TM presented today at Lehman Borthers conference

[cheerioboy26]

Here are the slides (.pdf) There will be an audio conference call posted tomorrow (it will be held later today)

Highlights from the slides:

• Data Revenue $2.43 per month, 61% of which is SMS/MMS, 19% t-zones.
• 2 billion SMS in Q1
• #1 in Blackberry sales (173K subscribers)
• Hotspot subs quadrupled in 2003
• Cell sites - 28,100 currently
• 3,300 added in 2003
• 4,500 more cell sites in 2004 (note - this is 500-1000 more than originally planned - they are spending the capital! 770 were added in Q1, so there are still over 3,000 more new sites to come (starting April 1))
• 32% improvement in Minutes of Use per dropped call compared to last year at this time
• Rolling out EDGE and AMR
• slide 24 - NYC metro coverage map w/improvements - 628 new sites in 2004!

[hominid7]

This is very interesting..... I'm also curious as to the new tower figure, as in how much of that is to exand their footprint and how much of it is to fill coverage holes or replace coverage currently provided by roaming partners.

I'd really like to see some additional east Texas coverage and Northern Louisiana coverage.

[badass bunny]

numbers all look great, good to hear tmo is doing well

[aristoBrat]

Originally posted by cheerioboy26
Highlights from the slides:

You totally rock for doing these recaps. I know that hte info is publicly available, but I rarely have time to go track this stuff down myself. Thanks!!!!!!

[scoobydooby]

Can't beleive they have the guts to boast about their crap phone lineup on slide 22.

Boasting that crap like the Motorola V66, are "unique" to T-mobile is a joke...

[ZeeUser]

On slide 18 is says:
"Bundled GSM/GPRS and WiFi: unmatched value and simplicity"

What bundle? Did I miss something??


I also wish they had given a timeframe for EDGE and their offering of EDGE phones

[[IFC]Area51]

Originally posted by badass bunny
numbers all look great, good to hear tmo is doing well

I second that,

[heybabyheybaby]

Originally posted by ZeeUser
On slide 18 is says:
"Bundled GSM/GPRS and WiFi: unmatched value and simplicity"

What bundle? Did I miss something??]
...

You get a 33% discount on WiFi if you are also a voice subscriber. That's probably what they meant. Also I heard somewhere that they are having great success convincing that WiFi customers who have their cellphone with other providers to move their regular mobile service to TMO. In part probably becuase of the $10 discount on the WiFi service and centralized billing.

[ZeeUser]

Originally posted by heybabyheybaby
You get a 33% discount on WiFi if you are also a voice subscriber. That's probably what they meant. Also I heard somewhere that they are having great success convincing that WiFi customers who have their cellphone with other providers to move their regular mobile service to TMO. In part probably becuase of the $10 discount on the WiFi service and centralized billing.

So is the $20 unlimited WiFi with or without the voice plan discount?

[heybabyheybaby]

Originally posted by ZeeUser
So is the $20 unlimited WiFi with or without the voice plan discount?

It's 20 with the voice plan.

[ikuma3]

It's really cool of you to take time out of your day to post the slides. Thanks

[ikuma3]

Rolling out EDGE and AMR


What is AMR ? thanks

[ZeeUser]

Originally posted by heybabyheybaby
It's 20 with the voice plan.

Cool....Thanks!

Maybe by time my contract is up next May, they will have enough hotspots so that I won't need the unlimited GPRS

[heybabyheybaby]

Originally posted by ikuma3
Rolling out EDGE and AMR


What is AMR ? thanks

AMR (Adaptive MultiRate) is a codec, a voice compression mechanism that allows network operators to more efficiently manage their voice network capacity while ensuring a decent call quality. This mechanism reduces the bandwidth needed for calls (through the use of digital voice compression). Currently TMO uses an older compression scheme called EFR (Enhanced Full Rate) codec.

and before you ask what does codec mean == compression decompression algorigthm.

[cheerioboy26]

Originally posted by hominid7
This is very interesting..... I'm also curious as to the new tower figure, as in how much of that is to exand their footprint and how much of it is to fill coverage holes or replace coverage currently provided by roaming partners.

I'd really like to see some additional east Texas coverage and Northern Louisiana coverage.

Well, in general, (they didn't say this today but said it in March) 80-90% of the cell sites are to improve existing coverage (this would also include incremental coverage expansions) and the rest (my assumption) would go towards footprint expansion.