Dish 1Q16 Earnings Call Notes

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Charlie Ergen Obviously there’s a whole generation that isn’t paying for TV “There is obviously a whole generation that, they’re either not paying for TV or if they’re paying for TV it’s more likely to be a Netflix or Prime … Continued

DISH 4Q15 Earnings Call Notes

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DISH Network (DISH) Charles William Ergen on Q4 2015 Our spectrum is very versatile ” The thing that’s particularly nice about the mid-band spectrum that is predominantly what we have, it’s probably the most versatile of the spectrum that’s out … Continued

T-Mobile 4Q15 Earnings Call Notes

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John J. Legere – President, Chief Executive Officer & Director 700 mhz customers have higher satisfaction “substantially all of our sales now are 700 megahertz compatible. And what we’re observing is that when someone has a 700-megahertz phone in a … Continued

Sprint 3Q15 Earnings Call Notes

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Sprint’s (S) CEO Marcelo Claure on Q3 2015 Results 500k postpaid additions “Sprint continues to build momentum in subscriber growth as you can see reflected in our third quarter results, we have 491,000 total net additions in the quarter, which … Continued

Verizon 4Q15 Earnings Call Notes

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Francis Shammo Committed to returning to credit profile in 2018-19 “We remain committed to returning to our pre-Vodafone transaction credit rating profile in the 2018 to 2019 time frame, so overall, a strong, balanced 2015 which provides operating momentum and … Continued

AT&T at UBS Conference Notes

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AT&T’s (T) CEO Randall Stephenson Presents at the UBS Global Media and Communications Brokers Conference Going to be doing more on getting the customer to cloud without touching public internet “you’re going to see us continuing to push the gas … Continued

Verizon at UBS Conference Notes

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Verizon Communications (VZ) Presents at UBS Global Media and Communications Brokers Conference Fran Shammo Promotional activity is a little less than we saw a year ago “I think the promotional activity this fourth quarter is probably I would rate it … Continued

Verizon 3Q15 Earnings Call Notes

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Churn at 0.93% “Postpaid net adds totaled 1.3 million, which does not include any wholesale or Internet of things connections. Net phone add additions were 430,000. Customer retention was also a highlight with postpaid churn of 0.93%, down 7 basis … Continued

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