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T-Mobile US, Inc. Message Board

mr_whigglee 864 posts  |  Last Activity: 7 hours ago Member since: Dec 1, 2011
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  • Marcelo still has much more to do here....

    Pacific Crest

    Analysts at Pacific Crest like the company’s net postpaid additions but are concerned by continued postpaid phone losses and the stock’s nearly 12 percent price premium compared to its peers. Pacific Crest has a Sector Weight rating on Sprint.

    Canaccord

    Canaccord analysts question the legitimacy of the port positive numbers reported by Sprint and competitors Verizon Communications (NYSE: VZ), AT&T Inc (NYSE: T), and T-Mobile US Inc (NYSE: TMUS) and point out the mathematical impossibility of all four companies somehow gaining market share from each other at the same time. Analysts also have yet to see tangible shareholder benefits to Sprint’s Network Vision. Canaccord has a Hold rating on Sprint and a $5 target for the stock.

    RBC Capital Markets

    RBC analysts saw Sprint’s Q1 performance as lackluster despite improvements in postpaid churn and upgrade rate. RBC maintains its Sector Perform rating on Sprint, but lowered its price target from $6 to $5.

    Morgan Stanley

    Morgan Stanley analysts were pleasantly surprised by Sprint’s 170,000-plus postpaid net adds, but were disappointed by the company’s adjusted EBITDA of only $1.74 billion compared to Morgan Stanley’s estimate of $1.92 billion. The firm has an Underweight rating on Sprint.

    Barclays

    Barclays analysts note that postpaid subscriber growth, churn reduction and improving cash burn are positives for Sprint, but worry that visibility on a sustainable turnaround “remains elusive.” Barclays has an Equal Weight rating on Sprint and a $5 target on the stock.

  • Reply to

    Marcelo talks about churn.....

    by mr_whigglee 10 hours ago
    mr_whigglee mr_whigglee 7 hours ago Flag

    Marcelo's transformetive momentum is real. sprint had years of negative performance. Claure has only been on the job about 8 months now. How do you think he's doing so far ?

    This is a top priority in this space of our turnaround strategy, and the cost of retention is significantly less than the cost of acquisition and we believe we can generate good financial and shareholder volume just by keeping more of our customers longer. I'm happy to report that the Sprint platform postpaid churn of 1.84% improved 46 basis points from last quarter's high of 2.3% marking the biggest sequential improvement in nearly 7 years. This was the best sequential improvement in the industry despite what John Legere prematurely tried to take credit for last week.

  • Reply to

    The stock they love to kill

    by rlinvested 19 hours ago
    mr_whigglee mr_whigglee 10 hours ago Flag

    Go to the chart and look at the trade that executed at 3:20 pm today. 5.11 million shares!

  • Here's Marcelos comments. He sticks it to Legere as well...,
    Perhaps the biggest accomplishment to date in our turnaround was a dramatic reduction in our postpaid churn rate this quarter and I'm extremely proud of the team for the work they have done to help make that happen.
    This is a top priority in this space of our turnaround strategy, and the cost of retention is significantly less than the cost of acquisition and we believe we can generate good financial and shareholder volume just by keeping more of our customers longer. I'm happy to report that the Sprint platform postpaid churn of 1.84% improved 46 basis points from last quarter's high of 2.3% marking the biggest sequential improvement in nearly 7 years. This was the best sequential improvement in the industry despite what John Legere prematurely tried to take credit for last week.
    Most importantly, the majority of improvement came from voluntary churn which had the best sequential improvement in nearly 11 years as a result of improving network satisfaction as well as higher levels of re-engagement from customers to upgrade devices or adopt offers that better fit their needs. This higher level of customer engagement can be seen in our postpaid upgrade rate for the fourth quarter of 7.5%, which is up from 7% a year ago. In addition, our postpaid port-outs in the quarter were down 30% year-over-year sequentially. I suspect that we also saw sequential improvement in our involuntary churn as a result of our disciplined credit policy.

  • Reply to

    2.5 Spectrum in Demand.

    by easymoney216 15 hours ago
    mr_whigglee mr_whigglee 11 hours ago Flag

    Spectrum has 2 valuations. IMO
    A. The network implementation value
    B. The ' I have some left over ' for sale or barter value.

    Folks alot smarter then me can put a dollar value on a or b.

  • Reply to

    2.5 Spectrum in Demand.

    by easymoney216 15 hours ago
    mr_whigglee mr_whigglee 12 hours ago Flag

    Frankly I'm not sure how a alleged discrimination lawsuit would affect the merger as it stands today. Now, IF DTV were buying T, that might be something different...again let's give folks credit for brains here. You have some bad actors in most all companies, the Feds won't get in the weeds over this...all IMO of course.

  • Reply to

    2.5 Spectrum in Demand.

    by easymoney216 15 hours ago
    mr_whigglee mr_whigglee 13 hours ago Flag

    just saw this....T's a bad doggy....

