In the fast-paced world of technology and telecommunications investing, access to high-quality alternative data has become a critical competitive advantage. As professional investors seek to navigate this complex and rapidly evolving landscape, understanding the key players and offerings in the alternative data space is essential. From app usage and engagement metrics to web traffic analytics, device performance data, and beyond, alternative data providers are delivering unprecedented insights into market trends, consumer behavior, and company performance. In this blog post, we will take a deep dive into the world of alternative data for tech and telecom investors, exploring the top companies that are shaping this dynamic category and the ways in which their offerings are transforming investment strategies and decision-making processes.
HG Insights
Company Summary
HG Insights is a technology intelligence provider that offers data-driven insights to businesses, enabling them to make informed decisions by delivering actionable information on IT installations, spend, contracts, and intent, along with cloud product usage, adoption, and spend. Leveraging its proprietary Technology Intelligence platform, HG Insights empowers global businesses to analyze markets and target prospects with precision and confidence through solutions like Market Intelligence, Spend Model, and GenAI Navigator, which helps customers identify prospects with generative AI maturity for targeted sales and marketing initiatives. With a diverse client base that includes 90% of Fortune 100 B2B tech companies, HG Insights has been operating since 2010 from its headquarters in Santa Barbara, CA, with a team of 51-200 employees.
Key Features For Investors
HG Insights offers a comprehensive suite of alternative data solutions tailored to the needs of hedge funds and asset managers investing in the technology and telecom sectors. By providing granular insights into the tech stacks, spending patterns, and market trends of companies worldwide, HG Insights empowers investors to make data-driven decisions and identify unique investment opportunities.
Key features of HG Insights’ data that are particularly valuable for tech and telecom investors include:
- Detailed technology adoption data covering over 17 million companies, enabling investors to spot emerging trends, assess competitive landscapes, and identify potential winners and losers
- Technology spend analytics that provide visibility into the IT budgets and purchasing behavior of companies, allowing investors to gauge demand for specific products or services and validate investment theses
- Market intelligence reports that offer deep dives into specific technology segments, including market share analysis, customer preferences, and competitive dynamics
- Customizable data solutions that can be seamlessly integrated into existing investment workflows and models, enhancing the analytical capabilities of hedge funds and asset managers
Improving Investment Decisions
HG Insights empowers hedge funds and asset managers to make better-informed investment decisions by providing comprehensive technology intelligence. By leveraging HG Insights’ extensive database of technology installations, spending patterns, and market trends, investors gain a competitive edge in identifying promising opportunities and managing risks in the tech sector.
HG Insights’ alternative data enables investors to:
- Identify emerging technology trends and assess the growth potential of companies based on their tech stack and adoption rates
- Evaluate the competitive landscape within specific technology segments by analyzing market share, customer preferences, and spending patterns
- Enhance due diligence processes by gaining insights into a company’s technology infrastructure, IT spend, and vendor relationships
- Develop data-driven investment strategies, such as thematic investing or long/short equity plays, based on technology adoption trends and market dynamics
- Integrate granular technology data into existing investment models and workflows to improve the accuracy and timeliness of investment decisions
CB Insights
Company Summary
CB Insights is a technology market intelligence platform that empowers organizations to make swift, informed decisions about their tech strategies. By leveraging machine learning algorithms to analyze vast datasets spanning venture capital, startups, patents, partnerships, and tech news, CB Insights provides invaluable insights to clients across industries such as technology, healthcare, finance, and retail. The platform enables users to identify the most suitable tech vendors, uncover competitors’ strategies, and stay ahead of emerging market trends with ease and confidence. Trusted by Fortune 500 companies and renowned publications alike, CB Insights has experienced remarkable growth, cementing its position as a market leader in the tech intelligence space.
Key Features For Investors
CB Insights offers a comprehensive suite of alternative data and analytics tailored to the needs of hedge funds and asset managers investing in the technology and telecom sectors. By harnessing machine learning algorithms and vast datasets, the platform provides investors with unique insights into market trends, company performance, and investment opportunities.
