tyroned3222

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

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Requiring that people upgrade to Unlimited Premium certainly won’t help with the uptake numbers for 5G or the devices. They should reconsider this. Also, the device isn’t available outside of the four initial launch cities right now. They’re using a location filter of some kind on the Sprint website.

 

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Wonder what the engineering screens look like?!

Opps was not supposed to share that link my bad

Also, the team is not confident that many of sprints customers are going switch to the LG v50 or any of the 5G devices coming right of the back..

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While we are on the conversation of 5G. It seems that Verizon is using LTE for uploads, I wonder if Sprint will do sometime similar.  

 

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

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While we are on the conversation of 5G. It seems that Verizon is using LTE for uploads, I wonder if Sprint will do sometime similar.
 

Interesting... what makes you think this?   Not saying you're wrong, but am hopeful you are correct.

That’s interesting you observed that.
I’m curious if the 5G in the second wave cities is quietly live yet?
The merger deadline was pushed back to July 29, 2019: https://www.engadget.com/amp/2019/04/29/t-mobile-sprint-merger-deadline-delay/
Seems like the 2nd wave of 5G will take them to the merger deadline. I suspect they’ll hold off on other substantial 5G deployments until after the merger deadline.

Yeah. We’ll see how that goes.
“Both devices will initially be available to customers in the first four expected 5G markets – Atlanta, Dallas, Houston and Kansas City. They will then be available in Sprint’s other 5G markets – Chicago, Los Angeles, New York City, Phoenix and Washington, D.C. – in the next few weeks.”
At least the next set of 5G cities is rolling out soon. I wonder which cities come after that, or if they’re going to pause until the merger decision deadline hits.
That’s one advantage of how Apple trails everyone. The network is more ready for the device.

Sprint's First 5G Devices Available May 31; Pre-Order Begins May 17 for LG V50 ThinQ 5G and HTC 5G Hub

• LG V50 ThinQ 5G is just $24 per month with $0down with Sprint Flex lease – that’s half off the lease price.1
• HTC 5G Hub is just $12.50 per month – that’s a savings of 50 percent. Activate HTC 5G Hub with 100GB of high-speed data for just $60 per month.2

Big news. Who’s ordering?
Fine Print:
1 LG V50 $24/month after $24/month credit, applied within two bills. With approved credit, 18-month lease, and new line of service or eligible upgrade. If you cancel early, remaining balance due. LG V50 ThinQ SRP: $1,152. Reqs capable plan. 5G coverage will be limited in select cities. See Sprint.com/coverage for actual coverage and availability.
2 HTC Hub $12.50/month after $12.50/month credit, applied within two bills. With approved credit, 24-month installment billing agreement, and new line of service. If you cancel early, remaining balance due. Tax due at sale. 5G coverage will be limited in select cities. See Sprint.com/coverage for actual coverage and availability. HTC 5G Hub SRP: $600. $60/100GB MBB Price Plan - With AutoPay. MHS reduced to 2G speeds after 100 GB/mo. Data deprioritization during congestion. Excludes taxes, fees and roaming. Number of devices may be limited by hardware. Restrictions apply.
3 New customers must activate 5G handsets on the Unlimited Premium plan. Existing customers must have eligible plan and may be required to change plans. Pricing shown with AutoPay. One Hulu ad-supported plan per eligible Sprint account. HD content varies by device and connection. MHS reduced to 3G speeds after 100GB/month. Data deprioritization during congestion. $80 per month for line one, additional $60 per month for second line, additional $20 per line for lines 3-5. Excludes taxes, fees and roaming.
Curious what constitutes an eligible plan... This is a way to “charge more” for 5G without explicitly saying it.

No I’m ABQ. I haven’t seen any new LTE carriers, volte, or anything. Service has suffered as a result. 

Ha.  Sprint is discounting their prior disaster of NV, etc., and just focusing on their John Saw network improvement plan when they talk about it.

I'm a believer.  If you go back in my post history, I didn't think Sprint could turn it around.  Los Angeles was a disaster.  They've bumped capacity like crazy, fixed coverage holes, and now have low-band LTE and VoLTE live.  It's night-and-day from a year ago.