    AT&T’s racial bias lawsuit could affect DirecTV deal

    By Claire Atkinson
    May 3, 2015 | 8:18am

    The shocking racial bias lawsuit roiling AT&T may come into play as the Feds look over the phone giant’s deal to acquire DirecTV.

    AT&T is being sued by a former executive assistant who claims she was subjected to racially offensive images while working on transferring data between her boss’ phones. When she reached out to HR and higher-ups to complain about that and other issues, she was ignored, according to the suit.

    The boss was Aaron Slater, president of content and ad sales, who was recently disconnected from Ma Bell.

    Aaron Slator has been terminated. There is no place for demeaning behavior within AT&T and we regret the action was not taken earlier, an AT&T spokesperson told On The Money.

    One of our tipsters says the timing is a huge embarrassment as the two firms head towards the end of their review period, noting: “AT&T has huge federal contracts, and they do huge business with public institutions.”

  • mr_whigglee mr_whigglee 14 hours ago Flag

    Or, will Ergen fool everyone and partner up with TMUS?

    so, in the next few months to be filled with conversations with potential partners...
    so, in the next few months? Like a April-May 2015 timeframe? Charlie, your a bonafide scoundrel....when are you and Mr Son coming out of the closet?

    Dish also open to buying 2.5 GHz spectrum
    February 23, 2015 | By Phil Goldstein

    Dish Network (NASDAQ: DISH) wants to use its wireless spectrum to launch an innovative mobile video service, and is willing to partner with companies both in and out of the wireless industry to do so, according to Dish Chairman Charlie Ergen. The key to any teaming would be that Dish and its partner should be able to accomplish more together than they could apart, he said.

    Speaking to investors and reporters on Dish's fourth-quarter earnings conference call, Ergen also said Dish might be willing to purchase 2.5 GHz spectrum; Sprint (NYSE: S) has said it might sell some of its unused 2.5 GHz spectrum.
    Dish already controls 40 MHz of mid-band AWS-4 spectrum, 10 MHz of 1900 PCS H Block spectrum, and its designated entity partners won 25 MHz of spectrum in the FCC's recent AWS-3 auction. Ergen said Dish is open to working with a company like T-Mobile US (NYSE:TMUS) or even a company outside of the wireless industry. The first step, he said, will be to ensure that Dish's designated entities, Northstar Wireless and SNR Wireless, gain control of the spectrum licenses they won in the auction. Ergen said he expects the next few months to be filled with conversations with potential partners.
    "We are going to entertain those things that will provide competition to this market place. We will entertain those things that are good for our shareholders," he said. Ergen said that Dish does not have any "pre-determined" outcomes of how it will proceed in wireless before it has those conversations--meaning, Ergen wouldn't hint at what Dish might do.

  • Reply to

    2.5 Spectrum in Demand.

    by easymoney216 15 hours ago
    mr_whigglee mr_whigglee 14 hours ago Flag

    my guess is SB-S and Dish are waiting on the Feds to signal how they will go with the AT&T-DTV merger....IF they signal approval Mr Son and Ergen MAY go public with some type of announcement.

  • mr_whigglee mr_whigglee 15 hours ago Flag

    oop's forgot to add; AT&T red.

    AT&T, Inc. (T) -NYSE  Watchlist

    33.34 Down 0.38(1.13%) 2:31PM EDT - Nasdaq Real Time Price

  • Heres the Sprint CEO's take;
    So, either Marcelo is fudging or $2 dolla Moffett is. Can they both be right?

    Sprint's Claure: We've got enough money to attract customers and improve our network
    May 5, 2015 | By Phil Goldstein
    After Sprint (NYSE: S) revealed that it burned through $914 million in cash in the first quarter, some (employed with real careers ) analysts and investors questioned the company's long-term liquidity and its ability to turnaround its business. However, Sprint executives maintain that the company will continue to invest to acquire customers and improve its network, and it has enough money to do both.

    Sprint CEO Marcelo Claure and CFO Joe Euteneuer addressed those concerns during the company's earnings conference call and in subsequent interviews. Sprint ended the quarter with a total liquidity position of $7.5 billion including cash, cash equivalents and short-term investments of $4.2 billion, as well as $2.8 billion of undrawn borrowing capacity under a revolving bank credit facility and around $500 million of undrawn capacity under a service receivables financing agreement.

    After the first quarter ended, Sprint changed the service receivables facility and increased its size from $1.3 billion to $3.3 billion by including equipment receivables. Additionally, the carrier has $1.4 billion available under its network vendor financing deals that can be used to buy 2.5 GHz LTE network equipment.

  • mr_whigglee mr_whigglee 16 hours ago Flag

    GT, really ? Do you honestly believe TR had contact with Masa Son? Any fair minded person with plain old walking around sense would find it hard to accept that.