Key features of CB Insights’ data that investors find valuable include:
- Real-time monitoring of tech and telecom industry trends, emerging technologies, and disruptive startups
- Detailed company profiles with financial data, funding history, patent analysis, and competitor benchmarking
- Predictive analytics to identify promising investment opportunities and forecast company growth potential
- Market intelligence reports on sector-specific trends, regulatory developments, and M&A activity
- Customizable dashboards and alerts to track key metrics, events, and industry news relevant to an investor’s portfolio
- Data-driven insights on customer behavior, product adoption, and market demand to validate investment theses
Improving Investment Decisions
CB Insights empowers hedge funds and asset managers to make more informed investment decisions by providing comprehensive alternative data and analytics on private companies, emerging technologies, and market trends. The platform’s extensive database, powered by machine learning algorithms and expert analysis, offers investors valuable insights to identify promising opportunities, assess risks, and optimize their portfolios.
CB Insights helps investors enhance their decision-making process through:
- Real-time monitoring of industry trends, disruptive technologies, and emerging startups to stay ahead of the curve
- Detailed company profiles with financial data, funding history, and competitor analysis for thorough due diligence
- Predictive analytics to identify high-potential investments and forecast company growth and performance
- Customizable alerts and dashboards to track key metrics, events, and news relevant to their investment strategies
- Data-driven insights on market sentiment, customer behavior, and industry benchmarks to validate investment theses
datacenterHawk
Company Summary
datacenterHawk is a comprehensive platform that provides detailed, real-time insights into the data center real estate market, covering over 49 markets across North America, Europe, Asia Pacific, and Latin America. The platform tracks and updates critical information such as power capacity, construction costs, verified transaction comps, and hyperscale user self-built facilities. By aggregating member information and data from various sources, datacenterHawk offers a robust database and valuable insights to its subscribers, including IT professionals, data center brokers, and investors. The company’s flagship product, Hawk Insight, combines extensive research on top data center markets with real-time analytics, providing users with essential information on power supply, fiber infrastructure, and hazard risks. datacenterHawk aims to simplify the process of evaluating key metrics and making informed decisions about data center investments, enabling users to turn global markets into their local markets and make better real estate decisions.
Key Features For Investors
datacenterHawk offers a comprehensive platform that provides hedge funds and asset managers with valuable data and insights into the data center real estate market. By aggregating information from various sources and offering real-time analytics, datacenterHawk enables investors to make more informed decisions in this growing sector.
Key features of datacenterHawk’s data that investors find useful include:
- Detailed data on over 49 data center markets across North America, Europe, Asia Pacific, and Latin America
- Real-time updates on critical metrics such as power capacity, construction costs, and verified transaction comps
- Insights into hyperscale user self-built facilities and their impact on the market
- Extensive research on top data center markets combined with real-time analytics
- Information on power supply, fiber infrastructure, and hazard risks for each market
- Tools to compare and evaluate data centers based on key metrics and market conditions
Improving Investment Decisions
datacenterHawk empowers hedge funds and asset managers to make more informed investment decisions in the data center real estate market. By providing a comprehensive platform that aggregates and analyzes critical information on over 49 markets across North America, Europe, Asia Pacific, and Latin America, datacenterHawk enables investors to gain a deeper understanding of the industry landscape and identify potential opportunities. The platform’s real-time updates on key metrics such as power capacity, construction costs, and verified transaction comps, along with insights into hyperscale user self-built facilities, allow investors to stay ahead of market trends and make data-driven decisions.
