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RedSpark

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Everything posted by RedSpark

  1. Assuming the partner delivers satisfactory performance per an SLA and improves its own network, I don’t think it makes sense for Sprint to prioritize building native coverage in those areas until the rest of its network gets densified, etc.
  2. My guess would be that an update was pushed to the network which had some kind of bug. Once they saw that it knocked data offline, they rolled it back to the prior version of whatever it was.
  3. How about that.... Roaming is now "Extended LTE" or "Off-network Roaming".
  4. I think you're absolutely right about that. The Mini Macros did help some but what's really needed are 8T8R builds/upgrades or Massive MIMO to be deployed next year. The population density of DC has increased substantially with all the new construction and these 2CA Mini Macros that they've deployed can't get ahead with the traffic demand. I hope Mobilitie is one of those bids too! I believe Sprint's last major announcement about DC's network was for Inauguration Day earlier this year: http://newsroom.sprint.com/sprints-dc-network-ready-to-support-great-american-tradition-presidential-inauguration.htm https://www.rcrwireless.com/20170113/carriers/carriers-network-infrastructure-inauguration-day-tag17 I was up in Downtown Bethesda and Northern Bethesda this past weekend visiting some family I have up there. I have the "Baseline Data Experience" enabled in the RootMetrics Coverage Map App for iOS and I also ran some Speed Tests in the App in area hexes that were reported as 3G (Orange), hexes which didn't have any reports at all, and hexes which had slow LTE reported previously. I was pleasantly surprised at the speeds I saw! I was hitting upwards of 70-80 Mbps for download and 10 Mbps upload. Just doing my part to knock out those Orange Hexes when I can!
  5. Sprint completely revised its Coverage Map page over the weekend. It’s now a full screen design and includes a number of LTE coverage updates and what appears to be new roaming partner coverage as well. http://coverage.sprint.com/IMPACT.jsp
  6. [Proposed] Sprint Tmobile merger Disc.

    Sprint is doing well on its own in my opinion. As long as it can pay down its debt and keep expanding its network over time, it doesn't matter to me what the other players are doing. This is a long game. Sprint has the spectrum advantage to win this.
  7. [Proposed] Sprint Tmobile merger Disc.

    We most definitely are the market. Individual decisions define the market. I don't believe the cost advantages through increased scale in this case will get passed onto customers. That only happens with enough competitors, and removing one from the market makes it less likely these savings will get passed along. Instead, there's less competitive incentive for the remaining players and an increased risk of collusion.
  8. [Proposed] Sprint Tmobile merger Disc.

    They don't have the Money? Here's the presentation where Sprint announced CapEx of $3.5 Billion to $4 Billion for FY2017 during the Fiscal 1Q2017 earnings call. Here's the Transcript from the Earnings Call where the CFO specifically commented on CapEx.
  9. Check this out from March 2017: https://dc.curbed.com/2017/3/21/15006154/population-density-dc-washington According to the infographic: 672,228 people live within Washington's 61 Square Miles. That gives it a population density of 11,020 persons per Square Mile. The graphic compares its density to other cities, some of which are on the Press Release: Chicago Houston Los Angeles I wonder if "Washington, DC" according to Sprint also includes surrounding areas in MD/VA.
  10. It's interesting to see the disparity in performance/improvement across the different markets. Atlanta – Up 86% to 32 Mbps LA Metro – Up 55% to 23 Mbps Chicago – Up 61% to 32 Mbps Minnesota – Up 64% to 29 Mbps Colorado – Up 44% to 25 Mbps San Diego – Up 48% to 20 Mbps Houston – Up 43% to 22 Mbps Seattle – Up 40% to 35 Mbps Indianapolis – Up 61% to 35 Mbps Washington DC – Up 45% to 20 Mbps The improvement percentage for Atlanta is substantial. How is DC still among the slowest markets? I thought a third carrier of Band 41 was deployed here?
  11. [Proposed] Sprint Tmobile merger Disc.

    I don’t think it’s too late for Sprint. Similar things were said about T-Mobile at one point... Apple too for that matter.
  12. iPhone 8, 8+, X announced

    https://www.macrumors.com/2017/10/11/jony-ive-iphone-x-10th-anniversary-coincidence/ “Ive told the magazine that the iPhone X project had an incubation period of more than two years, and with features like Face ID and the TrueDepth camera, is one of the most difficult projects Apple has undertaken.” This is a pretty long design cycle. The next iPhone X (X2?) (and perhaps the 8’s successor) will hopefully have HPUE.
  13. [Proposed] Sprint Tmobile merger Disc.

    You and I are the market... but you have to decide whether you are looking at the market as a customer or as an investor. As an investor, a person wants "Return on Investment". All this noise about scale, merger, etc. That's institutional investor PR and FUD to move the stock price around. Unless I'm holding Sprint stock directly or through some investment vehicle, I don't care about return on investment. As a Sprint customer, I care about good service at a good price: Do I think merging with T-Mobile will "improve" my Sprint service through increased scale? Sure. Do I think it will result in higher prices from less competition? Absolutely. Is it necessary for Sprint to merge for the company to survive? Absolutely not. Sprint can succeed on its own. Just look at what T-Mobile has been able to do.
  14. [Proposed] Sprint Tmobile merger Disc.

    The primary argument for a merger I've seen, at least as I understand it, is "scale": "Sprint/T-Mobile as a merged company will be better capitalized to compete against Verizon/AT&T." I think this argument is total BS. Look what T-Mobile was able to accomplish since the AT&T merger failed. It's on fire. Customer acquisition is through the roof. It's marketing message is on point. T-Mobile doesn't need Sprint to compete.... and Sprint doesn't need T-Mobile to compete. T-Mobile is eating into Verizon/AT&T. When Sprint finally gets its act together, it will too. Yeah T-Mobile got a few billion dollars and some spectrum from AT&T as part of the merger breakup fee, but it could have just as easily blown the money on failed marketing and failed branding.... but it didn't. Sure T-Mobile/Sprint may want the market to have only three major players as a result of a merger... but that may not be in the best interests of consumers in terms of price.
  15. [Proposed] Sprint Tmobile merger Disc.

