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RedSpark

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Posts posted by RedSpark

  1. I think you're swinging a level low here. Masa controls CapEx with SoftBank. Sprint has to abide by SoftBank wishes as SoftBank owns 84% of Sprint.

    Sent from my iPad using Tapatalk Pro

    SoftBank's ownership stake in Sprint actually has to remain below 83%. Otherwise, per the terms of the acquisition, if SoftBank's ownership exceeds 83%, it has to make a tender offer for the remainder of the stock.

    • Like 2
  2. One negative thing about the unlimited data plans from AT&T and Verizon is their autopay does not accept use of credit cards. Whereas, T-Mobile's autopay accepts them. Accepting credit cards is a pretty big deal, in my opinion.

     

     

    One way that people have gotten around this apparently is by activating/linking AutoPay with a checking account as required, but manually making a credit card payment prior to the AutoPay date, which is usually on the Due Date (or just prior to it).

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  3. WooHoo, I was right! I knew there'd be a speed-capped data plan eventually! I'm so excited about being right about it, though I admit to being letdown by the pricing of it. 3mbps isn't bad, but $60 monthly is too expensive for that speed. Also, AT&T raised the rate on the 2-line deal to accommodate thus and the included hotspot, so I think AT&T is a bad deal in unlimited data without a discount. I suspect Verizon may raise its unlimited data rate to match soon, then they'll all start around the $90 monthly price point for one line.

     

    However, I anticipate there being more speed-capped data plans as cheaper options, so I creates a thread for it here on S4GRU.

     

     

    You called it!

    • Like 1
  4. No one here to my knowledge (Hi Marcelo if you are visiting) is privy to Sprint's capital planning. That said there is plenty of anecdotal evidence like Omaha, mobilitie interacting with various local government entities and actual deployments popping up that work is ongoing. Per Sprint's last earnings call the lowering of guidance from "less than $3 billion" to between $2 and $2.2 billion for FY 2016, still indicates an expansion in spending. And you should have a pretty good idea on spending at that point as you're only projecting a quarter.

     

    For the first 3 quarters of 2016, Sprint averaged $473.6 million. If they're going to spend between $2 and $2.2 billion that means $579 to $879 on CapEx for Q4. That is a 22% to 85% increase over the average of the first 3 quarters. In May we'll see what they spent for Q4 and what the guidance is for 2017.

    Nice analysis. Thanks!

  5. Sprint's voice quality definitely is a great feature of Sprint service as I've written about here in the past. Also makes me concerned about joining Verizon now to think of it, as Verizon was really bad in vq back in the 2000s, and certainly not much better when I talked with someone on Verizon a few years ago. Hopefully thats been improved by now.

    CDMA is an extremely robust voice technology.

    • Like 3
  6. They also seem to cosign what some of us in the NYC market have been saying with regard to small cells. Hopefully it can translate well into other markets.

     

     

     

    There's some more pretty interesting info.

    "Prior to the second half of 2016, Sprint’s LTE coverage had improved across multiple test periods. In the second-half testing, however, Sprint’s rate of tests on LTE remained identical to what we found in the first half of 2016. Specifically, Sprint recorded at least 90% of its tests on LTE in 109 markets for the second consecutive test period."

     

    That "at least 90% of its tests on LTE in 109 markets" figure staying the same since the last test period sounds like it could be improved with more CapEx.

    • Like 1
  7. Lol. Sprint is still touting CALLS and TEXT reliability and completely silent of DATA and SPEED. They're still living in 2011. God help them.

    Sent from my iPhone using Tapatalk

    John wasn't silent on Data or Speed:

     

    "We’re particularly pleased with this call performance ranking because we know it’s one of the most important drivers of customer satisfaction. While differences in speed (for example, 10 Mbps vs 20 Mbps) is not noticeable to most customers, a dropped or blocked call certainly is."

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  8. My short but to the point example is that Verizon and AT&T have a tower that they share right next to the local big box that rhymes with Palblart. T-Mobile has a tower here but it is across town a bit next to the town park. Verizon and AT&T work in that Palblart (lol) and T-Mobile has real issues with hanging onto LTE signal. It doesn't help that T-Mobile has no 700 MHz here but most customers aren't going to care about that.

