FROM THE CONFERENCE CALL (nxtl q1)
i have enjoyed this conference call. it was on for 55 mins but i hung in there.
so lets get right to it.
tim said that its a good start for nextel in 2005.
as you know nextel got 810k subscribers with core being 494k and boost being 314k.
total nextel has a base of 17 million customers.
lifetime revenue per user was $4500 up 10 percent from last year. that number is 25 percent more then the next provider.
churn was 1.5 percent which is a record low for the 1st quarter. it was down 12 percent from last year.
arpu was 67.
now i will talk about boost mobile.
as you guys know its nationwide. boost got 314k subscrbers for this quarter. total they have 1.5 million customers. there was 450/mins per month for the quarte...
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so lets get right to it.
tim said that its a good start for nextel in 2005.
as you know nextel got 810k subscribers with core being 494k and boost being 314k.
total nextel has a base of 17 million customers.
lifetime revenue per user was $4500 up 10 percent from last year. that number is 25 percent more then the next provider.
churn was 1.5 percent which is a record low for the 1st quarter. it was down 12 percent from last year.
arpu was 67.
now i will talk about boost mobile.
as you guys know its nationwide. boost got 314k subscrbers for this quarter. total they have 1.5 million customers. there was 450/mins per month for the quarte...
(continues)
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That sounds great so far! Is Nextel planning then on continuing to invest in iden? They are not abondoning iden? Which would be a relief, I just don't think that the cdma ptt is anywhere near as fast as nextels! All these other cell companies try to reproduce the ptt of Nextel and they always fall way short!!Hopefully nothing much will change for Nextel with this merger with the exception of better coverage and better phone selection. I think Nextel has the right idea and would hate to see them turn into a big sprint and lose all there valuable assets like the super fast ptt!!!! Any other insight into this??Also I don't see Nextel advertising as much as say cingular or verizon is there any reason for this??
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"Nextel planning then on continuing to invest in iden? They are not abondoning iden?"
yea, they are going to fund iden for a while. (till atleast 2008+)
you will enjoy qchat though.
yea, nextel just doesnt need to advertise a lot becuase they do get a lot of ads how it is plus their nascar and other sponsors are doing well for them. they also advertise a lot more with boost mobile and that attracts people to go to nextel.
yea, they are going to fund iden for a while. (till atleast 2008+)
you will enjoy qchat though.
yea, nextel just doesnt need to advertise a lot becuase they do get a lot of ads how it is plus their nascar and other sponsors are doing well for them. they also advertise a lot more with boost mobile and that attracts people to go to nextel.
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Not to be a jerk but how the heck do you know if anyone will enjoy QChat? There is no proof that it will even be commercially launched by any carriers even though Nextel has exclusive liscensing agreements for the product.
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i already told you this..
friendly interface. developed by qualcomm and many things that qualcomm does they do it well. 1.5 seconds vs the industry avg of 2-3 seconds of sprint, verizon, and alltel.
no proof? really nextel said it a lot of times that they AREEEEE deploying it over the REV A network.
no other carriers besides for sprint can roll it out anyway. (if the merger goes through of course)
friendly interface. developed by qualcomm and many things that qualcomm does they do it well. 1.5 seconds vs the industry avg of 2-3 seconds of sprint, verizon, and alltel.
no proof? really nextel said it a lot of times that they AREEEEE deploying it over the REV A network.
no other carriers besides for sprint can roll it out anyway. (if the merger goes through of course)
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Nextel will not have Rev A until 2007 at the earliest so what makes you so sure that there won't be a better PTT solution by then? I'm not trying to pick a fight but don't count your chickens before they hatch which is a least two years away!
VZW has already comitted to working with Nortel and running live REV A networks trials in 2006 so there is a great possibility someone will come out with a PTT solution before QChat is ever launched.
The other issue is that if someone develops a PTT platform that can be cross carrier interfaced then Sprintel will be dead in the water with Q-Chat that would only allow them to talk to 43 million or so potentil users while every other carrier could have a solution that would work for over 100 mi...
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VZW has already comitted to working with Nortel and running live REV A networks trials in 2006 so there is a great possibility someone will come out with a PTT solution before QChat is ever launched.
The other issue is that if someone develops a PTT platform that can be cross carrier interfaced then Sprintel will be dead in the water with Q-Chat that would only allow them to talk to 43 million or so potentil users while every other carrier could have a solution that would work for over 100 mi...
