T-Mobile US, Inc.

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  • Oct. 10, 2012, 1:14 PM

    MetroPCS (PCS -5.8%) dives after Bloomberg reports Sprint (S +0.8%) is "holding off on an immediate counterbid," and wants to look at Deutsche Telekom's regulatory filing for the MetroPCS/T-Mobile deal (expected in a month or two) before making a move. Sprint reportedly offered $8B (including debt) for MetroPCS, which currently has a market cap of $4.3B and $2.4B in net debt, earlier this year. Since then, Sprint's shares have surged, possibly enabling an offer with less equity dilution.

    | Oct. 10, 2012, 1:14 PM | 2 Comments
  • Oct. 9, 2012, 1:53 PM
    Acme Packet (APKT -5.6%) slumps after MetroPCS (PCS) discloses it won't be deploying voice-over-LTE (VoLTE) following its merger with T-Mobile USA. VoLTE is seen as a major future demand driver for Acme's session border controllers - Acme shares fell in August after Raymond James claimed AT&T and Verizon are delaying their VoLTE deployment plans. Also, BMO has started coverage with a Market Perform.
    | Oct. 9, 2012, 1:53 PM
  • Oct. 5, 2012, 7:16 AM

    The Sprint (S) board schedules a noon phone meeting to discuss the possibility of renewing its pursuit of Metro PCS (PCS), say sources. When the board rejected what looked like a sealed deal for MetroPCS in February, Sprint's stock was just $2/share, but after a rally to $5, progress on the network upgrade, and the iPhone investment paying off, directors may have a change in attitude.

    | Oct. 5, 2012, 7:16 AM | 5 Comments
  • Oct. 4, 2012, 12:55 PM

    MetroPCS (PCS -1.9%) briefly turned positive following a Bloomberg report claiming Sprint (S -3.6%) is "in the early stages of evaluating a counter offer" for MetroPCS, and could decide on whether to one-up T-Mobile's bid as early as next week. Leap Wireless (LEAP -5.5%), already pummeled yesterday, is near the day's lows following a brief spike. Sprint, which (unlike T-Mobile) uses the same 3G tech as MetroPCS, reportedly had a deal to buy the carrier in February, but its board got in the way.

    | Oct. 4, 2012, 12:55 PM | 1 Comment
  • Oct. 4, 2012, 10:02 AM

    Sprint (S -2.5%) opens lower thanks to a downgrade to Underperform from Baird, which is worried about competition. Meanwhile, MetroPCS (PCS -6.5%) which tumbled yesterday after the terms of the T-Mobile merger failed to go over well, is falling more following a downgrade to Reduce from Nomura, which doesn't see T-Mobile fixing the carrier's problems. Mobile analyst Henry Wang agrees. "Being No. 4 in this very competitive market is no fun ... AT&T and Verizon can better procure the handsets that people want, and keep costs down as well."

    | Oct. 4, 2012, 10:02 AM | 5 Comments
  • Oct. 3, 2012, 11:13 AM

    After soaring yesterday on MetroPCS/T-Mobile reports, and rising more in premarket trading after the deal was announced, Leap Wireless (LEAP -15.4%) is more than giving back its gains, as investors conclude the deal's terms might not bode well for Leap. A downgrade to Neutral from JPMorgan also isn't helping: the firm doubts a suitor will arrive in the near-term, and calls Leap an "unattractive" target for Sprint (S +0.2%). MetroPCS (PCS -8.5%), meanwhile, has seen its losses steepen.

    | Oct. 3, 2012, 11:13 AM
  • Oct. 3, 2012, 9:36 AM
    More on MetroPCS/T-Mobile: A CC is underway (live blog, webcast). The combined company will retain the T-Mobile name. $6B-$7B in cost synergies are targeted. T-Mobile USA CEO John Legere will head the company, and Deutsche Telekom will nominate board members. MetroPCS, which is announcing a 1:2 reverse stock split, will receive a $250M termination fee if the deal falls through. T-Mobile and MetroPCS have 42M combined subs right now, though that number is declining.  PCS -4%.
    | Oct. 3, 2012, 9:36 AM
  • Oct. 3, 2012, 9:10 AM
    More on the MetroPCS/T-Mobile USA merger: MetroPCS shareholders will get $1.5B in cash and a 26% stake in the combined company (MetroPCS closed with a $4.9B market cap yesterday), and Deutsche Telekom (DTEGY.PK) the remaining 74% stake. The deal is expected to close in 1H13. The WSJ notes the deal's reverse-merger structure could allow DT to gradually sell its stake and exit the U.S. market. PCS -2.1% after yesterday's big gains. LEAP +3.4%. S -1.2%.
    | Oct. 3, 2012, 9:10 AM | 7 Comments
  • Oct. 3, 2012, 7:55 AM

