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Posts posted by RedSpark
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The graph associated with that news article shows how much progress sprint has made in two years:
Sprint was definitely in a rough patch in 2014.
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Anybody here planning on going to the 5G Demo at Levi's Stadium in Santa Clara, CA tomorrow? If so, can you take pics/vids?
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Going Broke Slowly: A Guide to Sprint’s $33 Billion Debt Dilemma
Sprint is hit pretty hard in this piece. Of course Moffett puts in his two cents.
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This is the part I don't understand about sprint. ^^ Most of our frustration comes from the ever changing deployment plan. I get it things change. However, even in our beloved forums it's still hard to watch these other carriers deploy in what seems like a blink of an eye while we wait on permits and so forth. What are they doing to make it look so easy? I recently saw an example of sprint wanting a 50ft small cell and waiting for a permit while the town bylaws already approve a smaller size so the others are getting permits at a faster rate instead of waiting for all the bs to get a special permit for what sprint wants.
To me it seems like one day the network is number 1 priority and the next it's not. Marcelo stated sprint would be 1 or 2 in 18/24 months network wise. It seems that might not come true due to more bumps and bruises from deploying again.
We will see the next 90 days as summer is here and a lot of work should get done.
In many cases for those other carriers, the backhaul was already in place because the investment was made a while ago.
Sprint didn't make a similar investment in backhaul way back when (under Forsee, etc.)... so here we are.
One of my favorite expressions: "If we don't change direction soon, we'll wind up where we're going".
Hopefully Sprint kicks things into high gear this summer.
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Very interested to see what Sprint's plans for 5G roll out is
I am too! Hopefully the iPhone 7 has 3xCA support. It would be a real let down if it doesn't.
I imagine it would have it though. iPhone SE as Triband. iPhone 6s as 2xCA. iPhone 7 as 3xCA.
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Looks like John Saw (CTO) and Gunther Ottendorfer (COO, Technology) are making an appearance at the 5G Demonstration at Levi's Stadium in Santa Clara, California this coming Friday: Link
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So do you put 8billion towards sprints debt?
Or towards the network and try to get this densifying done faster?
Or invest in 600 spectrum?
Or try to buy one of these little guys?
Will be very interesting to see what son has in mind
Sprint is on track to save 1-3 billion in cost cutting and possibly get 8 bil from Dad, that's gotta make sprint stock go up with a 11bil swing... Or is that money to start making payments due soon?
SoftBank's covenants with Japanese banks preclude it from giving Sprint more money directly. (Source: http://www.wsj.com/articles/doubts-grow-about-whether-softbank-can-save-sprint-1439346616)
However, it is able to set up and fund these 3rd party entities like Mobile Lease Co and Network Lease Co.
Isn't the 600 MHz Auction already underway?: https://auctiondata.fcc.gov/public/projects/1000
Also see this page for background: https://www.fcc.gov/about-fcc/fcc-initiatives/incentive-auctions
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Recap of Tarek Robbiati's comments today: http://www.fiercewireless.com/story/sprint-cfo-we-will-lease-some-spectrum-assets-spectrum-leaseco-within-next/2016-05-25
"We are at a point where the majority of our traffic is carried on our 2.5 spectrum," he said. "In two years what has happened is that the deployment of 2.5, the deployment of carrier aggregation software, allowed us to rebalance our traffic dramatically between all the LTE bands, including 1900 and 2500 [MHz]. And so that changes the customer experience because when the customer is able to use two-carrier aggregation on 2.5, then the customer experience in terms of speed is fundamentally different."
This is especially interesting considering the makeup of devices on Sprint's network. See Page 5 of the Quarterly Investor Update for the distribution of Triband and CA-capable devices on Sprint.
Tri-band LTE phones represented 69 percent of the 25.3 million ending postpaid phone connection base compared to 37 percent at the end of the year-ago quarter and 64 percent at the end of the prior quarter. During the quarter, 90 percent of postpaid phones sold were tri-band.
