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Posts posted by RedSpark
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Are you sure? They could be like Comcast wifi routers.. Everyone with an account can connect. Someone from sprint made a comment of being smarter than giving them away for free. Maybe this is how they plan to cover some buildings with band 41 inside?
That was Dr. John Saw, CTO who made that comment (Posted here).
Sprint Planning Will Bring LTE Plus Home to You
Some really good comments from Dr. John Saw, CTO in the Article about the advantages of Sprint's 2.5GHz Spectrum and what it means for 5G. Dr. Saw had some interesting remarks about Indoor Coverage solutions for 2.5 as well:
"We have developed indoor solutions with 2.5 in them, and I don't want to talk more about what we're doing, because it's too early. It's easy to put 2.5 in a Wi-Fi hotspot ... [but] we're going to be a lot smarter than giving away free routers," he said.
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Yep. Small business / enterprise stuff.
So who's going to be able to access these? Only authorized users or will it be open to the general public within range of the device?
Wouldn't a company be upset if it installed one of these and its broadband backhaul got saturated or if usage charges are racked up by someone parking nearby and streaming video over the device's LTE or Wi-Fi?
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Absolutely! What Marcelo needs to do is to make a deal like no one has ever seen before. It'll be this yuuuuuuggge deal where he's going to get U.S. Cellular to meeerrrggge into Sprint and I tell you it's going to be so great. Sprint's got so much more spectrum than ANYbody its like no comparison there. But that's not all. The new Sprint is going to be so amazing, I tell you. Not only is Marcelo going to get U.S. Cellular, but he's going bring jobs back to Sprint there will be so much business going back to Sprint and all the other carriers are going to be so envious that Sprint will need to build a wall around it corporate headquarters, but I tell you Marcelo is going to do it, and he's going to get John Legere to personally pay for it.
Althoughhh, Sprint might decide to make a deal with T-Mobile, I don't know, but I'm sure if it did, it would be great, really great. Marcelo and John are friends, really great friends. And you know that whatever deal they may make, it'll be great. But whatever happens, Sprint will be great again!
Believe me. Believe me.
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Sprint inks deal with CommScope for 'extensive deployment' of LTE/Wi-Fi small cells
These look great. One limiting issue I see though. They still require that customers provide backhaul like the current AIRAVE and Wi-Fi Connect Router do. I wish these would also have the option to utilize Sprint's LTE network as backhaul (LTE Relay, as has been discussed here) so that they could be deployed in more locations more easily. Perhaps that's in the works as well?
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This is a super smart idea, offer businesses managed wifi support and include 2.5 as part of the hardware, pretty awesome if it catches on!
Would have been even sweeter if they would have announced some kind of retail partner, like a Walmart or other retail giant.
"Because the small cells support Wi-Fi, they will enable Sprint "to provide managed Wi-Fi hotspot services to enterprises such as retail and restaurant chains," according to CommScope's press release."
Great idea. You should send that along to Marcelo: Marcelo@Sprint.Com or Tweet it at him. @MarceloClaure
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It doesn't specify whether they mean area or of POP's but it's safer to assume they mean POP's as opposed to area.
Sent from my Nexus 6 using Tapatalk
I agree.
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I don't think it's 70% of their footprint but 70% of total POP's covered which would mean 210 Million people are covered by Band 41. That doesn't seem too wrong to me.
Sent from my Nexus 6 using Tapatalk
I agree with your interpretation.
From the Quarterly Investor Update:
"Total LTE coverage now reaches nearly 300 million people, including approximately 70 percent being covered by the 2.5 GHz spectrum deployment."
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I will just leave this here. This is S advantage over the others.
Beachfront 5G Spectrum... Gotta love it.
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Did they announce anything on the 800 mhz
Sent from my SM-G935V using Tapatalk
Not that I heard.
The latest on that would be in Sprint’s Status Report on 800 MHz Band Reconfiguration (May 2, 2016): http://apps.fcc.gov/ecfs/comment/view?id=60001698703
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Yes they do! Hopefully more high-end devices too.
Here's how the device distribution has looked over the last year... There's still a lot of room for growth of CA-capable devices in the user base.
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.
Smartphones represented 92 percent of the ending postpaid phone connection base compared to 88 percent at the end of the year-ago quarter and 91 percent at the end of the prior quarter. During the quarter, 97 percent of postpaid phones sold were smartphones.
