2Q16 US Mobile Carrier Wrap & Scotch

An end of the second quarter 2016 wrap up of the top 4 US carrier community. We discussed T-Mobile quickly with smatterings of Verizon's new head of wireless hire, Ronan Dunne and their path to retort T-Mobile and Sprint.  As with previous Carrier Wraps, we discuss prepaid and postpaid trends.



We end by discussing our picks of the session - Glenlivet Nadurra and Macallan 10 yr Fine Oak.

Talking About Sprint Since Marcelo Claure's On-Boarding

Dan Meyer from RCR Wireless and I discuss Sprint's CY1Q16 results but revisit where Sprint is since Marcelo Claure has taken over as CEO.  We look at his priorities when he took over in August 2014 in the areas of:

• The executive team - who is in, who left, how the company is organizing
• Network - CapEx
• Cost containment including leasing companies, layoffs and $2.5B savings target
• Stabilizing revenue, the postpaid subscriber base and being the Value carrier

In the back half of the video, we talk about Glenlivet 12.