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RedSpark last won the day on October 4

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3,498 Wireless Expert

About RedSpark

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    iPhone XS
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    Washington, DC
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    Fast, Cheap, Reliable: Pick Two

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  1. RedSpark

    Sprint Tmobile merger Disc.

    Anyone in the market for Masa’s house? https://www.bizjournals.com/kansascity/news/2018/11/14/masayoshi-son-marcelo-claure-mission-hills-mansion.html He must be pretty confident the merger is going to go through if he’s listing it. Same for Marcelo.
  2. That’s a good point. They also must have real confidence in the network to perform well if they’re upgrading the hotspot allotment by this much.
  3. https://newsroom.sprint.com/sprint-launches-new-campaign-highlighting-better-than-ever-network-paired-with-best-value-in-wireless.htm Yes, the Sprint Network has come a long way! In fact, today Sprint offers 30 percent more LTE coverage3 and reliability customers can count on. Through its massive Next-Gen Network investment and roaming agreements, Sprint is helping customers connect in more places from coast to coast, with its largest-ever total LTE footprint. By unleashing its deep spectrum holdings, Sprint is also dramatically enhancing network performance for its customers. Sprint LTE Advanced is now nationwide, offering customers speeds up to TWICE as fast as before for movie, music and game downloads, photo sharing and web surfing when connecting on the latest capable flagship devices. https://www.usatoday.com/story/tech/2018/11/06/sprint-ups-mobile-hotspot-limits-50-gb-launches-faster-4-g-network/1898490002/ Users of Sprint's "Unlimited Plus" and "Unlimited Freedom" will now have 50GB of full-speed 4G LTE data per month, up from 15GB for Plus and 10GB for Freedom. Users of the company's pricier "Unlimited Premium" plan will see their hotspot data rise to 100GB from 50GB. and Those with older unlimited plans, such as the company's "Everything Data" unlimited plan that didn't have mobile hotspot, will soon be able to utilize the 50GB of hotspot data as well. The increased hotspot data is available for Plus and Premium users Tuesday with "Freedom," and "Everything Data" users able to take advantage Friday. There is no cost to get the new hotspot data, and for Unlimited Plus and Premium users, Sprint will simply add the feature automatically. Those on some of the company's other, older unlimited plans may need to log into their accounts on Sprint's website to add the feature. ............ Great news on this stuff...
  4. RedSpark

