Season 2

S2E06: Speculating About Spectrum

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S2E06: Speculating About Spectrum
June 1, 2022
49
 MIN

S2E06: Speculating About Spectrum

This episode of Over the Edge features an interview between Matt Trifiro and Jennifer Fritzsche, Head of North American Telecom and Digital Infrastructure at Greenhill & Co. Jennifer has a career record of success in providing thought leadership, strategic vision, and business insight leading to significant business growth and shareholder value. In this episode, she talks about navigating the continually changing world of technology, what aspects of it are missed most, and what is important to consider when strategizing for your business.

Jennifer Fritzsche
guest

Jennifer Fritzsche

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Episode Transcript

Episode Summary

This episode of Over the Edge features an interview between Matt Trifiro and Jennifer Fritzsche, Head of North American Telecom and Digital Infrastructure at Greenhill & Co. Jennifer has a career record of success in providing thought leadership, strategic vision, and business insight leading to significant business growth and shareholder value. In this episode, she talks about navigating the continually changing world of technology, what aspects of it are missed most, and what is important to consider when strategizing for your business.

Episode Notes

This episode features an interview between Matt Trifiro and Jennifer Fritzsche, Head of North American Telecom and Digital Infrastructure at Greenhill & Co., which is a leading independent investment bank focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments.

Jennifer has a career record of success in providing thought leadership, strategic vision, and business insight leading to significant business growth and shareholder value. She is considered a leading expert in the telecommunications services, cable, data center and tower sectors. Jennifer is seen as a client-focused leader who is a trusted advisor and partner to clients, investors and boards of directors.

In this episode, Jennifer talks about navigating the continually changing world of technology, what aspects of it are missed most, and what is important to consider when strategizing for your business. She shares insight on everything from the edge and the uncabling of cable, to the importance of fiber, wireless, and data centers to shared infrastructures. Jennifer also discusses her recommended strategies for access providers and cloud computing, as well as her top technology trends for 2022.

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Key Quotes:

“Fiber is really the basis of every infrastructure you need. Data centers don't work without fiber related to them. Small cells don't work without fiber related to them. Towers, you need that back haul and front piece, which is the fiber going up. So, in order to carry all this traffic that fiber is critical. The veins in your body carry the blood around. So it's important and really can't be overestimated.”

“A tower is, I think, the best model ever made, because it's such a passive infrastructure. And I always used to joke the only cost to the tower was paying the taxes and sending the guy to mow the lawn underneath because there's really no embedded costs, which is why they're what we call contribution margins or every incremental dollar of revenue, there's like a 90% fall through to the margin. It's unbelievable.”

“I think that you're really going to begin to see growth and the deployment of enterprises wanting to make a walled garden around some of their own enterprise that they don't have to rely solely on like the likes of AT&T and Verizon, but keep the networks as the name would imply private.

“What I would do if I was the carriers, is kind of exactly what they're doing. I would say I need to buy spectrum. It's pay to play. I bought it and now I have to deploy it. And the traditional wireless model is 120% penetration in wireless right now in the US, so you have to pivot to new different areas of growth, private networks, IoT, enterprise; things like that, that can really drive that touch point to enterprise.”

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Timestamps:

02:25 Getting involved in technology

03:17 Navigating Technology

03:50 Current role at Greenhill

06:59 Millimeter Wave and the Uncabling of Cable

08:23 What is a Franchise Territory

13:05 Future of Cable

13:45 Fiber’s Role in Infrastructure

15:05 Blurring of Broadband Infrastructure Lines

18:05 Microsoft and Amazon’s Wireless Strategies  

20:55 Access Providers and Data Center Business

24:05 Shared Infrastructure and Tower Territory

26:05 Edge Computing

34:22 Unlicensed Spectrum and CBRS  

35:41 Private Wireless

37:25 Where Should Wireless Carriers Spend Their Money?

38:55 Best Strategy for Cloud Computing and Wireless

42:35 Spectrum and Shared Infrastructure

44:15 Top Technology Trends for 2022

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Sponsor:

Over the Edge is brought to you by Dell Technologies to unlock the potential of your infrastructure with edge solutions. From hardware and software to data and operations, across your entire multi-cloud environment, we’re here to help you simplify your edge so you can generate more value. Learn more by visiting DellTechnologies.com/SimplifyYourEdge for more information or click on the link in the show notes.

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Links

Connect with Matt on LinkedIn

Follow Jennifer on LinkedIn

Fritzsche’s Forum

www.OvertheEdgePodcast.com

www.CaspianStudios.com