RedSpark
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Posts posted by RedSpark
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On 12/2/2022 at 5:34 PM, JonnygATL said:
Yeah I thought this would have been completed LONG ago.
Sprint's backend systems are probably a mess of legacy junk/bloat that just increased over the years, but were merely reskinned for marketing appearance. You can clearly see sections of the Sprint website where this is the case. Whole sections of the site look like they're from 10-15 years ago.
T-Mobile has to figure out a way to extract the Sprint customer data and put it into a compatible form to be seamlessly imported into T-Mobile's system. It's clearly a gargantuan task that's taking them much longer than they expected, because I'm sure they can't wait to shut down the sprint website, save a bunch of money/time that it's costing them to maintain it, and put in a URL redirect that it's done.
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3 hours ago, BucketHead25 said:
I finally received an email yesterday announcing my Sprint account will have a new look, T-Mobile.
They must be doing this on a rolling basis. All I got yesterday was a bill/autopay notification.
I'm really looking forward to leaving the Sprint website behind. They're barely keeping the lights on there.
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5 hours ago, belusnecropolis said:
From page 13
• Finally, in lieu of purchasing spectrum and investing in its network, AT&T paid $49 billion to purchase DirectTV and $85 billion to purchase Time Warner, more than the sum total of all of AT&T’s spectrum purchases.
lmao
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18 hours ago, Dkoellerwx said:
T-Mobile continues to fill out the map in Nebraska. 9 new sites added to the coverage map today from the last update a little over two weeks ago.
Wow. Look at them go.
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19 hours ago, dkyeager said:
https://www.fiercewireless.com/5g/t-mobile-rolls-out-5g-standalone-25-ghz-spectrum
plus at the bottom: "Ray also hinted that the company may consider using its milllimeter wave (mmWave) spectrum. He said that it might extend its reach with mmWave but would not do it at the street level like Verizon is doing with its mmWave spectrum. Instead, he said it would consider building a macro network overlay in areas where it makes sense."
What does Ray mean by that? What's a "macro network overlay" with mmWave look like?
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22 minutes ago, dkyeager said:
She forgot about n77, which one our members has found live in Houston. T-Mobile bought more midwave spectrum in major metro areas to address this concern.
mmWave is very limited coverage wise (think a couple of blocks outside). T-Mobile's stadium, train station, college campus dorm and high rise apartment approach will have a better return on investment. Cleveland has like 8 mmWave sites for T-Mobile. One of her sources favors mmWave. mmWave made sense for Verizon when they started 5g just like Wimax did for Sprint when they started 4g. however mmWave will have a longer term role.
Good points.
I remember John Saw's takes on mmWave:
https://www.lightreading.com/mobile/5g/sprint-says-no-to-mmwave-yes-to-mobile-5g/d/d-id/739592
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Some interesting stats about Magenta Max in this piece: https://www.fiercewireless.com/5g/mareks-take-t-mobiles-success-will-force-bigger-move-mmwave
“This plan currently has under 20% penetration within T-Mobile’s subscriber base, but Jon Frier, president of T-Mobile’s consumer business, recently told investors on the company’s 3Q earnings call that Magenta MAX subscribers use the network at a much higher rate and are doing five times more gaming, two times more video and two-and-a-half times more social media than the average user.”
Magenta/Sprint Max is only possible because of the merger and T-Mobile’s cash resources to keep buying 2.5 GHz and mmWave.
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4 hours ago, Paynefanbro said:
Still waiting on them to open up the checkbook for the biggest spectrum squatter of them all, Nextwave. They recently announced that they’re gonna use the BRS/EBS to build out private networks. I feel like it’s BS and they’re just doing it to create a sense of urgency for T-Mobile to buy it before they start actually deploying it.
It's all going to work out.
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16 hours ago, mikejeep said:
Over the years, my primary line has progressed from a Nextel Employee Referral account, to SERO, to SWAC. Not surprisingly, I have not been eligible for all of the T-Mobile perks. Today, I flew on American Airlines.. and for the first time, I was able to take advantage of T-Mobile's free Wi-Fi promo. Usually it tells me my number is ineligible.. a nice surprise!
