Jump to content

Softbank - New Sprint - Discussion


linhpham2

Recommended Posts

This is the last time Sprint gets to blame Nextel

 

This probably the last time that the other companies get to take advantage of Sprint stupidity in merging with Nextel. They can kiss the customer addition by the millions goodbye.

  • Like 1
Link to comment
Share on other sites

 

 http://www.nasdaq.com/article/softbank-set-to-invest-16-billion-at-sprint-20130707-00017

 

 

If the network isn't good, customers are going to complain, Mr. Son said, adding that Sprint will seek to pull even with Verizon in high-speed coverage in about two years.
 
That is the original quote I am referring to.  Also worth noting that Verizon's LTE coverage is not the same as their 3G coverage. 
 
here is a photo of Verizon's current LTE Coverage( according to their site)
datacoverage4g.png
Link to comment
Share on other sites

This is the last time Sprint gets to blame Nextel

 

Maybe, maybe not...

 

Dan Hesse:

 

 

A lot of the customers that were hanging on till the very end were those who really quite frankly love their Nextel service and were not particularly pleased when we had to turn the network down, even though we worked with them very closely. And the CDMA customers, they typically -- a lot of these companies put their entire business out for RFPs and some of those -- a lot of them we won, but some of them we lost and those will trickle out in Q3 and Q4, particularly Q3 being the largest quarter for if you will those mixed account losses because they come right after if you will the (inaudible) losses.

So the Nextel network if you will is the gift that keeps on giving. We’re almost done. We’ve shut the network down, but we still do have a couple of issues that will -- in terms of this mix account effect that will impact the second half of the year.

 

 

Link to comment
Share on other sites

 

So the Nextel network if you will is the gift that keeps on giving.

 

Can we just start referring to the Nextel iDEN network as the "jelly of the month club"?

 

 

AJ

Link to comment
Share on other sites

http://www.nasdaq.com/article/softbank-set-to-invest-16-billion-at-sprint-20130707-00017

 

 

 

 

That is the original quote I am referring to. Also worth noting that Verizon's LTE coverage is not the same as their 3G coverage.

here is a photo of Verizon's current LTE Coverage( according to their site)

Posted Image

It's probably not up to date cause they said they'd match their 3G coverage end of 2Q13. They're gonna eventually match it because they've been proclaiming that they're gonna release LTE-only phones in the future.

 

The reason I'm skeptical of Softy expanding coverage to reach VZW and ATT, without buying soneone, is because of what AJ, Robert have said: it's extremely expensive to expand into an area with 0% market share and get up to break even cashflow.

Link to comment
Share on other sites

Euteneur stated "we're going to get the benefit of the continued penetration of smartphones that gives us the $10 add on charge"  which could be  a mistake on his part in considering the new unlimited plans, but I'd rather interpret that as endorsement of the Everything Data plans, meaning they can still be sold and certainly still offer ARPU growth opportunity if and when standard phones are upgraded to smart phones. 

 

When asked about SMR network expansion, Elfman said  "most of our roaming outside of our own footprint of courses with one major carrier and wherever I get an opportunity to do that, I shall. But with the rural carriers we are doing -- we are going to continue doing roaming with small rural partners"      It sounds like 1) Organic network expansion planning is yet to be planned but 2) We should expect the first places favored for expansion would be areas where Verizon is the only roaming partner available.  Makes sense, considering the reciprocal roaming relationships between sprint and regionals are far  more financially favorable than the rates verizon gets while pushing the sprint network to the bottom of its PRL's. 

  • Like 7
Link to comment
Share on other sites

Euteneur stated "we're going to get the benefit of the continued penetration of smartphones that gives us the $10 add on charge"  which could be  a mistake on his part in considering the new unlimited plans, but I'd rather interpret that as endorsement of the Everything Data plans, meaning they can still be sold and certainly still offer ARPU growth opportunity if and when standard phones are upgraded to smart phones. 

 

When asked about SMR network expansion, Elfman said  "most of our roaming outside of our own footprint of courses with one major carrier and wherever I get an opportunity to do that, I shall. But with the rural carriers we are doing -- we are going to continue doing roaming with small rural partners"      It sounds like 1) Organic network expansion planning is yet to be planned but 2) We should expect the first places favored for expansion would be areas where Verizon is the only roaming partner available.  Makes sense, considering the reciprocal roaming relationships between sprint and regionals are far  more financially favorable than the rates verizon gets while pushing the sprint network to the bottom of its PRL's. 

 

Maybe, but isn't the $10 "premium data" charge basically baked-in now?  They stopped advertising the old 450 everything data plan as being $69/month with a $10 data charge and just started saying it was $79.  

Link to comment
Share on other sites

It is

 

Maybe, but isn't the $10 "premium data" charge basically baked-in now?  They stopped advertising the old 450 everything data plan as being $69/month with a $10 data charge and just started saying it was $79.  

 

It was advertised that way, but at the account level the $10 fee is broken out.  An Everything Data family plan will still pick up a $10 fee as those 3G phones grandfathered in prior it being required for all upgrade and as basic phones are upgraded to smartphones.  If Sprint didn't intend on continuing to work with the ED plans (instead, just forcing the new plans) this wouldn't be part of his outlook

 

I got the impression from today's call that Son really hasn't asserted his control in the operations thus far.  I suspect he is simply observing operations right now before making any bold moves.   

Link to comment
Share on other sites

Did anyone get their statements? A $5 fee if you ever need a second statement mailed to you. However, if you go online to print, that's free. A material change in the agreement?

I don't think so. I don't believe I have ever seen anything in the t & c that says sprint (or any carrier) is required to provide you with a paper bill.

Link to comment
Share on other sites

Did anyone get their statements? A $5 fee if you ever need a second statement mailed to you. However, if you go online to print, that's free. A material change in the agreement?

Sprint's big thing lately has been trying to get people to use self-service options like sprint.com and the Sprint Zone a bit more. Cut down on call volume for simple stuff.

Link to comment
Share on other sites

Did anyone get their statements? A $5 fee if you ever need a second statement mailed to you. However, if you go online to print, that's free. A material change in the agreement?

Are they saying the first one they mail to you is free and if you need it mailed a second time, then there's a $5 charge? Unless the old agreement stated "If you need a second monthly statement mailed to you, one will be sent free of charge" - I don't see how this could be considered a change in the agreement, let alone a material change...

Link to comment
Share on other sites

Did anyone get their statements? A $5 fee if you ever need a second statement mailed to you. However, if you go online to print, that's free. A material change in the agreement?

 

cmonman.jpg?w=506&h=189

  • Like 1
Link to comment
Share on other sites

cmonman.jpg?w=506&h=189

 

Is that Keyshawn?  C'mon, man, does anybody actually listen to what he says? 

 

AJ

Link to comment
Share on other sites

Did anyone get their statements? A $5 fee if you ever need a second statement mailed to you. However, if you go online to print, that's free. A material change in the agreement?

 

Bill reprints have had a charge associated with them for some time now (at least a year). In addition, Sprint has obviously been pushing for much greener endeavors in the past several years, enough to get the #3 spot in Newsweek's Greenest Companies in America for 2 years in a row. They have also been dramatically increasing the amount of Self-Service options both on the website and through the Sprint Zone app. With those increased self-service options, they are now starting to charge for the time and labor it takes a rep to do the same thing you could do on your own like changing your phone number and reprinting your bill.

 

The fact is a majority of the country has access to Internet, and most customers are now purchasing smartphones capable of utilizing it, so now that you can do these things yourself, they are decreasing calls into care, reducing the number of reps required to manage these calls, and if you aren't going to do something yourself that you can, they are going to charge you for that service. I'd equate it to self-serve gas stations versus full-service stations (laws permitting of course). The full-service will cost more as they have to pay labor for the employees to do what you can do yourself at a self-service station. Whether this cost is separated out for that specific service, or baked into an overall price increase across the board is up to debate. I'd rather Sprint charge less overall if you can manage your account yourself and charge people who require more personal support to manage their account as it requires employee time and labor. Granted, I say this because I can actually manage my own accounts and don't want to deal with a call center rep at any company if I don't have to knowing the average training regiment at many call centers nationwide.

  • Like 1
Link to comment
Share on other sites

Not exactly. Recovering from surgery after having the Nextel tumor removed takes time, and the tumor is still to blame for the pain of recovery.

 

AJ

Yep and a lot of businesses had a mix of nextel and sprint. All the nextel churn was counted in q2 but the sprint subs that were ported to other carriers on the 1st or later will count towards churn in q3.

Edit: I see rawvega beat me to this.

 

Sent from my SPH-L900 using Tapatalk 2

 

Link to comment
Share on other sites

http://www.bizjournals.com/kansascity/blog/2013/07/sprint---an-internet-company.html

 

According to the KC Business Journal, "In a presentation to investors, SoftBank refers to the new SoftBank-Sprint combination as an “Internet Company,” while it plugs competitors Verizon Wireless and AT&T Inc. into the “Telecom Company” category. An Internet focus could mean a massive shift in research and products for Sprint — or it simply could be a rebranding of Sprint to highlight its extracurricular activities."

 

http://webcast.softbank.co.jp/en/results/20130730/pdf/2014q1.pdf

 

What does this mean?

Link to comment
Share on other sites

I guess Sprint is keeping CDMA for 5 more years at least.

 

http://finance.yahoo.com/news/himex-selects-sprint-network-enable-130000988.html

 

HIMEX today announced that it has signed a five-year agreement with Sprint (NYSE:S) as the preferred CDMA carrier to wirelessly enable and support HIMEX Usage-Based Insurance (UBI) and telematics solutions.