datacenterHawk’s platform offers several features that enhance the investment decision-making process for hedge funds and asset managers:
- Extensive research on top data center markets combined with real-time analytics, providing a comprehensive view of the industry
- Tools to compare and evaluate data centers based on critical metrics such as power supply, fiber infrastructure, and hazard risks
- Access to a robust database of data center information, enabling investors to conduct thorough due diligence and assess potential investments
- Market intelligence and trend analysis, helping investors identify emerging opportunities and potential risks in the data center sector
- Benchmarking capabilities, allowing investors to compare the performance of their investments against industry standards and competitors
Built With
Company Summary
BuiltWith is a web technology profiling company that provides tools and services for analyzing websites and their underlying technologies. Their flagship product, BuiltWith Technology Lookup, allows users to discover the technologies powering over 673 million websites, including server types, hosting providers, analytics tools, and widgets. Additionally, BuiltWith LeadsEye enables users to visually identify and qualify sales leads from websites, saving time and effort in the lead generation process. The company also offers a Domain API for programmatic access to website technology data in various formats. While striving to provide comprehensive metadata, BuiltWith complies with GDPR by excluding personal information of EU residents.
Key Features For Investors
BuiltWith provides a treasure trove of web technology data that offers valuable insights for investors in the technology and telecom sectors. By tracking the usage of over 60,000 web technologies across more than 673 million websites, BuiltWith enables hedge funds and asset managers to identify technology trends, assess market share, and benchmark companies against their competitors. This rich dataset empowers investors to spot emerging opportunities, validate investment theses, and make data-driven decisions in a rapidly evolving tech landscape.
Key features of BuiltWith’s data that investors find particularly useful include:
- Technology adoption trends and market share analysis across sectors and geographies
- Identification of fast-growing technologies and the companies behind them
- Competitive intelligence on the tech stacks and capabilities of public and private companies
- Insights into the digital transformation initiatives and cloud migration patterns of enterprises
- Detection of potential disruption risks from new technologies or innovative competitors
- Monitoring of e-commerce platforms, payment processors, and digital advertising providers
- Analysis of open source software usage and its implications for tech vendors and users
Improving Investment Decisions
BuiltWith’s web technology profiling data offers a wealth of insights that can help hedge funds and asset managers make more informed investment decisions. By analyzing the technologies used by millions of websites across various industries, investors can identify emerging trends, assess competitive landscapes, and evaluate the digital capabilities of potential investment targets.
BuiltWith empowers investors to enhance their decision-making process in several key ways:
- Identifying technology adoption trends: Investors can spot early signs of market shifts and disruptive technologies by monitoring the growth and decline of specific web technologies across sectors and geographies.
- Benchmarking companies against competitors: By comparing the technology stacks of companies within the same industry, investors can assess their relative strengths, weaknesses, and market positioning.
- Evaluating digital transformation progress: BuiltWith’s data helps investors gauge the extent to which companies are modernizing their web infrastructure, adopting cloud technologies, and leveraging cutting-edge tools to drive business growth.
- Uncovering potential risks and opportunities: Insights into a company’s web technology choices can reveal potential vulnerabilities, such as outdated software or over-reliance on specific vendors, as well as opportunities for innovation and competitive advantage.
- Enhancing due diligence and valuation models: By incorporating web technology data into their research processes, investors can make more accurate assessments of a company’s digital assets, growth potential, and overall value.
Comlinkdata
Company Summary
Comlinkdata is a telecommunications data and analytics company that provides clients with insights and tools to understand market dynamics and subscriber behavior across wireless, wireline, broadband, and device sectors. By leveraging billions of independently sourced data points that are constantly enriched, curated, and validated for accuracy, Comlinkdata offers a cloud-based data architecture that flexibly scales to meet client demands. Their offerings include Performance Monitoring, which provides real-time data from real-world users and telecom network data, covering over 190 KPIs related to Quality of Service, device, and network infrastructure measurements. Comlinkdata’s intuitive visual analytics platform enables clients to analyze billions of data points instantly, with online portal access available for 24/7 self-service, empowering them to make data-driven decisions to improve their market position and network performance.
