danlodish345 Posted July 31, 2017 Share Posted July 31, 2017 I'm waiting to hear about the merger arrangements. it doesnt look to good yet for sprint or tmobile. but the search continues ! 2 Quote Link to comment Share on other sites More sharing options...
JonnygATL Posted July 31, 2017 Share Posted July 31, 2017 I'm waiting to hear about the merger arrangements. You have been since the late Triassic. 7 Quote Link to comment Share on other sites More sharing options...
Arysyn Posted July 31, 2017 Share Posted July 31, 2017 it doesnt look to good yet for sprint or tmobile. but the search continues ! We'll see what happens tomorrow... Quote Link to comment Share on other sites More sharing options...
RedSpark Posted July 31, 2017 Share Posted July 31, 2017 Here's an interesting twist: https://www.cnbc.com/2017/07/31/softbank-hasnt-given-up-on-charter-yet-sources-say.html SoftBank hasn't given up on Charter, yet, sources say • SoftBank looking at an offer of at least 50 percent in cash to form a company to buy Charter and Sprint. • It's unclear what price SoftBank would offer for Charter shares or for the 20 percent of Sprint shares owned by the public for which it would also make an offer. • SoftBank has lined up financing for the offer from three global banks and would be comfortable levering up the balance sheet, sources tell CNBC. 4 Quote Link to comment Share on other sites More sharing options...
Arysyn Posted August 1, 2017 Share Posted August 1, 2017 Here's an interesting twist: https://www.cnbc.com/2017/07/31/softbank-hasnt-given-up-on-charter-yet-sources-say.html SoftBank hasn't given up on Charter, yet, sources say • SoftBank looking at an offer of at least 50 percent in cash to form a company to buy Charter and Sprint. • It's unclear what price SoftBank would offer for Charter shares or for the 20 percent of Sprint shares owned by the public for which it would also make an offer. • SoftBank has lined up financing for the offer from three global banks and would be comfortable levering up the balance sheet, sources tell CNBC. I wonder what happened with Comcast in this deal? If Comcast is gone from this, then I definitely do not want this to happen, particularly if it does and they start having discounted regional bundles in areas where Charter has cable coverage, leaving out the remainder of the nation where Sprint serves with wireless. That would be a bad thing I really don't believe cable companies want. As I've been writing about lately here, these cable companies want national scale, which right now they're mostly stuck with being local/regional. AT&T doesn't even bundle wireless with landline, which is partly why they got Directv for that national television broadcast coverage they could use for bundling with wireless. At this point, despite the disadvantages compared to going with cable, perhaps Sprint is better off going with T-Mobile. I'd really like to see both of them get Dish after they merge. That would place the combined company in an excellent position to compete against AT&T. The next thing I know I'd love to see Sprint do, is Fiber internet. If that happens, I'd switch to Sprint faster than a T-Rex can rip a caveman to shreds. ???? Quote Link to comment Share on other sites More sharing options...
Johnner1999 Posted August 1, 2017 Share Posted August 1, 2017 I wonder what happened with Comcast in this deal? If Comcast is gone from this, then I definitely do not want this to happen, particularly if it does and they start having discounted regional bundles in areas where Charter has cable coverage, leaving out the remainder of the nation where Sprint serves with wireless. That would be a bad thing I really don't believe cable companies want. As I've been writing about lately here, these cable companies want national scale, which right now they're mostly stuck with being local/regional. AT&T doesn't even bundle wireless with landline, which is partly why they got Directv for that national television broadcast coverage they could use for bundling with wireless. At this point, despite the disadvantages compared to going with cable, perhaps Sprint is better off going with T-Mobile. I'd really like to see both of them get Dish after they merge. That would place the combined company in an excellent position to compete against AT&T. The next thing I know I'd love to see Sprint do, is Fiber internet. If that happens, I'd switch to Sprint faster than a T-Rex can rip a caveman to shreds. [emoji16] I believe, might be miss reading your long post though You can’t think of cable companies as being locked to their native region. Most will soon offer OTT solutions on a national level. This is what the “foreign “ companies are looking at for future profits And mobile ties perfectly to it. Sent from my iPhone using Tapatalk Quote Link to comment Share on other sites More sharing options...
