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RedSpark

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Everything posted by RedSpark

  1. The antennas are surprisingly compact, so I’m thinking this could be a thing a some point.
  2. 5G on-air at Google I/O in Mountain View, CA! Will Massive MIMO COWS be a thing?
  3. The Transcript isn’t live yet on Sprint’s Investor’s Page... but Seeking Alpha has it: Sprint Corporation (S) CEO Michel Combes on Q4 2018 Results - Earnings Call Transcript $S https://seekingalpha.com/article/4261276 “For the fourth quarter, operating loss of $1.9 billion included several non-recurring items, with the most material item being the preliminary $2 billion non-cash impairment charge that I’ve just mentioned, as well as $304 million related to a loss on asset dispositions and $130 million related to merger costs.” “Regarding the impairment, it was part of our annual evaluation of long-lived and indefinite-lived assets under U.S. GAAP. While we delivered solid financials again in fiscal 2018, our hurdle rate has increased as the book value of our equity has grown by about $9 billion in the last six quarters, due primarily to non-cash items, including tax reform and the adoption of the new revenue standard. This non-cash accounting charge is not expected to impact liquidity, cash flows compliant to the debt covenants or any future operations.” Something clearly lost its value... Any ideas what it is?
  4. Besides the merger, is there anything that SoftBank can do at this point to right the ship? I agree that they won’t let Sprint die, but they do seem to be letting it flounder.
  5. Sprint had to take a noncash goodwill impairment charge (against itself) in the amount of $2 billion. https://www.investopedia.com/terms/g/goodwill-impairment.asp Now that I think about it, I might have an idea what this is... Could it be the “free lines” that were potentially misrepresented as additions? https://finance.yahoo.com/news/sprint-corporation-investor-alert-wolf-203509948.html https://finance.yahoo.com/news/alert-pawar-law-group-announces-221000406.html
  6. What was the “noncash goodwill impairment charge of $2 billion” that Sprint had to take?
  7. Even with that catastrophic merger, Sprint still had a fighting chance. I believe Sprint’s non-participation in the 600 MHz Auction and the failure of its monopole build plan to come to fruition was either on par or greater in terms of being a strategic blunder. This decision was ultimately Masa’s I’m thinking. Sprint had a second bite at the apple for low band and it decided to risk everything on the monopole build plan instead. This is after going through all the motions and advocacy steps to ensure a spectrum reserve (asked for 40 MHz and it wound up being 30 MHz). Instead, T-Mobile got a huge chunk of it... and Sprint is where it is now, with none of it.
  8. I think the reason for the shareholder lawsuits is that these reports weren’t completely honest.... and because its FCC Filings painted an honest assessment of Sprint’s situation. These investor reports do not contain the apocalyptic data/language that Sprint used in its FCC filings to support its case for a merger.
  9. Yeah. That’s true. They’ve got 2.5 GHz on about 80% of their Macro Sites, 30,000 small cells (including mini macros and strand mounts), and about 1,500 Massive MIMO units. This could have been much worse. However, at a certain point, Sprint will run out of road on its cost cutting initiatives.
  10. Fiscal 4Q18 Earnings are out: https://investors.sprint.com/news-and-events/press-releases/press-release-details/2019/Sprint-Reports-Fiscal-Year-2018-Fourth-Quarter-And-Full-Year-Results/default.aspx https://investors.sprint.com/financials/default.aspx
  11. Very Nice! I hope they also get out of the cars and do walking tests as well. Give someone a backpack and a large power cell pack and send them off exploring the city. I would gladly do it... and get my steps in!
  12. https://www.lightreading.com/business-employment/customer-experience/if-sprint-t-mobile-divest-customers-in-a-merger-they-could-call-america-movil/d/d-id/751153? Interesting....
  13. May 7, 2019 The results will be posted at www.sprint.com/investors at approximately 4:05 p.m. ET. Sprint management will host a conference call at 4:30 p.m. ET to discuss the results.
  14. Story Link: https://www.wmata.com/about/news/Metro-wireless-service-available-in-two-thirds-of-tunnels.cfm Yay! I hope they get service in the tunnels past the Dupont Circle Station on that branch of the Red Line soon.
  15. Yes, that’s true. In the past, Sprint’s earnings calls for the Fiscal 4Q were held on: May 2, 2018 May 3, 2017 May 3, 2016 May 5, 2015 We’ll see what happens...
  16. According to this: https://www.investopedia.com/ask/answers/04/050604.asp According to the Sprint Investor Relations Page, the Fiscal 4Q2018 ended on 3/31/2019...
  17. Still no word on Sprint’s Fiscal 4Q2018 Earnings Report Date... https://investors.sprint.com What’s going on over there?
  18. Sprint and T-Mobile have extended the Merger Deadline to July 29 https://www.reuters.com/article/us-sprint-m-a-tmobile/us-antitrust-chief-says-has-not-made-up-mind-on-sprint-t-mobile-merger-idUSKCN1S51IK
  19. Sprint has only announced 5G for nine cities so far, so I imagine Massive MIMO will be coming to additional cities in due time. Perhaps stealth work is already underway in other markets? Isn't Sprint only deploying 5G on split mode Massive MIMO gear making the gear a prerequisite for the deployment?
  20. Good summary writeup of Saw's comments on 5G, Massive MIMO and intra-band carrier aggregation.
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