Key Features For Investors
Comlinkdata provides a comprehensive suite of alternative data solutions tailored for investors in the technology and telecommunications sectors. By leveraging billions of independently sourced data points that are constantly enriched and validated, Comlinkdata offers valuable insights into market dynamics, competitive landscapes, and consumer behavior patterns.
Some of the key features and data sets that hedge funds and asset managers find particularly useful from Comlinkdata include:
- Detailed KPIs on network performance, quality of service, and infrastructure metrics across wireless, wireline, and broadband providers
- Granular data on subscriber numbers, churn rates, ARPU, and market share trends for telecom operators
- Real-time monitoring of device adoption, usage patterns, and consumer preferences for handsets, tablets, and connected devices
- Customized analytics and benchmarking tools to compare the performance of specific companies, markets, or technologies
- Historical data and forecasting models to identify long-term trends, seasonality, and growth opportunities in the tech and telecom space
Improving Investment Decisions
Comlinkdata empowers hedge funds and asset managers to make more informed investment decisions by providing comprehensive alternative data solutions tailored to the technology and telecommunications sectors. By leveraging billions of independently sourced data points that are constantly enriched and validated, Comlinkdata offers valuable insights into market dynamics, competitive landscapes, and consumer behavior patterns.
Comlinkdata’s alternative data enables investors to:
- Assess network performance, quality of service, and infrastructure metrics across wireless, wireline, and broadband providers to identify strengths, weaknesses, and potential opportunities
- Analyze subscriber numbers, churn rates, ARPU, and market share trends to gauge the competitive positioning and growth prospects of telecom operators
- Monitor device adoption, usage patterns, and consumer preferences to understand the impact of new technologies and shifting customer demands on the industry
- Utilize customized analytics and benchmarking tools to compare the performance of specific companies, markets, or technologies and inform investment strategies
- Incorporate historical data and forecasting models to identify long-term trends, seasonality, and growth opportunities in the tech and telecom space
Apeiron Insight
Company Summary
Apeiron Insight, a Dutch early-stage tech company founded in 2018, is a leading provider of telecommunications market intelligence and insights on telco performance and subscriber behavior. The company has built extensive datasets covering customer switching and churning across telcos in multiple countries, enabling them to deliver granular insights down to local markets and capture key telco KPIs. These insights help clients understand market performance, brand loyalty, the impact of new entrants, regional fiber deployments, 5G rollouts, and promotional activity in real-time. In addition to telco data and insights, Apeiron Insight offers intelligent routing services, supporting telcos with their routing logic for calling or messaging, improving end-to-end service integrity, and ensuring low latency and high throughput. The company fosters an intellectually challenging and rewarding work environment, with opportunities for professional development, as it rapidly grows and scales up its operations.
Key Features For Investors
Apeiron Insight provides a range of powerful datasets and analytical tools tailored for hedge funds and asset managers investing in the technology and telecommunications sectors. By tracking key performance indicators and consumer behavior patterns across multiple geographies, Apeiron enables investors to gain real-time insights into market dynamics, competitive positioning, and emerging opportunities.
Some of the key features of Apeiron Insight’s data that investors find valuable include:
- Granular data on customer switching and churn rates across telcos, down to local market levels
- Real-time monitoring of telco KPIs such as subscriber growth, ARPU, and market share
- Insights on the impact of new entrants, regional fiber rollouts, 5G deployments, and promotional activity
- Benchmarking of telco performance and brand loyalty across different markets and customer segments
- Analysis of consumer behavior shifts and demand trends for various telco products and services
- Ability to track the effectiveness of telco advertising spend and marketing campaigns
Improving Investment Decisions
Apeiron Insight empowers hedge funds and asset managers to make more informed investment decisions by providing comprehensive telecommunications market intelligence and insights on telco performance and subscriber behavior. By leveraging Apeiron’s extensive datasets covering customer switching and churn rates across multiple geographies, investors gain a granular understanding of market dynamics, competitive positioning, and emerging opportunities in real-time. This enables them to identify trends, assess the impact of market events, and uncover potential investment opportunities with greater precision and timeliness.
