tyroned3222
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Everything posted by tyroned3222
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Official Tmobile-Sprint merger discussion thread
tyroned3222 replied to Nextel49's topic in T-Mobile Merger/5G NR Deployment
It’s seems John and team are ready to hand these concessions over to the FCC on a silver platter Giving up boost/ pricing guarantee/ and a rural build out seem a very small price to pay to get this approved. Keep virgin and metro I guess they would consolidate virgin with metro into one. I just think it’s silly keeping boost as an mvno it’s like creating you’re own competition lol.. approval is set soon before the shot clock Expires https://www.bloomberg.com/news/articles/2019-05-19/t-mobile-sprint-said-to-prepare-u-s-government-concessions Sent from my iPhone using Tapatalk -
Yup, so on the network side it will be a successful launch.. but that’s about it .. most of the us won’t get to try it .. hopefully sprint does what Verizon did and send some of the CNET’s and some blogs out to test the networks. If not it will be a very quiet and unnoticed launch imo.. other than of course what sprint announces and that’s about it Sent from my iPhone using Tapatalk
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This the first sprint 5G test Enjoy Don’t think sprint has the operational cost to run multi gigabit backhaul on all 5G sites.. Few people I spoke with say this is the biggest leap sprint has ever made in terms of how the network is now performing under 5G using massive Mimo and how good volte is operating.. the team is not convinced that they will creat a ton of foot traffic because Of this .. they are still expecting customer to leave at a faster rate than what they are gaining Sent from my iPhone using Tapatalk
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Official Tmobile-Sprint merger discussion thread
tyroned3222 replied to Nextel49's topic in T-Mobile Merger/5G NR Deployment
The network is better that’s a big fact.. what would you say about the future and sprint bad brand image to the public .. how is that fixed ? EDIT: buddy of mine says they are now outperforming tmo in Phoenix Sent from my iPhone using Tapatalk -
Official Tmobile-Sprint merger discussion thread
tyroned3222 replied to Nextel49's topic in T-Mobile Merger/5G NR Deployment
Try more like 5 years of network improvement plans lol Sent from my iPhone using Tapatalk -
Official Tmobile-Sprint merger discussion thread
tyroned3222 replied to Nextel49's topic in T-Mobile Merger/5G NR Deployment
On 40 billion in debt ? Sent from my iPhone using Tapatalk -
Official Tmobile-Sprint merger discussion thread
tyroned3222 replied to Nextel49's topic in T-Mobile Merger/5G NR Deployment
Yes, but how much of this is actual profit? As of yesterday it was loss of 539 million, but as you stated which could of been cash flow positive? How much is my question?? Sprint was negative on cash flow 1.28 billion in 2018 I believe Sent from my iPhone using Tapatalk -
Official Tmobile-Sprint merger discussion thread
tyroned3222 replied to Nextel49's topic in T-Mobile Merger/5G NR Deployment
So, it is not the DOJ's job to protect debt and equity holders? in telecom..doors dont close, debt gets restructured is the bail out I’m speaking off .. not a money bail out from the government Sent from my iPhone using Tapatalk -
Official Tmobile-Sprint merger discussion thread
tyroned3222 replied to Nextel49's topic in T-Mobile Merger/5G NR Deployment
You gotta convince me on this one, cause after all the gains quarter after quarter for tmo they only post about 618 million free cash flow which is pennies compared to what Verizon and att make Sent from my iPhone using Tapatalk -
Official Tmobile-Sprint merger discussion thread
tyroned3222 replied to Nextel49's topic in T-Mobile Merger/5G NR Deployment
I mean we can spin this to be really positive. Yes, the government will bail them out and restructuring for debt will keep happening. But how competitive does that make sprint? Customers are leaving almost 2/1. The adds this quarter came mostly from prepaid migrations they only gain roughly around 40k new adds. And some analysts are already predicting as soon as the merger is a no go that sprint cuts capex down between 2/3 billion no matter what sprint is saying And yes we can also say that they are owned by someone with 10 of billions of dollar if ya wanna throw that in as a positive Its laugable to think that it's the DOJ's job to bail out a Japanese company that has tens of billions of dollars at their disposal. Sent from my iPhone using Tapatalk -
Official Tmobile-Sprint merger discussion thread
tyroned3222 replied to Nextel49's topic in T-Mobile Merger/5G NR Deployment
He’s talking about a massive restructuring of their debt which is what it would take to make this happen as sprint is 40 billion in debt.. sprint spends 2.6 billon per year servicing their debt( imagine if they could spend that on the network). Sprint churn is raising, gross add shares are falling too Sent from my iPhone using Tapatalk -
Official Tmobile-Sprint merger discussion thread
tyroned3222 replied to Nextel49's topic in T-Mobile Merger/5G NR Deployment
Even if cash flow positive.. how is sprint going to cover debt payments that are coming due.. plus a bigger return on investment needs to happen. A churn of 1.81% can’t continue.. and once cash flow positive the numbers are going to be small Sent from my iPhone using Tapatalk -
Again scenarios are interesting to speak about, but which cable company has sufficient amounts of money to invest into sprint.. I read an article that sprint needs at least 10 billion to get moving.. and even a bigger cash influx to follow those 10 billion.. even if a cable company got on board by the time they are done given sprint a cash infusion for these improvements to see a return on investment prices are going to sky rocket. The T-Mobile deal works cause they already have a network grid that can make use of the assets most cable companies don’t and dish’s attempt at doing it is a joke lol and if sprint does get a cable company on board and they don’t give them a sufficient amount of cash infusion to make improvements than we are back to square 1 just like with SoftBank Sent from my iPhone using Tapatalk
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Yes, but further along their is still no return in any of this investment.. sprint would need a huge influx of customers even more than what TMO is pulling a quarter.. that is not happening with sprints bad brand image.. even if sprint skipped 5G and went to 6G that wouldn’t happen. Sprint is a sinking ship most don’t wanna believe it, but it’s a burden on SoftBank and it’s investors Sent from my iPhone using Tapatalk
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It’s just not feasible when the LTE network isn’t even complete ! On today’s call it was hinted that more of the capex will go towards massive Mimo, really ?? Sprint still has 20% of its LTE footprint without 2.5 and that was an approximate number so it could be more. Sprint is just a mess.. still fixing LTE, working-on 5G, trying to incorporate volte, adding FDD/TDD CA. I mean damn can sprint just stick to finishing one thing.. and let’s not forget about lack of coverage in all of this Sent from my iPhone using Tapatalk
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I mean the scenarios are interesting to speak about, but can sprint really justify making any bigger investment into the network. It’s more serious now than it was back than the numbers are looking bad. Sprint is walking a thin line and investors and board members are going to seek a return on this investment and sprint just won’t be able to do it with negative cash flow at 539 million can’t justify spending any money on the network really. Customers aren’t coming even after the improvements and cheaper plans and a better phone buying experience .. migrations from prepaid isn’t helping much Sent from my iPhone using Tapatalk
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Ya, at this point there’s absolutely no justification for any further network growth as there is absolutely no return in investment.. if no merger, I think it’s a given sprint lowers capex immediately. Not trying to be super negative, but these numbers with debt that’s coming due. No way sprint as a stand alone keeps up spending on capex Sent from my iPhone using Tapatalk