Marcelo Claure, Town Hall Meetings, New Family Share Pack Plan, Unlimited Individual Plan, Discussion Thread

[belusnecropolis]

4 hours ago, derrph said:

I saw this a month ago and posted it on reddit and was told by many on there and downvotes that I was on the business website. Go figure others are seeing it now. If Sprint really brings contracts back, would it really help them at this point with customer retention? 

Welcome to Reddit.

[nexgencpu]

Sprint finally has a non Apple wearable with LTE! Price is a bit high, but since my GS3's battery is crap after an update a few months ago, I'm jumping on this.

Excited to see how VoLTE works on this bad boy..

https://imgur.com/gallery/pS0sRi1

[BlueAngel]

Don't know how people wear watches. 

[Johnner1999]

Don't know how people wear watches. 

Typically with a band around their wrist

[emoji12][emoji851][emoji56]



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[kg4icg]

24 minutes ago, Johnner1999 said:

 

 

Typically with a band around their wrist





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Don't forget, it's usually how we tell time, the old fashioned way. 

[dkyeager]

14 hours ago, derrph said:

I saw this a month ago and posted it on reddit and was told by many on there and downvotes that I was on the business website. Go figure others are seeing it now. If Sprint really brings contracts back, would it really help them at this point with customer retention? 

One of the stipulations in these merger deals is often the retention of existing customers. Failure can kill the merger in some cases, but it is more frequently tied to golden parachutes for departing executives. 

I doubt that Sprint is losing money on these deals.  Iirc, about $25 per month is built into the ED1500 plan for phones.  In my view, they should give customers what they want.  Without two year plans, customers are retaining their phones about 50% longer.   It is hard to get people to enjoy the new features of your network without new phones.  HPUE, 4x4 MIMO, 5 Carrier B41, dramatically improved throughput of the phone itself for better speeds are all missing on most phones over 2 years old.  Many customers often leave their current network, get new phones, and think how wonderful their new network is when their old network would also have been dramatically better with new phones.

There are some people in Reddit who downvote many Sprint posts, so I would not let that bother you.

[Mr.Nuke]

5 hours ago, dkyeager said:

One of the stipulations in these merger deals is often the retention of existing customers. Failure can kill the merger in some cases, but it is more frequently tied to golden parachutes for departing executives.

I don't think you'll find any such stipulation in business combination agreement. I'm sure sure T-Mobile's pro-forma projections were based at a certain customer level and ARPU for Sprint when deciding what they were willing to pay, but that has been set. Furthermore, while important, I'd argue Sprint's customer base is secondary to its spectrum holdings.

[Paynefanbro]

Sprint Reaches Nationwide LTE Advanced Milestone and Delivers Gigabit-Class Performance in More than 225 Cities

Gigabit class LTE is now nationwide. Sprint has deployed over 21,000 outdoor small cells now. 15,000 strandmounts and over 6,500 on-street mini macros. A huge improvement from having only 2,000 outdoor small cells deployed last year. Also over 250,000 Magic Boxes have been distributed. 

Sprint Reports Year-Over-Year Growth In Wireless Service Revenue With Fiscal Year 2018 Second Quarter Results

[tyroned3222]

Sprint posted a post paid phone net loss of 34 thousand

Sprint lost 14K pre paid customers

Churn is on the rise YoY now @ 1.73% good timing to uphold their argument to the FCC and DOJ

 

 

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[nexgencpu]

Considering the big announcement of 4x4MIMO and 256QAM hopefully this means  issues deploying 4x4MIMO have been resolved.

Also..

Capex still holding at 5-5.5B.

[RedSpark]

1 hour ago, Paynefanbro said:

Sprint Reaches Nationwide LTE Advanced Milestone and Delivers Gigabit-Class Performance in More than 225 Cities

Gigabit class LTE is now nationwide. Sprint has deployed over 21,000 outdoor small cells now. 15,000 strandmounts and over 6,500 on-street mini macros. A huge improvement from having only 2,000 outdoor small cells deployed last year. Also over 250,000 Magic Boxes have been distributed. 

Sprint Reports Year-Over-Year Growth In Wireless Service Revenue With Fiscal Year 2018 Second Quarter Results

According to Dr. Saw’s Blog Post and the Earnings Report, they have 2.5 GHz deployed on roughly 70% of their sites. Dr. Saw said they “remain on track to complete the majority of our triband upgrades by the end of this fiscal year.”

That would be 3/31/2019 and the Earnings Call for last year was held on May 2, 2017. Curious what “majority” means.

