Jump to content

Sprint Reportedly Bowing Out of T-Mobile Bid (was "Sprint offer" and "Iliad" threads)


thepowerofdonuts

Recommended Posts

Among all the deal news, not sure if Q2 financial comparison was posted anywhere.

 

http://www.fiercewireless.com/special-reports/how-verizon-att-sprint-t-mobile-and-tracfone-stacked-q2

 

If one can look beyond the Magenta dog-and-pony show, the EBITDA Margins chart is very telling. Sprint and T-Mobile have divergent trajectories where it matters, for any business.

If you use ABPA or average service revenue per account how does Sprint compare?

Link to comment
Share on other sites

Among all the deal news, not sure if Q2 financial comparison was posted anywhere.

 

http://www.fiercewireless.com/special-reports/how-verizon-att-sprint-t-mobile-and-tracfone-stacked-q2

 

If one can look beyond the Magenta dog-and-pony show, the EBITDA Margins chart is very telling. Sprint and T-Mobile have divergent trajectories where it matters, for any business.

 

Wow, it looks like Legere is driving T-Mo's margins right off of a cliff.

 

polls_TombstoneSWNS_468x526_1758_773007_

  • Like 6
Link to comment
Share on other sites

IIRC as a provision of the Nextel merger Sprint had to sell of Embarq.

Show me a link or two from the FCC or DOJ that say that.

Edited by bigsnake49
Link to comment
Share on other sites

Wow, it looks like Legere is driving T-Mo's margins right off of a cliff.

 

Many Magentans died to bring us this information -- and these cut rate, unsustainable plans.

 

AJ

  • Like 11
Link to comment
Share on other sites

Show me a link or two from the FCC or DOJ that says that.

Lol. Been looking and can't find it. I guess I remembered incorrectly :)

I wonder why they shed it. I wonder if they saw it as a dying business. But then that would bring up the question as to way they did not cash out and sell it versus spinning it off into a company that did not need to maintain a relationship with Sprint. Fun fact...Hesse was CEO of Embarq before he became  Sprints CEO.

Link to comment
Share on other sites

Lol. Been looking and can't find it. I guess I remembered incorrectly :)

I wonder why they shed it. I wonder if they saw it as a dying business. But then that would bring up the question as to way they did not cash out and sell it versus spinning it off into a company that did not need to maintain a relationship with Sprint. Fun fact...Hesse was CEO of Embarq before he became Sprints CEO.

Sprint spun off their landline division to focus on wireless. However, there was a mistake in that plan. It's unfortunate too. Kansas City and Las Vegas were 2 of Embarq's biggest markets, and Embarq's was the largest ILEC in the US. Sprint should have kept them.

  • Like 2
Link to comment
Share on other sites

Sprint spun off their landline division to focus on wireless. However, there was a mistake in that plan. It's unfortunate too. Kansas City and Las Vegas were 2 of Embarq's biggest markets, and Embarq's was the largest ILEC in the US. Sprint should have kept them.

I still wonder why they would spin it off and not sell it outright. Or spin it off as a subsidiary. As it stands they gave it away, got nothing in return and lost the ability to add back-haul on their own in many markets. That ended up being a lose lose proposition.

Link to comment
Share on other sites

I still wonder why they would spin it off and not sell it outright. Or spin it off as a subsidiary. As it stands they gave it away, got nothing in return and lost the ability to add back-haul on their own in many markets. That ended up being a lose lose proposition.

So true.

Link to comment
Share on other sites

Send me a link with us cellular stating their a partner with the hub please and thanks

 

http://www.fiercewireless.com/story/sprint-add-700-mhz-band-12-capabilities-some-new-devices-starting-next-year/2014-03-26

 

SAN ANTONIO, Texas--Sprint (NYSE:S) announced new partnerships with the Competitive Carriers Association and the NetAmerica Alliance that the carrier hopes will encourage rural wireless carriers to build LTE networks that Sprint's customers will be able to roam onto. Importantly, Sprint said it will add 700 MHz Band 12 capabilities to some of its devices starting next year--spectrum that the carrier itself doesn't own.

 

....

 

Under Sprint's new partnership with the CCA, Sprint will use CCA's data hub to allow CCA members to ink reciprocal roaming agreements with Sprint. Sprint and U.S. Cellular have already conducted successful roaming tests with CCA's data roaming hub.

...

 

http://www.cnet.com/news/sprint-to-join-rural-operators-in-nationwide-roaming-hub/

 

...

