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T-Mobile US, Inc. Message Board

mr_whigglee 243 posts  |  Last Activity: May 27, 2016 5:33 PM Member since: Dec 1, 2011
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  • are da' bears still pounding away at Sprint? the SI, per last report, was around 200,000,000 million shares. wonder what they'll do this time around?

  • May 10, 2016 9:22 p.m. ET
    SoftBank Jumps On Improving Cash Flow From Domestic Telco, Sprint
    By Shuli Ren
    SoftBank (9984.Japan/SFTBY) jumped 4.5% in Tokyo this morning despite missing its 2015 full-year earnings.
    Part of it is better market sentiments. The Nikkei 225 rose 1.5% this morning as the yen retreated overnight to 109.20 lately.
    But investors are also relieved that SoftBank’s cash flow situation is improving. SoftBank’s U.S. telecom subsidiary Sprint (S) already reported earnings earlier so all eyes were on its domestic telecom unit.
    It turned out SoftBank’s domestic telecom remained a cash cow. While operating profits rose only 7.5% from a year ago to 668.4 billion yen, SoftBank’s management cut their capital expenditure by 29.3% to 412.6 billion. As a result, the telecom’s free cash flow rose sharply from 113.3 billion yen a year ago to 402.2 billion yen.
    Meanwhile, Sprint is looking better too. It expects to break even this year. In addition, while Sprint has $5.1 billion of upcoming bond maturities, its management has said it has committed liquidity of $11 billion which is more than enough to meet its repayments schedule.
    In a nutshell, “Sprint earnings on the mend, domestic telecom & Yahoo Japan also growing gradually; key EBITDA variable for F3/17 is Sprint,” noted Morgan Stanley this morning.

  • Reply to


    by greekmonster101 Jan 19, 2016 5:17 PM
    mr_whigglee mr_whigglee May 10, 2016 9:46 PM Flag

    Republican primaries were held today in West Virginia and Nebraska. I wonder how Trump did? I guess he still in the race.

  • Evercore: Strike at Verizon may slow spending on wireless network May 10, 2016 | By Colin Gibbs
    U.S. tower companies have seen their shares generally hold firm despite concerns about carriers' network strategies as the industry moves toward 5G. But the ongoing strike by Verizon's wireline workers could create a temporary drag on network investments by the company's largest mobile network operator, according to analysts at Evercore ISI.
    And that would be bad news for the tower industry as a whole.
    "Coming out of 2Q results, tower investors are showing some signs of relief as the slower-than-expected beginning of the year for wireless capex -- and the implications on tower site leasing guidance -- was largely absorbed by the market without incident," Evercore analysts wrote in a new report. "That being said, our most recent channel checks indicate a growing concern that the strike from Verizon's wireline unions -- which is drawing away resources from even the company's wireless operations -- may also be impacting the pace at which the nation's largest carrier is able to deploy capital. Coupled with an already muted carrier spending environment, this may add some additional headwinds to near-term tower sector growth -- leaving us still cautious on the group (though, longer-term, we remain bullish)."

  • By Dan Meyer on May 10, 2016
    Marcelo continues to challenge Sprint's overall business. The last paragraph below is interesting, especially as Sprint goes into the Densification of it's national network....vital core?

    Sprint unlocks Global Wireline Business Unit to target enterprise market, though tasked with ‘full profit-and-loss responsibility’

    Sprint may be most known as the domestic market’s former No. 3 wireless carrier, but it also has a wireline network that has garnered accolades from industry veterans and generated $2.4 billion in revenues for fiscal 2015. Looking to highlight those capabilities, Sprint created its Global Wireline Business Unit targeting the enterprise market.

    The carrier said the division will have “full profit-and-loss responsibility, including strategy, sales, marketing, product management, solutions engineering and operations.” The division is to be led by Mike Fitz, who previously served as VP of Sprint’s Solutions Engineering department.

    Division assets include global MPLS and dedicated Internet access with service in more than 155 countries; global SIP trunking and SIP toll free voice services; a unified communications suite, including Sprint’s Workplace-as-a-Service platform; managed network and security solutions; web-based network management tools; and wireless and wireline access options. The wireless connection includes a partnership with Sprint wireless sales representatives to offer an integrated solution, which the carrier said is used by a majority of its largest customers.

    Sprint noted the all-IP wireline assets are a “vital core business platform that is the backbone for both wireless and wireline traffic,” and “provides the foundation for converged and cloud services.”

  • mr_whigglee mr_whigglee May 9, 2016 10:41 AM Flag

    Public 'bear raid' on Dish? this 'raider' claims Dish is worth 60% to 80% less then it is currently trading at? Hey Charlie Ergen, 60 to 80% less? Dish in a quiet period and cannot comment? is this all legit?

    Dish trading up again today on heavy volume....Oh well.

    Kerrisdale Capital
    We are indeed short $DISH. We haven't chosen to discuss it publicly yet. When we do, we'll have a lot to say.

