tyroned3222
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Posts posted by tyroned3222
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If the merger isn't approved: I think the network will finally breakthrough (so to speak) on a market level we will start seeing them score much better on rootmetrics and other 3rd party testing as well in the near future.. coverage expansion will still lack behind, but will be better with the TMO roaming for the next 4 years as TMO will continue to expand..Redspark... perfectly stated! Very true and well thought out observations of the facts. By the way, if the merger doesn't go through... it will be status as usual. I do not see Softbank putting anything more into Sprint. They will put up on the sale rack all over again and try to get rid of it as fast as possible. Sprint meanwhile will be in limbo as other carriers will be well underway with deep 5G deployment.I think the big issue for Sprint will be over coming the negative brand image.. As the network gets better their churn will lower over the next few Quarters(imo).. I just don't know how Sprint will create real foot traffic in their stores to gain maybe a 200-400k quarter..Sprint is showing signs of life, but it's still too early to tell we will have a better picture in their Q2 Q3 numbers..
At Sprint current customer base 55 million now I believe... If Sprint continues to spend 5 to 6 billion I don't think SoftBank needs to invest or will invest for that matter .. the only reason imo where SoftBank would need to invest between maybe 5-10 billion ... Is a separate capex for strictly expansion to advance Sprint pops of LTE and increase square miles cover by LTE and that would only be to speeds that up
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Thanks for that clarificationHybrid means B25/41 CA.
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Looks like the new I phones will support 2xca upload and 64QAM.. wonder if it makes a different if it's TDD or FDD.
It does say TDD hyprid.. so it looks that it will support it on Sprint
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He was CEO until recently, but still a part of Sprint boardWasn't he CEO in 2016?
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Ya, cutting down on marketing I wasn't a fan off. I think Sprint needs to spend more on marketing and I think they will do so in Q3&4..Sprint has been pretty leaned out from what I can tell. It seems like every Earnings Call that they find more costs to cut.Here’s the Investor Update from the last Earnings Call: http://s21.q4cdn.com/487940486/files/doc_financials/quarterly/2018/Q1/03_Fiscal-1Q18-Sprint-Quarterly-Investor-Update-FINAL.pdf
Page 14:
Cost of services (CoS) of $1.7 billion for the quarter decreased $32 million year-over-year and increased $16 million sequentially. The year-over-year decline was impacted by lower wireline network expenses.
and
Selling, general and administrative
expenses (SG&A) of $1.9 billion for the quarter decreased by $71 million year-over-year and $161 million sequentially. Adjusting for the $81 million positive impact of the new revenue standard and $93 million of merger-related costs that did not impact adjusted EBITDA*, SG&A would have decreased $83 million year-over- year and $173 million sequentially. The year-over-year decline was mostly due to lower bad debt and marketing expenses, while the sequential decline was mostly driven by lower marketing and sales expenses.
If the merger fails, I guess I could see Google being a potential merger partner. Sprint/Google have had a number of partnerships over the years like Google Voice integration. We might actually get WiFi Calling on the Nexus and Pixel! [emoji16]
Sprint does need a marketing refresh Paul is getting a bit old imo.. but the higher capex will continue so, they gotta cut else where..
Currently, the only thing that is unknown is the network expansion is any happening how many pops does sprint cover now. Sprint hasn't been very vocal about it
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That would be a smart thing to do , but buisness wise.. SoftBank/Sprint would almost immediately go for another merger...Yeah, he’s definitely of the mindset that the merger will be approved. This is not a given, no matter how much lobbying or influence Sprint/T-Mobile throw out there. Just ask AT&T about the “sure thing” merger with T-Mobile. AT&T threw everything it had at that and it still didn’t go through.
If Sprint does have to go at it alone and deploy a competitive 5G network, it will likely need financial support from SoftBank to do it in an appreciable amount of time.