Carrier aggregation capable phones, which allow for higher data speeds, were 74 percent of postpaid phones sold during the quarter, increasing the number of these phones within the phone base to 28 percent.
More recap of Tarek Robbiati's comments today: http://www.fiercewireless.com/story/sprint-cfo-we-will-lease-some-spectrum-assets-spectrum-leaseco-within-next/2016-05-25
Robbiati explained that deploying small cell sites costs 60 to 70 percent less than deploying larger macro cell sites. "You don't have to spend a lot of money in a 5G world to create a 5G network, especially if you have a huge amount of spectrum," he said. "You've got to deploy them differently with cheaper cost structures to maintain … doing it the old way is not going to work."
Transcript will likely be available here soon: http://seekingalpha.com/symbol/S/transcripts
UPDATE: Transcript is live: http://seekingalpha.com/article/3977755-sprint-s-management-presents-44th-annual-j-p-morgan-global-technology-media-telecom
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Anybody else tuning into the event featuring Tarek Robbiati (Sprint CFO) starting shortly? (Scheduled for Today at 8:40AM ET)
Snazzy hold music...
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See Page 5 of the Quarterly Investor Update for the distribution of Triband and CA-capable devices on Sprint.
Tri-band LTE phones represented 69 percent of the 25.3 million ending postpaid phone connection base compared to 37 percent at the end of the year-ago quarter and 64 percent at the end of the prior quarter. During the quarter, 90 percent of postpaid phones sold were tri-band.
Carrier aggregation capable phones, which allow for higher data speeds, were 74 percent of postpaid phones sold during the quarter, increasing the number of these phones within the phone base to 28 percent.
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Thoughts on what he'll say?
OVERLAND PARK, Kan. (BUSINESS WIRE), May 18, 2016 - Sprint (NYSE: S) Chief Financial Officer Tarek Robbiati will speak at the J.P. Morgan 44th Annual Global Technology, Media and Telecom (TMT) Conference in Boston, Ma., on Wednesday, May 25 at 8:40 a.m. ET.
A live audio webcast of this session may be accessed at www.sprint.com/investors. A replay will be available shortly after the actual presentation time.
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Some interesting news on how Sprint's been preparing its network for the upcoming Republican Convention in Cleveland and Democratic Convention in Philadelphia:
Network Preparations in Full Swing for Republican and Democratic National Conventions
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Looks like the 2 Year Contract is being killed off on May 24th:
Sprint will kill off two-year contracts for the second time on May 24
Not available for new accounts
Yes (Reactive) for Upgrades and Add-a-line
How will this apply to Best Buy, Costco, etc.?
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Looks like Sprint's Wireline side has made a strong turnaround since being launched as a separate division:
Sprint's Fitz on revamping wireline's identity, Ethernet, managed services growth
Fitz: It's nearly impossible to separate the wireline and wireless business because it's the same backbone. I don't know how you would do it and it's the core to running our wireless business, too. Wireless is my anchor tenant customer. It's very important that I serve that business and serve it well. There are selfish reasons to want to have a focus on wireline business that goes beyond our external customer business: it's to make sure I am investing in driving an efficiently run, cost effective core for the sake of wireless as well.
Fitz: It absolutely will, and we have already seen it. We've been operating this way for a few months, but it has taken us a while to carve out the team and get them focused. I have had some of my team members focused on this for a couple of months. April for us was our best month ever in the history of wireline in terms of selling new ports and circuits on our network. It has been in decline for a while, but in terms of new fiber-based Ethernet services it was our best month ever. We're confident of the indication of the focus on this business. It was also the best month of selling our managed services.
Very encouraging!.,..
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Sprint is going all-in on Copa America:
Also:
In addition, Sprint will conduct 5G demonstrations on June 3 and June 6 at Levi’s Stadium in Santa Clara and on June 9, 11 and 14 at Lincoln Field in Philadelphia.
Anyone here planning to go?
More info on Sprint's Copa Sponsorship/Contests/Promotions here: https://www.sprint.com/copa
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Hopefully we get a nice update on Sprint's progress since the Earnings Call.
