Walter Piecyk
@WaltLightShed
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TMT analyst LightShed Partners - Partner LightShed Ventures - GP #FlyEaglesFly #LFC
NYC
Joined March 2008
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NBC’s tips on dealing with inflation. “If you don’t get a turkey fewer people might come and that would save you more money also” 😂😂😂
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This was a slide from SoftBank’s investor presentation today.
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MVP of the game: Dez Bryant, who convinced an
@nfl
official to reverse a call on the field with no helmet.
http://t.co/jxqbINhR4R
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@CGasparino
Does this dope think patients are kept outside or does he just not understand HIPAA rules.
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Remember this fear based argument from 2018? Embarrassing.
If
we
don't
save
net
neutrality,
you'll
get
the
internet
one
word
at
a
time.
#savethenet
#savetheinternet
#netneutrality
#onemorevote
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This is the
@NFL
Draft highlight of the day.
3 from one High School in the heart of Philly.
@SJPREP
Swift -
@Lions
Reid -
@HoustonTexans
Runyan -
@packers
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Q3 wireless service revenue growth
$TMUS +13.4%
$T -0.9%
$VZ -3.9%
$S -6.3%
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Q1 Post-paid phone net adds
T-Mobile +877k
Sprint +22k
Verizon -8k
AT&T -363k
Big 4 +528k vs +368k last yr
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Sprint’s wireless service revenue declined for the 16th consecutive quarter. $S
Q2 wireless service rev
$TMUS +9.6%
$T -2.5%
$VZ -5.6%
$S -6.2%
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Softbank bought Sprint in 2013. Its headcount has subsequently been reduced by 9,000 and its annual capital investment was cut by 70%.
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😂
The ads on Fox were incessant. So I ordered a few pillows. Called it research for my book. One-word review: Lumpy.
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$AAPL finished down 1.9%. Worst performance since 2010. 4th worst performance in the iPhone era.
Here's how Apple's stock has performed following WWDC. $AAPL
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Q4 post-paid phone net adds
$TMUS 1.0 million
$VZ 650k
$T 31k
$S Reports tomorrow
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SoftBank invested < $200 million in Brandless.
Their stake in Sprint is up $12 billion today.
$SFTBY $9984
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16 years with this guy and I’m coming back for more. Gonna miss my BTIG family immensely but am fired up for what is to come.
Exciting Announcement 🔥
After nearly a decade at BTIG,
@WaltTBD
@brandonatTBD
and I are launching our own venture. Details to follow.
We have had an incredible run at BTIG and will miss colleagues we have called our family.
Press release link:
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Q3 post-paid phone net adds
$TMUS +595k
$VZ +274k
$T -241k
$S reports tomorrow
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That's the first time $AAPL R&D/revenue has dropped y/y since the June quarter in 2015, the year of the iPhone 6.
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@OldTakesExposed
You need the video of Schefter scoffing at the 62% of moneyline on da bears 😂
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Q2 Post-paid phone net adds
$TMUS +786k
$VZ +358k
$S +88
$T -89k
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So 200-210 million iPhones sold is now considered a
#SuperCycle
? Is that even above consensus?
In FY15, $AAPL sold 231 million iPhone's, a 37% increase over the prior year.
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Meanwhile over on the $FB call this is apparantly is going on. Can someone ask Tim for a reaction to Zuck?
"We see Apple as one of our biggest competitors"
"Apple has every incentive to interfere...to preference their own apps"
"Apple may say this is to help people but these moves are in their competitive interests"
-- Facebook's Mark Zuckerberg $FB $AAPL
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Q2 Wireless service revenue growth
$TMUS +11.1%
$T -0.2%
$VZ -1.8%
$S -7.6%
Big 4 -0.6%
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How can Puerto Rico exist without electricity for months? Are they evacuating everyone from the island? What is the best source for updates?
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Bloomberg: *FTC’S KHAN OVERRULED STAFF TO SUE META OVER VR APP DEAL
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Just stopped in an AT&T store to try and bend a 6+. You have to be kidding me. That is not bendable. $AAPL
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Q3 wireless service revenue growth
Annual
$TMUS +8.3%
$T -2.8%
$VZ -4.2%
Sequential
$TMUS +2.5%
$VZ +1.4%
$T 0.0%
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A+ Twitter, once again, tonight. People not using are missing out. No comparable.
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Wow. Adding Boost Infinite to my eSIM could not have been easier. Fastest and easiest phone provisioning I have ever experienced. Hello $25/month. $DISH
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Here’s what this dirty player did last year to Foles.
#FlyEaglesFly
Jadeveon Clowney fined $40,110 for hit on Nick Foles via
@ProFootballTalk
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New
@rootmetrics
report out on NYC:
$TMUS fastest
$T slowest
$VZ <13 MBPS
http://t.co/2z1jPlZtln
http://t.co/lYU3K85b3K
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8 days
Verizon’s Go90 is on T-Mobile’s zero-rated BingeOn. How long before DirectvNow is added?