    Kerrisdale Capital
    We're working on a $10bn+ company that we believe is worth 60% to 80% less than its current trading value

  • NEW YORK (AP) — Even as TV watchers increasingly go online, AT&T has become the country's biggest traditional TV provider with its $48.5 billion purchase of DirecTV.

    So, what would Sprint be worth to a company like Comcast or Time Warner cable? How many companies are watching AT&T's purchase to see if that was a wise move or not? What did $48.5 Billion really get AT&T as VZ rolls on with AOL and MAYBE taking out Yahoo and Tmus exploits Binge-On? What would a guestimate take out of Sprint at $60 Billion get a buyer VS DTV's business?

  • mr_whigglee mr_whigglee May 6, 2016 4:11 PM Flag

    Today Dish closed higher by almost 6% on heavy volume. Just a coincidence I'm sure.

  • DISH Debuts an At-Home Smartphone Repair Service
    When Sprint (NYSE: S) announced back in October its Direct 2 You program, under which its technicians would deliver new phones to subscribers at their homes, there was a certain logic to it.

    It gave the company a service its wireless rivals did not offer, and it removed a pain point in the phone-upgrade process for consumers. Using Direct 2 You not only means they don't have to leave their homes, it also gives them help in configuring their new handsets.

    It's a smart move, one that differentiates Sprint from its rivals while also building brand loyalty. In theory, it also serves as way for the company to attract new customers.

    Now, DISH Network (NASDAQ: DISH) plans to follow Sprint with its own house-call-based service, but it's going outside its satellite-television wheelhouse to do it.

    The pay-TV company has introduced "Smart Phone Repair," a service that will dispatch a technician to your home to fix a broken smartphone. The company will send a serviceperson to any home or business in the United States (even those that are not DISH customers) to fix things like cracked screens or to replace batteries.

    At launch, the program is limited to fixing iPhone 5, 5c, 5s, 6 and 6 Plus models, but the company plans to add additional devices and smartphone accessories in the coming months.

    "Fixing your phone shouldn't mean losing your phone for days on end, so we come to you -- whether you're at the office, the gym or even the coffee shop," said John Swieringa, DISH's executive vice president of operations. "DISH is uniquely positioned with the technical know-how and ability to respond to a customer's needs in every state across the country."

  • Tim Cook can't be happy about this.

    Samsung overtakes Apple in U.S. smartphone market on the strength of Galaxy S7
    May 5, 2016 | By Mike Dano
    According to data from Counterpoint Research, Samsung surpassed Apple in terms of smartphone market share in the United States, the first time the company has done so in almost a year. Samsung passed Apple based on the sales of its new Galaxy S7 flagship Android smartphone, which is currently sold by AT&T, Verizon and other top U.S. wireless carriers.

    BusinessKorea reported the Counterpoint Research market share figures for Samsung in the United States, noting the company in March accounted for 28.8 percent of the U.S. market in terms of smartphone sales. That beat Apple's 23 percent market share.

    Counterpoint said LG came in third in the U.S. market with 17.1 percent share; ZTE came in fourth with 6.6 percent of the market; Alcatel was fifth with 4.5 percent; and Huawei accounted for just 1 percent of the U.S. smartphone market. Although Huawei is the world's third-largest smartphone vendor, the company doesn't have any major distribution deals with U.S. wireless carriers.

  • mr_whigglee mr_whigglee May 5, 2016 8:28 PM Flag

    Femtocells have traditionally been targeted at the residential market as a way for regular wireless customers to improve the cellular coverage inside their homes. Such devices typically plug into a wired Internet connection to create a bubble of cellular coverage in a home. Sprint has offered its Airave femtocell to residential users for years, and in 2012 said it had deployed more than 1 million of the gadgets. The S1000, though, is designed specifically for indoor use by enterprises.

    Sprint executives continue to voice their support for small cells, viewing them as an affordable alternative to macrocells for network densification in some areas. "When you're poorer than the rest (of the carriers), when you have less money, you're going to deploy your network" in different ways, Sprint CEO Marcelo Claure said during a conference call earlier this week. "We're a lot smarter in how we're deploying our network."

    The S1000 is based on Qualcomm's (NASDAQ:QCOM) FSM small cell and Qualcomm's VIVE Wi-Fi chipsets, supporting both 2.5 GHz TD-LTE and 802.11ac technologies concurrently. The small cell enables building owners and tenants to offer improved wireless coverage through Sprint's network and through Wi-Fi.

    The deployment also appears to signal Sprint's eagerness to expand its presence in the managed Wi-Fi market. Boingo, Towerstream, Comcast and Google have established footholds in that market, and AT&T (NYSE: T) joined the space in 2008 with the $275 million acquisition of Wayport for roughly $275 million.

