15 | Altice’s 19,000 small cells in Long Island don’t help Sprint’s network much, say analysts | ----------- | |
FierceWireless: Wireless | 2019-11-06 03:00 | ????0? | |
“The network is disappointing,” wrote the New Street analysts. “Based on the Tutela data and our own speed tests, it doesn’t seem like the deployment of 19,000 small cells has improved Sprint’s network much. There is little evidence of improvement year over year; Sprint’s network in Long Island appears worse than in the rest of the country, and Sprint still lags the other national carriers in Long Island.”Altice’s agreement to install 19,000 small cells on Sprint’s network is a “unique relationship,” said New Street Research analyst Spencer Kurn. He said one of the biggest problem with densifying a network with small cells is going through the process of zoning, securing siting, permitting and regulations. “Cable companies already have the public right of way with poles and strands of aerial cables,” said Kurn. Most the 19,000 small cells that Altice deployed are small antennas hung on cable strands.Kurn added, “Sprint’s network has always lagged the other three carriers in terms of network performance. The primary reason has been the amount of low frequency spectrum they have and the amount of nodes. We had thought that Altice deploying 19,000 small cells would really close the gap, but the data doesn’t show that. Sprint still lags other carriers by a pretty wide margin.”Long island has historically been a tough market to get capacity in due to its stringent zoning laws. “Undoubtedly the 19,000 small cells enhance the speeds of Sprint’s network,” said Kurn. “But it’s very possible the absence of the low-frequency spectrum really limits the range of Sprint’s network. The small cells aren’t going to improve that that much. It’s still disadvantaged from a coverage perspective.”“Our survey results suggest 68% of households in the areas Altice will sell wireless would be interested in the product at $20 or more,” wrote the analysts. “This is not far off what Comcast will report this year, and Comcast is seven times the size. We estimate penetration will reach 12% of Altice’s addressable customers, which is higher than what we expect for Comcast and Charter.” -- ???????? | |||
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