UPDATE: Sprint CEO Calls Palm Pre Launch Smooth
July 29 2009 - 9:53AM
Dow Jones News
Sprint Nextel Corp. (S) Chief Executive Dan Hesse called the
launch of the Palm Inc. (PALM) Pre smart phone the smoothest and
best executed in the company's history despite supply shortages
that left some customers waiting for the device.
The Overland Park, Kan., carrier launched the Pre June 6.
Because of supply issues, the company focused on stocking its own
Sprint stores at the expense of third-party retailers such as Best
Buy Co. Inc. (BBY).
As a result, Pre purchases were mostly by existing subscribers.
Sprint is expanding the supply into other distribution outlets,
which should attract new consumers, Hesse told analysts during a
conference call Wednesday.
Hesse, however, demurred from giving expectations on how well
the Pre would attract new customers. He did note that the Pre
launch helped mitigate the impact of the launch of the new Apple
Inc. (AAPL) iPhone by AT&T Inc. (T).
Overall, Hesse said he was pleased with the performance in the
second quarter, although he acknowledged there was room for
improvement in keeping contract customers.
There remains a lag between the brand perception - still hurt
from the service issues it suffered a few years ago - and the
reality of improved performance and customer care, he said.
"You'll see gradual improvement," Hesse said. "There's no silver
bullet."
Sprint maintained that it expects subscriber performance this
year to improve over 2008, despite being behind the year-earlier
pace. Hesse said he expects a stronger performance in the second
half as the Pre and service improvements take hold.
In addition to the Pre, Sprint launched Research in Motion
Ltd.'s (RIMM) Blackberry Tour at the same time as Verizon Wireless.
Hesse said it was important to let consumers know that Sprint would
offer Blackberry devices as quickly as any other carrier. With the
increasing reliance on smart phones with high subsidies, there are
concerns that Sprint would take a margin hit like AT&T does
with the iPhone. Chief Financial Officer Robert Brust declined to
give estimates for future margins, but said his goal was to keep
them stable.
Brust added that he expects full-year capital expenditures to be
below $2 billion, but expects a ramp up in spending in the second
half on network investments.
-By Roger Cheng, Dow Jones Newswires; 212-416-2153;
roger.cheng@dowjones.com