#ATTTW
$T
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5th ave $AAPL store line ends before reaching Madison at 7:55am
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2014 post-paid phone net subscriber adds
$TMUS +4.0m
$VZ +1.3m
$T +1.0m
$S -2.3m
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#Cband
spectrum results
$VZ $45.5 Billion
$T $23.4 Billion
$TMUS $9.3 Billion
$DISH $2.5 million
CableCo $0.0
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$TMUS added more than double the number of post-paid phone subscribers as Verizon in Q2.
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Q3 Post paid phone net adds
$TMUS +1.2 mil
$VZ +457k
$T +364k
$S -615k
Top 4 +1.4 mil
Top 4 in Q3 2013 +540k
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Phone payment activation fees
$S $36
$VZ $20
$T $15
$TMUS $0
h/t
@wave7jeff
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Q3 Wireless Service Rev growth
$TMUS +10.9%
$VZ +4.8%
$T -4.2%
$S -5.7%
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$CMCSA CEO Brian Roberts says wireless to be reported “as part of the cable segment” in 2019. Does this mean wireless EBITDA losses will no longer be broken out? How about getting wireless revenue and churn?
#transparency
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Q2 Post-paid phone net adds
$TMUS +760
$VZ +321
$S -12k
$T -322
Big 4 +747
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Q1 Post-paid phone net adds
$TMUS +798k
$VZ -289k
$T -348k
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$DISH is providing its entire portfolio of 600 MHz spectrum to $TMUS at no cost for 60 days in response to the spread of COVID-19.
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.
@FierceWireless
AT&T and Verizon already have lots of lowband spectrum. T-Mobile doesn’t. You do the math.
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Q4 post-paid phone net subscriber adds
$TMUS +1.037m
$VZ +672k
$T -103k
$S -248k
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$TMUS just announced a new unlimited family plan. $100 for 2 lines plus $40 per extra line.
http://t.co/7DPahzd0uh
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Oh look. Yet another
@NFL
post game show where they are talking about officiating and replays and not the game.
#Awful
#NFLratings
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Do your kids watch >66% of video on
40 inch
1171
9 inch
769
5 inch
1169
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T-Mobile was the only national operator to grow wireless service revenue sequentially in Q4.
$TMUS +1.5%
$VZ -.0.2%
$S -0.8%
$T -0.9%
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Q1 post-paid phone net adds
$TMUS +773k
$T +536k
$CHTR +300k
$CMCSA +277k
$VZ -178k
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The 20%+ growth in iPad revenue is the highest rate of growth since the March quarter in 2013. $AAPL
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$AAPL R&D/Revenue
2016 FQ3 6.0%
2016 YTD 4.4%
2015 3.5%
2014 3.3%
2013 2.6%
2012 2.2%
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You know its a $DISH analyst day when there’s no swag bag and coffee but no cups.
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I’m upgrading my prior review. Ted Lasso is really good.
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The slowing US internet narrative seems to be lacking any actual data to support it. We will keep looking and asking.
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Reported Q2 wireless service rev growth:
$TMUS +8.1%
$VZ +6.0%
$T -5.6%
$S -6.3%
*includes impact from EIP’s
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Sometimes you just load up with coffee and do the necessary legwork. $S $TMUS $DISH
@BrynnLegree
No change this this report.
"we have sat through eight days of testimony and we believe the State AGs have failed to make a compelling enough case that justifies a District Court Judge effectively overruling the decisions of two federal agencies."
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Wow
$DISH announced today the signing of a transformative, long-term strategic Network Services Agreement (NSA) with AT&T, making AT&T the primary network services partner for DISH MVNO customers.
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@MartyBrodbeck
@TroopzAFC
I would like to fill the roll of
@MrDtAFC
in your upcoming US launch. I've got some good rant potential
#BackAgain
!
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$AAPL R&D was over 4% of revenue. It hasn't been that high since 2006, before the first iPhone launched.
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This is quite a GIF
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“John Saw will serve as our new Executive Vice President of Advanced and Emerging Technologies” $TMUS
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@lovefutebol
It's infuritaing to think of the handballs that
#LFC
have been charged with this season, to not have that awarded. Zero consistency.
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$NFLX CEO Reed Hastings says T-Mobile's
#BingeOn
quality is “very, very good” and “seeing viewing going up” $TMUS
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Verizon CEO
@hansvestberg
delivered an emotional message earlier today. It was done on
@VZUpToSpeed
, on which $VZ has delivered daily live updates and Q&A for its 135k employees during the Covid pandemic.
#Leadership
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Charter had originally expected wireless to reach break-even EBITDA at 2 million subs. They are now at 3 million and still posting losses. $CHTR
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