Link to comment
Share on other sites

http://www.bizjournals.com/kansascity/blog/2013/07/sprint---an-internet-company.html

 

According to the KC Business Journal, "In a presentation to investors, SoftBank refers to the new SoftBank-Sprint combination as an “Internet Company,” while it plugs competitors Verizon Wireless and AT&T Inc. into the “Telecom Company” category. An Internet focus could mean a massive shift in research and products for Sprint — or it simply could be a rebranding of Sprint to highlight its extracurricular activities."

 

http://webcast.softbank.co.jp/en/results/20130730/pdf/2014q1.pdf

 

What does this mean?

 

It means SoftBank has big things planned. From what I understand they are looking at synergies in structure between both networks and trying to find out what works for both companies. They seem to believe the U.S. and Japan operate the same way. They want Sprint to become more like them in that they don't want to be seen as the the cell company. 

 

Rather than focus on T-Mobile, he is already going for the big guys, AT&T and Verizon. 

 

I absolutely love it!

  • Like 1
Link to comment
Share on other sites

I absolutely love it!

 

Here is a little something for, as Bill Cosby would say, "the young people"...

 

 

AJ

  • Like 3
Link to comment
Share on other sites

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.

Guest
Reply to this topic...

×   Pasted as rich text.   Paste as plain text instead

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.


  • large.unreadcontent.png.6ef00db54e758d06

  • gallery_1_23_9202.png

  • Posts

    • T-Mobile Fires Back At AT&T After Their Statements On T-Priority
    • February is always closer than you think! https://stadiumtechreport.com/news/caesars-superdome-gets-matsing-deployment-ahead-of-super-bowl-lix/ Another Super Bowl, another MatSing cellular antenna deployment. Caesars Superdome, home of the NFL’s New Orleans Saints, has deployed a large number of cellular antennas from MatSing as part of an effort to increase wireless network capacity ahead of the upcoming Super Bowl LIX in February, 2025. It is the third such deployment of MatSing equipment at Super Bowl venues in as many years, following cellular upgrades at Allegiant Stadium for Super Bowl LVIII and at State Farm Stadium for Super Bowl LVII. According to the Saints, the MatSing antennas were part of a large wireless overhaul this offseason, done primarily “to satisfy fans’ desires for wireless consumption and bandwidth,” an important thing with Super Bowl LIX coming to the venue on Feb. 9, 2025. Each year, the NFL’s big game regularly sets records for wireless data consumption, with a steady upward progression ever since wireless networks were first put into stadiums. https://www.neworleanssaints.com/news/caesars-superdome-transformation-2024-new-orleans-saints-nfl-season-part-1-wifi-upgrades-wireless-cellular During the offseason renovation project, the foundation of the facility's new Distributed Antenna System (DAS) was the installation of 16 multi-beam, wideband spherical lense antennas that are seven feet in diameter and weigh nearly 600 pounds apiece, a model called the MatSing MS-48H180. Another 16 large antenna spheres of varying sizes and frequencies have also been installed for a total of 32 new large antennas, in addition to 200 cellular antennas inside and around the building, all of these products specifically made for high-density environments such as stadiums and arenas. The DAS system's performance is expected to enhance further as it becomes fully integrated throughout the season. The MatSing MS-48H180 devices, with a black color that matches the Caesars Superdome's roof, each were individually raised by hoist machines to the top of the facility and bolted into place. Each cellular antenna then transmits 48 different beams and signals to a specific area in the stadium, with each sphere angled differently to specifically target different coverage areas, allowing increased, consistent coverage for high-density seating areas. In addition to creating targets in seating and common areas throughout the stadium, these antennas create dedicated floor zones that result in improved coverage to the field areas for fans in 12 field-level suites and the Mercedes-Benz End Zone Club, teams and on-field media and broadcast elements. The project is also adding 2,500 new wireless access points placed in areas such as concourses, atriums, suites and food and beverage areas for better WiFi coverage.
    • https://www.yahoo.com/news/dallas-county-completes-first-911-194128506.html - First 911 call/text received over Starlink/T-Mobile direct to cell.  This appears to be in Dallas County, MO.
    • FCC: "We remain committed to helping with recovery efforts in states affected by Hurricane Helene. We stand ready to do all that is necessary to return connectivity to hard-hit areas and save lives." SpaceX: "SpaceX and @TMobile have been given emergency special temporary authority by the @FCC to enable @Starlink satellites with direct-to-cell capability to provide coverage for cell phones in the affected areas of Hurricane Helene. The satellites have already been enabled and started broadcasting emergency alerts to cell phones on all networks in North Carolina. In addition, we may test basic texting (SMS) capabilities for most cell phones on the T-Mobile network in North Carolina. SpaceX’s direct-to-cell constellation has not been fully deployed, so all services will be delivered on a best-effort basis." Space posted this at 2pm today on X.
    • https://ibb.co/KrTR877 https://ibb.co/DK3MVgw https://ibb.co/VgWtZwR Should work with these links
  • Recently Browsing

    • No registered users viewing this page.
×
×
  • Create New...