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RedSpark

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Everything posted by RedSpark

  1. https://bethesdamagazine.com/bethesda-beat/government/montgomery-county-planning-board-supports-amendment-for-5g-antennas/ Some progress!
  2. That is encouraging. The service has definitely improved in the parts of DC that I frequent. However, when I recently ventured out to the MD suburbs and was in the areas along Maryland State Route 200 (Intercounty Connector), service and speeds were definitely lacking and need improvement. I need to venture down to National Harbor to see if improvements have been made there as well.
  3. Here's T-Mobile's Official Press Release: https://www.t-mobile.com/news/supercharged-uncarrier-moves vs. Sprint Press Release: https://s21.q4cdn.com/487940486/files/doc_financials/2019/q2/01_Fiscal-2Q19-Earnings-Release-FINAL.pdf That's quite a difference. Hopefully Sprint hasn't put its 5G expansion on pause pending the merger. Shows what sufficient lowband and sufficient capex can do in my opinion.
  4. Yup. It's probably also because they didn't want to be asked any questions about the pending merger. This is coming straight from legal.
  5. I'm just stunned that Masa was willing to blow so much money on other investments (some of which imploded) when he essentially hobbled and devalued his Sprint investment without adequate capitalization.
  6. I didn’t know T-Mobile ran its own backhaul. That’s interesting. Good question. If Sprint was ever given enough resources to run its own backhaul, it would have been a stronger competitor. There are rumors/stories out there about deliberate “incompetence” by the big two on Sprint’s backhaul orders. Are they true?
  7. Small cells, while beneficial, seem like a sunk cost that was done for short-sighted budgetary reasons. I may be mistaken, but I recall these small cells being limited to 2xCA. I don’t believe they are upgradable to 5G either, as my understanding is that 5G is limited to Massive MIMO sites. Sprint doesn’t have that healthy dose of macro cells. These sites were put in as a band aid so that Marcelo could say that he was doing something, but this was all part of his bare minimum to nothing Network strategy for quite some time.
  8. T-Mobile seems to do a better job of planning and deploying backhaul than Sprint has. I wonder if the New T-Mobile will have greater leverage or economies of scale for backhaul deployment.
  9. Considering Sprint disclosed in the last earnings report that it has around 35,000 strand mounts or small cells deployed nationwide, I’m quite surprised that 19,000 of them would be on Long Island. Has the deployment of small cells or strand mounts helped in other markets?
  10. Yup. Exactly right. "Spectrum of the Past".... That's a keeper, given the present situation. Here's what happened to the CFO who said that: https://www.bizjournals.com/kansascity/news/2018/01/08/departing-sprint-cfo-will-see-multimillion-dollar.html (He left on Jan 31, 2018. Not sure why he couldn't wait until March 31, 2018 to leave and get substantially more money.... Makes me suspicious that he was pushed out of Sprint. No proof, just a hunch.) It's just a shame what's happening here. This merger was/is so unnecessary. I can't imagine Dish would have managed Sprint worse than SoftBank has.
  11. Have you been experiencing this indoors? Band 26 fills up quickly it seems, especially in high density indoor locations.
  12. Were you on Band 26? What this shows in my opinion is that Sprint needed more low band spectrum, and that it should have bid on the 600 MHz spectrum instead of proceeding with a risky monopole strategy... and it's ironic that one of Sprint's primary justifications for the merger with T-Mobile is its lack of low band spectrum. Yes, Sprint could have deployed it by now with sufficient capex. Look what T-Mobile has done with it so far: https://www.businesswire.com/news/home/20191028005710/en/T-Mobile-Maintains-Unprecedented-Momentum-Q3-Sets-Stage Deployment of 600 MHz spectrum: At the end of Q3 2019, T-Mobile owned a nationwide average of 31 MHz of 600 MHz low band spectrum. As of September 30, 2019, we had cleared 231 million POPs, and we expect to clear spectrum covering approximately 275 million POPs by year-end 2019. T-Mobile continues its deployment of 4G LTE on 600 MHz spectrum, using 5G-ready equipment, with 1.4 million square miles already lit up, covering 200 million POPs in nearly 8,300 cities and towns in 48 states and Puerto Rico. Combining 600 MHz spectrum and 700 MHz spectrum, we have deployed low band spectrum to 311 million POPs. Currently, more than 26 million devices on T-Mobile’s network are compatible with 600 MHz spectrum. Failing that, Sprint needed to have a much more aggressive Airave/Magic Box deployment at major retailers across the nation to address its lack of low band spectrum.
