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RedSpark

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Everything posted by RedSpark

  1. I agree with your interpretation. From the Quarterly Investor Update:
  2. Beachfront 5G Spectrum... Gotta love it.
  3. 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
  4. 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. Fiscal 4Q15: Fiscal 3Q15: Fiscal 2Q15: Fiscal 1Q15: Fiscal 4Q14:
  5. 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.
  6. 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.
  7. 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): People have to keep upgrading! There's still a lot of the userbase which can get a Triband or CA-capable device.
  8. 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.
  9. 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!
  10. 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). See: http://www.bloomberg.com/news/articles/2015-08-31/softbank-s-sprint-buying-spree-adds-7-billion-to-market-value
  11. 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. Source: http://investors.sprint.com/why-sprint/default.aspx
  12. 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!
  13. That's pretty important news. Sprint is taking this MLS Transaction as on-balance (vs. the prior one which was not on-balance).
  14. 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
  15. 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.
  16. T-Mobile lets people upgrade to a new device up to 3 times per year: http://explore.t-mobile.com/jump-on-demand-phone-upgrade Seems that enough people want it/do it to warrant the program. See here for Upgrade Program Comparison Chart: http://explore.t-mobile.com/phone-upgrades
  17. There are 4 main area presidents: West, Central, South, and Northeast. Within those 4 areas, there are 18 regions which each have their own president. As Marcelo explained in the video, this setup enables Area/Regional presidents to be more entrepreneurial and in touch with their local userbase.
  18. Unfortunately, I don't have a YouTube video link, but it is on a publicly accessible Facebook page. You don't need a Facebook account to watch the video. Marcelo talks a lot about his experience going from Brightstar to Sprint, and how he's trying to reinstall an entrepreneurial "winning culture" at Sprint, similar to that which he had at Brightstar. According to him, Sprint has been gaining customers every day. It'll be interesting to see how the numbers pan out at the Earnings Call.
  19. Marcelo and Facebook "partnered" for this interview it seems. Perhaps they'll work on initiatives going forward. Hard to tell at this point what he has planned, but he did say he wanted to better connect with customers.
  20. So that's what he was doing at Facebook.... Just saw this video posted: https://www.facebook.com/150984694912422/videos/1198090626868485/ Marcelo talks about entrepreneurship, One Sprint, and the Sprint turnaround. This was a really interesting conversation. At the 24:20 Mark: Marcelo says that a new marketing campaign is coming on May 8th. He said he learned from customers what the most effective marketing campaigns are during his Listening Tour. He said that he wasn't hearing the feedback he heard in his Listening Tour from his marketing department. He also said connecting directly with consumers has changed his job, and that he was mad at himself for taking so long to do this.
  21. Aren't "Project Cedar", "Project Ocean" and the "New Project Expansion" about improving coverage? http://s4gru.com/index.php?/blog/1/entry-382-sprint-planning-large-network-expansion-adding-9000-new-lte-sites-nationwide/
  22. T-Mobile released its 1Q2016 Results Sprint has its Fiscal 2015 Fourth Quarter Earnings Call scheduled for May 3, 2016. Noticed a few things I wanted to share from this PDF: According to the fine print on Sprint's website, LTE covers "Over 280M People". Based on the recent Press Release, LTE Plus is in 191 Markets. Maybe we'll hear about VoLTE in the earnings call. Who knows? Sprint says it's the fastest based on Nielsen Data. Dr. John Saw, Sprint CTO Blogged about this: T-Mobile relies on Ookla for its network claims, which again, measures how fast a network is built to perform, not how fast traffic is actually moving. To achieve this, Ookla collects speed tests submitted by wireless consumers and compares those speeds by operator. The downside is, unlike NMP, which latently monitors network conditions (including speed) while consumers are using their phones for their daily needs, consumers must explicitly initiate Ookla speed tests. Not many customers run their speed test apps regularly, and usually when they do, it is for diagnostics purposes - either in an area where their experience may be very bad or very good. T-Mobile may currently have made their highway faster (per their Ookla-based marketing claims), but with the introduction of BingeOn, we see that cars on their highway are moving at slower speeds. All those multi-lane highways and nowhere to go because they put in speed bumps. People easily forget how much spectrum Sprint actually has. It has a ton: In addition to its 800 MHz and 1900 MHz spectrum holdings, Sprint controls an average of 120 MHz of 2.5 GHz spectrum in 90 of the top 100 U.S. markets. And for all we know, Sprint will actually participate in the 600 MHz Auction with the backing of SoftBank. As above. People continue to underestimate Sprint's ability to densify its network. However, I think what's even more unappreciated is Sprint's spectrum position for 5G going forward.
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