

FFH5

Premium Member

join:2002-03-03

Tavistock NJ FFH5 Premium Member Sprint presentation slide show for Wall St

»investors.sprint.com/Cac ··· 01163635



But if you really love pouring thru the tables, here they are:

»investors.sprint.com/Cac ··· 01163634 Here is a slide show presentation for Wall St that is easier to digest than the actual accounting tables:But if you really love pouring thru the tables, here they are:

xenophon

join:2007-09-17 1 edit xenophon Member Re: Sprint presentation slide show for Wall St All the carriers are impacted by iPhone subsidies while Apple significantly profits. Perhaps they should all (carriers) sell the phone starting at $300?



The major network upgrade is the other hit on bottom line. No surprise there.

en103

join:2011-05-02 en103 Member Re: Sprint presentation slide show for Wall St You can buy (albeit not for VZW/Sprint) an iPhone 3GS for ~$300 without subsidy.

xenophon

join:2007-09-17 xenophon Member Re: Sprint presentation slide show for Wall St What I meant is that the carriers should raise the price of the new subsidized phones so that they don't lose as much - all of the carriers are impacted by subsidizing too much.

en103

join:2011-05-02 en103 Member Re: Sprint presentation slide show for Wall St There's nothing stopping them... but competition for customers.



I suspect that once the market is (more) saturated, it will be either prepaid, or subsidized to attempt to poach subs.

25139889 (banned)

join:2011-10-25

Toledo, OH 25139889 (banned) to xenophon

Member to xenophon

and those carriers are the stupid ones that bought into the fad. This will die off just like everything else and the iPhone will just be another device.



pende_tim

Premium Member

join:2004-01-04

Andover, NJ pende_tim Premium Member Net New Subscribers? Wow! After bleeding customers for a long time finally seem to be adding them.



I wonder if this blip has to do with Sprint still offering unlimited data? AT&T/Verizon, take note.



tc1uscg

join:2005-03-09

Guantanamo tc1uscg Member Re: Net New Subscribers? said by pende_tim: Wow! After bleeding customers for a long time finally seem to be adding them.



I wonder if this blip has to do with Sprint still offering unlimited data? AT&T/Verizon, take note.

ugh, don't think so. They might have added 1.8 iphones but remove the ones who were stupid enough to dump their plan/phone and crossover to the apple side. What they don't REALLY show is the number of current customers who switched. Then take away the ones, like me, who have terminated 2 of his 6 lines of service and moved to someone else (the other 4 are soon to follow). I'm sure that 1.8 mil would be more like 200k lines added. Sprint has fallen into the same marketing hype that the other 2 have. They don't offer REAL unlimited. Download a few gigs of streams and you'll see just how unlimited they are.



swintec

Premium Member

join:2003-12-19

Alfred, ME 1 recommendation swintec Premium Member Re: Net New Subscribers? said by tc1uscg: I'm sure that 1.8 mil would be more like 200k lines added.



They don't offer REAL unlimited. Download a few gigs of streams and you'll see just how unlimited they are.





Also, I have done 10+ Gigs in some months, when does this non-existent throttle happen? The article specifically said: "On the flip side, Sprint added 1.8 million iPhones in the quarter -- 40% of them new customers to Sprint --"...so 720,000 new lines.Also, I have done 10+ Gigs in some months, when does this non-existent throttle happen?

xenophon

join:2007-09-17 1 edit xenophon Member Re: Net New Subscribers? quote: iPhone sales helped Sprint boost its number of subscribers by 1.6 million in the quarter to 55 million. The total is highest in Sprints history, the company said.



Sprints net new customer growth included 161,000 under 2-year contracts, 507,000 buying service month to month and 954,000 buying service on Sprints network through affiliated companies and wholesale vendors.



Revenues rose to $8.72 billion in the quarter, up more than 5 percent from a year ago. So it seems iPhone prevented people leaving for the most part, not add a lot of new post-pay subscribers. Their first goal was to stop the bleeding with iPhone, which they have done. Now they need to get the new network rolled out, keep it unlimited and then they may be able to steal more customers from others. So it seems iPhone prevented people leaving for the most part, not add a lot of new post-pay subscribers. Their first goal was to stop the bleeding with iPhone, which they have done. Now they need to get the new network rolled out, keep it unlimited and then they may be able to steal more customers from others.

sonicmerlin

join:2009-05-24

Cleveland, OH sonicmerlin Member Re: Net New Subscribers? said by xenophon: quote: iPhone sales helped Sprint boost its number of subscribers by 1.6 million in the quarter to 55 million. The total is highest in Sprints history, the company said.