Apeiron Insight’s data and analytics help investors:
- Monitor key telco KPIs such as subscriber growth, ARPU, and market share to gauge the financial health and competitive position of companies
- Assess the impact of new entrants, regional fiber rollouts, 5G deployments, and promotional activities on market dynamics and company performance
- Benchmark telco performance and brand loyalty across different markets and customer segments to identify leaders and laggards
- Analyze consumer behavior shifts and demand trends to anticipate changes in telco product and service adoption
- Incorporate real-time insights into investment models and decision-making processes to enhance portfolio performance and risk management
TowerXchange
Company Summary
TowerXchange is a leading independent media platform that has been serving as the home of the global telecom tower industry since 2012. The company provides comprehensive research, analysis, and events that offer unparalleled insights and access to the growing towerco market. TowerXchange’s offerings include recording and publishing tower counts and other key industry data points, conducting regular interviews with prominent industry figures, managing the world’s leading community of tower industry professionals, and organizing annual Meetups across various regions such as Europe, the Americas, and Africa. These events bring together towerco management teams, MNOs, investors, and industry suppliers, facilitating valuable knowledge sharing, networking, and social interactions among peers. TowerXchange’s research and analysis cover the latest news, trends, and expert opinions on the tower industry’s evolution, while also tracking 324 towercos globally, which collectively own 72.6% of the world’s 5.33 million investible towers and rooftops.
Key Features For Investors
TowerXchange provides a wealth of valuable data and insights for hedge funds and asset managers investing in the global telecom tower industry. By offering a comprehensive platform that combines in-depth research, market analysis, and networking opportunities, TowerXchange enables investors to make more informed decisions in this rapidly evolving sector.
Key features of TowerXchange’s offerings that benefit investors include:
- Detailed market reports covering key regions and countries, providing insights into market trends, regulatory developments, and competitive landscapes
- Extensive database of tower company profiles, offering information on business models, financial performance, and growth strategies
- Tracking of towerco asset counts, enabling investors to understand market share and growth potential of different industry players
- Quarterly market updates keeping investors informed of the latest developments and trends in the telecom tower industry
- Conferences and networking events that provide valuable opportunities to connect with industry experts and gather unique insights
Improving Investment Decisions
TowerXchange provides a wealth of alternative data and insights that empower hedge funds and asset managers to make more informed investment decisions in the global telecom tower industry. By offering comprehensive market reports, detailed tower company profiles, and regular industry updates, TowerXchange enables investors to gain a deeper understanding of the sector’s dynamics, identify potential opportunities and risks, and formulate data-driven investment strategies.
The platform’s key offerings that enhance investment decision-making include:
- In-depth market reports covering key regions and countries, providing insights into market trends, regulatory developments, and competitive landscapes
- Extensive database of tower company profiles, offering information on business models, financial performance, and growth strategies
- Tracking of towerco asset counts, enabling investors to understand market share and growth potential of different industry players
- Quarterly market updates keeping investors informed of the latest developments and trends in the telecom tower industry
- Conferences and networking events that provide valuable opportunities to connect with industry experts and gather unique insights
G2
Company Summary
G2 is a leading business software and services review platform that enables users to discover, compare, and select the best software solutions for their needs. With over 2.59 million verified user reviews, G2 offers a comprehensive marketplace featuring a wide range of software categories, including project management, video conferencing, e-commerce, marketing automation, accounting, CRM, and more. The platform provides detailed product information, user ratings, and side-by-side comparisons to help businesses make informed decisions. For software vendors, G2 offers a suite of seller solutions, including review syndication, profile optimization, and data-driven insights to maximize their presence on the platform and reach more potential customers.
