Conan Kudo
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Everything posted by Conan Kudo
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My given name is spelled "Neal". Irish orthography. When we last had this discussion, Sprint did not yet control Clearwire sites. As of now, there are around 52-55K sites under the control of Sprint. However, I expect this number to eventually shrink to about 48-50K after everything is said and done (including decommissioning non-strategic and redundant sites from Clearwire). T-Mobile's site count has moved up to nearly 60K (it's around 55-57K, I think). -
RT @JBNotes: 4th article I’ve read on this. Excellent: How long hours don’t help in the long run http://t.co/XKHagOydtg by @stef http://t.c…
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It's depressing that my entire feed (and my TV news!) is now about how Facebook is down....
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RT @Kim_Gandy: For every RT of this message @HopeLineVerizon will donate $3 to end domestic violence: You deserve safety and peace. #Voices…
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I wish English had an institute like most languages do that could rationalize all the rules and spellings in the language...
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The $1 billion in capex cut for the next 12 months (mentioned in Sprint's 10-Q) alone isn't too worrisome, but the fact that Sprint management is telling analysts that 2.5GHz is going to be deployed in a CapEx efficient manner (which it should be doing anyway) implies that they are revising deployment charts and cutting back deployment of 2.5GHz materially. Of course, cutting 2.5GHz is likely to hurt Sprint the least, especially if the cuts are largely oriented around culling more sites instead of transitioning them to LTE TDD.
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I hope that @JohnLegere, @BraxtonCarter and co. won't be as quiet as Nils P. or as loud as the announcer lady on the $TMUS earnings call.
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Shares tanked yesterday because people realized that Sprint had no cash and the profit was "illusory" (word used by my analyst friend). Sprint has negative cash flow (meaning it was burning cash) with losing $496 million this last quarter after everything is said and done, including the $23 million in operating profit. Additionally, if you break out the metrics and figure out the ARPU mix, things don't look that good, either. -650K postpaid phones -70K postpaid mobile broadband +570K postpaid tablets (avg ARPU being 1/3 handset ARPU) -546K prepaid phones additional -77K prepaid due to churn out from USCC Midwest buyout Consequently, Sprint did the following: Cut capex by at least a billion dollars Lowered guidance on net adds, cash generation, and churn Pushed out potential positive net adds to 4Q (likely due to near-guarantee gains for Christmas) Deprioritized 2.5GHz deployment for 2014 in favor of 800MHz Stated intent to deploy 2.5GHz in "capex-efficient manner" (read: substantially less deployment than originally planned) This doesn't look very good to Wall Street, so shares fell.
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After working for a week trying to get my internet connections back in fully working order, it's done... http://t.co/5LSkFhIVDd #speedtest
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To be clear, my computer being broken is completely Microsoft's fault. An update that my computer was forced to install on Sunday broke it.
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RT @micnews: New research suggests there's something troubling about people who are too nice all the day http://t.co/oEoWLzSHR7 http://t.co…
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RT @JohnLegere: Neville confirmed we hit 230M POPs of LTE! Met our goal but still going! Where you at @Sprint? I hear you’re running behind…
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Last Week Tonight with John Oliver: Dr. Oz and Nutritional Supplements: http://t.co/6FKxXoQOlV via @YouTube
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T-Mobile wants FCC to better define "reasonable" data roaming rates
Conan Kudo replied to lordsutch's topic in General Topics
Lowell McAdam has mentioned several times since 2011 that no CapEx is going into the CDMA network. It's all going into LTE. As for OpEx, CDMA is getting the bare minimum of the budget (i.e. just enough to keep it going to get users camped on LTE or whatnot). I don't recall exactly where, but one of the execs mentioned that once VoLTE launches, the OpEx budget for CDMA will drop even more (more of it will be allocated for LTE). Since Verizon deployed the LTE network as a separate overlay system, and decoupled the core networks in 2012, it's entirely possible to allow the CDMA network to fail without LTE failing, too. Starting late last year, Verizon has been removing EvDO carriers on PCS and squeezing them on Cellular. So both 1X and EvDO capacity have fallen as a result. Verizon wants to start work on a second LTE network on PCS sometime in the middle of next year. -
RT @LinkedInPulse: Why we humblebrag about being busy (because we all do it): http://t.co/1E28Xb6jGR
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The tragedy of our reality is that too many people don't see what an exciting age we live in...
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RT @wyattnyt: Some kind of newfangled contraption at BWI long-term parking #futurama http://t.co/7xKzuA6tbm
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Check out my speedtest result after upgrading to a new router: http://t.co/lhphHatZGC #speedtest
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How do you know that? From what I've seen, AT&T's UMTS network matches Verizon's CDMA network in terms of overall coverage. There are spots here and there where they trade on coverage (Montana is strong for AT&T but weak for Verizon, while Verizon has a presence in Nebraska and AT&T does not, etc.).
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It's more likely that PS handover will be used rather than SRVCC for CDMA networks, since that is much simpler to do. Sprint is already halfway there with eHRPD. EvDO was designed to support VoIP calls, if I remember correctly. There's no reason that Sprint could not get roaming agreements from GSM carriers today. Most of Sprint's devices are quad-mode GSM/UMTS/LTE/CDMA, so the voice and data roaming orders already apply for Sprint to try to get roaming deals with GSM/UMTS operators. If it elected to, it could choose to get a roaming deal from AT&T instead of Verizon when the Alltel agreement expires next year. In fact, I'd probably recommend it because a roaming deal with AT&T is probably going to have more favorable terms than a roaming deal with Verizon. Verizon has not and will not allow Alltel roaming agreements to renew. From T-Mobile's side, it does have a roaming agreement with Sprint it can use that it inherited from MetroPCS, if it wants. But I doubt it wants to use it. If it did, it could renegotiate to add LTE, and use only the LTE portion of it.
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The interesting thing is that VoLTE will enable T-Mobile to seek roaming deals with Verizon and AT&T, as the voice and data roaming orders would now kick in for T-Mobile, allowing them to use VoLTE as a means to get reasonable rates for LTE roaming. The "visited" network doesn't need to have VoLTE for that to work, it could just redirect packet data to the T-Mobile core as normal.
