Capital and Finance
New spectrum auctions are returning to the U.S. agenda, with a pipeline of mid-band and upper mid-band spectrum expected to reach the market. This session explores how auctions translate into revenue across the broader ecosystem: for tower owners through amendments and colocations, and for equipment vendors, fiber providers and installation services. Panelists will discuss auction timing, likely bidders, deployment timelines after licenses are awarded, and how investors should model the downstream impact. The conversation will help attendees understand where value is created when new spectrum is put to work, and who captures it first.