Key Features For Investors
G2 offers a wealth of alternative data that can provide valuable insights for hedge funds and asset managers focused on the technology and telecommunications sectors. By analyzing the vast collection of user reviews, ratings, and market data available on G2’s platform, investors can gain a deeper understanding of the competitive landscape, customer sentiment, and growth potential of software companies.
Key features of G2’s data that investors find particularly useful include:
- Comprehensive software reviews from verified users, providing insights into product quality, customer satisfaction, and adoption trends
- Detailed competitor comparisons, enabling investors to assess market positioning and identify companies with strong competitive advantages
- Market trend analysis, highlighting emerging technologies, shifts in customer preferences, and growth opportunities within specific software categories
- Buyer intent data, indicating which products and categories are generating the most interest and engagement from potential customers
- Sentiment analysis of user feedback, offering a qualitative assessment of customer satisfaction, pain points, and perceived value of software solutions
Improving Investment Decisions
G2’s platform offers a wealth of alternative data that can significantly enhance investment decision-making processes for hedge funds and asset managers. By leveraging the insights derived from G2’s extensive collection of user reviews, ratings, and market data, investors can gain a deeper understanding of the software industry landscape and make more informed decisions when evaluating investment opportunities.
G2 empowers investors to improve their investment strategies in several key ways:
- Analyzing user reviews to assess customer satisfaction, product quality, and adoption trends, helping identify companies with strong market traction and growth potential
- Monitoring market trends and emerging technologies to spot new investment opportunities and potential disruptions in the software industry
- Benchmarking companies against their competitors to evaluate market positioning, competitive advantages, and potential risks
- Leveraging buyer intent data to gauge market demand and identify companies with strong growth prospects
- Incorporating customer sentiment analysis to gain qualitative insights into a company’s strengths, weaknesses, and overall prospects, complementing traditional financial metrics
ETR
Company Summary
Enterprise Technology Research (ETR) is a technology market research firm that provides actionable insights to enterprise technology companies, financial services firms, and IT decision makers by leveraging proprietary data gathered from its exclusive community of IT decision makers (ITDM). ETR’s mission is to eliminate bias and increase speed-to-market by going directly to the voice of the customer, offering a range of services, including surveys, visualizations, and reports, that help clients quantify trends shaping the enterprise technology landscape. By providing broad and deep survey data, tracking time-series data by vendor, visualizing trends at the company level, and accelerating sector and competitor research, ETR enables its clients to make informed decisions, identify changes in demand, and gain a competitive edge in the fast-moving enterprise technology market.
Key Features For Investors
ETR provides a wealth of data and insights tailored specifically for technology and telecom investors. By leveraging surveys and market research from a proprietary network of IT decision makers, ETR offers a unique perspective on the enterprise technology landscape.
Key features of ETR’s data that investors find valuable include:
- Detailed spending intentions data across various tech sectors and vendors
- Quantitative insights on market share, wallet share, and customer satisfaction
- Qualitative commentary from IT buyers on vendor performance and industry trends
- Sector-specific reports on software, infrastructure, security, and emerging tech
- Vendor performance scorecards and competitive positioning analysis
- Time-series data to track changes in spending patterns and market sentiment
- Customized research and advisory services aligned with clients’ investment theses
These data points and analytical frameworks enable investors to assess technology trends, evaluate vendor prospects, and identify potential long and short opportunities. By providing a robust and nuanced view of the enterprise tech stack, ETR empowers hedge funds and asset managers to make more informed decisions in a rapidly evolving sector.
Improving Investment Decisions
ETR provides hedge funds and asset managers with valuable alternative data and insights to enhance their investment strategies. By leveraging ETR’s proprietary surveys of IT decision-makers, investors gain a unique perspective on the enterprise technology landscape, including spending intentions, market share trends, and customer satisfaction levels across various sectors and vendors.