Rocket87 Posted August 1, 2017 Share Posted August 1, 2017 Sprint has stated that 4XCA will be deployed via software update. I have been told time and time again that current Sprint b41 equipment can only do 3XCA×2 at the most. Can someone explain? Sent from my SM-G955U using Tapatalk maybe they mean software update to the tower. I've always heard that CA at some point is just a remote update once the equipment is in place. Sent from my SM-G950U using Tapatalk Quote Link to comment Share on other sites More sharing options...
nexgencpu Posted August 1, 2017 Share Posted August 1, 2017 Sprint has stated that 4XCA will be deployed via software update. I have been told time and time again that current Sprint b41 equipment can only do 3XCA×2 at the most. Can someone explain? Sent from my SM-G955U using Tapatalk Your question got kinda lost in the shuffle.. But here is Tim's answer from reddit... "4th / 5th / 6th carrier is a software configuration change at 8T8R eNB sites. Requires changing site configurations from a 8T8R to 4T8R x2 transmit chains ie 4 ports transmit 3 unique carriers so on 6 unique carriers possible. For triband antenna sites where they run 4 ports they do 2T4Rx2 transmit chains to do the same thing minus 4x MIMO. The ultimate capacity setup is a tri sector virtual split where a radio runs 3 sectors. I've only seen such a setup on macros with huge data demand ie EDC. Massive MIMO is a massive upgrade in that it does 3D beam forming which means you can have one massive mimo unit aimed at a building and get 360 coverage in it due to how the antenna arrays is designed. Helps get rid of a lot of RF shadows due to site placement but it depends entirely on local RF conditions as they need the signal to "bounce" around. So it's going to be a extremely targeted deployment at high density urban areas. Softbank, who has it deployed for more than a year, has only just a few hundred such setups." 2 Quote Link to comment Share on other sites More sharing options...
belusnecropolis Posted August 1, 2017 Share Posted August 1, 2017 http://wirelessestimator.com/articles/2017/mobilitie-thumbs-its-nose-at-houstons-pedestrians-as-it-plants-poles-in-the-middle-of-sidewalks/ Mobilitie making friends in Houston. 1 Quote Link to comment Share on other sites More sharing options...
RedSpark Posted August 1, 2017 Share Posted August 1, 2017 Sprint Reports Net Income for the First Time in Three Years with First Quarter of Fiscal 2017 Results http://investors.sprint.com/news-and-events/press-releases/press-release-details/2017/Sprint-Reports-Net-Income-for-the-First-Time-in-Three-Years-with-First-Quarter-of-Fiscal-2017-Results/default.aspx 10 Quote Link to comment Share on other sites More sharing options...
Arysyn Posted August 1, 2017 Share Posted August 1, 2017 I believe, might be miss reading your long post though You can’t think of cable companies as being locked to their native region. Most will soon offer OTT solutions on a national level. This is what the “foreign “ companies are looking at for future profits And mobile ties perfectly to it. Sent from my iPhone using Tapatalk You may be misreading what I wrote, but then again I'm not quite understanding what you're saying either. What I mean is this... Initially both Comcast and Charter were going to get Sprint together in some form of deal. That would have been quite large, both in terms of coverage where a cable company had a wireless service, and in terms of scale that would give these cable companies more power, motive, reasoning; basically the means to be able to push for more consolidation in cable. Prior to hearing about this, and even now, seeing that perhaps its better not to have a wireless service in which to do these things, which essentially is what I believed in before. To simplify my statement, while cable companies could leverage their ownership in wireless to get more consolidation in cable, perhaps it isn't needed for them to get wireless in the first place, rather try to consolidate in cable first. As I've been saying, the ultimate goal of cable regarding their aims in wireless l, is to bundle plan packages, which make the companies more money and give them essentially more power over the consumer by locking them into these large bundles of service. Yet for now, until cable companies can do this nationwide, it is worthless to buy into wireless, other than as an MVNO, because if they own a wireless company without national scale, it will be impossible to fairly offer bundles to tv packages within the wireless side Quote Link to comment Share on other sites More sharing options...
Arysyn Posted August 1, 2017 Share Posted August 1, 2017 Sprint Reports Net Income for the First Time in Three Years with First Quarter of Fiscal 2017 Results http://investors.sprint.com/news-and-events/press-releases/press-release-details/2017/Sprint-Reports-Net-Income-for-the-First-Time-in-Three-Years-with-First-Quarter-of-Fiscal-2017-Results/default.aspx Sounds like good news! Quote Link to comment Share on other sites More sharing options...
kg4icg Posted August 1, 2017 Share Posted August 1, 2017 Premarket opening definitely higher then yesterday's close Sent from my 2PQ93 using Tapatalk 1 Quote Link to comment Share on other sites More sharing options...
kg4icg Posted August 1, 2017 Share Posted August 1, 2017 A short snippet https://www.thestreet.com/story/14250392/1/sprint-surges-after-it-returns-to-profit-in-first-quarter.html?puc=stocktwits&cm_ven=STOCKTWITS&utm_source=dlvr.it&utm_medium=organic&utm_campaign=stocktwits Sent from my 2PQ93 using Tapatalk Quote Link to comment Share on other sites More sharing options...
