DISH Obligated to Pay Crown in Excess of $3.5 Billion as Crown Castle Terminates ContractHOUSTON, Jan. 12, 2026 (GLOBE NEWSWIRE) -- Crown Castle Inc. (NYSE: CCI) ("Crown Castle") today announced that DISH Wireless (“DISH”) has defaulted on its payment obligations to Crown Castle, causing Crown Castle to terminate its wireless infrastructure agreement with DISH. Statement by Crown Castle: “Crown Castle and many other American businesses helped DISH and its parent company, EchoStar, build its wireless commun ...

The Significant 100% Success Demonstrates AmpliTech's Carrier-Grade Reliability for Open RAN NetworksHAUPPAUGE, N.Y., Dec. 30, 2025 (GLOBE NEWSWIRE) -- AmpliTech Group (NASDAQ: AMPG), today announced a major milestone in the commercialization of Open RAN technology. During the O-RAN Global PlugFest Fall 2025, AmpliTech’s Radio Units (O-RUs) achieved a 100% successful handover validation rate across multi-vendor environments. What's a handover? When you're on a phone call in your car driving down the highway ...

Baylin Technologies (OTCPK:BYLT.F) M&A Announcement December 04, 2025 10:00 AM ET Company ParticipantsLeighton Carroll - CEOOperatorGood morning, everyone, and welcome to the Baylin Technologies Kaelus Acquisition Conference Call. Today is Thursday, December the 4th, and joining us today is CEO Leighton Carroll. He will present an overview of the acquisition and its rationale, after which he will respond to questions. Analysts can ask questions live by pressing the raise hand button, and other webinar parti ...

Core Insights - Mobix Labs has taken a strategic minority stake in TalkingHeads Wireless (THW), enhancing its position in the AI-driven wireless infrastructure market [1][3][6] - The investment aims to leverage THW's AI-powered technologies to improve energy efficiency in wireless communications, addressing the rising demand for intelligent infrastructure [2][4][5] Investment Details - The terms of the investment were not disclosed, but it marks a significant step in Mobix Labs' entry into the AI infrastructure ecosystem [1][3] - The partnership began in November 2024, focusing on AI-enabled, energy-efficient base-station technologies [3][6] Market Context - There is a sharp increase in global network demand and AI-driven compute loads, necessitating intelligent and power-aware infrastructure [4][5] - THW's platform can reduce energy consumption by up to 50% while maintaining high performance, which is critical as power costs rise and 5G workloads increase [5][6] Strategic Alignment - The investment reinforces Mobix Labs' role in the evolution of AI-enabled network and compute infrastructure, positioning the company at the intersection of AI, energy efficiency, and next-generation wireless [7][8] - Both companies express a commitment to achieving strong financial returns while addressing technological challenges in the wireless sector [8]

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Core Insights - The fiber-owned small cell transaction is expected to close in 2026, indicating a strategic shift for the company [1] - The US wireless communications infrastructure industry is entering a significant growth phase, driven by strong fundamentals and increasing customer demand [1][10] - Crown Castle is positioned to deliver attractive risk-adjusted returns as the only large publicly traded tower operator focused exclusively on the US market [1][10] Financial Performance - The company reported a 5.2% organic growth in the tower business for the third quarter, amounting to $52 million, despite challenges from Sprint cancellations [11] - Adjusted EBITDA and AFFO are expected to increase by $30 million and $40 million respectively in the updated full-year 2025 outlook, driven by strong demand for assets [12][14] - The updated discretionary capital expenditures for 2025 are projected to be $155 million, reflecting a $30 million reduction due to timing [14][66] Market Dynamics - Mobile data demand is projected to increase by over 30% in 2024, marking the third consecutive year of growth, which necessitates network capacity expansion by operators [1][5] - The FCC plans to auction at least 800 megahertz of additional spectrum starting in 2027, creating opportunities for tower operators [6] - Major mobile network operators have acquired approximately 700 megahertz of spectrum in the last five years, indicating a trend towards increased spectrum investment [5] Strategic Priorities - Crown Castle aims to enhance operational efficiency by investing in systems to improve asset information quality and accessibility [7][8] - The company plans to maintain a dividend payout ratio of 75% to 80% of AFFO, excluding amortization of prepaid rent, post-fiber sale [8] - The focus will be on maximizing cash flow through organic growth and continuous improvement in profitability [8][10] Customer Engagement - The new CEO has emphasized the importance of employee engagement and customer feedback in shaping the company's strategic direction [2] - Crown Castle is committed to maximizing revenue opportunities with existing customers while also exploring efficiency gains through the divestiture of the fiber operations [19][58] - The company is actively engaging with clients to identify unmet needs and potential service expansions [58]