    This merger doesn't need to happen. Sprint is completely capable of being a competitive player in the marketplace without resorting to a merger with T-Mobile. I keep thinking back to AT&T which wanted to merge with T-Mobile... and very similar promises were made about how competition would be preserved. And then that Merger Document leaked and it was clear that the merger was BS. For the first time the letter pegs the cost of bringing AT&T's LTE coverage from 80% to 97% at $3.8 billion -- quite a cost difference from the $39 billion price tag on the T-Mobile deal. The push for 97% coverage apparently came from AT&T marketing, who was well aware that leaving LTE investment at 80% would leave them at a competitive disadvantage to Verizon. Marketing likely didn't want a repeat of the Luke Wilson map fiasco of a few years back, when Verizon made AT&T look foolish for poor 3G coverage. AT&T was willing to spend 10x the amount of money over a network build cost to knock T-Mobile as a competitor off the market. None of this needs to happen here. Sprint has to keep paying down its debt, which over time will free up additional funds for CapEx. Network improves, better customer experience means more customers which means more funds to pay down debt. Repeat. This is already happening and it's why Sprint isn't in a death spiral now. Here's what Sprint needs to do right now: 1) Fire leadership in the marketing department. Sprint's marketing message is inconsistent and incoherent. There's no real brand message/advantage with "1% difference". Sprint should be saying "Great service at a great price"... and deliver that. That's it. 2) Fire leadership in the website department. Sprint's website is a tangle of non-skinned legacy content mixed with skinned-over legacy content. One crappy retail store might affect a subset of people, but a crappy website affects everyone visiting it. Sprint needs a "Tiger Team" to fix this pronto. 3) Sign national deals for Magic Box with major retailers: CVS/Walgreens, Safeway, Target, etc. Place Magic Boxes in every qualifying address/location. Put a sticker on the entrance which says Sprint Magic Box. Make it clear that people will have coverage when they go in the store. More time in the store means more money spent in the store. This should be obvious to the retail partners. 4) Stand up a new profitable division: The Event Coverage Group. This group would have a page on the Sprint website through which event organizers could request COWS/COLTS or perhaps one day "Flying Magic Boxes". Sprint would profit from doing this by charging for the coverage. When the Sprint crews go to events, they need to bring Sprint Branding with them. If it's a music event, get the TIDAL team there. This is branding. This is effective brand messaging. This is exposure. This merger doesn't need to happen for Sprint to succeed in the long run as a viable competitor. Ultimately, the joke will be on us in the form of higher prices if it goes through IMHO.
  16. https://twitter.com/sprintnews/status/835855299718283264 https://twitter.com/marceloclaure/status/835907550893735937 https://twitter.com/guengott68/status/835883505510977541 http://www.lg.com/us/mobile-phones/g6
  17. [Proposed] Sprint Tmobile merger Disc.

    That's a very good point. I've been on Sprint with an iPhone 6/6s/7 and soon an 8 (once my screen protectors arrive).... all of which support VoLTE. As you said, Sprint has these numbers. I imagine there will be a set deadline for folks to get a new VoLTE-capable device if this goes through. Perhaps there will be "upgrade incentives".
  18. [Proposed] Sprint Tmobile merger Disc.

    If you want the upgraded Netflix plans, you pay the difference over what T-Mobile pays for the base one.
  19. [Proposed] Sprint Tmobile merger Disc.

    According to Sprint (Investor Update - Fiscal 1Q17: Page 8): Postpaid carrier aggregation capable phones, which allow for higher download data speeds, were 81 percent of postpaid phones activated during the quarter, increasing the number of these phones within the phone base to 60 percent. Sprint no longer reports its actual Tri-band LTE device percentage as part of the breakdown. It last did this in the Investor Update - Fiscal 4Q16: Page 8: Postpaid smartphones^ represented 94 percent of the ending postpaid phone connection base compared to 92 percent at the end of the year-ago period and 94 percent at the end of the prior quarter. During the quarter, 98 percent of postpaid phones sold were smartphones. Postpaid tri-band LTE phones^ represented 84 percent of the ending postpaid phone connection base compared to 69 percent at the end of the year-ago period and 82 percent at the end of the prior quarter. During the quarter, 96 percent of postpaid phones sold were tri-band. From this combined with other info in the Investor Reports, it's possible to extrapolate how many single/dual band LTE devices there are out there, and guesstimate how many non-LTE devices there are.
  20. [Proposed] Sprint Tmobile merger Disc.

    Where do you think you’d switch to?
  21. [Proposed] Sprint Tmobile merger Disc.

    Wouldn’t that be something if the Merger fails and Sprint walks away with the breakup fee? In fact, I hope that happens. Put it into CapEx.
  22. [Proposed] Sprint Tmobile merger Disc.

    This is starting to sound pretty real... I really don’t want this to happen.
  23. [Proposed] Sprint Tmobile merger Disc.

    https://www.cnbc.com/2017/10/04/t-mobile-sprint-deal-moving-forward-but-some-not-happy-with-price.html Talks between T-Mobile and Sprint for a stock-for-stock deal that makes Deutsche Telekom the controlling owner are moving forward, sources tell CNBC's David Faber. However, some T-Mobile shareholders are frustrated with the deal price, these sources said. On and on it goes....
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