irev210

Just a fair warning to SERO users out there - I put my plan in seasonal standby for a few months, went to take it out, and they can no longer add back my SERO Premium 500 plan. Apparently they deleted it from the system on August 1st. It's been replaced by SERO Unlimited for 60/month. There is a bunch of conflicting info on what triggers a change but just a heads up. Had a good run on postpaid sprint.

Agreed. Besides, if you really didnt want to pay for cell service, you would just get on a RingPlus plan. Anyone that is exempt can afford a basic cellphone plan, even if they have to pay. I am pretty sure t-mobile still gives 200/month for free away. That would allow people to conduct work email at no cost. Again, these are exempt positions with fairly decent pay and in theory, should have some job mobility.

Yes, very much agree that postpaid growth is down YoY (890 vs 1,008). I am curious to see if they can keep momentum up in later Qs - key metric to watch.

Please expand - compare what numbers? What's less? Market Cap? 35.6 billion vs 31.6 billion revenue? 9.2 billion vs 8.2 billion gross margin? 56.1% vs 50.4% EBITA margin? 26% vs 20.6% Free Cash Flow? 419 million vs -30 million are you just talking about net income and earnings per share that are down? net income margin of 2.7% vs 4.3% and EPS of .30 vs .43 There are lots of numbers... not one number means the most. If you look at the pretax income, it's up to 431 million over 374 million from 2Q15 The biggest difference is the increase in income tax expenses which unless you spent a lot of time modeling out what their tax rates were going to be, sort of a moot point. The easy conclusion is that T-Mobile is absolutely crushing it.

There are share givers and there are share takers and T-Mobile has been a share taker now for 13 quarters in a row, for 3 years running including Q2. We delivered positive overall postpaid porting ratios versus the entire industry. Also, we now had 10 quarters in a row where T-Mobile has been positive against every major carrier contrary to what you may have heard on Monday. I will acknowledge that Sprint made some progress after going all in with a heavy discount strategy, but we are seeing positive postpaid porting ratios now for 13 quarters in a row versus Sprint including Q2, and we're off to an even stronger start versus them and everyone else in Q3, and I'll be glad to talk more about that in detail. So, really, I'm actually very happy to sit back and take share like we did this quarter from here to the end of times if everybody else is. And our net additions show the math and they show it all.

I think a lot of it is being driven by T-Mobile's earnings call. T-Mobile said that July's subscriber gains are already ahead of sprint's 2Q new users.

99% of verizon customers are on limited data plans of the 1% that are unlimited, what % go over 100GB? 1% of that? Say the 1% of the 1% decide to leave. Say half go to T-Mobile and half go to Sprint, once they use over ~22GB, they just get tossed onto a managed network anyway... what's the issue? It's not a big influx of people... I doubt it would put a dent in sprints network.

As far as I can tell, the permit process can require certain levels of camouflage to pass muster but cancer/heath reasons are not valid. As someone who lives in Boston, you can probably see all of the pole mounted antennas already in our area. There are a TON.

Just curious - why would you port? Just sign up for 1 month, then drop Fi. Turn on call fwding then just dump the plan/number when you are done. Pop the sim card in, you pop the sim card out, then you shake it all about.

Why not Google Fi - $10 per gig regardless of which country you are in. I just had a friend do a Euro tour who is a google fi subscriber, loved it - said data connectivity was if he never left the US, regardless of where he was.

Now they are offering upgrades to the 5GB plan. Free 5GB every month - no idea how long they'll be in business but no complaints from me.

The N5x is pretty slow/laggy. I can't figure out why. I wouldn't recommend it. The LG G5 is much better than the N5x. The GS7 and G5 are both pretty nice. Waterproofing of GS7 and USB-C port of the G5 are the respective advantages between them. The HTC 10 looks great, I really want to test it out but I cant help but feel Google/HTC will deliver a very similar device with stock nexus loaded later this year with Android N. That'll be my next device!

The negative reviews are a bit surprising. Just using the phone it seems fine. The design of the phone is not the best and the dual camera is sort of gimmicky. The quick swap battery capability is neat and the build quality seems fine to me.

Yeah - I look forward to getting it. I was going to get a galaxy s7 but the lack of USB-C really bothered me since I already convered everything to USB-C with my Nexus 5x. LG G5 looks great - can't wait to test it out.

Got the email from Sprint that my order is on the way. Tracking isn't live yet but if I had to guess, I'll get it tomorrow.

Thanks, so this is neat - so I can trade in my moto e from verizon and get $150 back? Verizon Motorola XT1528 Moto E Black 8GB $35 How do I go about doing that?

How does the $150 trade-in work? Where do you see if you have a $10 value phone? I wish sprint was a bit more clear on their promotions, $576 sounds pretty good and if I can get $150 for an old crappy phone to net me down to $426 that would be a great deal for the G5 Can anyone help?

Or what rinplus has done. Very innovative.

Kinda cool deal today - 3k minutes/3k texts/3GB data 3GB is pretty solid

Yes, when I sold my Galaxy S6. I paid full price directly from Sprint for a Sprint GS6 and had it unlocked by Sprint. The entire time it was on my account, it worked fine. However, when I took it off my account and activated my Nexus 5x, Sprint in its infinite stupidity, deleted the IMEI from the whitelist since it was unlocked. I had to call a number of times and have a ticket created to add the IMEI back to Sprint. When you unlock the phone and take it off the sprint database, the IMEI gets wiped from the sprint whitelist. Because sprint is very nasty about unlocking sprint branded devices once you take them off their network. Yup - exactly correct. Yeah i dunno about the MVNO thing - I thought it was a locked vs. unlocked handset thing.

I very much agree with you that we should lease spectrum like Japan does. A wildcard could be Comcast or dish but I can't imagine that tmob isn't going to talk away with a fairly large chunk covering the majority of the US. At a minimum, anywhere they can't get 700 now, they will have to buy 600. At any rate, should be interesting to watch.

To a degree. Say it costs 20% more to overlay additional cells with PCS and AWS vs. deploying 700 for coverage. At the end of the day, that's all the spectrum is worth. Given that T-Mobile is the only natural buyer at this point, the price of 700 is effectively capped. So, they sell and move on. As for 600, with sprint out, you know exactly how that's going to go.

Any word on an unlocked version?

I looked at capex and you are definitely right, over the past 5 years (ending in 2014) it seems like TMUS has spent about 10 billion and sprint at 19 billion? Pretty amazing, I am wondering if my numbers are wrong? And doesn't it look, based on porting ratios, that T-Mobile is really capturing AT&T subscribers? It's port ratio with Verizon is actually the lowest. Seems like TMUS will have to embrace small cells... but knowing how they roll, they wont announce anything until they are well under way deploying and have figured out a way to market the new network strategy.

I agree - others out there tend to think T-Mobile is selling an empty cannon and people are going to leave in droves when they become unsatisfied with their experience. The metric to watch for that is Churn, which has only been going down or staying flat. If T-Mobile can add subs so can Sprint - I am not sure why Sprint can't add subs like T-Mobile can. To me, it's purely marketing at this point.