On Thursday, the Competitive Carrier Association will announce at its conference in San Antonio, Texas the launch of a new Data Access Hub, which creates a one-stop shop for voice and data roaming among carriers that will allow operators large and small to create a virtual nationwide network to compete directly against AT&T and Verizon. Sprint, along with a handful of rural and regional wireless operators, are expected to be among the hub's first participating mobile carriers, and T-Mobile said it's also exploring whether to participate.

"US Cellular and Sprint have already tested the hub," said CCA President Steve Berry. "And it's working. We have other carriers signing up to participate as well. Both Sprint and T-Mobile are on the steering committee."

...

 

Link to comment
Share on other sites

I said this earlier....

 

This may yet be a blessing in disguise for Sprint as freed up money could lead to buyout of smaller cellular companies to add to it's network expansion as well as  improvements. Turning a profit and ramp up for next years action. Sprint's sugar daddy, Masayoshi Son, at Softbank can make that happen.

 

On the other hand tmobile future doesn't look at all good. With the failed combined joint spectrum auction blockade by the FCC it will have no means to raise enough money needed and coupled with the fact DT is still pursuing to dump them off to the highest bidder and get out of the US market. Apparently Iliad is supposed to be bidding again along with Dish, Cox, and Charter's help. If this is true, you can say goodbye to Uncarrier as those 3 companies are looking for profit immediately. They;re going to want to raise prices all around to justify their purchase.

 

Let's see how the story unfolds. Turn the page....

Link to comment
Share on other sites

What would be the purpose of him acting like he wanted tmobile?

I don't know. I'm just thinking about Son's reputation as a Chess player who thinks two steps ahead of everybody else and the unenviable position that T-Mo finds itself in right now. Time will tell if I am totally of base here.

Link to comment
Share on other sites

I don't know. I'm just thinking about Son's reputation as a Chess player...

 

If Son is an Asian "Chess" player, I wonder how many a night he has spent in Bangkok...

 

 

AJ

  • Like 3
Link to comment
Share on other sites

Sprint spun off their landline division to focus on wireless. However, there was a mistake in that plan. It's unfortunate too. Kansas City and Las Vegas were 2 of Embarq's biggest markets, and Embarq's was the largest ILEC in the US. Sprint should have kept them.

 

Sprint spun them off because they thought the teaming up with cable would be more advantageous. They thought they could sell bundles of wireless service cable and home internet. Can anybody say Pivot? I thought you could! They though they could provide the backbone as well as the switching for all the cable cos home phone offerings. Almost none of them use Sprint anymore. Can anybody remember SpectrumCo? Yep, I do! How about Clearwire? Yep, Comcast, TWC and Brighthouse were investors in that one. So Sprint and the cable cos have had one failed joint venture after another. 

Link to comment
Share on other sites

 

I said this earlier....

 

This may yet be a blessing in disguise for Sprint as freed up money could lead to buyout of smaller cellular companies to add to it's network expansion as well as  improvements. Turning a profit and ramp up for next years action. Sprint's sugar daddy, Masayoshi Son, at Softbank can make that happen.

 

On the other hand tmobile future doesn't look at all good. With the failed combined joint spectrum auction blockade by the FCC it will have no means to raise enough money needed and coupled with the fact DT is still pursuing to dump them off to the highest bidder and get out of the US market. Apparently Iliad is supposed to be bidding again along with Dish, Cox, and Charter's help. If this is true, you can say goodbye to Uncarrier as those 3 companies are looking for profit immediately. They;re going to want to raise prices all around to justify their purchase.

 

Let's see how the story unfolds. Turn the page....

 

 

I foresee a period of "skinny cows" for both T-Mobile and Sprint. Sprint will have to lower their prices to compete with T-Mobile. Both will have to spend money they don't have to expand their coverage, particularly in uneconomic areas. Sprint will come up with a 10x10 chunk of spectrum in the 600Mhz auction and will not participate in the AWS-3 auction. Dish will team up with Iliad and buy T-Mobile. T-Mobile or whatever the new company is called will also not participate. Dish will snatch the 1695Mhz-1710MHz uplink for the reserve price. The AWS-3 auction will barely meet its $10B reserve price with AT&T and Verizon basically splitting it. 

I foresee Softbank expanding into Mexico and South America.

  • Like 1
Link to comment
Share on other sites

I foresee Softbank expanding into Mexico and South America.

 

By acquiring whom? Or do you think they'll try to expand as a new entrant from the ground up?