Of course if the merger fails to go through, hopefully Marcelo/Masa are not content to watch their Sprint asset (of which they have an ownership stake of just under 85%) become further devalued and behind due to a lack of sufficient capital to enable it to be competitive in 5G. Maybe this is something they’ll actually/finally appreciate and take action on to rectify by infusing necessary capital to Sprint. SoftBank won’t have T-Mobile to lean on or hide behind as the anchor network as would be case through a merger.
My thoughts are that if merger does not get approved Sprint should File clean up balance sheet,lean out and then it becomes really compelling for Amazon and Google and Netflix,Facebook to buy imagine the price disruption if those guys teamed up and bought it, after ATT/TW merger
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Combined carriers will have total debt of as much as $77 billion.. and I believe with spectrum auction coming up both will go into more debtAbout $68B-$70B which is a lot lower than the $100B that Verizon has.
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Ya that is true, but the combined company will also carry close to 100 billion in debt.. which means that the new TMO won't be so generous anymore on their un-carrier movesAnd about 55M customers. The whole thing is about scale. Yes spectrum as well but Capex spread over 120M customers is much better than spread over 55M.
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10,000 thousand sites on a nationwide scale isn't a lot if you think about it.. So, Sprint is really only bringing spectrum a shit load of debt to the table for TMOMove the equipment over to their racks yes. Stop paying the rent yes. But totally decommission them, no. Remember T-Mobile has 65,000 macro sites. Sprint has 45,000. The merged company will have 85,000. So even if they add another couple thousand of new sites, they still will need new equipment so they can go from 47,000 to 85,000. So if Sprint and T-Mobile are on the same tower they will just move Sprint's equipment to T-mobile's racks. If Sprint is on a tower nearby they will also move them. If Sprint is on a desirable location that T-Mobile needs for coverage or capacity then they will add T-mobile equipment to that tower (they have identified 10,000 of those sites). The resulting company will have a hell of a network. They will move everybody to low/mid frequencies on LTE while they clear band 41 for 5G bu they will start adding 5G to unused spectrum on band 41 fairly quickly after the merger closes, and they get 5G capable devices.
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Ya, Marcelo didn't seem to really want to comment on that. What he said most of us here could of taken a guess and got that one right ( that they analyze the situation). I think 5G is just about marketing and and letting people know that Sprint won't fall behind this time around. If they keep spending the way they are and maybe a just a little more,I think they will be fine. SoftBank won't invest because it is very risky as nextgencpu said before.. SoftBank has no way of knowing how much market share will result from that investment in the next 3-5 years..Funny thing is that Marcelo is in an influential position as SoftBank COO to determine if Sprint will receive any infusions of capital should the merger fail to be approved.
He sure didn’t sound too happy at the idea of Sprint going it alone and having to spend billions of dollars on network improvements for 5G....
Sprint’s not in a financial position to spend that kind of money, right? Perhaps that money would have to come from SoftBank?
if sprint starts posting 400-800k quaters then softbank will certainly revalue the situation. As of late even the most recent quarter most of sprints post paid adds came from pre paid conversions.. don't know if that is a healthy buisness model for the future .. although it's not bad, but sprint needs new port in from the other carriers.
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With the small cell added on all Sprint stores and the band 41 site .. for me speeds have quadrupled... Of course I can't speak for the entire area.. I will test more of the city soon.. but I wouldn't be surprised if Sprint makes a huge gain on rootmetrics hereWow thats a major jump! With what is live, hows the experience?Sent from my SM-G965U using Tapatalk
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Ya, that makes sense.. I mean here in my market El paso.. we went from 9% band 41 mini macros. To between 55-70% band 41/26 complete with 8t8r equipment band 26 not live yet tho ... This all happened in like 4 monthsIt was probably part of the merger discussions. As in you better get your network in decent shape or the merger is off. Decent shape as in put band 41/26 on all your sites.Sent from my SM-G965U using Tapatalk
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Wanted to give a quick summary on what sprint has done since the merger was announced and see what you guys think :
Q1 Sprint spent 1.1 billion capex on network improvements. In Q2 ( Sprint is rumored to spend 1.5 billion) much needed..
