-
Posts
3,894 -
Joined
-
Last visited
-
Days Won
160
Content Type
Profiles
Blogs
Articles
Media Demo
Gallery
Downloads
Events
Forums
Everything posted by RedSpark
-
Official Tmobile-Sprint merger discussion thread
RedSpark replied to Nextel49's topic in T-Mobile Merger/5G NR Deployment
Wow! That was really cool! Great behind the scenes video. Pretty awesome facility! -
Official Tmobile-Sprint merger discussion thread
RedSpark replied to Nextel49's topic in T-Mobile Merger/5G NR Deployment
Ahhh... Thanks! đ -
Official Tmobile-Sprint merger discussion thread
RedSpark replied to Nextel49's topic in T-Mobile Merger/5G NR Deployment
Lol! Have a link to the B-Roll? -
Official Tmobile-Sprint merger discussion thread
RedSpark replied to Nextel49's topic in T-Mobile Merger/5G NR Deployment
If the merger goes forward, weâll get a nice new 5G device lab out of it!: https://www.t-mobile.com/news/5g-device-lab Additional Background: https://www.fiercewireless.com/operators/t-mobile-launches-5g-lab-to-test-device-performance-across-technologies Given the dual networks, what will the device testing protocol/timeline be for the merged company? -
Official Tmobile-Sprint merger discussion thread
RedSpark replied to Nextel49's topic in T-Mobile Merger/5G NR Deployment
-
Official Tmobile-Sprint merger discussion thread
RedSpark replied to Nextel49's topic in T-Mobile Merger/5G NR Deployment
5G still hasnât officially launched in DC, despite Sprint saying it was coming here in the âcoming weeksâ when Chicago was announced as launched on July 11th. I wonder if the delay is related to the âapprovedâ merger. Until this merger is actually finalized/consummated, Iâm concerned that Sprint will treat its Network with a âjust enough to keep the lights onâ mentality, not care about Rootmetrics rankings, etc. Of course, Sprint did this for a number of years under Marcelo when Capex was substantially reduced. Last quarterâs Earnings Numbers (which are more fully explained here) were pretty terrible, especially with the Postpaid losses. Iâm not sure why theyâd be any better this quarter. Post-announcement/pre-merger Sprint is definitely an awkward period. -
Sprint LTE Coverage Maps via Sensorly
RedSpark replied to S4GRU's topic in Network, Network Vision/LTE Deployment
Rootmetrics has been working fine for me on my iPhone and Iâve seen the Map Layer update. Are you running speed tests and looking at the âFastest Speed Foundâ Map Layer? Under Settings: Do you have the âBaseline Data Experienceâ setting enabled as well as âSend data Points Usingâ set to âAny Networkâ? -
For 5G it would have to be a Massive MIMO site I believe, but otherwise youâre right: They probably speed tested the other carriers here to do this. Fine Print probably says âdoes not include uploadâ. Sprint now has about 3,000 Massive MIMO sites deployed, which gives us a good idea of their 5G footprint. Theyâre going to need a lot more than this though.
-
The crazy promotions should have been spent on capex instead. Those promotions were all for nought in my opinion. They didnât wind up creating enough long term customers out of them. The underlying product didnât convey a sense of true value without being on a promotion. People left because they didnât perceive Sprint as a brand worth the regular cost. All these crazy promotions did was defer the customer losses weâre seeing now for a year or two or three. They didnât make sense to do in the first place. Sprint missed a real opportunity for effective capex in the past few years, customer losses be damned, because theyâre happening right now anyway and Sprint is well behind the curve on where it should be on its network. If the product improves, people wonât leave if they perceive value.... but if it doesnât measure up, they wonât come in the first place.
-
The interest expense that Sprint is carrying alone is just punishing: â$619 million, which ate up $455 million in operating income and left the company with a $111 million loss.â I agree with you completely. The level of capex that Sprint is spending just isnât enough to get ahead of the curve to reverse this trend. Instead, the amount theyâre spending is effectively returning zero. They arenât profitable and they arenât gaining customers.
