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Clearwire Management Discusses Q2 2012 Results - Earnings Call Transcript

Stocks in this article: CLWR

While these actions may prove marginally helpful in alleviating some of the growing demand on carriers networks, we do not believe any of these transactions provide a comprehensive solution to their capacity needs, especially in high usage, dense urban markets.

In contrast, Clearwire's deep portfolio of 160 megahertz of spectrum on average in the top 100 U.S. markets is ideally suited to help operators capitalize on this growing demand. Not only is our 2.5 gigahertz frequency highly conducive to transmitting massive amounts of data, but our large swaps of continuous spectrum also enable us to push the limits of LTE technology with fat 20-megahertz pipes or even fatter 40-megahertz pipes with carrier aggregation.

This is a key advantage as it produces the fastest speeds in the industry, offering users a better experience and also offers carriers an option to deliver data in a very capital efficient manner. In

addition, we believe that rapid global adoption of our frequency band, which is expected to drive significant device and infrastructure economies of scale further enhances our spectrum value.

Major carriers are reporting increasing data revenue despite consumer price hikes, making it clear consumers love their data access and are likely to continue to demand even more for mobile networks as the number of connected devices continues to increase. And each new version offers more features and capabilities, further compounding the demands on the network.

Our own customers provide evidence of this dynamic as we've seen an increasing share of total network tonnage from video and other streaming applications. As a result, we believe wireless operators will inevitably be forced to add network capacity, and there are a few readily available options for spectrum resources outside of Clearwire.

We also have fundamental beliefs that fit. IDC fittingly points out in our release today, and I quote, "Clearwire is able to operate on a single bandwidth in approximately 160 megahertz of spectrum on average in top 100 markets where capacity constraints are most likely to emerge for other carriers.

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