Hmight
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Everything posted by Hmight
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Is performance wise the same as 15x15? Is performance wise the same as 15x15?
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Sprint has 15x15 b25 at midway airport and 3xCA b41. Downloaded 2 netflix episodes in less than 10 mins. Very impressed!!
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Amen
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Softbank bought forttress.
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Not sure if its related, buy network acted up all day yesterday across the midwest. Things are back to normal now.
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Midwest network is acting up...it's all normal now.
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Sprint is paying only up to 650 per line. So noone will be reimbursed for 650+. Most people no longer have ETF fees since 2 year contracts are one. Those who do would not owe anywhere to $350 max ETF fee. For those who have installment plans (which I say is the majority phone uses now, the max they can claim is whatever the cost of their phones up to $650 a line. Unless you know the breakdown of the phones people are trading in to Sprint, you can GUESS all you want. The trade in phones could be a majority of higher end Iphones or Samsung phones. Sprint could end up paying 400+, 500+, or 600+ for these phones. Sprint can resell these phones, but the cost to refurbish and resell must also be included. These phones can fetch 100, 200, or 300 dollars a phone as used, but the cost sprint has put in could easily be another 50 per phone from time of trade in to take resell. You also have to add in the costs of marketing to get these customers. The longer they have the phone the more the phones depreciate, this is another cost. I would guess it could easily be 400 on average per user for Sprint to acquire these new customers. Again, with ARPU is around $40 per user. That's why I think it makes sense for Sprint to choose the 1 year free service route for those who willing to do BYOD. This also frees up some near term financing obligation for Sprint (pay upfront cost for lease or installment phones, cost to refurbish and resell used phones, marketing costs, etc.). The idea that Sprint gained some "free" loading customers has near sighted reasoning.
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http://www.fiercewireless.com/wireless/verizon-top-donator-customers-to-competitors-q2-cowen?utm_medium=nl&utm_source=internal&mrkid=4640017&mkt_tok=eyJpIjoiTkdGalpERmtOekEwTlRoayIsInQiOiI4NE1qdHEyMlM4N2pGWjRjeVM5NUVCWTZENlZrSHZTSmpDTVlrS3N5TlhXUTVsak83VEJLazdqbjl0UCtrZXMweDZxdXRmK0RkelZGODRmVm96RW9rXC9tY0JQR1wvZlorTzlrZlZuajgrWU1HTUZXZnFUa2Yyc1wvY3pBdTBHdCtcL3kifQ%3D%3D Interesting chart to look at...N is only at 178. I would not say this is 100% accurate.
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And must also know, they are not paying up to $650 per line that comes in, with an average of $42 ARPU on Sprint's postpaid, that's the same as having new customers paying for one year of service or more. Tmo is paying how much to pay off them phones to switch over?? It's not accounting magic, but simple math without using any calculator tricks.
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Revenue growth will be there! Equipment revenue will be there for sure. Service revenue will be tricky to predict, but with postpaid stable and prepaid is back, I am venture to say service revenue will be back as well. The question is how Sprint fairs in this competitive market, more than 100k postpaid adds and 400k prepaid adds is be a good quarter in my book. Remember Tmo give out free lines too with their promotions.
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this is as wild as chasing goose in cyberspace. Your cap is on too tight.
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The stock has been down the past 2 weeks, Marcelo speaking in Miami has no impact on today's stock performance as evident with the 1% increase, trading volume is under average level. Not to mention Tmo stock is down today, not up! Just because any time there's a "news" article about a merger, does not mean it's news. Masa has been talking about this even before Marcelo ran Sprint, and Marcelo is not calling any M&A shots. It's not a process when it's been in the "news" since 2013/14, it's speculating. Like I said, until there is a news release from Sprint or Tmobile outlining any M&A for the two companies, we are beating a dead horse. At this point, Trump has better chance of getting impeached than a Sprint and Tmobile merger.