[tyroned3222]

They have 2.5 GHz deployed on roughly 70% of their sites. Dr. Saw said they “remain on track to complete the majority of our triband upgrades by the end of this fiscal year.”

That would be 3/31/2019 and the Earnings Call for last year was held on May 2, 2017.

 

The network should be mature and ready to compete at its best by that time, but the customers losses are increasing and Marcelo said it won’t get better going into their Q3 as promos are ending customer are leaving .. even after the network improvements posted by sprint and confirmed by 3rd party testing firms

 

 

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[RedSpark]

1 hour ago, tyroned3222 said:

Sprint posted a post paid phone net loss of 34 thousand

Sprint lost 14K pre paid customers

Churn is on the rise YoY now @ 1.73% good timing to uphold their argument to the FCC and DOJ

 

 

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This isn’t very good news at all.

Sprint is approaching dangerous territory here.

[tyroned3222]

This isn’t very good news at all. Sprint is approaching dangerous territory here.   

 

I agree! Their churn is self inflicted promos are ending customers are leaving and this came from both Marcelo and Michel . The network is performing at a all time best and customers are still leaving not good.. John said volte will also be ready and fully deployed commercially in 2019, but I didn’t fully like his respond ether on that subject  Not a great time to be a sprint investor 

Sprints capex isn’t proportional to their adds .. so they are spending way more then what they are making and adding to the company

 

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[Flompholph]

Added 6000 small cells in the quarter interesting.

[clbowens]

5 minutes ago, Flompholph said:

Added 6000 small cells in the quarter interesting.

Wish they would add lots in the Cleveland area.  I'm seeing TONS of other carriers small cells go up.

[bigsnake49]

1 hour ago, tyroned3222 said:

I agree! Their churn is self inflicted promos are ending customers are leaving and this came from both Marcelo and Michel . The network is performing at a all time best and customers are still leaving not good.. John said volte will also be ready and fully deployed commercially in 2019, but I didn’t fully like his respond ether on that subject  Not a great time to be a sprint investor 

Sprints capex isn’t proportional to their adds .. so they are spending way more then what they are making and adding to the company

 

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What did they spend this quarter?

[bigsnake49]

I do believe that once the merger goes through, the combine company will have to offer deals on devices that accommodate all the bands.

[Mr.Nuke]

24 minutes ago, bigsnake49 said:

What did they spend this quarter?

$1.266 billion, for a total of $2.398 billion for the first two quarters.

[though]

2 hours ago, RedSpark said:

This isn’t very good news at all.

Sprint is approaching dangerous territory here.

Stock up 12% at one point today

[bigsnake49]

10 minutes ago, Mr.Nuke said:

$1.266 billion, for a total of $2.398 billion for the first two quarters.

Thanks, I found it int the earnings report. It's what they should have been spending every quarter. I wonder how much of that is  making every site triband vs new macro sites vs small cells.

Edited October 31, 2018 by bigsnake49

[RedSpark]

4 hours ago, though said:

Stock up 12% at one point today

In my opinion, that bump is based on merger speculation, not Sprint's underlying fundamentals.

The company is approaching a dangerous inflection point of high churn combined with net-losses and an overall shrinking competitive scale. This is exactly what Sprint stated in its filing with the FCC in support of the merger.

[RedSpark]

4 hours ago, bigsnake49 said:

Thanks, I found it int the earnings report. It's what they should have been spending every quarter. I wonder how much of that is  making every site triband vs new macro sites vs small cells.

That's a great question. I'd like to know this as well.

What we do know is that Dr. Saw said:

"The key driver behind our improved data speeds is the deployment of more 2.5 GHz spectrum. Today 2.5 GHz is deployed on roughly 70% of our macro sites – compared to about 50% one year ago – and we remain on track to complete the majority of our triband upgrades by the end of this fiscal year."

The answer depends on two things: 1) What "majority" actually means; and 2) Modeling the upgrade pace to the end of Fiscal 2018 which is actually 3/31/2019.

Sprint went from ~50% to ~70% Triband in a year.... with limited capex.

They've got 6 months to hit the ~30% of sites that remain, but saying "majority" gives them quite a bit of wiggle room. We'll see.

[shannonbrian]

gigabit LTE be update on phones or network side ?

[Paynefanbro]

34 minutes ago, shannonbrian said:

gigabit LTE be update on phones or network side ?

It's a network side update but you need a gigabit LTE capable phone to experience it.