  • Sprint inks deal with CommScope for 'extensive deployment' of LTE/Wi-Fi small cells

    May 3, 2016 | By Colin Gibbs
    CommScope said Sprint (NYSE: S) has committed to "an extensive deployment" of its small cells in small to medium-sized business locations. And the deal appears to signal Sprint's eagerness to expand its presence in the managed Wi-Fi market.
    The deployment is part of Sprint's network densification plan, which the company continues to pursue both for LTE services and in advance of coming 5G technologies. CommScope markets the small cells as a way for small and medium-sized offices and retail locations to provide improved wireless services for employees, visitors, shoppers and guests.
    The cells are based on Qualcomm (NASDAQ:QCOM) FSM small and Qualcomm VIVE Wi-Fi chipsets and support both 2.5 GHz TD-LTE and 802.11ac dual-band, dual-concurrent Wi-Fi "in a cost-effective, power efficient and compact form factor," according to CommScope.

  • Wonder what that's about. Does Softbank still have a 34% stake in BABA? Jack Ma and Masa Son, are 2 genius entrepreneurs in their own right. It's fun to watch.

    NYSE As of 01:01pm EDT
    BABA  In Watchlist
    +3.18 +4.19%
    Alibaba Group Holding Limited

  • Sprint revealed its first push into 5G testing, with CEO Marcelo Claure commenting on yesterday’s Q1 results call that the US mobile operator will trial 4K streaming services at June’s Centennial Copa America soccer
    Claure said Sprint will work with vendors Nokia and Ericsson at two stadiums “to demonstrate the 5G capabilities using millimetric band radios”.
    Sprint is a sponsor of the tournament, which will mark 100 years since the first Copa America event. It is a purely ceremonial tournament, marketed as a special edition between the usual four-year cycle tournament (last held in 2015), and will feature an expanded field of 16 teams (an increase from the usual 12). All previous Copa America events have been held in South America.

    The tournament, which starts 3 June and ends 26 June, consists of 32 soccer matches. Those matches will be held in 10 cities around the country including Chicago; Houston; Philadelphia; Glendale, Arizona; Santa Clara, California; Pasadena, California; Seattle; Orlando, Florida; East Rutherford, New Jersey; and Foxborough, Massachusetts.

    “We are participating in the development of the global 5G standard, and we’re collaborating with our partners and other companies on the 5G opportunity,” said Claure. “We view our 2.5 GHz spectrum at the low band spectrum of 5G and Sprint is well-positioned for 5G with the spectrum holdings of more than 160 MHz of 2.5 spectrum on average across the top 100 US markets, giving Sprint more high band capacity than any other carrier in the United States.”

  • mr_whigglee mr_whigglee May 5, 2016 10:46 AM Flag

    Assuming the rumor turns out to be true, a subsidiary of Softbank buying 'some ' spectrum would accomplish what? Why would a foreign company even participate in an American spectrum auction?

    Keyword; Rumored.

    SoftBank rumored to mull bidding in FCC's 600 MHz incentive spectrum auction
    March 11, 2016 | By Colin Gibbs
    Sprint (NYSE: S) isn't participating in the FCC's upcoming incentive auction of 600 MHz spectrum, but its parent company SoftBank might bid. So the U.S. operator may score some of the prized low-band spectrum after all.

    Citing "two sectors bankers," the subscription financial news service CTFN said SoftBank may establish a new company to acquire spectrum at auction, later selling or swapping the airwaves, as RCR Wireless News reported. But SoftBank could also offer the spectrum to Sprint, which it owns an 80 percent stake in.

    Sprint declined to comment on the rumor to FierceWireless, referring questions on the topic to SoftBank. Representatives for SoftBank, which is based in Japan, were not immediately available.

  • If true, does Softbank have a partnership in mind? Sprint is certainly not in a position currently to spend the huge sums to implement on its own.
    • Sources say SoftBank is rumored to be participating in the upcoming auction of broadcast spectrum to winless carriers.
    • SoftBank might acquire the spectrum by setting up a new company, which later sells or swaps it as it sees fit.
    • SoftBank said on March 7 it would split into two companies, one managing SoftBank’s Japanese media and telecom businesses, and one managing overseas operations like Sprint and Alibaba. It's unclear if either of these companies or another entity would purchase spectrum.
    • The move could be a way to acquire low bandwidth spectrum for Sprint (NYSE:S),  which lags competitors in ownership of lower bandwidth spectrum.
    • Source: CTFN

  • Reply to


    by greekmonster101 Jan 19, 2016 5:17 PM
    mr_whigglee mr_whigglee May 3, 2016 11:08 PM Flag

    Donald Trump ran away with the Indiana GOP primary on Tuesday — thumping Ted Cruz for his seventh straight win and moving to within a near-certainty of the Republican presidential nomination.


  • Reply to


    by greekmonster101 Jan 19, 2016 5:17 PM
    mr_whigglee mr_whigglee May 3, 2016 7:17 PM Flag

    Republican primary today in the great state of Indiana. Trump might win it?

  • mr_whigglee by mr_whigglee May 3, 2016 10:23 AM Flag

    David Faber grilling the Bolivian bandit.....Marcello is holding his own...

  • mr_whigglee mr_whigglee May 2, 2016 12:55 PM Flag

    It's all about the fundamentals tomorrow. Will the fundamentals Trump2016 technicals? #nevercrookedhillary

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