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dkyeager

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Posts posted by dkyeager

  1. Come on man LOL

     

    Staten Island is the beta testing borough for the telecommunication companies here in NYC.

     

    Verizon deployed FIOS Internet  there first back in 2006. IT was TWC first borough to go all-digital killing analog and helping deploy of HD channels at once back in early 2008, it was also one of the first places where Verizon wireless LTE network  was spotted in 2008. 

     

     

    Sort of like Alcatraz,  right? ;)

     

    Seriously, did they just move the EARFCN, or have you guys seen both EARFCNs?

  2. LTE+ coverage is B41. LTE+ is all about B41 speeds. B26 is for coverage. Sprint markets the goodness of B26 coverage loosely when they promote LTE+. However, LTE+ is only B41 coverage. Which is available throughout the Phoenix metro. B26 is not required for LTE+.

     

    Using Tapatalk on Note 8.0

     

    I define LTE+ more broadly to include B25 10x10 and B25 second carrier, both of which have been spreading through Sprint markets like wildfire.   They are done on an as needed and as available basis.  They have been done in markets where our calculations did not think probable, yet no anecdotal evidence of an increase in dropped calls has been observed.  This augmentation of B25 has especially been favored in places without B26 because of IBEZ.  In the end, it is about putting bandwidth where needed.  Sprint is now much more surgical in its approach.

  3. Separate their LTE to make it more accurate it what way?

     

    Since it is based on RSRP, the Sprint results can be rigged by only using B26.  By the same token B41 will be measured as much weaker.  The release notes in indicate attempts to address CA with certain phones.  Using my LG G4 I have yet to see any difference.

  4. Latency is Sprint's strong point, which should only improve as Clear sites are converted. I expect Sprint will breakup the long microwave chains into shorter configurations, or at least add more fiber locations.  More B25 10x10 and B41 third carrier will help with speed.

    • Like 1
  5. Don't forget about Dr Saws promise to have third carrier started by the end of 2015 and that third carrier is all software.  No site visits required.  Third carrier will benefit any triband phone at a congested site with extra backhaul.

  6. It only affects it in a few select cities. Mainly New York City. That's about it. Nearly everywhere else, Sprint already has 2 B41 carriers online w/CA, not only on Sprint sites but on capable Clear sites as well.

    [emoji34] Implementation of third carrier was likely delayed. Competition did not stop.

     

    Sent from my LGLS991 using Tapatalk

  7. Okay, so here's what I'm seeing.

     

    First and foremost, a massive increase in EV-DO roaming.  It looks like Verizon EV-DO. 

     

    In Geo 4, SI Wireless is added as a roaming partner.

     

    In Geo 8, Standing Rock Telecom is gone.

     

    In Geo 11, the nTelos eastern market is gone.  SI Wireless is added as a roaming partner.

     

    In Geo 14, SI Wireless is added as a roaming partner.

     

    The SID list I have has 4305 and 4307 as SI Wireless, which is why it's listed.  1X and EV-DO, by the way.

     

    - Trip

     

    http://s4gru.com/index.php?/topic/7395-west-virginia-sprint-sponsor-map-spreadsheet/&do=findComment&comment=466876

  8. If tri band handset penetration will continue at the current rate of growth and reach 90 percent by the end of the year, then that is good.  There is no problem.

     

    And typical users do not need 2x CA or 3x CA handsets.  Those are for RootMetrics results, for Sprint bragging rights -- to gain back public perception.

     

    But any band 41 will provide a great experience for most users.  They will not notice the difference between a single carrier and 2x CA.

     

    AJ

     

    High speeds are the draw, but the real benefit of CA is at the edge, where 2x speed matters.  Same with 10x10 B25.  At the edge customer may also notice in their regular apps.  The edge (or service weak areas or holes) is also the zone where many small cells will operate.

    • Like 2
  9. I couldn't listen to the whole call but did they mention anything about the WiMAX shutdown and possibly 3x Band 41 CA shortly after the shutdown?

     

    WiMAX was in one question but I don't believe it was addressed.  I recommend looking at the transcript once released.

  10. All I can do is go by what I observe. In my travels throughout the Midwest, there are very few markets anymore where Sprint service is truly bad.  Yes, there are definitely holes and sites that could be further upgraded. No doubt Sprint is getting much better.

