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RedSpark

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Everything posted by RedSpark

  1. NY lawsuit alleges T-Mobile sold used phones, claiming they were new The lawsuit alleges that "abusive sales tactics are rampant at Metro stores"..... Yikes! Sounds like a housecleaning is coming by Corporate. I imagine they don't want anything interfering with this merger.
  2. T-Mobile workers seek assurances from DT CEO about merger-related concerns Everybody's on their toes here....
  3. Slow upload speeds can render a device unusable, whether for web browsing or even sending emails with attachments. Slow upload speeds are just as bothersome, if not more so than slow download speeds, in my opinion.
  4. T-Mobile Pauses 5G Network Construction Due to Sprint Merger Delays – Report Hmmmm... Wonder if there’s any truth to this. In this very positive article/review of the OnePlus 7 Pro 5G and Sprint’s 5G Network in Los Angeles, Sprint had no comment on its network plans beyond the 9 5G cities currently launched: https://venturebeat.com/2019/08/28/sprints-oneplus-7-pro-5g-lets-you-experience-2020s-typical-5g-today/? Hopefully Sprint isn’t pausing.
  5. 5G has officially launched in DC: https://newsroom.sprint.com/sprint-lights-up-true-mobile-5g-in-washington-dc.htm Part of this 5G launch announcement for Los Angeles, New York City and Phoenix: https://newsroom.sprint.com/sprint-lights-up-true-mobile-5g-in-los-angeles-new-york-city-phoenix-and-washington-dc.htm Seems Sprint/Nokia got the bugs worked out! Sprint's Coverage Map now shows 5G Coverage for DC.... Still a number of areas to cover with 5G in DC. From the Coverage Map, it actually seems that the 5G Coverage in Montgomery County, MD is greater than it is in DC. Have a look at Bethesda and then go in all directions. Seems solid.
  6. Important change to the eligible plans for Sprint's 5G: https://www.sprint.com/en/landings/5g.html See "Step 2" on the page: Choose your Unlimited plan Best with Unlimited Premium Also compatible with Unlimited Plus Curious what's behind the change. Perhaps not enough people on Unlimited Premium?
  7. Most of the story is just analysis of the Town hall meeting excerpt: https://www.sec.gov/Archives/edgar/data/101830/000119312519226148/d785149d425.htm
  8. Hmmm... Strange that the paywall went up. I was able to read it.
  9. Sprint CEO: Executive leadership decisions for New T-Mobile 'nearly done,' planning for 'day zero' underway Town hall meeting excerpt: https://www.sec.gov/Archives/edgar/data/101830/000119312519226148/d785149d425.htm
  10. Wow! That was really cool! Great behind the scenes video. Pretty awesome facility!
  11. If the merger goes forward, we’ll get a nice new 5G device lab out of it!: https://www.t-mobile.com/news/5g-device-lab Additional Background: https://www.fiercewireless.com/operators/t-mobile-launches-5g-lab-to-test-device-performance-across-technologies Given the dual networks, what will the device testing protocol/timeline be for the merged company?
  12. 5G still hasn’t officially launched in DC, despite Sprint saying it was coming here in the “coming weeks” when Chicago was announced as launched on July 11th. I wonder if the delay is related to the “approved” merger. Until this merger is actually finalized/consummated, I’m concerned that Sprint will treat its Network with a “just enough to keep the lights on” mentality, not care about Rootmetrics rankings, etc. Of course, Sprint did this for a number of years under Marcelo when Capex was substantially reduced. Last quarter’s Earnings Numbers (which are more fully explained here) were pretty terrible, especially with the Postpaid losses. I’m not sure why they’d be any better this quarter. Post-announcement/pre-merger Sprint is definitely an awkward period.
  13. Rootmetrics has been working fine for me on my iPhone and I’ve seen the Map Layer update. Are you running speed tests and looking at the “Fastest Speed Found” Map Layer? Under Settings: Do you have the “Baseline Data Experience” setting enabled as well as “Send data Points Using” set to “Any Network”?
  14. For 5G it would have to be a Massive MIMO site I believe, but otherwise you’re right: They probably speed tested the other carriers here to do this. Fine Print probably says “does not include upload”. Sprint now has about 3,000 Massive MIMO sites deployed, which gives us a good idea of their 5G footprint. They’re going to need a lot more than this though.
  15. The crazy promotions should have been spent on capex instead. Those promotions were all for nought in my opinion. They didn’t wind up creating enough long term customers out of them. The underlying product didn’t convey a sense of true value without being on a promotion. People left because they didn’t perceive Sprint as a brand worth the regular cost. All these crazy promotions did was defer the customer losses we’re seeing now for a year or two or three. They didn’t make sense to do in the first place. Sprint missed a real opportunity for effective capex in the past few years, customer losses be damned, because they’re happening right now anyway and Sprint is well behind the curve on where it should be on its network. If the product improves, people won’t leave if they perceive value.... but if it doesn’t measure up, they won’t come in the first place.
  16. The interest expense that Sprint is carrying alone is just punishing: “$619 million, which ate up $455 million in operating income and left the company with a $111 million loss.” I agree with you completely. The level of capex that Sprint is spending just isn’t enough to get ahead of the curve to reverse this trend. Instead, the amount they’re spending is effectively returning zero. They aren’t profitable and they aren’t gaining customers.
  17. Sprint’s capex still hasn’t been enough to change the trajectory of the company, and the net losses show that. It’s enough to say they’re doing something, but it’s not enough to result in a major network transformation to gain customers. Should this merger fail, I believe Softbank will have to pitch in some major capital.
  18. Yeah, this is not a good look, capex surge or not. The capex hasn’t made a difference yet. The fact that people aren’t staying with Sprint without promotions means that Sprint’s underlying value proposition isn’t working, and that’s because it’s not perceived as a product that people are willing to pay more for, as is the case with Verizon (if their marketing and network awards are taken at face value) when the promos run out. When you do the math on 175k net losses, that’s almost 2,000 lines lost per day for the quarter! That’s not a sustainable trend line.
  19. How do you do fellow kids? Maybe it’s just me, but this isn’t how a CEO should appear going into an employee town hall meeting on the heel of 175,000 net losses.
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