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I'm glad they're going in-house. The big problem with agencies is that stakeholder priorities aren't always aligned.
Sent from my iPhone using Tapatalk
However, there's a risk of having an "echo chamber" where the branding/messaging sounds good in-house, but doesn't translate well outside for media/customers/prospects. Remember that it was Yellow Fan Studios that brought us the now infamous Listening Tour "Ghetto Moment" on YouTube.
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Sprint is pursuing "a bold new creative strategy":
Sprint Names Exec Creative Director to Run New In-House Agency
In his new role, Mr. Bennett will oversee the creative direction of Sprint, which the company said will be taking a new direction in 2016. He is "is the new leader of Sprint's creative vision for 2016," the company said in an email. "Whether in public relations or the political arena, the music business or digital media, his award-winning, 20-year career as a creative communicator is as eclectic as it is unique."
At YellowFan, Mr. Bennett will pursue "a bold new creative strategy" this year, including a "re-imagination" of social media, branded content, experiential marketing "and an exciting new focus on consumer storytelling," Sprint said. The agency "has full creative responsibility for the Overland Park, Kan.-based mobile carrier providing film and print production, design and all other creative services," it said.
Sounds good to me!
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I do believe backhaul pricing and availability has negatively impacted Sprint's growth and profitability. There is no question that supplying backhaul for your competitor (from ATT and Verizon) caused "delays" and price gauging.
I do not believe Tmobile was viewed as a real competitor when they first started deploying fiber and hence wasn't such a big deal, whereas V and ATT clearly saw Sprint as a formidable opponent.
The FCC has looked into this issue:
FCC moves forward with special access reforms, marking a win for T-Mobile and Sprint
The Commission voted 3-2 along party lines to approve an order prohibiting ILECs (incumbent local exchange carriers) such as Verizon and AT&T from charging early termination fees from T-Mobile, Sprint, or other major users of fixed-line services. The order also bars "demand lock-up contracts" that prevent customers from seeking alternative sources for such connectivity, and calls for the creation of a "new technology-neutral framework" that would extend regulations in markets deemed uncompetitive.
The FCC specifically called out AT&T, Verizon, CenturyLink and Frontier, saying an investigation had found "certain terms and conditions" to be unjust and unreasonable and had the effect of decreasing competition and slowing the transition to new technologies. "These companies will be required to withdraw the illegal terms of these tariffs and file new tariffs within 60 days of release of the Order," the Commission wrote.
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Nope. Far too expensive. The last mile providers will transport the days to sprint link.
Sent from my Nexus 5X
It's far too expensive? I'm sorry, but I don't understand the economics here well. Sprint wouldn't save money over the long term by bringing more of its backhaul in house "at cost" instead of writing checks in perpetuity to AT&T/Verizon for it?
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Sprint Telecom landlines are separate from Sprint the cell phone provider. Sprint itself has almost no last mile connections to cell sites.
Do you ever see this changing in the future with the planned macro site and small cite expansions?
Seems like Sprint would save money over the long term running its own fiber backhaul to these sites vs paying AT&T/Verizon.... and Marcelo has said that he wanted to stop writing checks to his competitors for roaming...
Along the same lines?
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Saw this Article on FierceTelecom:
Sprint ropes in Ethernet over Copper, Ethernet over DOCSIS into Ethernet strategy
Would these Sprint circuits ever be run/used as backhaul for the CommScope S1000 Small Cells for In-Building Wireless Coverage, or would those Small Cells instead depend on customer provided backhaul?
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Yeah it's truly difficult to read whether it's best LTE Plus or fair LTE on the map, it's crazy how similar the shades are
Has anyone here reached out to Marcelo about this?
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Can we have a separate thread for people to argue about 5G?
S5GRU?
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Marcelo Claure, Town Hall Meetings, New Family Share Pack Plan, Unlimited Individual Plan, Discussion Thread
in General Topics
Posted
Good points. John Saw blogged about this here: