Jump to content

Official Tmobile-Sprint merger discussion thread


Recommended Posts

n41-SA just went fully live (not just a handful of select towers) over the past few days in the Seattle market. If you don't see it yet in your area, it will likely come soon. Seattle isn't normally the first market for changes but is usually one of the first Nokia markets. Changes in Seattle tend to roll out over the next few weeks/months to the vast majority of other areas. 

  • Like 5
Link to comment
Share on other sites

2 hours ago, Paynefanbro said:

T‑Mobile Delivers Industry‑Leading Postpaid Service Revenue and Cash Flow Growth in Q2 2022 and Raises Guidance Across the Board

 

 

Per the Factbook: https://s29.q4cdn.com/310188824/files/doc_financials/2022/q2/Q2-2022-Investor-Factbook-vFinal.pdf

Page 14: Sites (Combined LTE + 5G): 88K Macro Cell Sites, 39K Small cell/distributed antenna systems sites.

As that "Ultra Capacity 5G" POPs number/percentage keeps climbing this year and in 2023, we should expect T-Mobile's Rootmetrics performance to further improve.

  • Like 3
Link to comment
Share on other sites

2 hours ago, jreuschl said:

In the call today it was revealed they don't expect Sprint billing conversions to finish up until middle of next year.

Yikes. Migrating the customers over must be a real mess if that's the case. Perhaps they're waiting for more people to move onto "easier to migrate" Sprint plans or to just churn out?

  • Like 2
Link to comment
Share on other sites

3 hours ago, jreuschl said:

In the call today it was revealed they don't expect Sprint billing conversions to finish up until middle of next year.

I think they are keeping them at a crawl pace so as to avoid impacting the main T-Mobile churn statistics too much if the migrated users do not like it and leave.

It seems, judging from reports, that a lot of Kickstart subscribers have been migrated so far.  I figure they reckon Kickstart users are safe because they have such a good deal that they will stay after migration.

But it is highly selective even among Kickstart users.     That shows to me that it is not a technical obstacle that is keeping them so gradual.   It is a policy one of some kind.

Another factor could be that some of the three-year commitments given to Federal regulators expire on April 1, 2023.

 

  • Like 2
Link to comment
Share on other sites

3 hours ago, comintel said:

I think they are keeping them at a crawl pace so as to avoid impacting the main T-Mobile churn statistics too much if the migrated users do not like it and leave.

If that's what they're doing then it's working lol. They had lower postpaid phone churn than Verizon for the first time ever.

  • Like 2
Link to comment
Share on other sites

Some more info from the Earnings Call yesterday: https://www.fiercewireless.com/5g/t-mobile-adds-723k-subs-q2-despite-shaky-economy

T-Mobile said it achieved a significant milestone with the shutdown of the Sprint network. Nearly two-thirds of the 35,000 targeted sites had been decommissioned as of the end of the quarter, and the company expects to complete pretty much all the decommissioning by the end of the third quarter.

Substantial progress!

  • Like 2
Link to comment
Share on other sites

I don't typically run a ton of speed tests but I noticed that n41 CA was on air in the Kansas City area on my current trip. I haven't seen it live before. Gave me my first ever Gigabit test. Specifically the tower at 87th and Lackman in Lenexa, KS for anyone interested. 100+40 n41 + 20 B2 + 15 B66. (Ignore the NR 71 from SCP, it had gotten stuck on that).

XC4E6bo.png

  • Like 8
  • Love 2
Link to comment
Share on other sites

6 hours ago, Dkoellerwx said:

I don't typically run a ton of speed tests but I noticed that n41 CA was on air in the Kansas City area on my current trip. I haven't seen it live before. Gave me my first ever Gigabit test. Specifically the tower at 87th and Lackman in Lenexa, KS for anyone interested. 100+40 n41 + 20 B2 + 15 B66. (Ignore the NR 71 from SCP, it had gotten stuck on that).

