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Softbank - New Sprint - Discussion

linhpham2

By linhpham2
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S4GRU
S4GRU

If you remove the GMO sites, Sprint is pretty far along and certainly can be complete with Band 25 build out on Non GMO sites this year.  When you consider how long it took Tmo to do its backhaul upgr

S4GRU
S4GRU

Given Sprint's LTE maps knack for over statement of coverage, it will look more like this on Sprint maps:     Robert

S4GRU
S4GRU

I now have all four carriers. Sprint, Tmo, Verizon and AT&T. I can tell you that none of them are very good everywhere. Every one of them has places on their network that is pathetic. It's nice to

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Fraydog Member Level: LTE Advanced

Fraydog

Posted
Posted

I would consider the corporate jet fleet that Marcelo said he got rid of as a 'nice to have'.

For a data-driven future, I'd want to have owner's economics on the underlying pipes. Just recently I read about Sprint and Softbank being out there acquiring business customers in Japan to leverage Sprint's global Tier-1 backbone, something Softbank couldn't do on its own in the past.

Marcelo is a billionaire already. I'm sure he already has a NetJets account or his own jet.

jamisonshaw125 Member Level: LTE Advanced

jamisonshaw125

Posted
Posted

Hey... He's got to get around and quick. No reason for not having a private jet. I have a friend who's family owns a private jet. Lol. It's not that impractical if you're freakin loaded

  • Like 1
maxsilver Member Level: 3G EVDO

maxsilver

Posted
Posted

I would consider the corporate jet fleet that Marcelo said he got rid of as a 'nice to have'.

For a data-driven future, I'd want to have owner's economics on the underlying pipes. Just recently I read about Sprint and Softbank being out there acquiring business customers in Japan to leverage Sprint's global Tier-1 backbone, something Softbank couldn't do on its own in the past.

 

I don't think that's actually happened yet, but even if it does happen, it's not necessarily a bad thing for Sprint to not own their own wireline network.

 

Sprint's goal is to get cheap, reliable, competitive backhaul. Owning their own network and managing it well is one potential way to do that. But these aren't directly complimentary businesses, and it requires a lot of capital and effort to do -- focus Sprint would likely pull from running the cellular network. (That's not to say they are literally pulling people from cell towers to fiber lines or anything -- but as a whole organization, they aren't exactly well equipped or well funded enough to do a great job at both simultaneously).

 

Creating a strong partner with Level 3 can still help them out similarly. Level 3 needs revenue from big players, so they are well incentivized to support Sprint. Level 3 has a more focus on expanding fiber networks, and would probably give Sprint's fiber network and cell sites the extra attention it deserves. Both companies could have their incentives in the right place, and both would be individually better off in competing against Verizon/AT&T (on the wireline, and wireless side, respectively)

 

Similar plays have worked out well in the past. For example, T-Mobile has had a strong relationship with Zayo for many years, and that's often helped them get lots of competitively-priced backhaul to sites quickly and efficiently, without needing to directly pay AT&T/Verizon for wireline service. (It's not quite the same situation as Sprint/Level3, as there's no asset sale, but similar enough)

 

A sale of these Sprint assets to Level 3 would also artificially pump up Sprint's financials for a quarter, and likely jump Sprint's stock price up a bit. (Similar to TMO spectrum sale to Verizon). However, unlike T-Mobile's sale, Sprint selling wireline fiber would likely be perceived by some investors as a display of confidence in their wireless business. Neither of these are a huge deal, but both nice to have.

 

- - - -

 

TL/DR:  Vertical integration isn't always better. There's a lot of money that can be generated or saved by *not* vertically integrating.

 

  • Like 3
centermedic Member Level: 4G WiMax

centermedic

Posted
Posted

Yeah, still not sure why everyone values Freedompop so high. They offer service to the most subprime consumerbase possible, don't they? Someone correct me if I'm wrong.

