luvixuha

...while NYC ought to be at least 25x25 AWS and 25x25 PCS. I'm curious as to how my opinion of that relates to what those cities actually are operating on currently.

NYC has 20x20 AWS LTE. That's as wide as LTE can get. an extra 5x5 wouldn't really make too much sense (carrier aggregate an additional 5MHz down? You can do that already with Band 12 in NYC.)

T-Mobile and Sprint trade PCS frequencies:

https://wireless2.fcc.gov/UlsEntry/attachments/attachmentViewRD.jsp?applType=search&fileKey=292760680&attachmentKey=19875691&attachmentInd=applAttach

"Highlights for T-Mobile PCS contiguity:

• Cleveland/Akron/Lima, OH 10+10

• Rochester, NY 20+20

• Jacksonville/Orlando/Saratosa/Daytona Beach/Gainsville, FL 20+20

• El Paso, TX 20+20

• Harrisburg/York, PA 20+20

• Spokane, WA 15+15

• Savannah/Macon, GA 20+20

Some Sprint PCS contiguity gains:

• Rochester/Buffalo, NY 20+20

• Jacksonville/Orlando, FL 20+20

• Harrisburg/York/Lancaster, PA 20+20

• Saratosa/Gainsville, FL 15+15

courtesy of /u/50atomic on reddit.

I have a question about this I may have asked long ago, but as it is, I don't remember for sure. If T-Mobile were to move everything off of GSM in the Chicago market, what would be the available spectrum here for LTE/VoLTE?

They already have 15+15 AWS LTE active (all of their AWS), and they have 15+15 of PCS holdings... I suppose they could do 15+15 PCS LTE if they shut down everything... but a 10+10 LTE channel would be more likely with 5+5 HSPA. 700 would be LTE, of course.

Map links are inconclusive.

 

Do you have a link covering this news. Officially!

 

FierceWireless, Wall Street Journal, etc

The forms were filed with the FCC.

Cavalier: https://wireless2.fcc.gov/UlsEntry/attachments/attachmentViewRD.jsp?applType=search&fileKey=1760253836&attachmentKey=19870559&attachmentInd=applAttach

Continuum 700: https://wireless2.fcc.gov/UlsEntry/attachments/attachmentViewRD.jsp?applType=search&fileKey=965496873&attachmentKey=19871053&attachmentInd=applAttach

However, Tmo still will have no 700 in Chicago...

 

T-Mobile is the natural buyer of the spectrum, it's just a matter of time.

Laser is forced to sell it, and AT&T can't buy or use it. Verizon doesn't have or want A-block holdings. It wouldn't make sense for Sprint to buy it. USCellular doesn't want to roll out coverage in Chicago (they sold their other market holdings previously).

That's an interesting map. It's no wonder why it seems like the general sentiment about T-Mobile in the Midwest doesn't match the enthusiasm about them elsewhere in the Country.

Unfortunately, US Cellular exists. I'm sure T-Mobile will be going hard there in the 600 auction.

Incorrect. The FCC will approve the transaction within the next few weeks and only then can T-Mobile actually use the spectrum. Concurrent operations agreements are for handing television stations which broadcast adjacent to the A block downlink.

I said nothing about concurrent operations agreements. Concurrent: adj. existing, happening, or done at the same time. T-Mobile filed for leases and also transfer of ownership at the same time. T-Mobile will be able to use the licenses now, instead of waiting for the FCC to finalize the transactions. If that process was only to take a few weeks, I doubt they would have bothered.

I'm not sure that the FCC will be approving transfers of spectrum during the 600 quiet period, although that may only extend to the broadcast spectrum, I'm not so sure they'll be approving transfers of spectrum currently encumbered by the auction.

That is great. Is there a link?

Owned spectrum is in pink, pending transactions with FCC are in gold. They won't be finalized until after quiet period due to 600 auction, but T-Mobile filed for concurrent leases, so they can use the spectrum until FCC formally ok's it.

T-Mobile officially purchasing all of the 700 A-block spectrum held by Continuum and Cavalier, as filed with FCC.

I see today that C-Spire decided to sell licenses to T-Mobile. Good news for anyone living in the south.

From the Gilat Skyedge II sales doc "TCP performance over satellite without special treatment is impacted due to the latency introduced by the distance between the Earth and the satellite. Typically this distance translates to a latency of between 240 to 280 msec, depending on where the sending and receiving sites are in the satellite footprint. This makes the round trip time due to propagation delay at least 480 milliseconds."

Half second ping times are not going to make for a very good mobile experience. Delay in opening webpages is going to be reminiscent of dial-up.

Does anyone think it will be used in the U.S.? This would be awesome.

If by awesome you mean terrible latencies and limited bandwidth, then yeah, it will be real awesome.

T-Mobile just picked up a bunch of new 700 spectrum. Probably all of the Continuum & Cavalier, plus another block or two elsewhere.
 