Sprints net new customer growth included 161,000 under 2-year contracts, 507,000 buying service month to month and 954,000 buying service on Sprints network through affiliated companies and wholesale vendors.



Revenues rose to $8.72 billion in the quarter, up more than 5 percent from a year ago. So it seems iPhone prevented people leaving for the most part, not add a lot of new post-pay subscribers. Their first goal was to stop the bleeding with iPhone, which they have done. Now they need to get the new network rolled out, keep it unlimited and then they may be able to steal more customers from others.

So it seems iPhone prevented people leaving for the most part, not add a lot of new post-pay subscribers. Their first goal was to stop the bleeding with iPhone, which they have done. Now they need to get the new network rolled out, keep it unlimited and then they may be able to steal more customers from others. Uh... Karl's own summary clearly states 40% of those iPhone customers were new to Sprint's network.

BiggA

Premium Member

join:2005-11-23

Central CT BiggA Premium Member Re: Net New Subscribers? Wow... there are a lot of dumb people out there.



Subaru

1-3-2-4

Premium Member

join:2001-05-31

Greenwich, CT Subaru to swintec

Premium Member to swintec

said by swintec: said by tc1uscg: I'm sure that 1.8 mil would be more like 200k lines added.



They don't offer REAL unlimited. Download a few gigs of streams and you'll see just how unlimited they are.





Also, I have done 10+ Gigs in some months, when does this non-existent throttle happen?

The article specifically said: "On the flip side, Sprint added 1.8 million iPhones in the quarter -- 40% of them new customers to Sprint --"...so 720,000 new lines.Also, I have done 10+ Gigs in some months, when does this non-existent throttle happen? I've done 40GB and not throttled

BiggA

Premium Member

join:2005-11-23

Central CT BiggA Premium Member Re: Net New Subscribers? And people wonder why AT&T and Verizon have to throttle. Oh my...

LMcIntyre201

join:2012-02-12

Apopka, FL LMcIntyre201 to swintec

Member to swintec



I no longer have Sprint but I have read an interview with Dan Hesse and he admitted that if you "abuse" the unlimited data they will throttle your use. I don't know his definition of "abuse" and if you're not experiencing any reduced performance it might be above 10 gigs.



Here's the link to the interview report. »



Larry Hello SwintecI no longer have Sprint but I have read an interview with Dan Hesse and he admitted that if you "abuse" the unlimited data they will throttle your use. I don't know his definition of "abuse" and if you're not experiencing any reduced performance it might be above 10 gigs.Here's the link to the interview report. » www.nasdaq.com/article/s ··· 05-01445 Larry



swintec

Premium Member

join:2003-12-19

Alfred, ME swintec Premium Member Re: Net New Subscribers? said by LMcIntyre201: Hello Swintec

I no longer have Sprint but I have read an interview with Dan Hesse and he admitted that if you "abuse" the unlimited data they will throttle your use. I don't know his definition of "abuse" and if you're not experiencing any reduced performance it might be above 10 gigs.



Here's the link to the interview report. »www.nasdaq.com/article/s ··· 05-01445



Larry

When that report came out it was acknowledged that the quote by dan hesse was taken out of context. That quote had to do with roaming data and such which has always been limited. I think there was even a story on this site about it.

BiggA

Premium Member

join:2005-11-23

Central CT BiggA to tc1uscg

Premium Member to tc1uscg

You can't get there, the network is so slow.

xenophon

join:2007-09-17 xenophon Member Re: Net New Subscribers? said by BiggA: You can't get there, the network is so slow.

They are adding more capacity for the new network rollout. I suspect sites around me already have backhaul upgrades in prep for the LTE rollout. I'm now getting 6-8Mbps consistently with occasional 12Mbps peaks, 3G is consistently 1.4-1.8Mbps with peaks sometimes higher.

sonicmerlin

join:2009-05-24

Cleveland, OH sonicmerlin Member Re: Net New Subscribers? said by xenophon: said by BiggA: You can't get there, the network is so slow.



