Jump to content

Official Tmobile-Sprint merger discussion thread


Recommended Posts

I would rather for Sprint and T-Mobile not to merge. Sprint however could use a partnership with a cable company. I just feel like Tmo and S merging is to bail sprint from building out their network and Tmo a bailout for 5G. How it currently stands, T-mobile would be the Sprint of 5G. I would say let them keep beating down the doors of the FCC to have that auction for that high band spectrum. They’ve grown arrogant over the past few years. Sprint has the tools in hand for 5G and making their network really rival the big two but as we all know on here the execution with Sprint has not been the best.

 

 

Sent from my iPhone using Tapatalk

 

  • Like 3
Link to comment
Share on other sites

I would rather for Sprint and T-Mobile not to merge. Sprint however could use a partnership with a cable company. I just feel like Tmo and S merging is to bail sprint from building out their network and Tmo a bailout for 5G. How it currently stands, T-mobile would be the Sprint of 5G. I would say let them keep beating down the doors of the FCC to have that auction for that high band spectrum. They’ve grown arrogant over the past few years. Sprint has the tools in hand for 5G and making their network really rival the big two but as we all know on here the execution with Sprint has not been the best.
 
 
Sent from my iPhone using Tapatalk
 
The thing i would be upset about is : we are a few days into sprints Q1 ( higher capex spending maybe 6,7,8 billion ) and they (sprint ) haven't even been giving a chance to execute and now merger talk are on again.... As Masa Said when he first entered the US market .. I see a vision for sprint, but it wasn't just sprint alone .. in almost mid 18 .. if sprint wants to have a competeing Network late 2019 early 2020.. that will cost a premium dollar that at the lowest spending 12 billon over 24 months wont solve .. SoftBank would need to pour in money to help sprint get over that humb

Sent from my SM-G965U using Tapatalk

  • Like 1
Link to comment
Share on other sites

The thing i would be upset about is : we are a few days into sprints Q1 ( higher capex spending maybe 6,7,8 billion ) and they (sprint ) haven't even been giving a chance to execute and now merger talk are on again.... As Masa Said when he first entered the US market .. I see a vision for sprint, but it wasn't just sprint alone .. in almost mid 18 .. if sprint wants to have a competeing Network late 2019 early 2020.. that will cost a premium dollar that at the lowest spending 12 billon over 24 months wont solve .. SoftBank would need to pour in money to help sprint get over that humb

 

Sent from my SM-G965U using Tapatalk

 

Was it confirmed that the talks were official or here say rumors? I haven’t looked into it besides what hit yesterday. if Son doesn’t want Sprint alone, then why would he go the way and fold them up into T-Mobile. Plain and simple the Sprint brand would be dead. A partnership makes more sense with another company that can complement and benefit Sprint. If Sprint goes, prices are going up.

 

 

Sent from my iPhone using Tapatalk

Link to comment
Share on other sites

Was it confirmed that the talks were official or here say rumors? I haven’t looked into it besides what hit yesterday. if Son doesn’t want Sprint alone, then why would he go the way and fold them up into T-Mobile. Plain and simple the Sprint brand would be dead. A partnership makes more sense with another company that can complement and benefit Sprint. If Sprint goes, prices are going up.
 
 
Sent from my iPhone using Tapatalk
It was listed as a rumor but sources are people familiar with the matter ( so, to me it's not a rumor the talks are official) .. a partnership with Sprint is tough.. sprint hasn't gained any yearly profits in over a decade in fact they just recently posted their first profits and in the wireless industry that amount of profits sprint posted most would consider peanutes.. based on sprints balance sheets there just isn't to much good/upside to pull from other then their spectrum..which at this point would only benefit tmo.. a merger may not get approved hell chances are very high the DOJ will block a horizontal merger .. hell there even fighting a vertical merger which they are usually in favor off (att time warner ) .. this smells like a low balled aqcusition to me

Sent from my SM-G965U using Tapatalk

Link to comment
Share on other sites

It's still a rumor and it doesn't make sense given the huge deal they signed with Zayo like a week or two ago. This whole thing just doesn't add up to me.
This has still not been officially release if it was sprint or not .. could of been TMO or att with first net

Sent from my SM-G965U using Tapatalk

Link to comment
Share on other sites

Just now, tyroned3222 said:

This has still not been officially release if it was sprint or not .. could of been TMO or att with first net

Sent from my SM-G965U using Tapatalk

Sprint literally mentioned Zayo by name less than a month before Zayo announced the contract. I'm more certain that it was Sprint than I am certain these talks are happening.

