RedSpark

I dont believe what he said for a second plus he didnt say sites. I know because Im the one who asked him. Exclude 3g only sites and clear sites too and the number is much lower.

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He did say sites:

 

"70% of our LTE sites have 2.5GHz. We are doing both. A lot of parallel work going on here as you can see..."

 

https://www.reddit.com/r/Sprint/comments/5ipysj/2nd_ama_here_we_come/dba5dup/

If anything, Sprint better hope At&t doesn't respond.

If that's all his eyes are looking at, then Sprint is going to bleed. He needs to take care of current customers or they'll jump ship.

All AT&T has to do is remove the DirecTV requirement.

It's only valuable for new customers and even then, only for a year. How many will churn out after their bill nearly doubles when the promo expires? All the other carriers pay off ETFs so that's not really a lock-in anymore.

 

ED1500 customers who are facing a bill increase due to the death of 2 year agreements can switch to VZW or T-Mobile and keep unlimited with roughly the same monthly payment.

 

Sprint has no answer for legacy customers in the face of these new offers.

I think the problem is much greater than that... Sprint also doesn't have an answer for current paying (not new promo) customers on Unlimited Freedom who are seeing existing T-Mobile customers get HD Streaming and 10 GB of Hotspot (with Legere's Announcement) for no extra charge, and Verizon Customers getting Unlimited with HD Streaming and 10 GB of Hotspot for nearly what Sprint charges for Mobile Optimized Data and 5 GB of Hotspot.

 

This hits the entire swath of Sprint's customer base.

Marcelo believes that "Goliath is panicking"...

 

https://twitter.com/marceloclaure/status/831619230843957248

 

I don't see it that way...

( [ (40,000+10,000) / 100 ] * 70 ) - 10,000 =  ~ figure of native Sprint sites with 2.5

This seems very different than what Günther said.

 

Seems like he put a positive spin on the number.

Yes but that figure excludes the 3g only sites

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Which are hopefully decreasing in number?

Band 41 will make Sprint great again ... it just needs to be fully deployed!

It's on 70% of Sprint's LTE sites according to Günther's last AMA...

So you'd rather Sprint give everyone premium for free and lose a source of revenue? That makes no sense considering it doesn't make a difference in real world usage. It's a lie that makes them money. Something that makes much more sense is lowering the price of it to $10. Less revenue but still revenue.

 

720p is HD. That video didn't even play for 10 second before it defaulted to that, it's likely would've gone up to 1080p. I also play 1080p videos while tethering to my laptop no problem.

 

I don't know why you're arguing taxes and fees. Given how close their prices were anyway, people would likely jump at VZW if they only had to pay $5 more compared to Sprint where they'd likely have to pay $20+ more.

 

Loyal/not easily replaced customers are kind of an oxymoron given the context of their leaving which is they see something that's better for them. They're not the only customers in the market. I just said in my last comment that as long as people are seeking out the cheapest price, Sprint will always have a market to tap into.

Keeping customers is less expensive than winning them back.... if they are winnable from another carrier, and they may not be for some time.

 

Revenue drops if people leave. I'm saying this is a way to stem what's about to happen this quarter with churn.

 

Sprint's revenue is more impacted by new customer promos ($90/month for 5 lines) that last for a year and then spike, giving people a reason to leave.

 

Sprint should end that promo for new customers and offer a great price to everyone.

 

Unlimited Freedom Premium at Unlimited Freedom Prices, include taxes and fees... and if the deal breaker is 10 GB of Tethering, make it 5 GB.

Cheaper how? If you want more, you pay more. I'm not saying Verizon's deal is bad, I'm saying what I said from the beginning which is that, T-Mobile is more threatened by this than Sprint is. T-Mobile had to lower prices or match VZW in features. Sprint already had prices way lower and matching VZW would likely cut into their revenue so it's not worth it.

 

Sprint isn't on the same footing financially as the other 3 national carriers. Expecting them to offer 10GB of tethering, HD streaming (which it already does but ok), and 500MB of LTE roaming per day in Mexico and Canada, isn't exactly economically feasible for them if they want to continue to increase revenue and turn a profit eventually.

