Softbank - New Sprint - Discussion

[richy]

Am I the only one who thinks of Pirate Excrement whenever he sees ARPU?  (say it aloud)

 

 

Robert

So true!

 

ARPU means very little without ACPU as well. If you can grow Pirate Poop without growing your ACPU as much then you are golden, if you grow ARPU but your ACPU rises faster for a prolonged period then you are doing something wrong. 

 

Sprint fy2013 Post paid branded arpu = 64.07, tmobile = 50.70

churn, sprint post paid branded = 1.93% tmo = 1.7% 

 

So Sprint makes more money per sub (probably a mix of less discounting and higher package sells rather than like for like value, i.e. sprint customers buy higher packages rather than sprint being more expensive for the same thing). The churn difference, in favour of tmobile is likely to do with Sprint taking a knock for NV not being completed yet and Legererers whoring his network into the ground offering unsustainable packages (as we have seen with the recent price increase) just to fluff the figures and make a buyout pay more plus he will hit higher incentive payouts. Sprint is investing heavily and is doing ok subscriber wise, once they can slow down on the capex they can fight harder financially for subs and have a network that keeps them. Plus when there is disruption in the market (and 2013 has been disruptive with the pricing shakeups) there will be people wandering between companies. 

 

There is always a fair degree of churn in the cellular market, it's a fairly competitive market and whilst Sprint's is a little high tmobiles has been far higher in recent years. As a comparison, I worked for a cable company in Europe, we did landlines, cellular, cable tv and internet, our voluntary churn was usually circa 2% and involuntary was a little lower around 1.8%, adding cellular into the mix dropped both by about .3%, the recession actually dropped both down close to 1%, People actually made sure they paid their bill because it was cheaper than going out to party which they couldn't afford due to the recession. Churn is important, but theres usually a hell of a lot of things affecting it some of which you don't even think possible. Every iphone release quarter our invol churn went up by a noticeable bump as halfwits decided not to pay their cable bill so they could afford the latest iphone bill. 

[jamisonshaw125]

Interesting podcasts interview of analyst Jan Dawson with the ins and outs of the merger. 

http://www.engadget.com/2014/03/18/engadget-mobile-podcast-201/

 

Not sure if this was posted or not.

[jf15219]

Am I the only one who thinks of Pirate Excrement whenever he sees ARPU?  (say it aloud)

 

 

Robert

 

[jamisonshaw125]

This thread has been dead for too long. Resurrection time. Another one bites the dust.

 

I feel like Masa is quickly transforming into George R.R Martin. http://www.fiercewireless.com/story/sprints-iyad-tarazi-leaves-company-network-team-restructuring/2014-03-25

[uh60james]

Technically, from an LTE standpoint they don't run any of the same bands, but given how many bands current and future phones are capable of, that shouldn't be any technical problem. But it would be a logistical problem of getting everyone the new phones with all five bands.

 

This exactly, the Nexus 5 is a perfect example.  It supports all major US carriers except VZW.  There is no reason a combined company cannot adopt this approach with all new phones going forward.

[S4GRU]

Talk is cheap get the network done already.

 

Who's talking?  I didn't see any talking.  Just firing.  As if Sprint can stop the press from reporting it.  Your comment makes no sense in context.  

 

You are seeing the symptom of Masa not accepting talking anymore, only results.  You're just complaining in negative platitudes.

 

Robert

[twospirits]

^ that is true. In any merger, people will leave or get fired. Its the nature of the game. 

Sort of like modern warfare, everyone does it, 

speaking of which...

 

http://www.youtu.be/l7NgLArJidY

[linhpham2]

Masa is really cleaning house at Sprint (hopefully for the better)! Another exec is gone, effective immediately: http://www.fiercewireless.com/story/sprints-iyad-tarazi-leaves-company-network-team-restructuring/2014-03-25

[S4GRU]

Does anyone even bother to read a few posts up before posting a link? We were already discussing the passing of Tarazi.

 

Robert via Nexus 5 using Tapatalk

 

 

[KD8JBF]

[BecomingDeath13]

I laughed so hard.

After a time away from the site I went through and reread the entire thread. That's just me though. I'm just curious to see where Masa continues to take it, and how many more people leave the company.

 

-Adam-

Sent from my LG-LS980.

 

 

[NYC126]

http://www.lightreading.com/mobile/4g-lte/sprint-loses-its-small-cell-guru/d/d-id/708361

 

Seems to me Masa is cleaning house.

[IamMrFamous07]

http://www.lightreading.com/mobile/4g-lte/sprint-loses-its-small-cell-guru/d/d-id/708361

 

Seems to me Masa is cleaning house.

We already posted this lol #oldnewsnow

[BecomingDeath13]

Lmao, number three.

 

-Adam-

Sent from my LG-LS980.

 

 

[RCM]

Well, one more down. Looks like Masa is cleaning house.

 

http://www.kansascity.com/2014/03/25/4915620/another-sprint-network-executive.html

[caspar347]

Well, one more down. Looks like Masa is cleaning house.

 

http://www.kansascity.com/2014/03/25/4915620/another-sprint-network-executive.html

ROFL

[CaryTheLabelGuy]

Well, one more down. Looks like Masa is cleaning house.

 

http://www.kansascity.com/2014/03/25/4915620/another-sprint-network-executive.html

Well played, sir. Well played.

[Johnner1999]

Wow - SoftBank is cleaning house. CEO stepping down

 

http://abcnews.go.com/Business/story?id=3705444

 

 

 

Sent from my LG-LS980 using Tapatalk

 

[anthony.spina97]

Wow - SoftBank is cleaning house. CEO stepping down http://abcnews.go.com/Business/story?id=3705444Sent from my LG-LS980 using Tapatalk

Unless I'm missing something, like a joke or what-not, you do realize that that article was written in 2007, right?

 

-Anthony

[BecomingDeath13]

Omg, I'm dying here.

 

-Adam-

Sent from my LG-LS980.

 

 

[JThorson]

 

So do people think Masa Son is starting to make an impact on Sprint with all the articles we have seen?

[KD8JBF]

 

Sent from my LG-LS980 using Tapatalk

 

 

[Rawvega]

For those interested, Masa Son will be speaking at the CCA event tomorrow and it'll be live streamed:

 

https://twitter.com/masason/status/448787292493062144

 

 

Sent from my SM-N900P using Tapatalk

 

[centermedic]

Talk is cheap get the network done already.

Wait for it....wait for it....done! 

[Johnner1999]

Correct... See above

 

Unless I'm missing something, like a joke or what-not, you do realize that that article was written in 2007, right?

 

-Anthony

Sent from my LG-LS980 using Tapatalk