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

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1 hour ago, tommym65 said:

All of our mapping - - gone forever! 😭😭😭😭😭😭😭

We get to start all over again... yay....

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1 hour ago, tommym65 said:

All of our mapping - - gone forever! 😭😭😭😭😭😭😭

 

18 minutes ago, RedSpark said:

We get to start all over again... yay....

Denser areas with actual tower sites (vs buildings) will probably not change all that much since many are already co-located. Definitely going to be a transition though.

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1 hour ago, Dkoellerwx said:

 

Denser areas with actual tower sites (vs buildings) will probably not change all that much since many are already co-located. Definitely going to be a transition though.

When you compare the Rootmetrics App “Fastest Speed Found” Map Layer for T-Mobile vs Sprint, it’s clear that more people have been mapping speeds on T-Mobile than Sprint.

This is something I definitely noticed when I would map speeds around DC using the Rootmetrics App. I was amazed at how much more of the “Fastest Speed Found” Map Layer was done by T-Mobile users than by Sprint users.

Perhaps this applies to other Map apps such as OpenSignal and Sensorly as well.

So maybe there’s not as much to Map as we think as far as the Apps go given the enthusiasm that T-Mobile users seem to have for it.

As far as a site map, perhaps we are starting over to a limited extent.

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Quote

 

Fiscal year 2017 postpaid phone net additions of 606,000
oThird consecutive year of postpaid phone net additions
oHighest postpaid phone gross additions in six years
oFiscal fourth quarter postpaid phone net additions of 55,000 marked the eleventh consecutive quarter of net additions
•Fiscal year 2017 prepaid net additions of 363,000 compared to net losses of 1 million in the prior
year
oPrepaid net additions for the first time in three years
oPrepaid churn of 4.58 percent was the lowest in three years
oFiscal fourth quarter prepaid net additions of 170,000
Fiscal year 2017 net income of $7.4 billion, operating income of $2.7 billion and Adjusted EBITDA*of $11.1 billion
oNet income for the first time in 11 years, even when excluding $7.1 billion of one-time favorable impact from tax reform
oHighest operating income in company history and highest Adjusted EBITDA* in 11 years
oFiscal fourth quarter net income of $69 million, operating income of $236 million, and
Adjusted EBITDA* of $2.8 billion
•Fiscal year 2017 net cash provided by operating activities of $10.1 billion and adjusted free cash
flow* of $945 million
oSecond consecutive year of positive adjusted free cash flow*

http://s21.q4cdn.com/487940486/files/doc_financials/quarterly/2017/q4/Fiscal-4Q17-Earnings-Release-FINAL.pdf

 

Final 2017 Capex was $3.3 billion narrowly missing the $3.5-$4 billion guidance.

FY 2018 Capex guidance remains $5-6 billion

 

Marcelo Claure is out as CEO, being transitioned  to "Executive Chairman." Michel Combes as the new CEO. Claure will also be COO of SoftBank and CEO of SoftBank International.

http://newsroom.sprint.com/sprint-elevates-marcelo-claure-to-executive-chairman-and-appoints-michel-combes-as-ceo.htm

 

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Is any of this accredited to the free year of service promo?

Massive incentive to gain subscribers while incurring zero cash expenses

 

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Holy shiznit Marcelo is no longer the CEO, Michel is taking over..

 

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20 minutes ago, Mr.Nuke said:

http://s21.q4cdn.com/487940486/files/doc_financials/quarterly/2017/q4/Fiscal-4Q17-Earnings-Release-FINAL.pdf

 

Final 2017 Capex was $3.3 billion narrowly missing the $3.5-$4 billion guidance.

FY 2018 Capex guidance remains $5-6 billion

 

Marcelo Claure is out as CEO, being transitioned  to "Executive Chairman." Michel Combes as the new CEO. Claure will also be COO of SoftBank and CEO of SoftBank International.

http://newsroom.sprint.com/sprint-elevates-marcelo-claure-to-executive-chairman-and-appoints-michel-combes-as-ceo.htm

 

You beat me by quite a bit..

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1 minute ago, nexgencpu said:

Holy shiznit Marcelo is no longer the CEO, Michel is taking over..

 

Marcelo's job as CEO is done. Now just need a figure head to manage the merger.  

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6 minutes ago, jamesinclair said:

Is any of this accredited to the free year of service promo?

Massive incentive to gain subscribers while incurring zero cash expenses

 

As of last check the free year service promo was about 1% of adds. 

They do 0 advertising, 0 promotion, and 0 in store work on it so it's primarily limited to the techy folks with the know how. 

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6 minutes ago, jamesinclair said:

Is any of this accredited to the free year of service promo?

Massive incentive to gain subscribers while incurring zero cash expenses

Perhaps, but it probably isn't much. Historically they've said it accounts for <1% of new adds. Additionally increased operating Income, and positive net income for the first time in 11 years would point towards it not being a significant impact.

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Marcelo job is done which was to cut the fat and get the company leans for a merger or sale. 

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7 minutes ago, Mr.Nuke said:

Perhaps, but it probably isn't much. Historically they've said it accounts for <1% of new adds. Additionally increased operating Income, and positive net income for the first time in 11 years would point towards it not being a significant impact.