Link to comment
Share on other sites

Sprint literally mentioned Zayo by name less than a month before Zayo announced the contract. I'm more certain that it was Sprint than I am certain these talks are happening.

Correct, but I would not trust that too much .. the board of softbank is putting a lot of pressure on Masa to get rid of sprint .. out of the 130 billion debt SoftBank Carry's almost 40 billion is coming from Sprint

 

Sent from my SM-G965U using Tapatalk

 

 

 

Link to comment
Share on other sites

I don't understand how we can trust a rumor from nowhere more than we can trust Sprint saying "We're talking to companies like Zayo-" and then Zayo saying they signed a huge contract. Softbank has $130 Billion in debt but they  have $230 Billion in total assets and raked in $9 Billion in 2017. They're not hurting for money in any way shape or form judging by their constant buyouts of companies and $100 Billion vision fund. Softbank's 29% stake in Alibaba alone is worth more than $130 Billion.

Softbank just wants scale to compete.

  • Like 2
Link to comment
Share on other sites

I don't understand how we can trust a rumor from nowhere more than we can trust Sprint saying "We're talking to companies like Zayo-" and then Zayo saying they signed a huge contract. Softbank has $130 Billion in debt but they  have $230 Billion in total assets and raked in $9 Billion in 2017. They're not hurting for money in any way shape or form judging by their constant buyouts of companies and $100 Billion vision fund. Softbank's 29% stake in Alibaba alone is worth more than $130 Billion.

Softbank just wants scale to compete.

The rumor is based on sources familiar with the matter .. once you say sources familiar with the matter to me it's not a rumor anymore .. and you are correct , but softbank having to borrow 8 billion from that stake left people asking questions ( is softbank running out of cash ?) "Sources familiar with the matter " are saying softbank promoted these new rounds of merger talks .. days after it was rumored that brightstar is being put up for sale ( which is a marginal profit stake for sofbank ) and sprint also isn't making any profits until last quarter and that was peanuts .. so from and article that I read it looks the board is pressuring masa to cut of the least profitable businesses from his plan

Sprint would cost/ take too much time to develope into a large profitable businesses cash cow as some would say

 

Sent from my SM-G965U using Tapatalk

 

 

 

Link to comment
Share on other sites

It could be sprint wanting to acquire tmo

crazy as it sounds sprint may be in a better position than Tmo moving forward...

tmo needs more spectrum...etc,etc 

could be a partnership where Tmo uses some of sprints 5g to aid sprint in costs and save Tmo from having to purchase more spectrum soon....

who knows  but I bet it isn’t gonna just be sprint Tmo some other 3rd party will be involved 

Link to comment
Share on other sites

But that's because Brightstar doesn't have long term growth. It costs a lot to operate and despite being profitable, it doesn't bring in cash the way a successful carrier can. Brightstar's value hasn't gone down, but it also hasn't gone up. So why not sell your stake in Brightstar and get the $1 Billion you invested in them back? There is more money to be made in turning Sprint around than there is in keeping Brightstar.

Link to comment
Share on other sites

But that's because Brightstar doesn't have long term growth. It costs a lot to operate and despite being profitable, it doesn't bring in cash the way a successful carrier can. Brightstar's value hasn't gone down, but it also hasn't gone up. So why not sell your stake in Brightstar and get the $1 Billion you invested in them back? There is more money to be made in turning Sprint around than there is in keeping Brightstar.

It really doesn't matter how much money softbank have or doesn't have .. doesn't mean much when sprint is a subsidiary company that is being publicly traded ..  Softbank has been holding sprint for a while now at an opertaing loss

The board and investors want answers or a return on investment and are getting neither.

