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T-Mobile US, Inc. Message Board

mr_whigglee 3511 posts  |  Last Activity: 27 minutes ago Member since: Dec 1, 2011
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  • Comcast (NASDAQ:CMCSA) is the largest U.S. cable operator, providing consumers and businesses with pay-TV, high-speed internet and digital voice (VoIP) services, usually in triple-play packages. The company has around 22.375 million pay-TV subscribers and 22.369 million high-speed internet subscribers as of March 31, 2015. [1] Additionally, the company also operates the NBCUniversal, which owns the NBC and Telemundo broadcast networks, cable channels such as USA Network, E!, CNBC, MSNBC, Syfy and Bravo, film studio Universal Studios and theme park business Universal Parks and Resorts.

    In this article, we make a case for Comcast acquiring Sprint (NYSE:S) to add wireless services to its business for a quadruple-play bundle. This could help the company compete effectively with the proposed AT&T-DirecTV combination in a market where the boundaries between wireless and cable/online video are blurring. Our price target for Comcast stands at $62, implying a premium of around 10% to the market.

    The Sprint Opportunity

    Notwithstanding its recent strong performance in the pay-TV and broadband market, Comcast will be at a disadvantage if the proposed AT&T-DirecTV merger goes through. The combined entity will be able to offer four bundled services (mobile, fixed-line, broadband and TV) compared to three offered by Comcast. Comcast could respond to this competition by reducing its subscription fees, but this seems highly unlikely considering that its average monthly fee per subscriber has not declined in the last eight years.

    Another option for the cable major could be entering the wireless industry and upgrading its triple-play offerings to quadruple-play bundles. With T-Mobile and Dish Network considering a merger, Comcast could look into entering a partnership with Sprint, or even buying out the wireless carrier. In terms of market cap,

  • Reply to

    The Sprint Opportunity......

    by mr_whigglee Jul 5, 2015 11:20 AM
    mr_whigglee mr_whigglee 33 minutes ago Flag

    The Feds should weigh in on this AT&T-DTV deal real soon....How will Sprint respond?

    AT&T obviously see's great benefits in DTV....AT&T has the network to support DTV. Are those synergies being overlooked by Mr Son and his team? Hardly....Sprint will be in the mix this year. The part that is the most intriguing is who will be stepping up.....Who is Mr Son and Nikesh taking to

  • wow.....Tmus target $72........Charlie, when does your Dish bid go public?

    How to Play Cigna, Syngenta, T-Mobile as M&A Heats Up

    By Richard Saintvilus 07/03/15 - 07:10 PM EDT

    Finally, we have T-Mobile, whose shares have skyrocketed 44% since the third-largest wireless carrier in the U.S. by market cap, began being courted by Dish Network (DISH). While talks between both companies have been going on for more than a year, this was prior to the agreed-upon merger between AT&T (T) and DirecTV (DTV) -- rivals of both companies.

    In others words, with a potentially larger rival on the horizon, there is now some motivation to spur this year-long dance to go beyond just talk. Though the terms of the rumored deal haven't been disclosed, it's in the interest of both Dish and T-Mobile to get something done. And with reports suggesting Dish CEO Charlie Ergen would become chairman of the combined company, while T-Mobile's chief, John Legere preside as CEO, it would seem a plan is already in place.

    It seems only a matter of time before these companies tie the knot. So even with the gains T-Mobile has already amassed, investors should hold out for more. Not only does T-Mobile have an average buy rating, the price target was just raised to $46 by Citigroup analyst Michael Rollins. And if T-Mobile does reach its high analyst 12-month price target of $71, this represents 82% gains in the next 12 to 18 months over Thursday's close of $38.97.

  • Reply to

    S GOING TO MANKRUPTCY.SELL

    by fun4shafis 1 hour 35 minutes ago
    mr_whigglee mr_whigglee 1 hour 4 minutes ago Flag

    Becky, your making the haters look foolish.....MANKRUPTCY?

    S GOING TO MANKRUPTCY.SELL

    by fun4shafis • 24 minutes ago Flag
    .

    SELL

  • mr_whigglee mr_whigglee 1 hour 33 minutes ago Flag

    becky, can you tell us how a retail trader can short sprint today? if Sprint is going to zero, like your claiming, I want in.

  • Reply to

    Whoa Buddy! The useful idiots are lining up....

    by mr_whigglee May 29, 2015 2:44 PM
    mr_whigglee mr_whigglee 1 hour 35 minutes ago Flag

    yep, they are all here this morning.......

  • mr_whigglee mr_whigglee 1 hour 38 minutes ago Flag

    becky, sprint going to zero?.....when will that happen?

  • Sprint trending with the crowd....

  • Reply to

    Whoa Buddy! The useful idiots are lining up....

    by mr_whigglee May 29, 2015 2:44 PM
    mr_whigglee mr_whigglee 1 hour 52 minutes ago Flag

    one after the other, they keep on coming.....

  • mr_whigglee mr_whigglee 1 hour 55 minutes ago Flag

    I wonder how this is going.....