They are adding more capacity for the new network rollout. I suspect sites around me already have backhaul upgrades in prep for the LTE rollout. I'm now getting 6-8Mbps consistently with occasional 12Mbps peaks, 3G is consistently 1.4-1.8Mbps with peaks sometimes higher. I think you can see details of what is fed to your tower with this: » ndt.anl.gov:7123/



Delusion FTL

@slcgov.com Delusion FTL to pende_tim

Anon to pende_tim

So much missed information here. Sprint must sell an average of about 1.9 million iphones a quarter to meet the crushing burden Apple has placed on them.



So if you think that their first quarter to offer, also new phone quarter and also 4th quarter (tends to be a good quarter for all carriers) results are poor then maybe they can hang on. If you think they'll settle down closer to 1 million a quarter then they are in for a serious financial hurt.



Other carriers were offered to carry the iphone and turned it down because Apples terms were financially ruinous. Look at poor cspire and having to suspend LTE deployment until who knows when.

BiggA

Premium Member

join:2005-11-23

Central CT ·Cox HSI

ARRIS SB6141

Asus RT-AC68

BiggA Premium Member Re: Net New Subscribers?



GCI was smart about the iPhone. As a GSM carrier, they didn't sign a deal with Apple, but if you buy the unlocked one, bring it into the store, and activate it with them on a 2-year contract, they hand you $450. No risk for unsold units.



xenophon, I'm pretty sure the WiMAX on CLEAR is separate from Sprint's network. NV will help, but it won't help site density unless they actually add more sites. Does anyone know what the terms really are? The whole 30 million iPhone thing can't be true, the numbers just don't crunch, unless they offer it on VM or something, and then it would crush their network.GCI was smart about the iPhone. As a GSM carrier, they didn't sign a deal with Apple, but if you buy the unlocked one, bring it into the store, and activate it with them on a 2-year contract, they hand you $450. No risk for unsold units.xenophon, I'm pretty sure the WiMAX on CLEAR is separate from Sprint's network. NV will help, but it won't help site density unless they actually add more sites.



Tomek

Premium Member

join:2002-01-30

Valley Stream, NY Tomek Premium Member iphone vs android i wonder how does iphone new subscriber rate compares against for example android

kaila

join:2000-10-11

Lincolnshire, IL kaila Member Kind of on track...... Sprint will need to sustain the 1.8 million iPhone sales for each and every quarter over the next 4 years to get close to their 30.5m iPhone commitment to Apple. And if the generation-over-generation growth of iPhone sales continue, they should have little trouble.

Mr Matt

join:2008-01-29

Eustis, FL Mr Matt Member iPhone's real benefit! Apples iPhone is helping the Chinese control their population and Sprint move towards financial collapse. That makes it easier for consumers to decide which of the two service providers to choose. The incumbent wireless has an excellent opportunity to increase profits by raising prices. Consumers get to pay more and more for lower data allotments with lower network throughput. Apple reaps the whirlwind and becomes the most valuable company in the world. What a wonderful story! Apples iPhone is helping the Chinese control their population and Sprint move towards financial collapse. That makes it easier for consumers to decide which of the two service providers to choose. The incumbent wireless has an excellent opportunity to increase profits by raising prices. Consumers get to pay more and more for lower data allotments with lower network throughput. Apple reaps the whirlwind and becomes the most valuable company in the world. What a wonderful story!

iansltx

join:2007-02-19

Austin, TX ·Time Warner Cable

iansltx Member Re: iPhone's real benefit! Um...Sprint is gaining customers and redoing their network because Clearwire dropped the ball in building Sprint one. Sprint will stick around, just like T-Mobile will.



As for lower data allotments and lower network throughput, yes, wireless carriers no longer offer unlimited dat (other than Sprint, for the moment). However to say that they're further restricting data allotments is incorrect (see Verizon's double data promotion). Less throughput? Check Verizon again, or T-Mobile in a "4G" area for that matter. Both ofer speeds that are comparable to a cable connection, without wires.

25139889 (banned)

join:2011-10-25

Toledo, OH 25139889 (banned) Member Re: iPhone's real benefit! Sprint should have never put their eggs in one basket. They could have deployed the Wimax network on their own like they started to but decided to spin off and put their money into another company.



now they're trying to rebound by spending their cash reserves on the iPhone and are still trying to build another network. without $$$ and a failing credit score; one or both is going to have to give.