    iPhone XS Thread

    Yes: https://newsroom.sprint.com/iphone-xs-iphone-xs-max-apple-watch-series-4-arrive-at-sprint-on-sept-21-iphone-xr-available-from-sprint-on-oct-26.htm “Fastest iPhones on Sprint’s Next-Gen NetworkWith advanced features and HPUE (high performance user equipment), iPhone XS, iPhone XS Max and iPhone XR will offer better network coverage, including indoors, and the best-ever iPhone network performance on the Sprint network.”
  5. I agree with you. It would be a fascinating read. We kept hearing for years about how Network Vision was going to make things easier, that Sprint's trove of 2.5 GHz was its unique competitive advantage and that Carrier Aggregation was essentially a software update after the new equipment was installed. (We're now hearing the same thing for Massive MIMO and 5G: that everything is just an equipment install/swap and software update away.) However... the equipment wasn't actually installed at an appreciable pace because there wasn't enough capex. According to Dr. Saw's blog post, as of a year ago, 2.5 GHz was deployed on only approximately 50% of Sprint's sites. Now it's on roughly 70% of its sites, and they say they're going to have it on a "majority" of Sprint's sites by the end of Fiscal 2018, which is 3/31/2019. I guess we'll see what "majority" ultimately winds up being. Marcelo's public messaging masked what was really going on. Things were made to look bigger than they were. The true gravity of Sprint's precarious position was finally revealed in Sprint's FCC filings, especially this one from September which I mentioned earlier: https://ecfsapi.fcc.gov/file/1092573429427/Sprint Ex Parte - FULL Dow Draper Presentation - 9.21.2018 - REDACTED.pdf You can't compete on cost cutting alone... and we're nearing the end of that by now.
  6. Indeed it should. Nobody anticipated the interference issues ahead of time?
  7. In my honest opinion, the financial results themselves don’t show the deeper issues with the fundamentals that the company is facing and the stock bump itself was favorable merger speculation in light of Sprint’s continued underperformance. Sprint’s Dow Draper laid out the fundamentals to the FCC: https://ecfsapi.fcc.gov/file/1092573429427/Sprint Ex Parte - FULL Dow Draper Presentation - 9.21.2018 - REDACTED.pdf Slide 7: • “As a result of our network performance limitations and perception, Sprint has consistently had the highest churn in the industry and failed to retain its subscriber base” • “Sprint is the only carrier with rising churn over the last several years” • “Postpaid customer survivability over 18 months is only [redacted] we are losing a substantial portion of our base” Slide 10: “Sprint is becoming a smaller company and is actually losing scale, whereas achieving sustainable growth requires Sprint to increase scale” Slide 11: • “Sprint has eliminated about $10 billion in annual costs, allowing it to boost near-term profitability” • “But cost cutting is nearing its limit and becoming more difficult” Slide 13: • “Despite cost cutting, Sprint still must spend significantly more per subscriber, per month, to support its wireless offerings, illustrating scale disadvantages from low subscriber share” Sprint’s latest financial numbers didn’t show what’s going on below the surface. Sprint’s net/gross adds and churn do. Dow’s presentation was on 9/21/2018. We’re around 40 days later. Sprint’s on the edge of a death spiral in my honest opinion.
  8. iPhone XS/XS Max are Gigabit-Class LTE. iPhone XR is LTE Advanced.
  9. That's a great question. I'd like to know this as well. What we do know is that Dr. Saw said: "The key driver behind our improved data speeds is the deployment of more 2.5 GHz spectrum. Today 2.5 GHz is deployed on roughly 70% of our macro sites – compared to about 50% one year ago – and we remain on track to complete the majority of our triband upgrades by the end of this fiscal year." The answer depends on two things: 1) What "majority" actually means; and 2) Modeling the upgrade pace to the end of Fiscal 2018 which is actually 3/31/2019. Sprint went from ~50% to ~70% Triband in a year.... with limited capex. They've got 6 months to hit the ~30% of sites that remain, but saying "majority" gives them quite a bit of wiggle room. We'll see.
  10. In my opinion, that bump is based on merger speculation, not Sprint's underlying fundamentals. The company is approaching a dangerous inflection point of high churn combined with net-losses and an overall shrinking competitive scale. This is exactly what Sprint stated in its filing with the FCC in support of the merger.
  11. This isn’t very good news at all. Sprint is approaching dangerous territory here.
  12. According to Dr. Saw’s Blog Post and the Earnings Report, they have 2.5 GHz deployed on roughly 70% of their sites. Dr. Saw said they “remain on track to complete the majority of our triband upgrades by the end of this fiscal year.” That would be 3/31/2019 and the Earnings Call for last year was held on May 2, 2017. Curious what “majority” means.
  13. RedSpark

    New iPad Pro's (2018)

    New iPad Pro's were released this week (11 inch and 12.9 inch): https://www.apple.com/ipad-pro/ According to the Tech Specs (https://www.apple.com/ipad-pro/specs/: All models Wi‑Fi (802.11a/b/g/n/ac); simultaneous dual band (2.4GHz and 5GHz); HT80 with MIMO Bluetooth 5.0 technology Wi-Fi + Cellular models UMTS/HSPA/HSPA+/DC‑HSDPA (850, 900, 1700/2100, 1900, 2100 MHz); GSM/EDGE (850, 900, 1800, 1900 MHz) Gigabit-class LTE (Models A2013 and A2014: bands 1, 2, 3, 4, 5, 7, 8, 11, 12, 13, 14, 17, 18, 19, 20, 21, 25, 26, 29, 30, 34, 38, 39, 40, 41, 46, 66, 71) 4 Data only 5 Wi-Fi calling 4 eSIM 6 ............... No longer has support for CDMA EV‑DO Rev. A and Rev. B. Gigabit-class LTE support is nice. eSIM is nice. I wonder if these also support HPUE on Sprint.
  14. RedSpark

    Official Magic Box discussion thread

    I noticed an Android App for the Hospitality Version of the Magic Box: https://play.google.com/store/apps/details?id=com.sprint.airunity.airspanviewer No iOS version yet.
  15. RedSpark

    Official Magic Box discussion thread

    Nice find. Hopefully an iOS version is in the works...