum of money. But what’s behind the headline story; what do the numbers tell? Here are some of observations:

AWS-3 Auction Closes on $44 Billion: Did They Cross The Bounds of The Rational?

It seems US wireless operators have crossed the bounds to the irrational in bidding on the AWS-3 spectrum. As I write this article, round 91 closed at over $43.74 billion for the 65 MHz of spectrum. That’s a gross average of $2.3/MHz PoP. To put this into perspective, the 90 MHz of AWS-1 spectrum in 2006 netted $13.7… Read More »