I've used this on my Sprint Max Plan and the service was really good. What a remarkable time we live in that things like this are possible and affordable. Looking forward to what the partnership with Starlink results in as well.
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3 hours ago, BucketHead25 said:
Amazing what you can do with enough money.
Sigh....
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Some more details here: https://www.fiercewireless.com/wireless/dish-pushes-boost-infinite-launch-back-q1
1,000 sites going live per month.
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2 hours ago, dkyeager said:
Dish reported today that it gained about 1,000 wireless subscribers last quarter, ending at just above 8 million. Wireless churn rate was 4.28%. 126,000 lost to the T-Mobile CDMA shutdown, or about 1.5%. ARPU continues to slowly fall.
That churn is a company killer.
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Some more interesting details on VoNR, decom/keep site work and 5G deployment from the Earnings Call here: https://www.fiercewireless.com/tech/t-mobile-cites-progress-5g-voice-its-slog
T-Mobile CEO Mike Sievert said it’s the first auction where the winning bids, when they’re ultimately assigned, will be ready when they “flip the switch,” so to speak. T-Mobile already deployed the radios on 13,000 towers that will reach 45 million people by the end of this year.
“It's almost immediate because the radios are there,” he said, noting that they’re not allowed to transmit into the 2.5 GHz white spaces that they just won at auction until the final spectrum assignments by the FCC. But he expressed confidence in the FCC getting the process completed.
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New zoning law for 5G in Montgomery County, MD: https://bethesdamagazine.com/2022/10/28/new-zoning-law-will-allow-expansion-of-5g-in-montgomery-county/
Good news!
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4 minutes ago, dkyeager said:
It means customers with old phones are not factored into churn this year. These folks could also be counted as new customers if they come back. Some of the lost Sprint customers could be in areas that not longer have Sprint service nor T-Mobile service. It narrows the definition of churn, thus more favorable to T-Mobile.
It is possible other carriers are doing the same. If so, the entire industry looks more robust when these old phone customers sign up with any carrier.
Thanks! Lots of interesting info in the Investor Factbook for this Quarter!
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3 hours ago, dkyeager said:
Any discussion of churn should include this footnote: "Customers impacted by the decommissioning of the legacy Sprint CDMA and LTE and T-Mobile UMTS networks have been excluded from our customer base resulting in the removal of 212,000 postpaid phone customers and 349,000 postpaid other customers in the first quarter of 2022 and 284,000 postpaid phone customers, 946,000 postpaid other customers and 28,000 prepaid customers in the second quarter of 2022. In connection with our acquisition of companies, we included a base adjustment in the first quarter of 2022 to increase postpaid phone customers by 17,000 and reduce postpaid other customers by 14,000. Certain customers now serviced through reseller contracts were removed from our reported postpaid customer base resulting in the removal of 42,000 postpaid phone customers and 20,000 postpaid other customers in the second quarter of 2022.", page 2, https://s29.q4cdn.com/310188824/files/doc_financials/2022/q3/TMUS-09_30_2022-EX-99.1-vFinal.pdf
Sorry....What does this exclusion/inclusion mean?
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8 hours ago, dkyeager said:
I missed the site count. Did not expect it until the end of the year. Some of my calculations based only on public sources should almost match that number, but choose to add 10k in rural sites for 88k estimate for the end of the year. On 12/31 last year they had 102k macro sites, so 23k sites were dropped since then.
Looking at the Q2 2022 Investor Factbook for comparison: https://s29.q4cdn.com/310188824/files/doc_financials/2022/q2/Q2-2022-Investor-Factbook-vFinal.pdf
Page 14: Sites (Combined LTE + 5G) 88K Macro Cell Sites, 39K Small cell/distributed antenna systems sites.
The Q3 2022 Factbook figures show a drop-off of 9K Macro Sites and 1K Small cell/distributed antenna systems sites vs the prior quarter.
Extended Range 5G percentage is unchanged (97% of Americans) on the Q3 2022 Factbook vs the prior quarter. Interestingly, POPs isn’t mentioned here like it was in the prior quarter Factbook. (320M)
Ultra Capacity 5G POPs is up to 250M on the Q3 2022 Factbook vs the prior quarter, an increase of 15M POPs.
