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RedSpark

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Everything posted by RedSpark

  1. Pretty high profile store closure: https://www.sfgate.com/local/article/tmobile-closes-union-square-store-san-francisco-18084488.php https://www.kron4.com/news/bay-area/t-mobile-closes-flagship-union-square-store/
  2. Good points here. Here's the summary/aftermath of Dish's Earnings Call today: https://www.fiercewireless.com/wireless/dish-updates-liquidity-situation-5g-build-800-mhz
  3. Dish is still bleeding out: https://www.fiercewireless.com/wireless/dish-loses-81000-wireless-customers-q1 Dish Network lost about 81,000 wireless net subscribers in the first quarter of 2023 compared to a net loss of 343,000 in the year-ago quarter. It's "Sprint" all over again.
  4. https://www.fiercewireless.com/wireless/spectrum-will-be-among-many-interesting-topics-dishs-q123-earnings I guess we’ll see what happens here… Some great detail in this piece. 800 MHz Under the terms of the Department of Justice's Consent Decree that allowed T-Mobile to buy Sprint, Dish has the right to purchase 13.5 MHz of 800 MHz spectrum from T-Mobile for $3.59 billion. The option originally expired on July 1, but Dish has requested a 60-day extension. The timing isn’t great for Dish because the company has a lot of capital needs at the moment. If Dish does not exercise the option to purchase, it will instead have to pay T-Mobile $72 million. Then T-Mobile can either apply for a waiver to keep the spectrum, or the FCC might want to auction it. 600 MHz There was some confusion this week when Dish notified the FCC that it was canceling some 600 MHz licenses. It turned out that Dish had made a clerical error. Instead of canceling the leases with T-Mobile, it accidentally clicked a button to cancel the licenses.
  5. Maybe they wanted to wait until they shut off the Sprint SIM's before migrating more Sprint customers over to T-Mobile Billing? All of our lines are on Sprint Max and we haven't received an invitation to move over yet.
  6. Something to look forward to?: https://www.phonearena.com/news/t-mobile-autopay-discount-change-confirmed-may-18-rollout-date_id147310
  7. https://www.cnet.com/tech/mobile/t-mobiles-merger-with-sprint-everything-thats-changed-3-years-later Good read. There's a whole lot here... Also: https://www.cnet.com/tech/mobile/t-mobile-continues-growth-streak-with-1-3-million-new-customers/ It gets increasingly difficult to reach the last slices of the American population given geography constraints, said Ulf Ewaldsson, T-Mobile's executive vice president of network. "I would say it's about three times harder for every 10 [thousand people] you add," he said. Ewaldsson noted that T-Mobile has 150MHz of dedicated midband 5G spectrum, and as the carrier shifts more frequency from 4G LTE to 5G, it'll end the year with over 200MHz on midband. "We're very confident that we'll reach [our year-end goal] with the build plan we have today," he said.
  8. Industry-Leading Postpaid and Broadband Customer Growth(1) Postpaid net account additions of 287 thousand, best in industry Postpaid net customer additions of 1.3 million, more than AT&T and Verizon combined and raising guidance Postpaid phone net customer additions of 538 thousand, higher share of industry net adds year-over-year Postpaid phone churn of 0.89%, only operator to improve year-over-year High Speed Internet net customer additions of 523 thousand, more than AT&T, Verizon, Comcast and Charter combined for the 4th consecutive quarter ...... T-Mobile Reigns as Nationwide Overall Network Leader and Largest, Fastest and Most-Awarded 5G Network T-Mobile’s 5G network covers 326 million people with more geographic coverage than AT&T and Verizon combined. 275 million people nationwide are covered by T-Mobile’s super-fast Ultra Capacity 5G, and the Un-carrier plans to reach 300 million people with Ultra Capacity this year – nearly everyone in the country. Q1 2023 Investor Factbook (PDF): https://s29.q4cdn.com/310188824/files/doc_financials/2023/q1/Q1-2023-Investor-Factbook.pdf Page 14 Merger-Related Synergies Guidance Merger synergies are expected to be between $7.3 billion to $7.5 billion in 2023: ▪ $2.6 billion to $2.7 billion of SG&A expense reductions ▪ $3.1 billion to $3.2 billion of cost of service expense reductions achieved through network efficiencies ▪ Approximately $1.6 billion of savings related to avoided network expenses
  9. T-Mobile is due to release earnings today, so this provides some interesting context: https://www.fiercewireless.com/wireless/verizons-rising-churn-problem
  10. Just announced: https://www.t-mobile.com/news/un-carrier/un-carrier-move-phone-freedom We're on Sprint Max so I wonder what this means for us....
  11. Maybe we'll get an update on Billing Migration for Sprint customers?
  12. Apple Stops Allowing Sprint iPhone Activations, Removes Sprint References From Online Store https://www.macrumors.com/2023/03/23/apple-stops-sprint-activations/
  13. Wow! Look at them go. Amazing what's possible when you're cashflow positive.
  14. Wow. You have to hand it to Ryan. He's had a number of successful business ventures. Curious what T-Mobile is able to do with this brand.
  15. https://www.t-mobile.com/news/network/mobile-world-congress-2023-wrapping-up-the-first-quarter-of-5g Surging 5G Usage and Adoption Our customers are moving to 5G at an incredible rate and we’ve seen a fundamental shift in the way people use their devices. More than 60% of the smartphones on our network are 5G capable, and a whopping 70% of our network traffic is 5G. Many operators around the globe are not even at a tenth of that! And our customers on Magenta Max – our smartphone plan built for 5G – are streaming about 40 hours of video every month – twice the amount streamed by other customers. They're gaming 4x more, streaming 3x more music and using 2x more data on social media apps.
  16. A Tale of Two Cities: T-Mobile extends Sievert’s contract by 5 years https://www.fiercewireless.com/wireless/t-mobile-extends-sieverts-contract-5-years vs. Dish struggles with multiple challenges simultaneously https://www.fiercewireless.com/wireless/dish-struggles-multiple-challenges-simultaneously
  17. The Sprint website is basically being EOL'd at this point and it's a real pain in the neck. I had to go into a local store to deal with an issue only to be told when I got there that they never received the equipment to service Sprint customers... So I had to hike over to another store which did. This has gone on long enough.
  18. I’m becoming less and less happy about this merger: https://tmo.report/2023/02/t-mobile-is-planning-to-end-autopay-discount-for-these-customers/ The T-Mobile Subreddit is not having it: Like I want T-Mobile to have my actual bank account information after the data breaches they’ve had.
  19. Perhaps it explains why T-Mobile still hasn't released Super Bowl data usage figures yet? Nothing on their Blog. Nothing in the news. (At least not that I could find....) It's very odd that they haven't released this information.
  20. My guess is that Apple won't have it in the iPhone 15 this Fall. Probably came too late in the design cycle. iPhone 14 Pro has the Qualcomm X65. I'll bet the iPhone 15 has the Qualcomm X70, which was announced in February 2022. See Page 71 of this Settlement Document, which shows Apple's launch of new products with the Snapdragon X60 modem between June 1, 2021 and May 31, 2022 (iPhone 13/iPhone 13 Pro). Apple has also committed to using the X65 (iPhone 14/iPhone 14 Pro) and X70 modems in products launched between June 1, 2022 and May 31, 2024:
  21. Waiting for numbers from T-Mobile. Found this in the meantime.
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