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

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I've already read it.  Sprint is trying to use a failing firm argument to have their objectively verifiable competition-reducing merger approved.  It's hard to dispute the porting ratios, the HHI screen, and the spectrum screen, so they are doing the best they can by claiming they need it or else.
It's literally hogwash.  Read the earnings transcript from yesterday and closely pay attention to the words--Sprint is doing just fine.  They are one year into their network improvement plan and they are already noticing it is working.

It's not.  At all.
And that is assuming an action nobody is seriously talking about--judicial restructuring.  Sprint can, on their own, reissue new notes to pay off their current ones.  That's not a restructuring; it's a retirement and reissuance.

  So, for their last quarterly results (reported yesterday), they generated $10.429 billion dollars in net cash from their operations in the year.  That means they had over $10 billion to invest in network CapEx, devices, or to service debt.

They are also having revenue growth as customers are upselling into the Plus and Premium add-ons as the network gets stronger.

 

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Unlocked is always the way to go--especially in dual sim devices.

Where is the notion they don't have sufficient cash flow coming from?  They are significant generators of cash flow from operations. 

And Sprint just cut over $1 billion from ongoing OpEx...they have the money.  No matter how much you might try to deny it.  Sprint will be perfectly fine and thrive on their own.

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.

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Look at Page 20 of the Investor Update which shows its liquidity vs current maturities: https://s21.q4cdn.com/487940486/files/doc_financials/quarterly/2018/Q4/Fiscal-4Q18-Sprint-Quarterly-Investor-Update-FINAL.pdf

Then take a look at its debt schedule here: https://investors.sprint.com/financials/default.aspx

Does that change your opinion?

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

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Did you read the reports and listen to the earnings call?
Sprint, while still trying to look like a failing firm to get the merger approved, acknowledged they would have been cash flow positive except for a non-recurring pressure from timing of investment decision.
Sprint also said that without the merger they will continue to invest in network CapEx at the same ~$5 billion/year rate they are on right now...which took them from 0 to 30,000 small cells and 0 to 1,500 MIMO deployment and 60-80% deployment of 2.5GHZ equipment.
Another year of that, and Sprint will look like a different carrier.  Oh, and Sprint management also said that if the merger does not go through, they will refocus their network efforts on major metro areas--which is exactly what I said their strategy should be and would be successful.  This management gets it.
Seriously, everyone should read their financials.  Sprint will do better than ever as a standalone company and force the other carriers to compete like a mofo--urban areas is and has always been what drives pricing pressure.

Cable Co would be the ideal partner. Watching cable companies struggle to compete against the industry as a whole, this would put them back on the map in more ways than one. Plus huge benefits from a network integration standpoint.  Backhaul and customer acquisition(from both sides) would be two huge benefits for this marriage,  

The whole Tmo+Sprint thing just seems completely inefficient and a massive waste of Sprint's extensive network and efforts. 

 

 

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Besides the merger, is there anything that SoftBank can do at this point to right the ship?

I agree that they won’t let Sprint die, but they do seem to be letting it flounder.

Sell of parts of sprint and recoup as much money as SoftBank can.. that’s about all I see SoftBank doing if worse comes to worse

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It's where the money is I suppose. Then they can provide wireless internet service to try and increase revenue. 

I'm quite curious as to what's going to happen with this initial 5G rollout since it shouldn't be complete trash like Verizon and AT&Ts. Maybe it could be the turnaround Sprint needs? I'm sure there are many money making opportunities with 5G and they're deploying it where the money is. 

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

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"We can't make a nationwide 5G network". T-Mobile can. It won't be the fastest but it'll be nationwide. Sprint could with their 2.5GHz spectrum but this initial rollout would need to be spectacular. "Sprint will die if the merger fails". They've been saying that since the Nextel merger and they're still here. 

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Yeah. That’s true.
They’ve got 2.5 GHz on about 80% of their Macro Sites, 30,000 small cells (including mini macros and strand mounts), and about 1,500 Massive MIMO units.
This could have been much worse. However, at a certain point, Sprint will run out of road on its cost cutting initiatives.