XC4E6bo.png

When sufficient spectrum meets sufficient backhaul.

Spend the money T-Mobile. Spend the money.

  • Like 7
Link to comment
Share on other sites

I think it might have already been reported on here but I found a Sprint keep site broadcasting the T-Mobile B2 carrier today. No sign of the Sprint B25 carriers. Was weird to see Sprint B2 in SCP. 

Edited to add screenshots. I also didn't think to check if B41 was still broadcasting from this site or not, if it is I wonder if they also moved that to match T-Mobile's B41.

ALiNkoOl.jpg

LbcWaW5l.jpg

DrXHEmdl.jpg

  • Like 2
  • Confused 1
Link to comment
Share on other sites

2.5 GHz Auction Update: https://www.fiercewireless.com/wireless/25-ghz-auction-raises-103m-tepid-first-day

It’s the FCC’s auction, to be sure. But it wouldn’t be too far of a stretch to call it “T-Mobile’s 2.5 GHz auction.” After all, the “un-carrier” is all about 2.5 GHz in the 5G era and it stands to gain the most from this event.

After the first round on Friday, gross proceeds totaled $103,467,300. Rounds 2 and 3 are underway today.

  • Like 1
Link to comment
Share on other sites

50 minutes ago, tybo31316 said:

So, is auction 108 T-Mobile buying up the spectrum that they are currently leasing?

That is being done separately. For a while T-Mobile has been buying up ED licenses when possible else signing long term leases. 

We have a separate thread on FCC auctions which is covering 108. Short version is most of the counties only have one bidder, and c3, which is most attractive to T-Mobile, has the least competition.

  • Like 7
Link to comment
Share on other sites

Familiar territory..... This isn't going well.

1.1 Million wireless customers lost since August 2020.

Although Dish continues to lose customers, the 210,000 wireless retail net subscribers that Dish lost in 2Q is an improvement over the 343,000 that it lost in Q1 2022 and the 245,000 wireless retail subscribers that it lost in 4Q 2021.

In addition, Dish reported a wireless churn rate of 4.39% for 2Q, which is an improvement over the 4.64% churn rate it reported at the end of Q1 and a decline from the 4.95% it reported in 4Q 2021.

 

  • Like 2
Link to comment
Share on other sites

22 hours ago, RedSpark said:

Familiar territory..... This isn't going well.

1.1 Million wireless customers lost since August 2020.

Although Dish continues to lose customers, the 210,000 wireless retail net subscribers that Dish lost in 2Q is an improvement over the 343,000 that it lost in Q1 2022 and the 245,000 wireless retail subscribers that it lost in 4Q 2021.

In addition, Dish reported a wireless churn rate of 4.39% for 2Q, which is an improvement over the 4.64% churn rate it reported at the end of Q1 and a decline from the 4.95% it reported in 4Q 2021.

 

 

I view Dish as a beta wireless company even if you ignore Genesis.  They just leave so many loose ends.  At first only new customers could get the price reductions, but only online.  When I signed up for a three month deal (did not trust them for a year) it comes back and tells you the $45 rate is monthly.  You have to trust them that it will be only every 90 days (I eliminated autopay until after 60 days).  Now I was just given the option on another plan that was excluded.  There was no publicity of this change, it just happened.  

Look at 5g.  With AT&T the icon appears to be on all the time, 5g or not.  When using T-Mobile you sometimes get it other times not.  This seems to be related to the sim card interaction with the phone model or maybe being in a market with Genesis.

Talk to stores about anything technical? Russian roulette odds of finding someone knowledgeable IMO.  Now it does appear that they are trying to set up intelligent systems to make up for this.  Telephone was quite friendly and tries to be helpful. 

Great potential, but I agree that it sounds like Sprint.