    In the minds of most customers that would sting. In reality, the smaller carriers have always had issues with Big Box. While I hate said Big Box, shopping there is unavoidable here. Small cells within the Big Boxes would help but that is going to need to happen on a massive scale.

    Sent from my SM-N920V using Tapatalk

    Sprint could make it happen in these stores by deploying a CommScope S1000 Unit (or larger unit if necessary) on the ceiling. These big box stores tend to have open space design and since they already have backhaul running to the store, Sprint could either utilize that or pick up the tab for the lowest cost Business Class Internet Sevice or Ethernet Backhaul.

     

    Sprint should be buying and placing these units by the thousands in Big Box, Pharmacies and Grocery Stores.

    • Like 3
  9. Nope, relevant.  Because what many Everything Data users want is a return to those discontinued plan features.  They want a hot tub time machine.

     

    AJ

     

     

    I think the issue that Sprint had was that there were so many customers still on Subsidized Plans, the value of which almost depended entirely on getting 2 Year Contracts. Sprint made this cut too soon. The number of people on Subsidized Plans was decreasing over time. (Page 9 of the Investor Update has a chart.) Sprint should have just let that process happen normally.

     

    This combined with those ED customers' perceived lack of Sprint's value/options for current customers vs. new customers on Sprint and new customers on other carriers.

     

    Once the 2 Year Contracts were eliminated (for good), and before Sprint tweaked the Unlimited Freedom Plan to have HD Audio and Video included for free for current customers in response to Verizon's move and T-Mobile's move in response to Verizon's move, those ED 1500 Customers would have had to pay an additional $20/line for Premium Resolution if they switched to Unlimited Freedom, and if they were doing a Lease/IB, they would have lost their Loyalty Credit.

     

    Now that Sprint has made its pricing adjustments, there's value in moving from ED to Unlimited Freedom and staying with Sprint. This wasn't the case about a week ago and so you had current Sprint customers not feeling "value" was being provided from Sprint vs. other Carriers... So they left for other Carriers.

    • Like 2
  10. Color me confused, too. Check out the Sprint subreddit. Users long have been advised to stick with their Everything Data plans, as they were unbeatable sweetheart deals. Now, Everything Data users are whining that they are being left out and shortchanged? Talk about cognitive dissonance.

     

    AJ

    The issue for ED customers is that the primary reason for staying on the plan (2 Year Contracts) was pulled. Now ED customers can Lease or do Easy Pay with a Loyalty Credit. However, the value proposition of staying on the plan kept decreasing as Sprint launched Unlimited Freedom with Mobile Optimized Video/Audio and Hotspot (which ED Plans didn't have) and Sprint charged an additional $20/month per Line for Premium HD Video. ED people were stuck. This, combined with the loss of the Loyalty Credit wasn't often a better priced option for many on ED Plans, so people stayed. Then, Verizon launched a competitive priced Unlimited Plan with HD Streaming and T-Mobile responded in kind with the same. Sprint hesitated in responding to these offers for new/current customers including ED people, even if it was just for a week, it was enough for customers who felt slighted to look for other carrier options.

     

    Made some Edits.

    • Like 2
  11. You need a code from an employee to get it though which not a lot of people have in the first place so it's not really something a lot of people can take advantage of. I'm sure if it got out of hand, T-Mobile would likely stop it.

    Sent from my Nexus 6 using Tapatalk

    True. But you've got employees on the T-Mobile Subreddit giving them out like candy...

     

    Perhaps what happened to Framily will happen here. As I recall, Sprint didn't anticipate that people would share the Framily codes online in such great numbers with people they didn't know... and they didn't expect that many accounts to reach 7-10 lines.

     

    I'm not sure how Sprint didn't see that would happen.

     

    So perhaps the party will last for a bit and then T-Mobile will shut it off?

    • Like 2
  12. http://www.anandtech.com/show/11138/qualcomm-snapdragon-x20-lte-modem-gigabit-for-mobile-devices

     

    In happier news, Qualcomm has introduced X20 which will be making its way into top tier smartphones in 2018.

     

     

    Sent from my iPad using Tapatalk Pro

     

     

    Interesting how the Intel Modem has support for CDMA.

     

    Fact Sheet: https://newsroom.intel.com/newsroom/wp-content/uploads/sites/11/2017/02/XMM7560-Fact-Sheet.pdf

     

    Qualcomm could very well find itself on the outside for this year's iPhone....

    • Like 1
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