Question-and-Answer Session
Operator
(Operator Instructions) Our first question comes from Jonathan Atkin – RBC Capital Markets.
Jonathan Atkin – RBC Capital Markets
Ben, you raised an interesting point about the Clearwire builds and the fact that you benefit because of your ownership of the former Sprint assets. So is it fair to say that in a vast majority of cases there's a meaningful revenue amendments, or lease amendment events that benefits revenues in cases where Sprint has the underlying original [inaudible] lease? And then on a bit more broader level, apart from that factor, is there anything else non-4G related that you see fuelling incremental growth in the second half compared to the first half?
Ben Moreland
The Sprint situation with Clearwire locating on the Sprint site, I think we talked about it a little bit before. There is an inherent savings and some sharing of infrastructure on a Sprint site so there is a financial incentive, as well as an organizational incentive I believe not speaking for them, to locate on the Sprint towers. And so clearly it's our presumption that we're seeing a disproportionate amount of that given the concentration of the Sprint assets that we have. But I wouldn't limit it to that.
We're getting a lot of brand new applications on sites where Sprint is not located, but certainly I think we're getting the benefit of both. So there's a propensity to hit a Sprint site, as well where there's not a Sprint site. We're executing very well for that company.
As well as non-4G activity I would argue is continuing quite well. We're continuing to see other emerging carriers rollout in new markets. We're seeing a lot of amendment activity still for 3G enhancements. We're seeing roaming over build and things like that with T-Mobile, so it's pretty broad based across the rest of the group with Clearwire's 4G build and obviously LTE applications for Verizon being really the distinction this year.
Jonathan Atkin – RBC Capital Markets
And then I might have missed it, but any one-timers that affected revenues or expenses?
Ben Moreland
No, not this time.
Jonathan Atkin – RBC Capital Markets
Finally, I think you are the last major tower company to buy directly or indirectly a sizable portfolio of carrier-built assets and there still are sizable carrier owned towers out there. How do you kind of view the possibilities of possible consolidation either by yourself or others over the next couple of years?
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