 

If that doesn't satisfy you, then by all means switch and it'll show Sprint that what they're doing is not good enough for you. But as long as they offer unlimited data for the cheapest price, people will still look at them.

Sprint could match this by at least giving all customers Unlimited Freedom Premium for free, not as a $20/month per line upsell.

 

You are getting 720p but what's advertised to customers is mobile optimized. T-Mobile is able to say HD. Verizon says HD.

 

T-Mobile's plan includes Taxes and Fees. Sprint's doesn't... and Verizon's doesn't.

 

Sprint can either cut prices/add features and keep customers... or it's going to keep prices and loyal, not easily replaced, customers leave. Revenue drops either way. At least with the former way, Sprint still has loyal customers.

I've still never experienced less than 720p on Sprint with Unlimited Freedom and I don't have any stuttering with music streaming so it's a non-factor for me. I don't know why anyone would spend $20/month on that upgrade.

Also it's a strategy when your prices are still the lowest. Their promotional pricing with $20 add on is still cheaper than Verizon.

So even though Sprint says 480p you get 720p?

 

The promo runs out in March 2018, and it's only for new customers.

 

On an Apples to Apples comparison as advertised feature for feature, Verizon is cheaper for existing customers.

OK but was anyone surprised? I already said Sprint has the cheapest unlimited plans for now. They're likely betting on the case that in a year VZW will increase prices for unlimited (because this is an introductory plan after all) and T-Mobile's 2 lines for $100 deal will end.

They'll likely just run another promo to undercut everyone if this doesn't pan out.

I was hoping maybe an increase in tethering but I typically don't go over 3GB of tethering in a single billing period anyway.

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But they're not the cheapest for current customers who want HD Resolution Streaming. Sprint tacks on $20/month per Line for that.

 

Verizon and T-Mobile include HD Resolution streaming at no additonal cost for all plan customers, new or existing.

 

Waiting for Verizon to raise prices is not a strategy. Sprint is at risk of bleeding out its most loyal customers and being left with new promo customers who have no loyalty at all... especially when their bill increases after the promo runs out in March 31, 2018.

Here's more from Sprint....

 

http://newsroom.sprint.com/blogs/devices-apps-and-services/sprint-is-the-leader-of-the-pack-when-it-comes-to-unlimited-data-talk-and-text.htm

 

Doesn't look good...

Guess it is time for T-Mobile to acquire or merge with Sprint lol

They're not even supposed to talk until a federally imposed quiet period is over...

 

http://www.kansascity.com/news/business/technology/article131994539.html

 

"The culprit is Uncle Sam’s complex process of buying up airwaves licenses from television stations and reselling them to telecommunications companies. T-Mobile, Verizon, Comcast and others are in the final stages of that auction of wireless spectrum they could use to enhance or build wireless networks across the nation."

 

"As Washington began the auction process, regulators imposed a quiet period aimed at preventing bidders from colluding. Experts say the anti-collusion order effectively put merger talks and other strategic communications off-limits until the federal auction ends."

 

Per this article, that could be in March or April...

I don't even see this happening for Sprint. T-Mobile usually has a more dense macro network than Sprint. I don't think I've ever seen Sprint add a macro around my area. Sprint has just been stalling ever since they finished NV.

Stalling in the hopes of a merger?

Yeah. I just never understood why Sprint never included existing customers in on newer plans and promos. And for the life of me promo plans that change after a year or so. I guess they really hold that work "promo" to its meaning.

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Because Sprint wanted to show Net Adds and ARPU growth for each quarter... and get to positive FCF.

 

However, doing so neglected existing customers and now it's biting them badly. If those customers leave en masse, it's a big problem... because they aren't coming back. Sprint will be stuck with rate chasing customers on promo pricing that could up and leave in a year or less. This is going to be a disaster.

Yeah. I just never understood why Sprint never included existing customers in on newer plans and promos. And for the life of me promo plans that change after a year or so. I guess they really hold that work "promo" to its meaning.

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This is a crucial moment for Sprint. I think it's in real trouble here if Marcelo doesn't respond appropriately.