Link to comment
Share on other sites

http://newsroom.sprint.com/news-releases/sprint-names-marcelo-claure-as-new-president-and-ceo.htm?view_id=9619

 

Nothing really directly mentioning bowing out of the talks of merger, but subtle hints saying, 

 

“While we continue to believe industry consolidation will enhance competitiveness and benefit customers, our focus moving forward will be on making Sprint the most successful carrier.”

 

However, they do mention the new CEO...It's official!

  • Like 1
Link to comment
Share on other sites

For the most part, cable companies did a very good job with backhaul and were typically the fastest backhaul providers schedule wise. Microwave and ILECs were typically the slowest at providing backhaul.

 

Robert

Any delayed microwave builds would have been Sprint's own fault as that was their own builds. The microwave in my area was available literally years before the fiber was.
Link to comment
Share on other sites

Are you sure about that? Well, in any meaningful way.

Maybe I should rephrase; In response to Google Fiber, AT&T has been promising 1Gbs broadband connections. Which to me means that they have to bring fiber much closer to the home.

Edited by bigsnake49
  • Like 1
Link to comment
Share on other sites

Guest
This topic is now closed to further replies.

  • large.unreadcontent.png.6ef00db54e758d06

  • gallery_1_23_9202.png

  • Posts

    • Was at the Yankees vs Tigers game today and besides being a terrible day to have good seats, T-Mobile had great speeds via the stadium's DAS. I consistently saw 500-600Mbps on 5G and on LTE I got upwards of 200Mbps. I noticed that the stadiums DAS is broadcasting 140MHz n41 while macros that surround the stadium are at 80MHz. 
    • Throwed Roll Lambert's Cafe 
    • I've now seen how things work in Kobe, Hiroshima, and Osaka, as well as some areas south of Osaka (e.g. Wakayama, Kinokawa), and tried three more SIMs. The two physical SIMs (different branding for each) both use IIJ, which provides a Japanese IP address/routing on NTT, aleit LTE-only, so latency is ~45ms to Tokyo. The catch with NTT is that it uses two frequency bands (B42/3500 MHz LTE, n79/4900 MHz NR) that you're not going to get on an Android sold in the US, and I'm guessing that B42 would be helpful speed-wise on that network, as it doesn't have B41. I also found one place that doesn't have cell service: a vending machine in the back of the Osaka Castle tower. Or, rather, the B8/18/19 signal is weak enough there to be unusable. Going back to 5G for a moment, I saw a fair amount of Softbank n257 in Hiroshima, as well as in some train stations between Osaka and Kobe. 4x100 MHz bandwidth, anchored by B1/3/8, with speeds sometimes exceeding 400 Mbps on the US Mobile roaming eSIM. Not quite the speeds I've seen on mmW in the States, but I've probably been on mmW for more time over the past few days than I have in the US over the past year, so I'll take it. My fastest speed test was actually on SoftBank n77 though, with 100 MHz of that plus 10x10 B8 hitting ~700 Mbps down and ~80 Mbps up with ~100ms latency...on the roaming eSIM...on the 4th floor of the hotel near Shin-Kobe station. Guessing B8 was a DAS or small cell based on signal levels, and the n77 might have been (or was just a less-used sector of the site serving the train station). I'm now 99% sure that all three providers are running DSS on band 28, and I've seen 10x10 on similar frequencies from both NTT and SoftBank IIRC, on both LTE and 5G. I also picked up one more eSIM: my1010, which is different from 1010/csl used by US Mobile's eSIM unfortunately, as it's LTE-only. On the bright side, it's cheap (10GB/7 days is like $11, and 20GB for the same period would be around $15), and can use both KDDI and SoftBank LTE. It also egresses from Taiwan (Chunghwa Telecom), though latency isn't really any better than the Singapore based eSIMs. Tomorrow will include the most rural part of our journey, so we'll see how networks hold up there, and from tomorrow night on we'll be in Tokyo, so any further reports after that will be Tokyo-centric.
    • I think the push for them is adding US Mobile as a MVNO with a priority data plan.  Ultimately, making people more aware of priority would allow them (and other carriers) to differentiate themselves from MVNOs like Consumer Cellular that advertise the same coverage. n77 has dramatically reduced the need for priority service at Verizon where the mere functioning of your phone was in jeopardy a couple of years ago if you had a low priority plan like Red Pocket. Only have heard of problems with T-Mobile in parts of Los Angeles. AT&T fell in between. All had issues at large concerts and festivals, or sporting events if your carrier has no on-site rights. Edit: Dishes native 5g network has different issues: not enough sites, limited bandwidth. Higher priority would help a few. Truth is they can push phones to AT&T or T-Mobile.
  • Recently Browsing

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