Sprint is aggressively pushing towards network competition.. Sprint has been very close to at&t on national average speeds..this was when band 41 was around 50% complete
Now Sprint should be able to pass at&t as they get close to 70% and beyond
As Terrell pointed out higher uplink is active in his market Ericsson
I've been seeing people post that Sprint in adding new tower in Reno Nevada which they havent done so in 10 years.. and now also confused as to why Sprint is merging with TMO
Marcelo was recently interviewed on Bloomberg
And he was asked what if the merger is not approved.. and he said we have Analyze That.. and I think part of the analyzing was what they are doing now on the network in case the merger doesn't go thru... But Sprint is making strides now they should of made in 2015/2016
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Do the current I phones support 2xca on upload.. the not functioning 3xca on download wonder what that is all aboutI have not seen it. I'm using an LG G7 which supports it, though the engineering screen does not show a spot for a SCC upload carrier.
You only have one site with Nokia equipment? All of the ones around me except one are Nokia. The Ericsson site still doesn't seem to have functioning 3xCA DL so I doubt it has 2xCA UL.
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Me myself I wouldnt pay an extra almost 300 dollars for 2 extra GB of RAM.. that's just meUnfortunately, Sprint does not appear to be offering the 512GB version for some reason. While I don't care about the storage, the extra 2GB of RAM wouldn be nice.Sprint I'm sure analyzed this and came to the conclusion a lot of customers won't choose that higher end option
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If any of you guys are interested in the note 9 .. pretty sweet deal
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I agree, it seems this is just getting actual band 41 on just more towers that we're previously band 25 onlyThats mostly with out 4x4 mimo and 256 Qam. I think if did 4x4 mimo on band 25 and band 41 and 256 qam possibly blow by t-mobile and Verizon in speeds.Sent from my SM-G965U using Tapatalk
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Ya, these are band 25 only 5x5 .. all macros are running 2xca band 25, but most of these a and the monopoles on the military base are doing 5x5 band 25 onlyNot if the macro is still using that spectrum for CDMA. It would interfere.
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And another market San Antonio, tx . Sprint improved 2nd half of 18.. Sprint mentioned with all 4 carriers as fastest in san Antonio.. this is funny right before the possible merge and Sprint is starting to kick ass
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Correct , but from what I heard it be too much of a HasselI mean they CAN... Add B41 radios at the ODAS head end and swap the antennas for B41 capable ones. Plus some other things. Not sure if the existing wiring can be used as is, but I'm going to guess it probably can be.
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You have to click on the city and the scroll to the bottom and look for 2nd half.. I'll give you one city .. click on Sarasota Florida and at the bottom you will see 2nd half 18 and then click on insights and there you will see Sprint increased speeds from 12.4 Mbps to 24.3mbpsWhere are you seeing that? I don't see any 2nd half tests on their site yet.
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I wish Sprint could convert these to band 41Those are B25 outdoor DAS/small cell networks that we're put up in several cities a few years ago.
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More 2nd half market's being testing by rootmetrics and Sprint just about doubled speeds in all markets tested so far.. this is becoming a trend .. and these aren't markets where Sprint was already good.. these are new market Sprint is bringing up to speed.. impressive
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These have been live since 2015 I believe ... And yes the cabinet is associated with small cell .. and these were more cost effective at the time for Sprint to add coverage and fill holesHmm, I don't see the usual relay antenna, nor do I see an enclosure that they hide them in in some cities. Do you know if that cabinet next to it associated with the small cell?
I ask because if there's no relay, then these might be one of the more rare non-relay small cells. Do you see one or two carriers coming from it? Or is it not live yet?
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Official Tmobile-Sprint merger discussion thread
in T-Mobile Merger/5G NR Deployment
Posted
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