The prices are cheap but he should just let people who sign up keep those rates for the life of the plan. But too he can up the video streaming resolution. Since they are within 1% of Verizon they can handle it. I'm just saying. I think he may have have some new plan revisions coming but not on the price front. Can't get no lower than that.

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Unlimited Freedom Premium needs to be lowered to what regular Unlimited Freedom costs, include taxes/fees and make it available to all customers.

WOW, hope Marcelo's latest Tweet isn't what he thinks will work for a response. If so I feel they are going to loose a lot of customers.

 

https://twitter.com/marceloclaure/status/831507181040177152

This could be a high churn quarter of loyal customers with multiple lines.

 

Basically, Sprint could be back in the same position it was when Marcelo arrived: costing more than the competition and losing valuable existing customers through churn:

 

Pretty unbelievable... but the math doesn't lie:

 

5 lines on Unlimited Freedom Premium (HD Resolution Streaming) for existing customers is $290/month.

 

5 lines on Verizon's new Unlimited Plan (HD Resolution Streaming) for new and existing customers is $200/month.

 

Never mind the ED customers who had 2 Year Contracts pulled out from under them.

 

Marcelo is either not getting the advice he needs or he's not listening to it. Big problem if this doesn't change. Sprint's on the edge of a cliff here, and this could get bad very quickly.

It looks like Marcelo won't join in the fray. 

 

https://twitter.com/marceloclaure/status/831507181040177152

Big mistake. Huge. He's just not getting it.

Not really. Read the last paragraph. It states Sprint expects CAPEX to accelerate in Q4 and into 2017.

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The next Quarterly Report will be indicative of the trend line.

They did two weeks ago. That isn't good enough?

Unless I'm misreading it: http://www.fiercewireless.com/wireless/sprint-lowers-capex-guidance-again-raising-concerns-over-network

 

More needs to be said:

 

"“While Sprint is uniquely positioned to operate in a lower capital intensity as a result of our LTE foundation and our deep spectrum position, we do expect capex to accelerate in the fourth quarter and into 2017 as part of our densification program,” Robbiati said."

 

I think more Investor/Customer confidence is needed here. It just doesn't seem like enough is happening in light of the Verizon announcement.

 

Sprint is at risk of finding itself as the most expensive carrier again for Unlimited Plans with HD Streaming.

 

In fact, the numbers show that for 5 Unlimited Freedom Premium lines with HD Streaming and 5GB of Hotspot per line, Sprint is $290/month (with AutoPay). Verizon Unlimited with HD Streaming and 10GB of Hotspot per line is $200/Month (with AutoPay).

Many people have mentioned this? That's a bit of a stretch. There has been speculation, but no one has said anything about actually reducing Capex this year, that was last year....

Today would be a good day for Sprint to say that it's increasing it...

I am sure its nice to respond with discount promotions, but the thing is Verizon got the network and Unlimited data for 80 dollars is a big deal.

Yes. And Sprint needs to offer the same at $60/month.

Also a promo of two lines for $100 on T-Mobile One. https://twitter.com/JohnLegere/status/831241370341761025

 

One question people are asking in the responses to his tweets is do you need to activate HD passes daily for the HD video or if it''ll be automotic. Good question, but I haven't seen him answer it yet.

Marcelo can't simply fall back on 5 lines with mobile optimized audio/video until 3/31/2018 since it's for new customers only.

 

The pricing of Unlimited Freedom Premium has to drop down and the regular Unlimited Freedom should be deprecated, with all plan customers upgraded.

 

I hope it happens.

From John Legere's latest tweet, "and, like only the #uncarrier can do – we’re one-upping it..."

 

Does this mean 5 lines for the same price as Verizon's 4 lines, going to be interesting to watch this all play out. Marcelo and Sprint waiting to go last and better both offers maybe?

Legere has just started to respond on Twitter.

 

Update: https://twitter.com/JohnLegere/status/831239592820871169

 

6/ Starting Fri, #TMobileONE price includes HD video & 10GB high-speed ????hotspot data –all at no extra charge. AND taxes & fees are included!

 

Gotta match this Marcelo...