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.
Tri-band phones represented 64 percent of the 25.3 million ending postpaid phone connection base compared to 27 percent at the end of the year-ago quarter and 54 percent at the end of the prior quarter. During the quarter, 93 percent of postpaid phones sold were tri-band, an increase from 78 percent in the yearago period and 89 percent in the prior quarter.
Two-channel (2x20 MHz) carrier aggregation capable phones, which allow for higher data speeds, were 76 percent of postpaid phones sold during the quarter, increasing the number of these phones within the phone base to 21 percent.
Smartphones comprised 97 percent of phones sold in the quarter, a two percentage point increase yearover-year and flat with the prior quarter. At the end of the quarter, smartphones represented 90 percent of the 25.1 million ending phone connection base.
LTE devices represented 79 percent of the 30.6 million ending connection base compared to 62 percent at the end of the year-ago quarter. The percentage of the smartphone base with LTE capable devices rose to 92 percent at the end of the quarter, a 19 percentage point increase from the year-ago period.
Smartphones comprised 97 percent of phones sold in the quarter, a two percentage point increase year-overyear and flat with the prior quarter. At the end of the quarter, smartphones represented 89 percent of the 24.9 million ending phone connection base.
LTE devices represented 77 percent of the 30 million ending connection base compared to 55 percent at the end of the year-ago quarter. The percentage of the smartphone base with LTE capable devices rose to 89 percent at the end of the quarter, a 23 percentage point increase from the year-ago period.
Smartphones comprised 97 percent of phones sold in the quarter, a two percentage point increase year-overyear and flat with the prior quarter. At the end of the quarter smartphones represented 88 percent of the 24.9 million ending phone connection base.
LTE devices represented 73 percent of the 29.7 million ending connection base, compared to 49 percent at the end of the year-ago quarter. The percentage of the smartphone base with LTE capable devices rose to 86 percent at the end of the quarter, a 26 percentage point increase from the year-ago period.
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Yes they do! Hopefully more high-end devices too.
Agreed. iPhone Forever and Galaxy Forever are designed to do just that. It's a great way for Sprint to increase the percentage of Triband/CA devices on its network. Every year, you'll have a core group of customers who upgrade and drive those numbers higher... Of course, it's up to the device makers to include the new CA Technologies... Cough Cough... Apple.
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The Quarterly Presentation is chock full of good stuff.
Listening to the call, and if I heard correctly, it sounds like 3xCA is coming to the network in 1Q2017.
Also, it seems Sprint will also demonstrate 5G at Copa America by streaming two 4K streams.
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LTE network now covering 300 Million people. Good to see that. Keep it up.
Approximately 70% of the footprint has been covered by the 2.5 GHz deployment. There's more to do!
Per the SPRINT QUARTERLY INVESTOR UPDATE– FISCAL 4Q15 (Page 5):
- Device financing take rate was 63 percent of postpaid sales for the quarter (45 percent on leasing and 18 percent on installment plans) compared to 53 percent for the year-ago period and 65 percent in the prior quarter. At the end of the quarter, 46 percent of the postpaid connection base was active on a device financing agreement (33 percent on leasing and 13 percent on installment plans) compared to 25 percent in the year-ago quarter and 44 percent in the prior quarter.
- Phone financing take rate was 71 percent of phone sales for the quarter compared to 61 percent for the year-ago period and 71 percent in the prior quarter. At the end of the quarter, 54 percent of the phone connection base was active on a device financing agreement compared to 28 percent in the year-ago quarter and 51 percent in the prior quarter. The percentage of our postpaid phone base on unsubsidized plans was 61 percent at the end of the quarter compared to 37 percent in the year-ago period and 57 percent in the prior quarter.
- Upgrade rate was 5.9 percent during the quarter compared to 7.5 percent for the year-ago quarter and 9.3 percent for the prior quarter. The year-over-year decline was driven by a lower percentage of the base being eligible for upgrades compared to the prior year, while the sequential decrease was due to seasonality
- 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.
- Smartphones represented 92 percent of the ending postpaid phone connection base compared to 88 percent at the end of the year-ago quarter and 91 percent at the end of the prior quarter. During the quarter, 97 percent of postpaid phones sold were smartphones.
- 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.
People have to keep upgrading! There's still a lot of the userbase which can get a Triband or CA-capable device.
