The Infrastructure That Drives The 5G Revolution
We stand at the precipice of a 5G revolution. A future filled with autonomous cars, drones, virtual and augmented reality, AI, smart cities, real-time gaming, M2M communication, and the list goes on. But the infrastructure that underpins our wireless networks today won’t suffice; material enhancements are required to form this reality.
At our 5G Conference on November 17th, we have assembled the key players throughout the communications infrastructure landscape to gather insights into the key architectural changes and sources of capacity that will shape the wireless networks of the future.
We have Ed Knapp from American Tower and Dan Schlanger from Crown Castle who will speak to the densification needs they see across towers and small cells, both in the US and globally, to truly deliver on 5G applications.
Chris Sharp from Digital Reality Trust will discuss the landscape for data centers as customers’ needs shift between hyperscale, colocation, interconnection, and edge deployments.
We will hone in on the opportunity for data centers at the edge with Matt Trifiro from VaporIO, who powers networking solutions at the edge, as well as with American Tower and Crown Castle, who stand to benefit from edge data centers deployed at their towers.
Marc Ganzi from Colony Capital, who has the most wholistic approach to communications infrastructure through ownership of towers, fiber, small cells, and data centers, will share his views on where he sees the greatest needs for infrastructure investment over the next several years.
Spectrum is another huge driver of capacity required for 5G applications, and on this front we will delve into two novel sources of spectrum. We have Iyad Tarazi from Federated Wireless who will speak to the innovations in spectrum sharing that have unleashed tremendous capacity over 3.5GHz spectrum, and we have Doug Smith from Ligado who will speak to the opportunity to multiply the capacity from C-Band spectrum by combining it with lower band spectrum.
To register for the conference and for 1x1s, please click here.
For the list of speakers, please click here.
For the agenda, please click here.
Full 12-month historical recommendation changes are available on request
Reports produced by New Street Research LLP, 18th Floor, 100 Bishopsgate, London, EC2N 4AG. Tel: +44 20 7375 9111.
New Street Research LLP is authorised and regulated in the UK by the Financial Conduct Authority and is registered in the United States with the Securities and Exchange Commission as a foreign investment adviser.
Regulatory Disclosures: This research is directed only at persons classified as Professional Clients under the rules of the Financial Conduct Authority (‘FCA’), and must not be re-distributed to Retail Clients as defined in the rules of the FCA.
This research is for our clients only. It is based on current public information which we consider reliable, but we do not represent that it is accurate or complete, and it should not be relied on as such. We seek to update our research as appropriate, but various regulations may prevent us from doing so. Most of our reports are published at irregular intervals as appropriate in the analyst's judgment. This research is not an offer to sell or the solicitation of an offer to buy any security in any jurisdiction where such an offer or solicitation would be illegal. It does not constitute a personal recommendation or take into account the particular investment objectives, financial situations, or needs of individual clients.
All our research reports are disseminated and available to all clients simultaneously through electronic publication to our website.
New Street Research LLC is neither a registered investment advisor nor a broker/dealer. Subscribers and/or readers are advised that the information contained in this report is not to be construed or relied upon as investment, tax planning, accounting and/or legal advice, nor is it to be construed in any way as a recommendation to buy or sell any security or any other form of investment. All opinions, analyses and information contained herein is based upon sources believed to be reliable and is written in good faith, but no representation or warranty of any kind, express or implied, is made herein concerning any investment, tax, accounting and/or legal matter or the accuracy, completeness, correctness, timeliness and/or appropriateness of any of the information contained herein. Subscribers and/or readers are further advised that the Company does not necessarily update the information and/or opinions set forth in this and/or any subsequent version of this report. Readers are urged to consult with their own independent professional advisors with respect to any matter herein. All information contained herein and/or this website should be independently verified.
All research is issued under the regulatory oversight of New Street Research LLP.
Copyright © New Street Research LLP
No part of this material may be copied, photocopied or duplicated in any form by any means or redistributed without the prior written consent of New Street Research LLP.