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RedSpark

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Everything posted by RedSpark

  1. According to Dr. Saw’s Blog Post and the Earnings Report, they have 2.5 GHz deployed on roughly 70% of their sites. Dr. Saw said they “remain on track to complete the majority of our triband upgrades by the end of this fiscal year.” That would be 3/31/2019 and the Earnings Call for last year was held on May 2, 2017. Curious what “majority” means.
  2. New iPad Pro's were released this week (11 inch and 12.9 inch): https://www.apple.com/ipad-pro/ According to the Tech Specs (https://www.apple.com/ipad-pro/specs/: All models Wi‑Fi (802.11a/b/g/n/ac); simultaneous dual band (2.4GHz and 5GHz); HT80 with MIMO Bluetooth 5.0 technology Wi-Fi + Cellular models UMTS/HSPA/HSPA+/DC‑HSDPA (850, 900, 1700/2100, 1900, 2100 MHz); GSM/EDGE (850, 900, 1800, 1900 MHz) Gigabit-class LTE (Models A2013 and A2014: bands 1, 2, 3, 4, 5, 7, 8, 11, 12, 13, 14, 17, 18, 19, 20, 21, 25, 26, 29, 30, 34, 38, 39, 40, 41, 46, 66, 71) 4 Data only 5 Wi-Fi calling 4 eSIM 6 ............... No longer has support for CDMA EV‑DO Rev. A and Rev. B. Gigabit-class LTE support is nice. eSIM is nice. I wonder if these also support HPUE on Sprint.
  3. I noticed an Android App for the Hospitality Version of the Magic Box: https://play.google.com/store/apps/details?id=com.sprint.airunity.airspanviewer No iOS version yet.
  4. Nice find. Hopefully an iOS version is in the works...
  5. I hear what you’re saying. The collective feelings of the market/industry (self-interested as it is for the traditional tower folks) on the Mobilitie build was that it wouldn’t work out... and they were ultimately correct. It didn’t. Sprint clearly believed it had the secret sauce such that traditional wireless/economic rules didn’t apply, and Dr. Saw/Marcelo spoke to this a number of times. Ultimately, Sprint now has to go with a traditional tower build and the money/time that went into the Mobilitie plan is a sunk cost and had to be largely written off. Masa overextended himself with buying Sprint. He either didn’t do the due diligence or fully appreciate that the worst case scenario could happen and how much money it would actually take to turn the company/network around. As a result, he now holds just under 85% of an undercapitalized and underperforming asset, which will either merge with T-Mobile as a minority partner (not something he ever imagined I’m sure) or if it fails to go through, have to forge ahead on its own with all of the competitive issues (shrinking scale, limited 5G deployment, smaller coverage vs other carriers) that Sprint attested to in its “coming clean” FCC Filing. As a Sprint shareholder, I feel like I was sold a very different bag of goods when SoftBank took over. It certainly wasn’t this in my opinion. I feel like I should have taken a hint when Marcelo kept hitting the snooze button on the actual build plan/funding when asked and Masa kept talking about buyer’s remorse and going back and forth on the commitment to his Sprint investment.
  6. Couldn’t he pay off those loans instead of investing in ARM, Uber and Boston Dynamics (called it Boston Robotics by mistake earlier)?
  7. I’m happy Masa bought Sprint. I’m not happy that he refused to invest capital in it to the degree that it negatively impacted the value of his actual investment... and mine as a shareholder. As a result: Sprint is becoming part of T-Mobile: “New T-Mobile”. T-Mobile is not becoming part of Sprint. If this merger doesn’t go through, Masa will have to open the spigot on funding Sprint unless he can find another suitable merger partner... which could offer a worse merger deal than T-Mobile. Or he could let things go the way they are and everything that Sprint said to the FCC as far as its smaller coverage area, limited 5G deployment and shrinking competitive scale (vs the competition) will come to be.