ETR’s data and research offerings enable investors to:
- Assess technology trends and identify growth opportunities based on robust spending intentions data
- Evaluate vendor performance and competitive positioning using detailed market share and wallet share analysis
- Understand the drivers of customer satisfaction and loyalty through qualitative commentary from IT buyers
- Monitor sector-specific dynamics and emerging threats or opportunities with in-depth reports on software, infrastructure, security, and other key areas
- Incorporate alternative data into investment models and decision-making processes to enhance research and generate alpha
Spektrum Metrics
Company Summary
Spektrum Metrics, formerly known as Allnet Insights & Analytics, is a leading provider of wireless spectrum ownership data, analysis tools, and reports in the United States. The company offers a comprehensive suite of products that includes the Web Spectrum Viewer for visualizing mobile carrier spectrum ownership, the Spectrum Ownership Analysis Tool for advanced spectrum holdings analysis, and the EBS Whitespace Auction Opportunities Tool for insights into available 2.5GHz unlicensed spectrum. Spektrum Metrics also provides detailed spectrum assignment information for each US county, LTE channel information, and MHz-POPs estimates for nearly 1,900 carriers and spectrum licensees. By delivering actionable insights and data-driven solutions, the company enables wireless carriers, financial entities, infrastructure providers, and equipment suppliers to make informed decisions in the rapidly evolving wireless industry.
Key Features For Investors
Spektrum Metrics offers a comprehensive suite of wireless spectrum ownership data, analysis tools, and reports that provide valuable insights for hedge funds and asset managers focused on the tech and telecom sectors. By delivering granular data on spectrum holdings, LTE channel information, and MHz-POPs estimates for nearly 1,900 carriers and licensees, Spektrum Metrics enables investors to assess the competitive landscape, identify potential opportunities, and make more informed investment decisions.
Key features of Spektrum Metrics’ offerings that investors find particularly useful include:
- Web Spectrum Viewer for visualizing and comparing mobile carrier spectrum ownership across different markets and frequency bands
- Spectrum Ownership Analysis Tool for performing advanced queries and analysis on spectrum holdings data, such as identifying top holders by band or market
- EBS Whitespace Auction Opportunities Tool for identifying unlicensed 2.5GHz spectrum that could be valuable for carriers looking to expand their 5G network capacity
- Detailed county-level spectrum assignment data that allows for granular assessment of carriers’ coverage and capacity in specific markets
- MHz-POPs data that provides a standardized metric for comparing the relative value and potential of different spectrum holdings across carriers and markets
Improving Investment Decisions
Spektrum Metrics empowers hedge funds and asset managers to make more informed investment decisions by providing a comprehensive suite of wireless spectrum ownership data, analysis tools, and reports. By leveraging the company’s granular data on spectrum holdings, LTE channel information, and MHz-POPs estimates for nearly 1,900 carriers and licensees, investors gain valuable insights into the competitive landscape and can identify potential opportunities in the rapidly evolving wireless industry.
Spektrum Metrics’ offerings enable investors to:
- Assess the relative strength and market positioning of wireless carriers based on their spectrum holdings across different markets and frequency bands
- Identify potential merger and acquisition targets or partnership opportunities based on complementary spectrum assets
- Evaluate the potential impact of regulatory changes, such as spectrum auctions or policy decisions, on wireless carriers and the industry as a whole
- Incorporate spectrum ownership data into valuation models and risk assessments to gain a more comprehensive view of wireless companies’ growth prospects and competitive advantages
- Monitor trends in spectrum utilization and deployment to anticipate shifts in the competitive landscape and emerging technologies, such as 5G networks
ManagementTrack
ManagementTrack by Paragon Intel is the leading source of analysis on executives. Hedge Funds and Asset Managers rely on ManagementTrack for the management portion of any investment thesis. Predictive ratings, verified data, and proprietary interviews with high level former peers of executives allow professional investors to understand how the people leading a company will impact its performance.
Learn more here: https://paragonintel.com/management-track-platform/