     

    In my market, where we have a small group of folks tracking wireless in the field, Sprint is now being quite surgical.  You can almost guess where improvements will go based on observed performance issues.  They are customer bandwidth focused rather than worshiping any one band.  Much of their recent work is not construction related, but rather making much better use of their existing spectrum.

    • Like 7
  11. My rough notes for conference call, almost no exact quotes.

     

     
    Claimed they are advertising for higher profit customers (not prepaid)
     
    playing up network (this went on for a long time)
    by far the most improved carrier
    125 market speeds have tripled in last two years
    78% of time on LTE
    crowd sourced data will determine small cell positions
    no expected disruption to customers
    surgical approach to improvements
    diagram shows five small cells per macro site
    done with network.. almost
    customer demands exceeding expectations
    future growth driven by execution and accountability not from cutting price
    CFO
    operating revenue has stabilized for last three quarters at 8.1 billion
    65% of phones are now financed.  Implies 35% on legacy plans
    exceeding reduction targets for 2015
    G&A has been reduced by $700m
    2016 reductions: 10% cost of products, 20-30% from G&A
    most will come from SG&A across sales, marketing, Care and G&A
    this means lower roaming, shutdown of wimax
    more self service tools for customers
    reduction in back office
    basically nothing will be reduced in sales
    actual cash up $200m
    600million in 2.5 unused so far plus 500 million in April
    3-4 billion of funding will come from leasing financing sales
    3-5 billion from network financing facility in 2016
     
    this is well defined liquidity. see no issues in paying mature debts to end of 2016
     
    capex remains same
     5 billion
    q&A
     

     
    network facility part of q
    Sales are driving productivity
    network entity.  will retain ownership of spectrum. 

     
     
     
    small amount of spectrum will be put into it as collateral
    will not affect our secured capacity in our revolver
    network strategy Q
    how to deploy densification.  are your going to shrink size of network, wimax , capacity
    CEO
    looking for lowest cost structure
    power poles, roof tops  monopoles
    network will get better progressively
    backhaul cost reduction, hybrid approach.  will also use microwave and 2.5
    don't want to trench fiber
    this network tech person talking
    looking for similar or better performance and lower cost
    moving most every backhaul to ethernet
    more network qs
    CEO we like to keep things simple for customers.  we are going to be a price leader.  we can do this because our network is getting better.
    sprint now at 20% of gross adds
    up from 10% last year
    john is network person
    does not want to give playbook away
    we are well aware our obligations to tower companies, will continue to use them for many years and they are a strategic partner.
    Q; free cash flow positive date
    no date, but we are monitoring the timing of expense reductions and capital deployment.  we are on an upward trajectory.
    CEO growth is also burning cash
    prepaid migration to postpaid migration continuing?
    unclear answer.  less than 10% of handset additions.  decided not to measure some
    pricing strategy?
    what are you hearing from existing customers on the deals.
    CEO best way to measure is churn.  existing customers finding they have the best price
    large base of unlimited customers unlimited is far lower than competitors
    Dr Saw q
    how many tower leases will you not renew?
    how much 2.5 spectrum will be used for backhaul?
     
     
    All spectrum will be able to be used even if secured.
    5-7 year leases. too early to speculate.
    60-120mhz in most markets.
    still doing field tests
     
    EvanA: Basically recode article and resulting madness is bunk
     
    there is a quite period before results thus it was a pig pile.
     
    EvanA: Yeah I know
    Hence why earnings was moved up
     
     
    no shortage of Samsung or Apple products or next launches
     
    Will Sprint be able to sustain progress?
    CEO: can not anticipate future
     
    New customer have better ARPU than legacy?
    Most new customer get additional data over prior plan
    average billing per customer is up 3% per year
    quite happy with new and existing customers
    CFO very good performance on bad debt - we are not bottom fishing.
    network financing?
    it will be on the balance sheet, not operating expense.  if it is a lease it will be a capital lease.
    it will cover the cost of the new equipment and existing equipment and RAN
    purpose is to fund the deployment of the new network that John and Gunther require.
    guidance q and free cash
    it seems that you should be generating significant free cash flow to pay off debt?
    CFO: yes.  timing must be taken into account
     
     
    Must raise the capital for network lease co to expand the network to ensure the free cash flow timing
    note; this is very rough.
    done
     
     
    Stock up 21%
     
     
    • Like 11
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