  8. Yeah. I think T-Mobile will give some recognition to Sprint's network initially as was discussed in the Town Hall meeting, but that recognition will dissipate over time. As the majority owner, T-Mobile will ultimately be the one calling the shots. Sprint's people will be involved to the degree that they have a greater understanding of Sprint's network than the T-Mobile people. Once the networks are integrated however, I'm thinking that Sprint's people will have to prove their greater value to the merged company in order to stay there. Masa never gave Sprint the capital it needed to effectively compete with the other carriers... to the point where Sprint didn't even participate in the 600 MHz auction because it didn't have the money, but tried to write it off as "Spectrum of the Past"... Funny how it's now "Spectrum of the Future" when combined with 2.5 GHz when we're talking about a Merger. Instead, Masa threw countless billions at ARM, Boston Robotics and Uber.... Oh well. One of my favorite quotes: "If we don't change direction soon, we'll wind up where we're going." And here we are....
  9. https://www.sec.gov/Archives/edgar/data/101830/000119312518302090/d624553d425.htm Here’s the Full Transcript of Sprint’s Town Hall meeting with T-Mobile Executives in which the Merger was discussed. It’s hard for me to see Sprint lose its brand identity to T-Mobile. It’ll be like AT&T and Cingular. There was some orange in the branding for a little while, but it disappeared over time. That’s what will happen with Sprint. Things will ultimately be done the T-Mobile way... Not what Masa or Marcelo had in mind I’m guessing.
  10. They’ve never responded when I’ve sent them emails either. Oh well. I’ve since switched to using the Rootmetrics App for mapping and haven’t looked back.
  11. https://www.fiercewireless.com/wireless/full-transcript-here-s-what-t-mobile-s-john-legere-told-sprint-s-town-hall-meeting And https://www.sec.gov/Archives/edgar/data/101830/000119312518302090/d624553d425.htm The Full Transcript of Sprint’s recent Town Hall meeting with T-Mobile. Wow.
  12. https://newsroom.sprint.com/hulu-with-live-tv-now-available-to-sprint-customers.htm “Following the Sprint 30-day trial, the Hulu with Live TV subscription fee will be added to customers’ monthly Sprint bills to allow for easy payments. We’re also giving customers a $5 per month credit (applied to their Sprint bills) for the first six months. After the six months expire, subscribers pay $39.99 per month.”
  13. Sprint Corporation Schedules Fiscal 2018 Second Quarter Results Announcement (10/31/2018) Any predictions?
  14. iOS updates include bug fixes and can include baseband updates to optimize Modem performance. Have you already installed iOS 12.0.1 which was just released?
  15. Hello! That’s exactly what happened. I tried it again after about 20 minutes post-update and it worked. Of course, if you happen to get a clarification on the market boundaries or new device additions (iOS etc.) from your contact, I’d love to hear it. Thanks so much! ?
  16. Can you ask if your contact can clarify the definition of a “soft-launch market” as it relates to Washington, DC? I ask because I just updated one of our lines which has an S8+. When I tried moving the toggle to enable VoLTE, I got a message that VoLTE is not available at this time. I’m in Bethesda, Maryland which is just outside of Washington, DC, but I thought this area would be considered part of the Washington, DC market. EDIT: Nevermind!.... I just tried it again and now it works! Very cool!
  17. Just updated one of our lines which has an S8+. When I move the toggle to enable VoLTE, I get a message that VoLTE is not available at this time. I’m in Bethesda, Maryland just outside of Washington, DC... which I figured would be considered part of the Washington, DC market. ☹️ ————————— EDIT: Just tried it again... now it works! Very cool!
  18. I’m guessing the S8 and S8+ were also likely the primary test device models for VoLTE and so Sprint knows how it will perform on them pretty well. Sprint’s playing it pretty safe for this rollout.
  19. Great news! Hopefully it becomes available on other devices soon. I’m wondering how far back they’ll go on Android and iOS devices in terms of supporting VoLTE.
  20. You could try going to a Retail store and ask one of the reps to pull up the “Glance” tool and see if there are any tower issues near your home.
  21. Some interesting reading on the performance of the new Intel XMM 7560 Modem in the iPhone XS and XS Max: https://www.pcmag.com/news/364116/iphone-xs-crushes-x-in-lte-speeds-but-still-falls-short-of
  22. T-Mobile executives to address Sprint town hall Friday And the letter Sprint’s CEO Michel Combes sent out: https://www.sec.gov/Archives/edgar/data/101830/000119312518287740/d627792d425.htm Ugh.
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