-
Sprintâs capex still hasnât been enough to change the trajectory of the company, and the net losses show that. Itâs enough to say theyâre doing something, but itâs not enough to result in a major network transformation to gain customers. Should this merger fail, I believe Softbank will have to pitch in some major capital.
-
Yeah, this is not a good look, capex surge or not. The capex hasnât made a difference yet. The fact that people arenât staying with Sprint without promotions means that Sprintâs underlying value proposition isnât working, and thatâs because itâs not perceived as a product that people are willing to pay more for, as is the case with Verizon (if their marketing and network awards are taken at face value) when the promos run out. When you do the math on 175k net losses, thatâs almost 2,000 lines lost per day for the quarter! Thatâs not a sustainable trend line.
-
Since they didnât report it, I have a feeling not much progess was made on that. Unless I missed it, they also didnât say how many customers are still on Subsidized Plans. As thereâs no actual Earnings Call, these questions arenât able to be asked of management. Perhaps Saw would respond to a tweet question?... Unless legal tells him not to.
-
Official Tmobile-Sprint merger discussion thread
RedSpark replied to Nextel49's topic in T-Mobile Merger/5G NR Deployment
No. Apparently, you canât even activate a 5G phone without the Unlimited Premium plan on the account.... unless you have a legacy ED plan. Good points here. -
Fiscal 2019 First Quarter Earnings are out... with a âMessage from Managementâ. The company had 175,000 net losses in the current quarter compared with 57,000 net additions in the year-ago period and 8,000 net losses in the prior quarter. Sprint ended the quarter with 54.3 million connections, including 33.1 million postpaid, 8.6 million prepaid, and 12.6 million wholesale and affiliate connections. 175k net losses... ugh. At least there are ~3,000 MIMO units on air now, but this gives you a sense of the pace of Sprintâs 5G deployment.... âBetter than expectedâ? Not the best take... đ
-
Official Tmobile-Sprint merger discussion thread
RedSpark replied to Nextel49's topic in T-Mobile Merger/5G NR Deployment
They are âkeepingâ it.... sort of. Sprint sold it and is leasing it back for 10 years. New T-Mobile will assume the lease. -
Official Tmobile-Sprint merger discussion thread
RedSpark replied to Nextel49's topic in T-Mobile Merger/5G NR Deployment
The Sprint Campus is a massive complex. You can read more about it and its history here: https://en.wikipedia.org/wiki/Sprint_World_Headquarters_Campus Hereâs a photo tour from 2011: https://www.cnet.com/pictures/a-tour-of-sprints-kansas-headquarters-photos/ -
Official Tmobile-Sprint merger discussion thread
RedSpark replied to Nextel49's topic in T-Mobile Merger/5G NR Deployment
When asked about the transaction Tuesday, Sprint officials declined to discuss the terms of the sale, calling them confidential. âSprint is leasing back the space we need, and the Sprint headquarters will remain on the Overland Park campus,â Sprint spokeswoman Andrea Shores wrote in an email. âThis sale enables us to use proceeds from the sale to reinvest in the buildings we plan to use in order to create a collaborative environment for Sprint partners â along with an innovative workspace to attract top talent.â Read more here: https://www.kansascity.com/news/business/article233028002.html -
Official Tmobile-Sprint merger discussion thread
RedSpark replied to Nextel49's topic in T-Mobile Merger/5G NR Deployment
Sprint and T-Mobile US campuses sell for more than $700 million total Sprint sold Overland Park campus for âmodestâ price. Why that might not be a bad thing Sprint sold its Overland Park campus for $250.9 million â tens of millions of dollars below Johnson Countyâs appraised value of $342.5 million, according to research compiled by the investment research firm Moodyâs. In exchange for what Moodyâs characterized as a âmodestâ sale price, Sprint secured a 10-year lease of office space well below market rent. Wow. đ -
Official Tmobile-Sprint merger discussion thread
RedSpark replied to Nextel49's topic in T-Mobile Merger/5G NR Deployment
So basically the entirety of both networks is getting a coverage and capacity audit?