  • mr_whigglee mr_whigglee 17 hours ago Flag

    it's not the lie, it's the cover up.....i'm stunned that Mr Son would stoop so low as to 'hire' some cyber snake to 'chase'. It is my opinion now that TeamRep never ever had direct contact with Mr Son. TR's over inflated Ego pushed him to self aggrandize... he needs to feel important and by publicly 'admitting' that Mr Son hired him, gave him a false impression of self importance....

  • mr_whigglee mr_whigglee 18 hours ago Flag

    redzebra9, it's really quite simple......tr has a over inflated ego. he feels that his advanced degree, a masters degree I believe, make him feel omnipotent.....he thinks, 'how dare these minions challenge me'....

  • By Ray Sheffer Ray is employed by Market Realist....and probably never met Masa Son....
    11 minutes ago


    Google Launches Project Fi Wireless Service (Part 3 of 5


    Carrier networks that will be used by Project Fi
    Previously in this series, we learned a few things about Google’s (GOOGL) (GOOG) new wireless service—Project Fi. For instance, a unique feature of the Project Fi service is that it intelligently uses the fastest network it can find, whether it’s one of two national wireless carriers or a Wi-Fi hotspot. In a blog post published April 22, Nick Fox, project head and Google’s vice-president of Communications Products, wrote “Two of the top mobile networks in the U.S.—Sprint and T-Mobile—are partnering with us to launch Project Fi.”
    Sprint’s 4G LTE network
    According to the company, Sprint’s 4G LTE (long-term evolution) network covered more than 0.27 billion people as of February 10, 2015. That includes 0.125 billion people on the national wireless carrier’s high-speed 2.5 GHz network. The 2.5 GHz spectrum is a high-capacity spectrum that can handle high-data traffic, just in smaller areas than the total coverage network.
    Sprint will have better coverage by end of 2015
    The coverage spectra have frequencies below 1 GHz. As the name suggests, they help wireless carriers cover larger distances and also give better in-building penetration.

    As of February 10, 2015, Sprint had deployed LTE on more than 60% of the available 800 MHz coverage spectrum. The company expects to deploy LTE on what’s remaining of that spectrum by the end of 2015.

  • mr_whigglee mr_whigglee 18 hours ago Flag

    Duh is more then correct. I read stories written by names like Moffett and Atkin, but Duh, unemployed Bloggers can't seem to get published....

  • how many options does Sprint really have to raise cash? Masa Son and Marcelo Claure own sizeable amounts of Sprint common shares and with Sprint's PPS hovering between $4.85 & $5.15, issuing more common shares doesn't seem like a smart move right now. So, what can Sprint do?

  • mr_whigglee mr_whigglee 18 hours ago Flag

    Looks like Marcelo may need to address this, the street is not letting up....

    RBC Capital analyst Jonathan Atkin notes that Sprint's balance sheet isn't pretty.

    "At the end of fiscal 2014, gross debt equaled $33.8 billion, with cash, short-term investments of $4.2 billion," he said in a report.

    Japan's SoftBank owns 80% of Sprint. Softbank is Alibaba 's (NYSE:BABA) biggest shareholder. While Alibaba's massive IPO last year enriched SoftBank and founder Masayoshi Son, SoftBank has a big pile of its own debt. And SoftBank is being cautious on how much money it will invest in Sprint's rebound plan, some analysts say.

    There's speculation Sprint could sell off assets, such as radio spectrum, to raise cash.

    The big question is whether Sprint can afford to upgrade its network, Citigroup analyst Michael Rollins said in a report.

    "We now believe Sprint will burn free cash flow of around $6.1 billion for 2015," Rollins said in a report. "We believe the missing link to Sprint's current strategy is the potential to significantly improve the data experience for customers in urban markets. While the strategy is likely to require greater investment than currently guided accrual capital of $5 billion for fiscal 2015, we believe Sprint's best opportunity to improve its competitive and share position over time is to create a differentiated and consistent mobile broadband experience across the major urban markets within the U.S."

    Sprint ended the March quarter with 57.14 million wireless customers, narrowly ahead of T-Mobile, which had 56.8 million subscribers. The two companies shelved merger talks last year.

  • looks like the street is 'fretting' over Sprint's cash burn. A number of employed analyst's are laying it out...first up, $2 dolla Moffett.

    Sprint's (NYSE:S) cash burn is a growing concern.

    Despite Sprint's better-than-expected fiscal Q4 postpaid subscriber additions, Wall street analysts are fretting over the phone firm's balance sheet in the wake of needs to upgrade its 4G network to stay competitive with Verizon Communications (NYSE:VZ), AT&T (NYSE:T) and T-Mobile US (NYSE:TMUS).

    "In fiscal Q4, Sprint burned through $914 million of its starting $3.5 billion cash-and-marketable securities total," said MoffettNathanson analyst Craig Moffett. "At this rate, Sprint will run out of money around the 2016 (radio spectrum) incentive auction."

  • what do savvy swing trader's do during volatile times I wonder...

TMUS
33.30-0.50(-1.48%)May 6 4:02 PMEDT