And Sprint will only stay around if they can get the $$ they need and I don't see that coming from the cable partners on the Clear side.

iansltx

join:2007-02-19

Austin, TX iansltx Member Re: iPhone's real benefit! Deploying on their own still puts their eggs in one basket. It just happens to be one that they own all of, rather than 51% of...

sonicmerlin

join:2009-05-24

Cleveland, OH sonicmerlin to 25139889

Member to 25139889

said by 25139889: Sprint should have never put their eggs in one basket. They could have deployed the Wimax network on their own like they started to but decided to spin off and put their money into another company.



now they're trying to rebound by spending their cash reserves on the iPhone and are still trying to build another network. without $$$ and a failing credit score; one or both is going to have to give.



And Sprint will only stay around if they can get the $$ they need and I don't see that coming from the cable partners on the Clear side.





The wireless market is extremely uncompetitive. The margins are huge. Sprint will be fine. You realize Sprint will rake in massive profits from all those iPhone users every month, right?The wireless market is extremely uncompetitive. The margins are huge. Sprint will be fine.

BiggA

Premium Member

join:2005-11-23

Central CT ·Cox HSI

ARRIS SB6141

Asus RT-AC68

BiggA Premium Member iPhone was a bad idea Sprint taking the iPhone was a bad idea. They should have focused on building a good network, and wholesale and prepaid, where they are competitive. They aren't competitive in the postpaid space by pretending they are Verizon when they clearly aren't.

xenophon

join:2007-09-17 xenophon Member Re: iPhone was a bad idea said by BiggA: They should have focused on building a good network, and wholesale and prepaid, where they are competitive.

They are doing a $5B network upgrade and extending CDMA/LTE to 800Mhz to give more distance/penetration. What more could you ask for?

25139889 (banned)

join:2011-10-25

Toledo, OH 25139889 (banned) Member Re: iPhone was a bad idea Sprint to get rid of their CEO that decided too late in the game that they could do it all on ZERO income. They shot themselves in the foot when they decided to SUE their MSO partners over Digital Phone patents. And what happened; the resources Sprint could have used for their new network; went to CellCo.



And Sprint would make a killer MVNE and offer strictly wholesale services to MVNOs.

BiggA

Premium Member

join:2005-11-23

Central CT BiggA to xenophon

Premium Member to xenophon

They still have a lot of cell site density issues, among many other things. The iPhone was a bad call.

sonicmerlin

join:2009-05-24

Cleveland, OH sonicmerlin Member Re: iPhone was a bad idea said by BiggA: They still have a lot of cell site density issues, among many other things. The iPhone was a bad call.

They are going to rake in huge profits from iPhone subs over the coming months. How is it a bad call? The iPhone is a license to print money. 40% of the iPhone subs are brand new to Sprint's network. That's exactly what they needed- guaranteed revenue boost.

BiggA

Premium Member

join:2005-11-23

Central CT ·Cox HSI

ARRIS SB6141

Asus RT-AC68

BiggA Premium Member Re: iPhone was a bad idea They have to pay so much for subsidies that they wouldn't otherwise have to pay, as the iPhone has a much larger subsidy than Android phones. It also crushes their 3G network, which up until the iPhone, they could ignore in urban areas because they had CLEAR WiMAX.



They don't have a good postpaid business model, they need to focus on being a network providers for MVNOs and prepaid.

iFail 5G

join:2011-08-03 iFail 5G to xenophon

Member to xenophon

said by xenophon: said by BiggA: They should have focused on building a good network, and wholesale and prepaid, where they are competitive.



They are doing a $5B network upgrade and extending CDMA/LTE to 800Mhz to give more distance/penetration. What more could you ask for?



Using 800 as a crutch to not have to build more towers isn't going to magically expand their network either, they still need to do a lot more than they plan on doing if they want to stay competitive. Right now they really don't offer a significant value over the *other* carriers, especially when it comes to 4G data. Thats something that should have been done long ago. Its too almost too late to even worry about CDMA when everything is moving to VoLTE next year... LTE hasn't even been approved on the SMR band either so LTE isn't being rolled out on those frequencies any time soon.Using 800 as a crutch to not have to build more towers isn't going to magically expand their network either, they still need to do a lot more than they plan on doing if they want to stay competitive. Right now they really don't offer a significant value over the *other* carriers, especially when it comes to 4G data.

xenophon

join:2007-09-17 xenophon Member Re: iPhone was a bad idea I do agree they should have gotten rid of iDen long ago but they did had to go to WiMAX at the time because they had to use the 2.5Ghz spectrum or lose it and LTE wasn't ready yet. The plan they have going forward is pretty solid though. Can't think of how it could be better than it is. The important thing is they are committed to about $5B in upgrades and moving to LTE.