    Sprint hints at upcoming network densification strategy using 2.5 GHz spectrum
    May 5, 2015 | By Sue Marek
    Sprint (NYSE: S) CEO Marcelo Claure said that the company is finalizing plans for a massive densification of its network using the company's 2.5 GHz spectrum. Called the "Sprint Next Generation Network," the plan calls for a balance of small cells and macrocells and promises an improvement to both network speed and capacity.

    Speaking on the company's first-quarter earnings call with investors, Claure said that the company has issued a request for proposal from the industry's vendor community and is currently evaluating those proposals. Although he declined to reveal exactly how many small cells and macrocells Sprint is planning to add to its network, he said that the long-term plan will dramatically increase coverage and capacity and over time will include the deployment of Voice over LTE technology. He also said that the new Next Generation Network plan will produce potential cost savings compared to the company's prior Network Vision network modernization plan

  • Reply to

    The Uncarrier’s Un-mitigated Gall

    by veryrare99 Jul 2, 2015 3:57 PM
    mr_whigglee mr_whigglee 23 hours ago Flag

    Chairman Wheeler at the FCC would be the first to call you a liar.... VZ and AT&T aren't monopolies ....the Feds went out of their way to discourage Sprints attempt to buy Tmus ...the folks that are important and make the rules feel totally opposite of your 'opinion '.

  • Reply to

    The Sprint Opportunity......

    by mr_whigglee Jul 5, 2015 11:20 AM
    mr_whigglee mr_whigglee Jul 5, 2015 12:38 PM Flag

    AT&T obviously see's great benefits in DTV....AT&T has the network to support DTV. Are those synergies being overlooked by Mr Son and his team? Hardly....Sprint will be in the mix this year. The part that is the most intriguing is who will be stepping up.....Who is Mr Son and Nikesh taking to?

  • Reply to

    The Sprint Opportunity......

    by mr_whigglee Jul 5, 2015 11:20 AM
    mr_whigglee mr_whigglee Jul 5, 2015 11:23 AM Flag

    Sprint-Comcast....

    Comcast is over 7.5x more valuable than Sprint. Although the carrier has struggled to attract wireless subscribers in recent years, it is showing signs of improvement – both in terms of overall subscriber gains and country-wide network quality.

    In a bid to further improve its network, Sprint recently announced that it has received approval from its majority shareholder SoftBank for its new network modernization plan. [5] The plan, which will involve improving the carrier’s coverage and network speed, will likely require billions in capital expenditures as well as potential spectrum purchases. However, this costly plan will put an even greater strain on the company’s financial position. Sprint’s overall revenues declined almost 7% year-over-year in Q4 FY14 as users shifted to discounted service plans. In terms of income, the carrier reported a net loss of $224 million, or 6 cents per share compared to a loss of 4 cents per share in the prior year quarter. It currently has net debt of over $28 billion and has not reported positive free cash flows in the last two years. It reported negative $914 million in free cash flow in the quarter ending March 2015. With SoftBank’s financial backing and the possibility of efficient bundling of different services with Comcast, Sprint may be able to turn around its fortunes earlier than expected.

  • assuming the Feds approve the AT&T-DTV deal soon, will the Comcast-Sprint rumor come back to life....

    Comcast (NASDAQ:CMCSA) is the largest U.S. cable operator, providing consumers and businesses with pay-TV, high-speed internet and digital voice (VoIP) services, usually in triple-play packages. The company has around 22.375 million pay-TV subscribers and 22.369 million high-speed internet subscribers as of March 31, 2015. [1] Additionally, the company also operates the NBCUniversal, which owns the NBC and Telemundo broadcast networks, cable channels such as USA Network, E!, CNBC, MSNBC, Syfy and Bravo, film studio Universal Studios and theme park business Universal Parks and Resorts.

    In this article, we make a case for Comcast acquiring Sprint (NYSE:S) to add wireless services to its business for a quadruple-play bundle. This could help the company compete effectively with the proposed AT&T-DirecTV combination in a market where the boundaries between wireless and cable/online video are blurring. Our price target for Comcast stands at $62, implying a premium of around 10% to the market.

    The Sprint Opportunity

    Notwithstanding its recent strong performance in the pay-TV and broadband market, Comcast will be at a disadvantage if the proposed AT&T-DirecTV merger goes through. The combined entity will be able to offer four bundled services (mobile, fixed-line, broadband and TV) compared to three offered by Comcast. Comcast could respond to this competition by reducing its subscription fees, but this seems highly unlikely considering that its average monthly fee per subscriber has not declined in the last eight years.

    Another option for the cable major could be entering the wireless industry and upgrading its triple-play offerings to quadruple-play bundles. With T-Mobile and Dish Network considering a merger, Comcast could look into entering a partnership with Sprint, or even buying out the wireless carrier. In terms of market cap,

  • mr_whigglee mr_whigglee Jul 5, 2015 11:12 AM Flag

    When will Marcelo and Junichi speak in more detail on this.....