Sent from my SM-G965U using Tapatalk

 

 

 

 

 

 

 

Link to comment
Share on other sites

2 hours ago, Paynefanbro said:

It's still a rumor and it doesn't make sense given the huge deal they signed with Zayo like a week or two ago. This whole thing just doesn't add up to me.

We don't know that they actually signed with Zayo. This is a rumor turned fact by adding 1+1.

I wouldn't be surprised (if indeed this was Sprint who signed with Zayo) if there is an out clause due to a marger or change in ownership.

Link to comment
Share on other sites

Just now, greenbastard said:

We don't know that they actually signed with Zayo. This is a rumor turned fact by adding 1+1.

I wouldn't be surprised (if indeed this was Sprint who signed with Zayo) if there is an out clause due to a marger or change in ownership.

At least there is a 1+1 as opposed to "here's what I heard". Even industry analyst Walt Piecyk is confident it's Sprint and dude has a habit of being spot-on.

  • Like 1
Link to comment
Share on other sites

1 hour ago, tyroned3222 said:

I know there is hope on the network side , but on the business side you don't operate a loss YOY for over a decade ..you just don't

Sent from my SM-G965U using Tapatalk
 

Especially in a cut throat market, where every wireless provider is carrying debt.

This seems like it has been a long time coming. When SoftBank took over Sprint, everyone knew Son's ultimate goal was to make the US a three carrier market. Is that good for the consumer? No. But the numbers for four carriers aren't there. Something has got to give.

I think SoftBank and DT had all the hard details such as network integration, management, and strategy ironed out. The only thing they disagreed on was ownership ratio. If they are back to the table this soon, then that means that they weren't very far off on their numbers. I think the merger goes through. Sprint can't deploy 5G and simultaneously expand their network on their own AND T-Mobile doesn't have 5G spectrum.

They both need each other.

Link to comment
Share on other sites

Especially in a cut throat market, where every wireless provider is carrying debt.
This seems like it has been a long time coming. When SoftBank took over Sprint, everyone knew Son's ultimate goal was to make the US a three carrier market. Is that good for the consumer? No. But the numbers for four carriers aren't there. Something has got to give.
I think SoftBank and DT had all the hard details such as network integration, management, and strategy ironed out. The only thing they disagreed on was ownership ratio. If they are back to the table this soon, then that means that they weren't very far off on their numbers. I think the merger goes through. Sprint can't deploy 5G and simultaneously expand their network on their own AND T-Mobile doesn't have 5G spectrum.
They both need each other.
https://mobile.reuters.com/article/amp/idUSKBN1HI36L
This a good read ... Masa is wanting to go into a deal he has no money to throw towards
Softbank has 25 billion yen worth of assets. Of that they are only vested in 3.5 billion yen’s worth.
So help me understand something here. Masa wanted control of a combined company he couldnt sink a dime into?
Just food for thought

Sent from my SM-G965U using Tapatalk

Link to comment
Share on other sites

13 hours ago, tyroned3222 said:

https://mobile.reuters.com/article/amp/idUSKBN1HI36L
This a good read ... Masa is wanting to go into a deal he has no money to throw towards
Softbank has 25 billion yen worth of assets. Of that they are only vested in 3.5 billion yen’s worth.
So help me understand something here. Masa wanted control of a combined company he couldnt sink a dime into?
Just food for thought

Sent from my SM-G965U using Tapatalk
 

¥25 Trillion in assets and ¥ 3.5 Trillion in equity. That converts to $USD 223 Billion in assets and $USD 33 Billion in equity. Deutsche Telekom has $36USD Billion in equity so they aren't much better off than Softbank. I'm not denying that Softbank should have less debt and higher equity but they aren't cash strapped.

And are we really going to Craig Moffett for advice, the guy who has been historically wrong about Sprint and has a reputation for being doom and gloom about them?

  • Like 4
Link to comment
Share on other sites

¥25 Trillion in assets and ¥ 3.5 Trillion in equity. That converts to $USD 223 Billion in assets and $USD 33 Billion in equity. Deutsche Telekom has $36USD Billion in equity so they aren't much better off than Softbank. I'm not denying that Softbank should have less debt and higher equity but they aren't cash strapped.
And are we really going to Craig Moffett for advice, the guy who has been historically wrong about Sprint and has a reputation for being doom and gloom about them?
The difference is TMO turns a profit sprint does not ... When you can pay your bills and take home a nice profit, its a whole different world... there is a reason moffett is an advisor and we aren't .