That's right. Marcelo shared some stats on it here:

Separately, some of you have written about our recent BYOD trial offering a free year of service, and what impact this would have on the quarter. This offer represented 1% of our postpaid phone gross additions in the quarter, which was in line with our expectation, and has provided good insights into digital sales and marketing. This offer test a complete end-to-end digital acquisition model that could materially lower sales costs, if capable of scaling to a significant volume. Also, this represent a different approach to the high cost of subscriber acquisition in our industry.

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1 hour ago, Mr.Nuke said:

http://s21.q4cdn.com/487940486/files/doc_financials/quarterly/2017/q4/Fiscal-4Q17-Earnings-Release-FINAL.pdf

 

Final 2017 Capex was $3.3 billion narrowly missing the $3.5-$4 billion guidance.

FY 2018 Capex guidance remains $5-6 billion

 

Marcelo Claure is out as CEO, being transitioned  to "Executive Chairman." Michel Combes as the new CEO. Claure will also be COO of SoftBank and CEO of SoftBank International.

http://newsroom.sprint.com/sprint-elevates-marcelo-claure-to-executive-chairman-and-appoints-michel-combes-as-ceo.htm

 

There is some discrepancy. On page 16 of the presentation, The Adjusted Fare Cash flow is given as -$240M.

http://s21.q4cdn.com/487940486/files/doc_financials/quarterly/2017/q4/Fiscal-4Q17-Sprint-Quarterly-Investor-Update-FINAL.pdf

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36 minutes ago, bigsnake49 said:

There is some discrepancy. On page 16 of the presentation, The Adjusted Fare Cash flow is given as -$240M.

Quarter versus annual.

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Marcelo just confirmed that Capex guidance will continue as planned. No cut backs due to merger.

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6 minutes ago, nexgencpu said:

Marcelo just confirmed that Capex guidance will continue as planned. No cut backs due to merger.

Well that’s nice to hear. Working on Plan B in case A falls through. Let’s just hope that statement with still working on the network with the stated amount isn’t just bluff. I guess next quarter after this quarter is up we will see how much they’ve spent thus far and if they lower spending. 

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Maybe someone already posted this but..

Wooow!

Marcelo just got a nice promotion! Now COO of SoftBank.

Congrats to him! Looks like he will continue to be a big part of the new S+Tmobile behind the scenes.

https://www.businesswire.com/news/home/20180502006737/en/SoftBank-Names Marcelo-Claure Chief-Operating-Officer-SoftBank-Group#.WuqAj5rjgGE.twitter

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46 minutes ago, nexgencpu said:

Maybe someone already posted this but..

(9 posts up)

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9 minutes ago, Dkoellerwx said:

(9 posts up)

Thanks Dave, with all the posting going on it's getting a bit manic to keep track of this stuff.

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20 hours ago, nexgencpu said:

You beat me by quite a bit..

 

18 hours ago, nexgencpu said:

Marcelo just confirmed that Capex guidance will continue as planned. No cut backs due to merger.

I did on that too in the same post 😀

 

18 hours ago, derrph said:

Well that’s nice to hear. Working on Plan B in case A falls through. Let’s just hope that statement with still working on the network with the stated amount isn’t just bluff. I guess next quarter after this quarter is up we will see how much they’ve spent thus far and if they lower spending. 

Yeah with merger approval prospects 50/50 at best each company needs to continue operating as if the merger isn't going to go through to an extent. An analyst tried to address the following on the call, but Marcelo didn't really give a great answer and it didn't come up on T-Mobile's earnings call at all...

 

The question to ask Neville Ray or John Legere and even to an extent Marcelo, Combes, and Saw is ok you guys have indentified approximately 35,000 sites between the two networks that would be decommissioned under a merger, how solid is that estimate? Have you actually started to go through and identify specific sites or are we just talking general estimates right now? Because if they've reached the specific site stage (and it is possible that they have especially on T-Mobile's side as part of their due diligence) does Sprint have T-Mobile's list? With T-Mobile spending $4.9 to $5.3 billion and Sprint spending $5 to $6 billion this year, ideally (again especially of you are T-Mobile) you'd find a way to have that money spent intelligently.

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Sprint surpasses ATT's average national speeds according to SpeedSmart..

Quote from results..

" Sprint has continued to make gains in download speed this month to become the 3rd fastest in the US, will be interesting to see if that continues over the next few months. "

https://speedsmart.net/wireless_index/apr_2018/

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1 hour ago, nexgencpu said:

Sprint surpasses ATT's average national speeds according to SpeedSmart..

Quote from results..

" Sprint has continued to make gains in download speed this month to become the 3rd fastest in the US, will be interesting to see if that continues over the next few months. "

https://speedsmart.net/wireless_index/apr_2018/

the upload speed :wall::hide:

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21 minutes ago, though said:

the upload speed :wall::hide:

What is wrong with Sprint why is it so slow?

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27 minutes ago, danlodish345 said:

What is wrong with Sprint why is it so slow?

Nothing, that is by design, B41 is designated for faster download so upload speeds are limited to about 9mb.

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1 minute ago, nexgencpu said:

Nothing, that is by design, B41 is designated for faster download so upload speeds are limited to about 9mb.

Can't they design it to be faster for uploads as well?

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