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50 minutes ago, dkyeager said:
IMO they held their network cards close and did not share many details in their conference call. Sprint core is gone, vast majority of Sprint keep sites now converted. Push on VoNR issues and will add markets. B41 whitespace will be a "flip of the switch" at 14,000 sites.
That's interesting. I haven't had a chance to listen to the call yet.
Q3 2022 Investor Factbook: https://s29.q4cdn.com/310188824/files/doc_financials/2022/q3/TMUS-09_30_2022-EX-99.2-vFinal.pdf
Page 14: Sites (Combined LTE + 5G) 79K Macro Cell Sites, 38K Small cell/distributed antenna systems sites.
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Some impressive numbers.
- Postpaid net account additions of 394 thousand, best in industry and highest in company history
- Postpaid net customer additions of 1.6 million, more than AT&T and Verizon combined
- Postpaid phone net customer additions of 854 thousand, best in industry and highest since merger
- Postpaid phone churn of 0.88%, only operator to improve year-over-year
- High Speed Internet net customer additions of 578 thousand, best in industry for fourth consecutive quarter
- Ultra Capacity 5G covers 250 million people, as many as Verizon plans to cover more than two years from now
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Raising merger synergies guidance range to $5.7 billion to $5.8 billion in 2022
- (The network decommissioning is substantially complete, less than 2.5 years post-merger closing, and more than a year ahead of the original merger plan.)
Look at the Ookla, OpenSignal and umlaut results as well. Incredible.
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9 hours ago, dkyeager said:
Deliberately switched to the Sprint Max hoping to get moved quicker - no such luck. I have found I can pay off phones to get them unlocked and then the monthly amount is converted to a credit. Been told if I buy a replacement phone from T-Mobile I will lose that credit, so bought my last phone from Best Buy (factory unlocked).
Our family plan is on Sprint Max too. Still waiting for the billing switch as well. There are some parts of the Sprint website which look absolutely prehistoric, and it's clear they're just running them as a virtual window inside the current site.
At least the Max plan features are great for traveling in the meantime. Didn't know that about the credit. Interesting.
I do miss iPhone Forever and how easy it was to do. I guess "Forever" doesn't mean what it used to anymore.
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It'll be interesting to hear the network integration/build update during the Earnings Call in light of this report. It's impressive how quickly T-Mobile has moved on integrating Sprint's network assets post-merger.
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On 10/15/2022 at 12:22 PM, iansltx said:
Seems like this is planned to be a SPAC spinoff to inject capital into Dish for more network build. Dish could keep the roaming/MVNO agreements on their side, but guarantee comparable terms to Boost for an extended period...and include per-GB pricing on DishNet lower than any of the roaming to incentivize Boost to stay with them (say, 40 cents per GB to T-Mobile/AT&T's $1).
How much capital could they expect to raise at the rate they're losing customers? We'll see the new churn figures in a couple of weeks, but I bet they're quite high.
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On 10/14/2022 at 3:43 PM, dkyeager said:
I think the reality is most customers (and staff) could tolerate one sim change. Two was confusing. The prospect of a third change has not been explained at all.
Personally, I see interesting technical prospects. But will that sell?
Based on the dates here (https://ir.dish.com/financial-information/quarterly-results), we should be getting Dish's Q3 report for 2022 in the next couple of weeks. I just don't see how they turn Boost around.
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“Dish has struggled with Boost. In the second quarter it dropped another 210,000 retail wireless net subscribers, bringing its total number of wireless subscribers to 7.87 million. The company has lost 1.1 million wireless customers since it acquired Boost Mobile.”
Oh well. I guess Charlie could only deny reality for so long…
Sprint 2: Electric Boogaloo
Official Tmobile-Sprint merger discussion thread
in T-Mobile Merger/5G NR Deployment
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Yup. There's probably some machine at Sprint HQ running on Windows 2000 SP4 with Update Rollup with a sign on it that says "Do Not Restart or Unplug".