  13. If I may ask, what were your expectations for the quarter? To me, it seems the bottom is dropping out of Sprint. Not NEXTEL-level attrition, but the core of the company is disintegrating as represented by Postpaid losses. The network is improving but customers are still leaving or churning through. Churn is disturbingly high and if you look at Sprint's liquidity position, those maturities are also eating into what funds are available for CapEx. Although Capex has exceeded $1 Billion/Quarter for the past 6 quarters, it's still not enough/fast enough to get ahead of the curve in my opinion. The fat has finally been trimmed from the company, yes, and it's great to see how Sprint has optimized its digital channels, improved the website, and the My Sprint app. However, Masa never put in the capex funds that were needed for Sprint to be a true competitor. He seemed to have money for everything else: ARM, Boston Dynamics, Uber, WeWork, etc.
  14. https://investors.sprint.com/news-and-events/press-releases/press-release-details/2019/Sprint-Reports-Fiscal-Year-2019-Second-Quarter-Results/default.aspx ☹️ Message from Management Investor Update Financial & Operating Information
  15. https://www.cnbc.com/2019/10/26/softbank-taking-masayoshi-sons-sprint-playbook-to-wework.html Well this should work out well... I’m so disappointed in Marcelo as a CEO. I gave him the benefit of the doubt for a long time, but when I look back on his Sprint tenure and the things he failed to prioritize/accomplish, it just feels like he phoned it in... Maybe my blame is misplaced. Perhaps It goes all the way up to Masa, and Marcelo wasn’t about to submarine his future at SoftBank to cross him.
  16. Amazing how much money SoftBank had to burn on WeWork versus the neglect/scraps that Sprint was given: https://www.usatoday.com/story/money/2019/10/22/softbank-announces-take-over-wework/4067488002/ https://www.bloomberg.com/news/articles/2019-10-24/softbank-plumbs-10-month-low-after-extending-lifeline-to-wework https://www.vox.com/recode/2019/10/22/20927188/wework-adam-neumann-payout-softbank-layoffs I mean, look at that. This merger is a complete farce. This, along with the billions it has sunk into other ventures shows that SoftBank could have funded a massive capital expenditure for Sprint to right the ship, and that it could have provided funds for Sprint to acquire a substantial amount of 600 MHz spectrum in the auction. Of course, one of the primary justifications Sprint has given for the merger is its lack of lowband spectrum. Go figure.
  17. https://newsroom.sprint.com/sprint-expands-true-mobile-5g-to-cover-approximately-16-million-people-within-nine-metropolitan-areas.htm Nice to see this. Hopefully some additional markets are coming soon.
  18. Breaking means buying though right? Is Sprint still going to use Airspan as an equipment provider? Interesting how the nomenclature changed from Magic Box Gold to Magic Box Silver...
  19. Sprint needs to spend more on backhaul and less on kombucha: https://www.kansascity.com/news/business/article235439977.html (See the Video) Yes the employees need morale boosters right now to prevent a talent drain. For what it’s worth from me, the best morale booster is a better product, not kombucha.
  20. Here’s how 5G is progressing in NYC: https://www.pcmag.com/news/371299/exclusive-mapping-sprint-vs-verizon-5g-coverage-in-nyc Spectrum characteristics aside, could Sprint’s lower 5G speeds be due to insufficient backhaul?
  21. A couple good articles: How Sprint is working to hold onto Overland Park employees as T-mobile merger drags on https://www.kansascity.com/news/business/article235439977.html Sprint Warns of Imminent Doom If Merger Fails https://www.sdxcentral.com/articles/news/sprint-warns-of-imminent-doom-if-merger-fails/2019/10/
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