Jones Posted August 1, 2017 Share Posted August 1, 2017 Good on ya sprint! I'd like to see more twice the price advertisement... I think it's a really effective message. Like tmo did, sprint should really turn on the advertising jets Sent from my SM-G930P using Tapatalk Quote Link to comment Share on other sites More sharing options...
RedSpark Posted August 1, 2017 Share Posted August 1, 2017 Sounds like good news! Holy CapEx Batman!!! $1.121 Billion as reported. 1 Quote Link to comment Share on other sites More sharing options...
NYC126 Posted August 1, 2017 Share Posted August 1, 2017 Marcelo: potential M&A announcement in the near future. 1 Quote Link to comment Share on other sites More sharing options...
RedSpark Posted August 1, 2017 Share Posted August 1, 2017 Also from the Call: The BYOD Free Year Offer was a test for customer acquisition. Accounted for 1% of adds last quarter. Quote Link to comment Share on other sites More sharing options...
irev210 Posted August 1, 2017 Share Posted August 1, 2017 Sprint Reports Net Income for the First Time in Three Years with First Quarter of Fiscal 2017 Results http://investors.sprint.com/news-and-events/press-releases/press-release-details/2017/Sprint-Reports-Net-Income-for-the-First-Time-in-Three-Years-with-First-Quarter-of-Fiscal-2017-Results/default.aspx Remember how so many people on this forum were saying that T-Mobile and Sprint had to merge to be profitable and invest in their network to take on AT&T and Verizon, typically with no actual financial assumptions or models to back up whatever BS they were saying? Well, here ya go... FOR THE MILLIONTH TIME - SPRINT AND T-MOBILE DO NOT NEED TO MERGE TO BE PROFITABLE. Whew, with that said, let's actually talk stuff: Free year of unlimited data was 1% of new customers 115k new subs in July Postpaid net phone adds of 88k (total postpaid net adds of -39K, losses on tablets) Prepaid net adds 35k Wholesale net adds 65k Postpaid churn of 1.65% (OUCH, this is not good); postpaid phone churn of 1.5% Prepaid churn of 4.57% (not bad) $1.6 billion in capex (yay) 4 Quote Link to comment Share on other sites More sharing options...
RedSpark Posted August 1, 2017 Share Posted August 1, 2017 $1.6 billion in capex (yay)Actually $1.121 Billion for Network. See Page 24 at the bottom: http://s21.q4cdn.com/487940486/files/doc_financials/quarterly/2017/q1/03_Fiscal-1Q17-Sprint-Quarterly-Investor-Update-FINAL.pdf Tarek just said it related to ramping of its Densification program. Quote Link to comment Share on other sites More sharing options...
RedSpark Posted August 1, 2017 Share Posted August 1, 2017 Unless I missed it on the call, not a word was said about Tidal... and none of the analysts asked about it. Quote Link to comment Share on other sites More sharing options...
TheCUJuan Posted August 1, 2017 Share Posted August 1, 2017 It looks like they extended the free year promo through The end of September. Quote Link to comment Share on other sites More sharing options...
bigsnake49 Posted August 1, 2017 Share Posted August 1, 2017 Congrats to Sprint in getting its financial house in order. That being said, I am still in favor of T-Mobile and Sprint merging because of the tremendous fixed cost investment it takes to have a nationwide network. I hope that Softbank at some point or another invests in acquiring the 600Mhz spectrum from Dish, Comcast and some smaller companies and then lease it to Sprint. 7Mhz is not enough to compete with the other three. 3 Quote Link to comment Share on other sites More sharing options...
grapkoski Posted August 1, 2017 Share Posted August 1, 2017 I wish we could get more color on the CapEx spending, but as we all have noticed there has been a surge in permitted and COMPLETED MM B41 work in many markets. So hopefully we are starting to see a continuing investment trend. 3 Quote Link to comment Share on other sites More sharing options...
avb Posted August 1, 2017 Share Posted August 1, 2017 http://wirelessestimator.com/articles/2017/mobilitie-thumbs-its-nose-at-houstons-pedestrians-as-it-plants-poles-in-the-middle-of-sidewalks/ Mobilitie making friends in Houston. I'm glad to see work is being done, but that's just hilarious. I think it's easy to see why permitting has been an issue with work like that. Quote Link to comment Share on other sites More sharing options...
Recommended Posts
Join the conversation
You can post now and register later. If you have an account, sign in now to post with your account.