Edited by S4GRU
Removed message from quoted member text for readability
  • Like 2
Link to comment
Share on other sites

2 hours ago, dkyeager said:

I view Dish as a beta wireless company even if you ignore Genesis.  They just leave so many loose ends.  At first only new customers could get the price reductions, but only online.  When I signed up for a three month deal (did not trust them for a year) it comes back and tells you the $45 rate is monthly.  You have to trust them that it will be only every 90 days (I eliminated autopay until after 60 days).  Now I was just given the option on another plan that was excluded.  There was no publicity of this change, it just happened.  

Look at 5g.  With AT&T the icon appears to be on all the time, 5g or not.  When using T-Mobile you sometimes get it other times not.  This seems to be related to the sim card interaction with the phone model or maybe being in a market with Genesis.

Talk to stores about anything technical? Russian roulette odds of finding someone knowledgeable IMO.  Now it does appear that they are trying to set up intelligent systems to make up for this.  Telephone was quite friendly and tries to be helpful.  Great potential, but I agree that it sounds like Sprint.

It's like déjà vu all over again.

- Yogi Berra

+4% Churn is a company killer.

  • Like 1
Link to comment
Share on other sites

7 hours ago, RedSpark said:

Dish not interested in selling Boost, at least for now

This isn't going well at all.

Another good read on Dish's progress:

Band 70, VoNR play key role in Dish’s 5G rollout

The lack of band 70 support is why I am not signed up for Genesis.  I keep checking for nr70 permissive change on the s22.  Also waiting for frequency band details on the Qualcomm x70 modem or other phones.

  • Like 1
Link to comment
Share on other sites

https://www.lightreading.com/open-ran/dish-expected-to-walk-away-from-t-mobiles-800mhz-spectrum/d/d-id/779468?

Why wouldn't Dish try to knock down the price or get other sweeteners?  Won't be over until its over.  Still like band 5 plus band 26 being redone to better fit the 5G era.

  • Like 1
  • Haha 1
Link to comment
Share on other sites

29 minutes ago, dkyeager said:

https://www.lightreading.com/open-ran/dish-expected-to-walk-away-from-t-mobiles-800mhz-spectrum/d/d-id/779468?

Why wouldn't Dish try to knock down the price or get other sweeteners?  Won't be over until its over.  Still like band 5 plus band 26 being redone to better fit the 5G era.

I feel like I'm watching a disaster in slow motion all over again.

Link to comment
Share on other sites

2 minutes ago, RedSpark said:

I feel like I'm watching a disaster in slow motion all over again.

I think having a forth carrier in urban areas with it picking between the other carriers in rural areas is viable.  Not what they agreed to with the DOJ, but doubt they would be killed off if they don't make that commitment level, especially if our usual historical trends continue and we switch to a republican administration.

  • Like 1
Link to comment
Share on other sites

Appears there was a coverage map update this afternoon. A few people noted that rural sites had disappeared from the map. As of this update, the rural sites that were missing from Nebraska and Iowa are back.

Also, coverage continues to expand in Nebraska! Three new conversions in areas with no previous T-Mobile coverage online now. So far nothing outside of the old Sprint footprint, but still progress. 

  • Like 5
Link to comment
Share on other sites

2 hours ago, dkyeager said:

I think having a forth carrier in urban areas with it picking between the other carriers in rural areas is viable.  Not what they agreed to with the DOJ, but doubt they would be killed off if they don't make that commitment level, especially if our usual historical trends continue and we switch to a republican administration.

You could be right. However, given the bleeding out of customers and high churn we've seen so far, I'm not sure how competitive that fourth carrier is really going to be. I find their current deliberations over 800 MHz hilarious and sad at the same time. We've seen this play out before. It doesn't end well.

  • Like 1
Link to comment
Share on other sites

4 hours ago, dkyeager said:

https://www.lightreading.com/open-ran/dish-expected-to-walk-away-from-t-mobiles-800mhz-spectrum/d/d-id/779468?

Why wouldn't Dish try to knock down the price or get other sweeteners?  Won't be over until its over.  Still like band 5 plus band 26 being redone to better fit the 5G era.