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Well I referring to the Verizon map comparison.
Oops! My mistake.
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My biggest concern about the coverage map is the perception that it presents to your average joe consumer.
In any urban market T-Mobile enjoys a significantly dense network, sometimes as good as or even better than AT&T and Verizon. Those consumers will not switch once they experience T-Mobile's network because it works for them and the price is the same/similar to Sprints.
One of my big concerns about the coverage map is that the color choices for the types of coverage are confusing. If you're looking at LTE Plus Coverage, 4G LTE Coverage should be filtered out or made to be a completely different color, and not a slightly different version of yellow which can't be easily distinguished/identified.
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Here's something fun:
Marcelo does Facebook Rapidfire in 60 seconds: https://twitter.com/marceloclaure/status/727124246829342720
As he says, he's well aware of Sprint's current debt!
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Does Masa Son still have this stance?
A merger could happen under a different administration... One never knows.
However, I agree with the others. Son is all-in at this point on Sprint. He's spoken to that multiple times and backed it up by increasing SoftBank's ownership stake in Sprint even higher (Note that SoftBank can't go over 85% ownership of Sprint or SoftBank will be required to buy the remaining shares of Sprint per the Merger Conditions).
Mandatory Offer to Purchase. At the effective time of the SoftBank Merger, the New Sprint certificate of incorporation will provide that, in the event that the combined voting interest of SoftBank and its controlled affiliates in New Sprint exceeds 85% of the outstanding voting securities of New Sprint, then SoftBank or a controlled affiliate will make an offer to acquire all the remaining shares of New Sprint common stock at a price not less than the volume-weighted average closing price of New Sprint common stock for the 20 consecutive trading days immediately preceding such offer.
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FYI: This is the Presentation from the first MLS Transaction back in November 2015.
Great read.
Also see this Presentation from August 2015, which compares Subsidy, EIP and Leasing.
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Which I'm taking from your point that it will help the bottom line.
Sent from my LGLS996 using Tapatalk
Depends on how you look at it. As I understand it, this will be on Sprint's books as debt instead of off of them. However, Sprint will be able to depreciate the phones and have a more favorable EBITDA performance. Most importantly, this debt will be more manageable than its existing obligations, and definitely on more favorable terms than going to the debt markets.
See Sprint's Debt Maturities: http://investors.sprint.com/financials/default.aspx
Under "Fixed Income".
The Investor Relations section of Sprint's Website looks new and shiny. About time!
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A little something that just came in from the newsroom.
Sent from my LGLS996 using Tapatalk
That's pretty important news.
Sprint is taking this MLS Transaction as on-balance (vs. the prior one which was not on-balance).
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I agree with your sentiment, but Tmobile is not holding back one bit. They are already talking about 3 carrier aggregation with 4x4 MIMO tech to produce 300 Mbps speeds. This is one of the issues I have with Sprint, they brag a lot regarding being spectrum rich, and now the scrappy carrier is going to the front lines about deploying extreme speeds.
Will Sprint win the LTE speeds war? possible, but the pink carrier is not holding back. They are extremely aggressive when it comes to deployment of new LTE techs.
Sprint talked about upcoming 3 Carrier Aggregation on the Galaxy S7 back in March:
Sprint Demonstrates Speeds of More Than 300 Mbps on Samsung Galaxy S7
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That's a great marketing tool, but people are holding onto their phones longer nowadays.
On a macro level they might be, but there's growth in T-Mobile's Upgrade Programs.
And if it's a great marketing tool, it seems to be working based on T-Mobile's overall performance this past quarter.
I'm hoping we see and hear good things from Sprint at the May 3, 2016 Earnings Call.
I still believe that Sprint will be one of the greatest business turnaround stories in history.
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But what's the uptake? Have they announced how many customers actually use that option?
- Trip
See Page 7 of this PDF:
At the end of the first quarter of 2016, 13.7 million customers were enrolled in T-Mobile’s JUMP! programs, up from 13.3 million at the end of the fourth quarter of 2015 and 10.3 million at the end of the first quarter of 2015.
The chart on that page shows growth in this program.
Marcelo Claure, Town Hall Meetings, New Family Share Pack Plan, Unlimited Individual Plan, Discussion Thread
in General Topics
Posted
Having VoLTE support will enable iPhone users to talk and send/receive iMessages (which go over data) at the same time.