Core Insights - SBA Communications (SBAC) is expected to experience strong growth due to increased consumer demand and the adoption of data-driven mobile devices and applications, supported by long-term leases that ensure stable revenues [1][3][4] - The company is expanding its portfolio, having acquired 4,329 communication sites for $562.9 million, which positions it to benefit from global trends in mobile data usage and wireless spending growth [5][10] Positive Factors - The advancement of mobile technology, particularly 5G networks, is driving global mobile data usage, leading wireless service providers to enhance network coverage and capacity [3][10] - SBAC's business model is resilient, generating most revenues from long-term tower leases with built-in rent escalators, resulting in high operating margins [4][10] - The company has demonstrated a commitment to shareholder value through dividend increases and share buybacks, with a five-year annualized dividend growth rate of 18.52% [6][7][10] Challenges - High customer concentration is a concern, with T-Mobile, AT&T, and Verizon accounting for 87.4% of SBAC's domestic site-leasing revenues, making the company vulnerable to any loss or consolidation among these customers [8][9] - The company has a leveraged balance sheet with $12.6 billion in total debt and a net debt to annualized adjusted EBITDA ratio of 6.5X, which may keep financial obligations elevated [9][10]

Company Overview - SBA Communications Corporation (SBAC) has a market cap of approximately $20.3 billion and operates a portfolio of communication towers and related sites, providing services to wireless carriers across the U.S., Latin America, and Canada [1] Earnings Expectations - SBAC is expected to report an AFFO of $3.04 per share for Q3, which represents an 8.4% decrease from $3.32 per share in the same quarter last year [2] - For fiscal 2025, analysts anticipate an AFFO of $12.12 per share, down 9.4% from $13.37 in fiscal 2024 [3] Stock Performance - Over the past 52 weeks, SBAC's stock has declined by 20.7%, underperforming the Real Estate Select Sector SPDR Fund's (XLRE) 3.9% drop and the S&P 500 Index's 17.9% return [4] Recent Financial Results - In Q2, SBAC reported adjusted FFO per share of $3.17, exceeding Wall Street estimates of $3.12, with revenue of $699 million surpassing expectations of $670.1 million [5] - The company projects full-year FFO between $12.65 and $13.02 per share and revenue in the range of $2.78 billion to $2.83 billion, indicating growth in its wireless infrastructure portfolio [5] Analyst Ratings - Wall Street analysts have a "Moderate Buy" rating for SBAC, with 20 analysts covering the stock: eight recommend "Strong Buy," one suggests "Moderate Buy," and 11 suggest "Hold" [6] - The average analyst price target is $245.61, indicating a potential upside of 30.3% from current price levels [6]

Core Insights - Ondas Holdings Inc. (NASDAQ: ONDS) presents a high-risk, high-reward investment opportunity, positioned at the intersection of autonomous robotics and industrial wireless infrastructure [1] Company Overview - The company is classified as a small-cap entity, indicating potential for growth but also inherent volatility [1] Market Commentary - The analysis emphasizes a logical approach to market commentary, prioritizing clarity over sentiment and curiosity over distractions [1]

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