I hate articles like this.  It appears to be based on the opinion of some nameless analysts who have about the same qualifications as my cat.  Is there one single fact regarding 800 in the story?  If there is, I don't see it.

- Trip

  • Like 1
  • Haha 3
Link to comment
Share on other sites

13 hours ago, Trip said:

I hate articles like this.  It appears to be based on the opinion of some nameless analysts who have about the same qualifications as my cat.  Is there one single fact regarding 800 in the story?  If there is, I don't see it.

- Trip

If Dish doesn't buy it, then what happens to it? T-Mobile gets $72 Million and keeps it on-air with supporting equipment? How would that work with its radio sets?

Link to comment
Share on other sites

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.

Guest
Reply to this topic...

×   Pasted as rich text.   Paste as plain text instead

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.


  • large.unreadcontent.png.6ef00db54e758d06

  • gallery_1_23_9202.png

  • Posts

    • Since this is kind of the general chat thread, I have to share this humorous story (at least it is to me): Since around February/March of this year, my S22U has been an absolute pain to charge. USB-C cables would immediately fall out and it progressively got worse and worse until it often took me a number of minutes to get the angle of the cable juuuussst right to get charging to occur at all (not exaggerating). The connection was so weak that even walking heavily could cause the cable to disconnect. I tried cleaning out the port with a stable, a paperclip, etc. Some dust/lint/dirt came out but the connection didn't improve one bit. Needless to say, this was a MONSTER headache and had me hating this phone. I just didn't have the finances right now for a replacement.  Which brings us to the night before last. I am angry as hell because I had spent five minutes trying to get this phone to charge and failed. I am looking in the port and I notice it doesn't look right. The walls look rough and, using a staple, the back and walls feel REALLY rough and very hard. I get some lint/dust out with the staple and it improves charging in the sense I can get it to charge but it doesn't remove any of the hard stuff. It's late and it's charging, so that's enough for now. I decide it's time to see if that hard stuff is part of the connector or not. More aggressive methods are needed! I work in a biochem lab and we have a lot of different sizes of disposable needles available. So, yesterday morning, while in the lab I grab a few different sizes of needles between 26AWG and 31 AWG. When I got home, I got to work and start probing the connector with the 26 AWG and 31 AWG needle. The stuff feels extremely hard, almost like it was part of the connector, but a bit does break off. Under examination of the bit, it's almost sandy with dust/lint embedded in it. It's not part of the connector but instead some sort of rock-hard crap! That's when I remember that I had done some rock hounding at the end of last year and in January. This involved lots of digging in very sandy/dusty soils; soils which bare more than a passing resemblance to the crap in the connector. We have our answer, this debris is basically compacted/cemented rock dust. Over time, moisture in the area combined with the compression from inserting the USB-C connector had turned it into cement. I start going nuts chiseling away at it with the 26 AWG needle. After about 5-10 minutes of constant chiseling and scraping with the 26AWG and 31AWG needles, I see the first signs of metal at the back of the connector. So it is metal around the outsides! Another 5 minutes of work and I have scraped away pretty much all of the crap in the connector. A few finishing passes with the 31AWG needle, a blast of compressed air, and it is time to see if this helped any. I plug my regular USB-C cable and holy crap it clicks into place; it hasn't done that since February! I pick up the phone and the cable has actually latched! The connector works pretty much like it did over a year ago, it's almost like having a brand new phone!
    • That's odd, they are usually almost lock step with TMO. I forgot to mention this also includes the September Security Update.
    • 417.55 MB September security update just downloaded here for S24+ unlocked   Edit:  after Sept security update install, checked and found a 13MB GP System update as well.  Still showing August 1st there however. 
    • T-Mobile is selling the rest of the 3.45GHz spectrum to Columbia Capital.  
    • Still nothing for my AT&T and Visible phones.
  • Recently Browsing

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