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yea, your quite wrong with many things. especially with this and the counting of how you do subscribers and net adds.
"Nextel will not have Rev A until 2007 at the earliest so what makes you so sure that there won't be a better PTT solution by then?"
whose going to be better then nextel's dc now? sprint, no. verizon, no. cingular no. we already know what kodiak and what verizon's push to talk solutions are. 2-3 to 4 second delay. (kodiak alone is 2-3 so when its on the gsm networks it might be a little bit more speeds maybe the 3-4 second range). alltel, doesnt matter becuase they control a small area, plus partners are in the area who have been doing a great job.
"VZW has already comitted to working with Nortel and running live...
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"Nextel will not have Rev A until 2007 at the earliest so what makes you so sure that there won't be a better PTT solution by then?"
whose going to be better then nextel's dc now? sprint, no. verizon, no. cingular no. we already know what kodiak and what verizon's push to talk solutions are. 2-3 to 4 second delay. (kodiak alone is 2-3 so when its on the gsm networks it might be a little bit more speeds maybe the 3-4 second range). alltel, doesnt matter becuase they control a small area, plus partners are in the area who have been doing a great job.
"VZW has already comitted to working with Nortel and running live...
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"they can. just put wimax in those areas. or if they combine their affiliates they have spectrum and towers in those areas and just deploy them better.
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sorry, i ment to deploy MMDS SPECTRUM, in those areas to help rural coverage areas to improve. (mmds helps improve coverage)
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sorry, i ment to deploy MMDS SPECTRUM, in those areas to help rural coverage areas to improve. (mmds helps improve coverage)
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Sprint is counting MVNO, Reseller and affiliates in their numbers, Cingular and Verizon aren't. If you do the math then you will see that Sprintel only added 1.25 million customer.
You are a fool if you think that Kodiak and other PTT vendors aren't working on a way to have cross carrier ptt ability. You hold to much faith in something that hasn't even seen usage by customers (Q-Chat).
As far as ptt and how many people want it you are way off. There are over 100 million people in this country that could care less! Yes Alltel, Verizon, Sprint, and soon Cingular are working with a ptt solution but it is only an additional feature to their current portfolio's to attract mainly enterprise users that need the feature.
Do not ge...
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You are a fool if you think that Kodiak and other PTT vendors aren't working on a way to have cross carrier ptt ability. You hold to much faith in something that hasn't even seen usage by customers (Q-Chat).
As far as ptt and how many people want it you are way off. There are over 100 million people in this country that could care less! Yes Alltel, Verizon, Sprint, and soon Cingular are working with a ptt solution but it is only an additional feature to their current portfolio's to attract mainly enterprise users that need the feature.
Do not ge...
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i dont think cingular and verizon has any mvno's and wholesalers, but sprint does. it hits the arpu and it gives revenue, thus; they count it. (nextel doesnt add in their affliates)
thats how you count it my friend.
1. boost
2. wholesale/mvno
3. core.
thats how you do it.
by the way i can say about sprint/nextel becuase again they beat out verizon in 2004 and the first quarter in 2005. (beat out vzw and cingular)
again, thats how you add it up. sorry.
thats how you count it my friend.
1. boost
2. wholesale/mvno
3. core.
thats how you do it.
by the way i can say about sprint/nextel becuase again they beat out verizon in 2004 and the first quarter in 2005. (beat out vzw and cingular)
again, thats how you add it up. sorry.
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Verizon has wholesalers and is working on the Ampd MVNO but they do not count the numbers in their figures. Without prepay VZW added 1.58 million postpaid customers which spanked Sprintel.
Counting the wholesale and MVNO numbers is shady but it is Sprint PCS now isn't it.
Why doesn't Nextel include it's affiliate adds in their figures? I guess that they actually post accurate numbers that they add, not what other companies add and then buy from the Sprint network.
Sprint only added around 500,000 Sprint PCS customers and that's the fact of the matter.
Counting the wholesale and MVNO numbers is shady but it is Sprint PCS now isn't it.
Why doesn't Nextel include it's affiliate adds in their figures? I guess that they actually post accurate numbers that they add, not what other companies add and then buy from the Sprint network.
Sprint only added around 500,000 Sprint PCS customers and that's the fact of the matter.
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