BiggA

Premium Member

join:2005-11-23

Central CT BiggA to iFail 5G

Premium Member to iFail 5G

Yeah, value is the key. Their postpaid doesn't do that. low-band is key for in-building and where you have fixed tower locations with all the carriers on it, but they do need to deal with their cell site density.



IowaCowboy

Supermarket Hero

Premium Member

join:2010-10-16

Springfield, MA ARRIS SB6183

Netgear R8000

1 recommendation IowaCowboy Premium Member Exclusive Provider I suspect that Apple really wanted to keep AT&T as their exclusive provider for iPhone, but public backlash pressured them to terminate the AT&T iPhone exclusivity agreement early and sell it on Verizon and eventually Sprint. Many people who wanted iPhones refused to get them because it meant doing business with AT&T.



Makes me wonder if Apple is distributing the iPhone to AT&T on more favorable terms than Verizon or Sprint. Apple's demands are one of the reasons that US Cellular won't offer the iPhone until Apple gives them more favorable terms.

xenophon

join:2007-09-17 xenophon Member KC and Baltimore added to initial LTE rollout www.kansascity.com/2012/ ··· ets.html quote: The Overland Park-based wireless carrier said Kansas City and Baltimore will join Atlanta, Dallas, Houston and San Antonio as the first to see its faster service using Long Term Evolution, or LTE, technology.





Justin027

@bankone.com Justin027 Anon Re: KC and Baltimore added to initial LTE rollout Dallas is ALWAYS the first to see LTE/4G expansion! ;D



GlobalMind

Domino Dude, POWER Systems Guy

Premium Member

join:2001-10-29

Indianapolis, IN GlobalMind Premium Member Stand in the right spot... Like I was next to one of their TOWs at Daytona during the Rolex 24. I have never seen my phone data upload so fast ever.



Heck pretty much anywhere you were in the speedway. Amazing.



Now just need one of those to follow me around and everything would be just dandy!



IPPlanMan

Holy Cable Modem Batman

join:2000-09-20

Washington, DC IPPlanMan Member Go Sprint Go! If AT&T keeps up this throttling Unlimited Data Plans BS and Sprint can keep on offering Unlimited Data going forward, you're going to see a surge of pissed off AT&T customers move onto Sprint as their AT&T contracts expire.



The same financial hit was going to happen anyway over an extended period of time as Sprint wasted away due to the lack of the iPhone like T-Mobile has... It's better that Sprint took the hit all at once, got onboard with Apple to be on even turf as the other carriers, and can count on missteps by its competitors, such as AT&T with the unlimited data throttling, to gain new customers.



Everytime I see a Sprint iPhone ad saying unlimited data and specifically calling out AT&T for capping and now throttling, I am damn glad about it. Go Sprint Go! Hit 'em where it hurts.

Happydude32

Premium Member

join:2005-07-16 Happydude32 Premium Member Who cares about the iPhone Who cares about that stupid piece of crap? Im anxiously awaiting the next Evo. Cant wait to see what this years model will be like. But no matter what upgrades it features, it still will be more powerful than Apples disappointment called the iPhone 4S.

gravesg

join:2006-12-21

San Antonio, TX 1 recommendation gravesg Member Re: Who cares about the iPhone sir, what good is a 1000 Horse power car when it only gets 2 miles a gallon.



NOBODY buys apple products for the hardware ... they buy it for the software ... that IOS is extremely fine tuned ... from battery life and app manegement to Silk like menu scrolling



scroll thru your list of contacts in your android phone, and know that no matter how powerful that cpu in it gets, that menu will never scroll in a seamless non jerky fashion.



IOS is the most polished phone os on the market, and it shows looking at how consumers stand outside for days waiting to buy the next version of it.



nobody cares about your quad core 19MP camerea with 4Gb of ram .. if it runs like crap and eats batteries, and cant manege its apps correctly whats the point ?