In February 2016, T-Mobile entered into agreements with multiple parties to acquire additional 700 MHz A-Block spectrum covering approximately 48 million POPs. These acquisitions will increase T-Mobile’s total low-band spectrum holdings from 210 million POPs to 258 million POPs upon closing.

John Legere is speaking about porting ratios right now, they've ported positive against Verizon and overall against the industry, but he didn't mention AT&T or Sprint port ratios (but likely positive for both).

edit: He just mentioned that people think that most of the porting adds are coming from Sprint, but that AT&T has lost 1.5 million branded postpaid subs just this year, and that a surprising number of people are moving to T-Mobile from AT&T.

Because Verizon is the standard of the industry: Best nationwide network, most customers especially high ARPU postpaid customers. It is not because he doesn't despise Sprint, but he feel like he already beaten them. Sprint to Legere are nobody, just a company trying to survive with heavy load of debts, image problems etc.

Exactly. You don't look back, you only look ahead. And when you're number one, you keep beating yourself year after year. If you start worrying about people smaller than you, it's already too late, you're done.

^^ This. And - no one really knows the value of the 2.5 GHz spectrum. Could be a lot - could be a little. One thing to keep in mind is that for there to be value there'd have to be a buyer. And the other carriers are all leveraged to the hilt, as well.

IIRC, Sprint carries their spectrum on the books at around $40B. That includes 800 and PCS, but if you dug out old financials pre-clearwire you could probably figure out how much is 2.5GHz based on how much the rest was... or get a ballpark.

http://hosted.verticalresponse.com/399813/b602aca648/1727513141/a32ec9836d/

Sprint's new plan: Network Suicide

Looks like the advanced earnings call sparked investor confidence. Lets see what the numbers say.

Sprint down another 9.66% again today as of this writing. Telecom sector only down ~2% right now.

Hope everyone got out when they had the chance.

What exactly would happen to the shareholders that hold S when/if the stock was de-listed from NYSE?  Is Softbank obligated to purchase the remaining shares for cheap?  Are the shares worthless?  Do the shares just become private?  Would Sprint benefit from doing a reverse stock split to keep the number over $2?

You'd still own the company unless they filed for bankruptcy. They could go OTC and just not be traded on NYSE anymore, or they could attempt to go private and buy you out (probably for a small premium over what the stock was last trading at).

For the past 2 years or so, Tmobile had the cheapest wireless plans therefore they have had the highest postpaid adds in the mean time Sprint lost customers due to service disruptions and wireless plans which were as expensive as verizon and att.  Now Sprint offers some of the cheapest plans available.

T-Mobile in 2011 into 2012/early 2013 had the cheapest plans in the industry, yet they were bleeding customers. Being the cheapest does not translate into market growth.

And in a few months tmobile will need to spend a significant amount of cash for 600 spectrum which will increase its operating expense. Eventually it will need to raise price and that indirectly benefits the other 3 carriers.

AT&T is going to be spending heavily in the auction, as is Verizon to a lesser extent. And Verizon is not playing in the same pool, the spectrum screen keeps T-Mobile from having to compete with big red in 95% of the country, and keeps AT&T from picking up reserved spectrum in virtually any urban area. T-Mobile is going to walk away with a solid pile of spectrum, and their spend (up to $10B) is not going to affect their ratings with their credit agencies.

"It has to go up!" and "It has nowhere to go but up!" is a fallacy. The stock is a risky hold until their financials come out. Even then, consensus is negative EPS, and the street thinks they may even do worse by a penny or two, which isn't likely to make the stock go up. The stock is not likely to pop.

Sprint has an non-negligible risk of being delisted.

The telecom sector is up 0.15% today. The Dow and S&P are both up slightly. Verizon and AT&T are each up 1-1.5%.

T-Mobile is about even, and Goldman Sachs boosted their target price to $47/share today. (Personally I feel that T-Mobile is about a $40-42/share target.)

Sprint? Down 7.49% as of this writing.

No, VoLTE does not.  That may be your experience.  But many others with different locations or different providers or in different markets cannot say the same.  So, do not make universal declarations.

 

AJ

I've had no issues with VoLTE.

Sprint has been decommissioning Wimax in multiple markets, and from my understanding those markets were able to deploy some second carrier. 

 

But once the court injunction was put into place that stopped all Wimax shutdown, and in essence stopped the second carriers deployment to a halt in many markets. (NYC being the absolute worse case scenario)

 

Wimax continues to occupy an insane amount of spectrum.

Luckily Sprint has reached a settlement and is going to be offering LTE to all those schools and libraries. They should be able to decommission WiMax soon.

Sprint hit historic lows in morning trading, $2.93. Currently trading below $3.

I would assume that if it jumps up to 2.1% then how can Sprint be adding customers when they should be losing them instead. Maybe I'm missing something

 

 

Sent from my iPhone using Tapatalk

Q/Q churn results may not be telling the full story because of cyclical trends, so Y/Y churn may be a better indicator. If they drop from 2.3 to 2.1% Y/Y then that is something you should look at as a slight positive.

Softbank only owns 83%. They can buy some more shares at $3 to try and support the stock for at least a day or two...