Because they represent a revenue stream for Sprint. I don't know how much they are worth to Sprint.. I would be surprised if it was anything approaching $1 billion dollars and I am not quite sure why anybody would pay that much for them.

  • Like 2
Conan Kudo Member Level: eHRPD

Conan Kudo

Posted
Posted

Sprint will be the first carrier (via Boost Mobile) to offer the iPhone 6 and 6 Plus in the prepaid market:  http://www.bidnessetc.com/26143-boost-mobile-to-launch-iphone-6-6-plus/

Sprint's Boost/Virgin also don't have BYOD capabilities like MetroPCS, TracFone, and other GSM prepaid brands. Since most CDMA prepaid brands aren't allowed to activate iPhones, this is notable. What is odd, though, is that Virgin Mobile isn't part of this. 

marioc21 Member Level: eHRPD

marioc21

Posted
Posted

Sprint's Boost/Virgin also don't have BYOD capabilities like MetroPCS, TracFone, and other GSM prepaid brands. Since most CDMA prepaid brands aren't allowed to activate iPhones, this is notable. What is odd, though, is that Virgin Mobile isn't part of this. 

 

Boost may just be getting it first. VM later.  But, I have to think at some point Sprint will consolidate its prepaid brands.  What's the point in having 3? (Boost, VM, and Sprint Prepaid) Are there really 3 different market niches being served by those 3? 

  • Like 1
newboyx Member Level: 4G WiMax

newboyx

Posted
Posted

Sprint's Boost/Virgin also don't have BYOD capabilities like MetroPCS, TracFone, and other GSM prepaid brands. Since most CDMA prepaid brands aren't allowed to activate iPhones, this is notable. What is odd, though, is that Virgin Mobile isn't part of this.

Boost may just be getting it first. VM later. But, I have to think at some point Sprint will consolidate its prepaid brands. What's the point in having 3? (Boost, VM, and Sprint Prepaid) Are there really 3 different market niches being served by those 3?

I have a feeling that Virgin is going away sometime in the not to distant future.

 

Sent from my Nexus 7 using Tapatalk

  • Like 1
irev210 Member Level: 4G WiMax

irev210

Posted
Posted

This must have been one those "nice to haves" that Claure was mentioning last week. 

 

It's just amazing how far Sprint's backbone has fallen in the rankings.

 

They should have sold in 2008 when Level3 was much smaller.  Now, not sure why Level3 would need/want it.  Maybe another competitor.

bigsnake49 Member Level: LTE Advanced

bigsnake49

Posted
Posted

It's just amazing how far Sprint's backbone has fallen in the rankings.

 

They should have sold in 2008 when Level3 was much smaller.  Now, not sure why Level3 would need/want it.  Maybe another competitor.

 

They actually are in the process of upgrading to 100G and then 400G.

Deval Member Level: LTE Advanced

Deval

Posted
Posted

I have my own set of predictions, can I get paid in buckets like the analysis do?

 

Sprint will post their numbers soon, the stock will fluctuate, the sun will rise, Eli Manning will find a way to disappoint me, The Master Chief Collection will be the flagship game on the Xbox One for all time, till Halo 5.

  • Like 5
cdk Member Level: 4G LTE

cdk

Posted
Posted

Well they have posted doom and gloom predicitions for Sprint for the last 2 quarters. Maybe they figure they will get it right if they predict it again....

 

:hmm:

Paynefanbro Member Level: LTE Advanced

Paynefanbro

Posted
Posted

Well they have posted doom and gloom predicitions for Sprint for the last 2 quarters. Maybe they figure they will get it right if they predict it again....

 

:hmm:

 

Well they've also been wrong the last two quarters too. They always forecast Sprint to lose more than they actually do.

  • Like 1
Conan Kudo Member Level: eHRPD

Conan Kudo

Posted
Posted

Well they've also been wrong the last two quarters too. They always forecast Sprint to lose more than they actually do.

To their credit, they are usually rather close on the number of handset line losses, though.

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