    The assumption is SoftBank and Mr Son have signed off on the next gen densification build and a capex budget must have been created from the business case presented by Claure and his team. It's certain, that Mr. son isn't going to just handoff billions of dollars to sprint. So,what are the lending options from Softbank to Sprint? Can Softbank make an offer to buy another 10% of Sprint? What the feds approve of a Japanese company owning 90% of American telecom? Or will Softbank go to the bond market? Or would a secondary offering be a option? With Sprint currently trading in the mid four dollar range, added dilution isn't going to fair well with Mr. market

    Sprint Closes on $2.1 Billion of Financing with Three New Vendor Financing Agreements and Existing Loan Expansion

    OVERLAND PARK, Kan. (BUSINESS WIRE), January 07, 2015 - Sprint Corporation (NYSE: S) announced today that it has signed three new vendor financing facilities totaling $1.8 billion to purchase 2.5 GHz network equipment and related services from key suppliers. Sprint also amended and expanded by $300 million its credit relationship with Export Development Canada (EDC) as well as amended the terms of its existing secured equipment credit facility.

    “These deals provide Sprint with greater flexibility and liquidity options as we focus on growing the business and investing in our network,” said Joe Euteneuer, Sprint’s Chief Financial Officer.

    The three new vendor financing agreements are:
    •A secured facility for up to $800 million from Nokia Networks maturing in June 2021. It is backed by credit insurance provided by Finnvera plc, the export credit agency of Finland.
    •A secured facility for up to $750 million from Samsung maturing in Dec. 2022. It is backed by credit insurance provided by the Korea Trade Insurance Corporation (Ksure), the export credit agency of Korea.
    •A secured facility for up to $250 million from ALU maturing in Dec. 2021. It is backed by credit insurance provided by Delcredere | Ducroire (D/D), the export credit agency of Belgium.

  • Marcelo's plan B?

    Wed, 07 Jan 2015 12:00:00 EST

    Sprint Closes on $2.1 Billion of Financing with Three New Vendor Financing Agreements and Existing Loan Expansion

    OVERLAND PARK, Kan. (BUSINESS WIRE), January 07, 2015 - Sprint Corporation (NYSE: S) announced today that it has signed three new vendor financing facilities totaling $1.8 billion to purchase 2.5 GHz network equipment and related services from key suppliers. Sprint also amended and expanded by $300 million its credit relationship with Export Development Canada (EDC) as well as amended the terms of its existing secured equipment credit facility.

    “These deals provide Sprint with greater flexibility and liquidity options as we focus on growing the business and investing in our network,” said Joe Euteneuer, Sprint’s Chief Financial Officer.

    The three new vendor financing agreements are:
    •A secured facility for up to $800 million from Nokia Networks maturing in June 2021. It is backed by credit insurance provided by Finnvera plc, the export credit agency of Finland.
    •A secured facility for up to $750 million from Samsung maturing in Dec. 2022. It is backed by credit insurance provided by the Korea Trade Insurance Corporation (Ksure), the export credit agency of Korea.
    •A secured facility for up to $250 million from ALU maturing in Dec. 2021. It is backed by credit insurance provided by Delcredere | Ducroire (D/D), the export credit agency of Belgium.

    Each of these three new facilities is guaranteed by both Sprint Corporation and Sprint Communications, Inc., and the respective equipment purchases will serve as collateral. Interest will be variable, consisting of 6-month LIBOR plus a spread, depending on the particular facility.

  • mr_whigglee mr_whigglee Jul 4, 2015 12:08 PM Flag

    SoftBank's 34% stake in Alibaba must have some value ....will Mr Son consider that when Sprint's next stage funding decisions are made?

  • mr_whigglee mr_whigglee Jul 4, 2015 12:04 PM Flag

    Marcelo's transformative momentum, Con't.

    Sprint hints at upcoming network densification strategy using 2.5 GHz spectrum
    May 5, 2015 | By Sue Marek
    Sprint (NYSE: S) CEO Marcelo Claure said that the company is finalizing plans for a massive densification of its network using the company's 2.5 GHz spectrum. Called the "Sprint Next Generation Network," the plan calls for a balance of small cells and macrocells and promises an improvement to both network speed and capacity.

    Speaking on the company's first-quarter earnings call with investors, Claure said that the company has issued a request for proposal from the industry's vendor community and is currently evaluating those proposals. Although he declined to reveal exactly how many small cells and macrocells Sprint is planning to add to its network, he said that the long-term plan will dramatically increase coverage and capacity and over time will include the deployment of Voice over LTE technology. He also said that the new Next Generation Network plan will produce potential cost savings compared to the company's prior Network Vision network modernization plan.

  • mr_whigglee mr_whigglee Jul 4, 2015 11:59 AM Flag

    Sprint continues to innovate ....under Marcelo's leadership....

    @sprintbullagitateshaters. #cankissmyarse

  • mr_whigglee mr_whigglee Jul 4, 2015 11:57 AM Flag

    DTV and Dish are competitors.... AT&T is buying DTV with the FCC alleged approval days away... How will Dish respond ? How will SoftBank and Sprint respond? is Comcast a reasonable venture for Mr Son to evaluate ?

TMUS
38.42-0.55(-1.41%)12:54 PMEDT