Sent from my SM-G965U using Tapatalk

Link to comment
Share on other sites

59 minutes ago, tyroned3222 said:

The difference is TMO turns a profit sprint does not ... When you can pay your bills and take home a nice profit, its a whole different world... there is a reason moffett is an advisor and we aren't .

Sent from my SM-G965U using Tapatalk
 

Regardless of whatever that nebulous reason is, it doesn't negate Bryce's point that the guy has been more miss than hit when it comes to $S.

  • Like 2
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

    • In the conference call they had two question on additional spectrum. One was the 800 spectrum. They are not certain what will happen, thus have not really put it into their plans either way (sale or no sale). They do have a reserve level. Nationwide 800Mhz is seen as great for new technologies which I presume is IOT or 5g slices.  T-Mobile did not bite on use of their c-band or DOD.  mmWave rapidly approaching deadlines not mentioned at all. FWA brushes on this as it deals with underutilized spectrum on a sector by sector basis.  They are willing to take more money to allow FWA to be mobile (think RV or camping). Unsure if this represents a higher priority, for example, FWA Mobile in RVs in Walmart parking lots working where mobile phones need all the capacity. In terms of FWA capacity, their offload strategy is fiber through joint ventures where T-Mobile does the marketing, sales, and customer support while the fiber company does the network planning and installation.  50%-50% financial split not being consolidated into their books. I think discussion of other spectrum would have diluted the fiber joint venture discussion. They do have a fund which one use is to purchase new spectrum. Sale of the 800Mhz would go into this. It should be noted that they continue to buy 2.5Ghz spectrum from schools etc to replace leases. They will have a conference this fall  to update their overall strategies. Other notes from the call are 75% of the phones on the network are 5g. About 85% of their sites have n41, n25, and n71, 90% 5g.  93% of traffic is on midband.  SA is also adding to their performance advantage, which they figure is still ahead of other carriers by two years. It took two weeks to put the auction 108 spectrum to use at their existing sites. Mention was also made that their site spacing was designed for midrange thus no gaps in n41 coverage, while competitors was designed for lowband thus toggles back and forth for n77 also with its shorter range.  
    • The manual network selection sounds like it isn't always scanning NR, hence Dish not showing up. Your easiest way to force Dish is going to be forcing the phone into NR-only mode (*#*#4636#*#* menu?), since rainbow sims don't support SA on T-Mobile.
    • "The company’s unique multi-layer approach to 5G, with dedicated standalone 5G deployed nationwide across 600MHz, 1.9GHz, and 2.5GHz delivers customers a consistently strong experience, with 85% of 5G traffic on sites with all three spectrum bands deployed." Meanwhile they are very close to a construction deadline June 1 for 850Mhz of mmWave in most of Ohio covering 27500-28350Mhz expiring 6/8/2028. No reported sightings.  Buildout notice issue sent by FCC in March 5, 2024 https://wireless2.fcc.gov/UlsApp/letterPdf/LetterPdfController?licId=4019733&letterVersionId=178&autoLetterId=13060705&letterCode=CR&radioServiceCode=UU&op=LetterPdf&licSide=Y&archive=null&letterTo=L  No soecific permits seen in a quick check of Columbus. They also have an additional 200Mhz covering at 24350-25450 Mhz and 24950-25050Mhz with no buildout date expiring 12/11/2029.
    • T-Mobile Delivers Industry-Leading Customer, Service Revenue and Profitability Growth in Q1 2024, and Raises 2024 Guidance https://www.t-mobile.com/news/business/t-mobile-q1-2024-earnings — — — — — I find it funny that when they talk about their spectrum layers they're saying n71, n25, and n41. They're completely avoiding talking about mmWave.
    • Was true in my market. Likely means a higher percentage of 5g phones in your market.
  • Recently Browsing

×
×
  • Create New...