    The MetroPCS (PCS +7.7%) board approves a deal to merge with Deutsche Telekom's (DTEGY.PK) T-Mobile USA unit, reports CNBC.

    | Oct. 3, 2012, 7:55 AM
  • Oct. 2, 2012, 1:03 PM

    Deutsche Telekom (DTEGY.PK) confirms it's in talks with MetroPCS (PCS +18.1%) about a merger with its T-Mobile USA unit, but adds major issues haven't been finalized. DT's board is expected to vote on the deal tomorrow. Some of the fallout: 1) Sprint (S -4.5%) is now widely expected to go after Leap Wireless (LEAP +13.6%) and its valuable spectrum. 2) The odds of a MetroPCS/Clearwire wholesale deal are now lower, and concerns exist a Sprint/Leap deal will diminish Clearwire's (CLWR -7.1%) value to Sprint.

    | Oct. 2, 2012, 1:03 PM | 1 Comment
  • Oct. 2, 2012, 12:45 PM
    Midday top 10 gainers: DAEG +18%. PCS +18%. ULTR +16%. KFS +16%. CTIC +16%. UQM +13%. LEAP +13%. DYSL +13%. IMH +13%. SANW +10%.
    Top 10 Losers: PBM -66%. ARQL -54%. MSCI -29%. EXPR -21%. AMCF -18%. CLB -16%. CHC -14%. SKX -11%. CUR -10%. DSTI -10%.
    | Oct. 2, 2012, 12:45 PM
  • Oct. 2, 2012, 10:52 AM

    More on Deutsche Telekom/MetroPCS: Bloomberg claims DT's board is set to meet tomorrow to approve the acquisition, and that an announcement could arrive the same day. David Faber reports the purchase will be an all-stock deal. MetroPCS (PCS +18.7%) has added to its gains.

    | Oct. 2, 2012, 10:52 AM
  • Oct. 2, 2012, 10:04 AM

    MetroPCS (PCS +15.3%) and Leap Wireless (LEAP +15.1%) shoot higher after Bloomberg reports Deutsche Telekom (DTEGY.PK), parent of T-Mobile USA, is close to a deal for MetroPCS, long the subject of M&A speculation. Sprint (S -6.9%) and Clearwire (CLWR -4.1%) are selling off.

    | Oct. 2, 2012, 10:04 AM | 1 Comment
  • Sep. 28, 2012, 11:58 AM

    MetroPCS (PCS -1.6%) is "holding conversations with a number of strategic suitors," a source tells the FT, while cautioning the talks shouldn't be viewed as negotiations at this point. Shares are nonetheless trading lower, likely because M&A rumors (I, II) surrounding MetroPCS and fellow discount carrier Leap Wireless (LEAP -0.7%) are nothing new. Sprint (S), which reportedly came close to buying MetroPCS earlier this year, is said to be "not fully engaged" in conversations.

    | Sep. 28, 2012, 11:58 AM | 2 Comments
  • Sep. 26, 2012, 7:36 AM

    With Sprint (S) showing signs of improvement, analysts think the company could expand its customer base by acquiring a smaller rival such as T-Mobile (DTEGY.PK), MetroPCS (PCS) or Leap Wireless (LEAP) to create a strong no. 3 carrier to challenge AT&T (T) and Verizon Wireless (VZ). The stock's 136% YTD gain bolsters its currency for a deal.

    | Sep. 26, 2012, 7:36 AM | 3 Comments
  • Sep. 19, 2012, 5:08 PM

    Some of Wells Fargo's notes on Sprint (S +7.1%) CEO Dan Hesse's remarks: 1) Sprint expects to take part in industry consolidation because it "views itself as sub-scale" (compared with AT&T/Verizon, no doubt). 2) Hesse thinks it doesn't make sense for Sprint to raise prices while it has an LTE coverage disadvantage. 3) The recent jump in Sprint's Nextel retention rate is unlikely to last. 4) Smartphone sales are expected to continue lifting ARPU. CLWR +13%. PCS +5.2%. LEAP +1.7%.

    | Sep. 19, 2012, 5:08 PM | 2 Comments
Company Description
T-Mobile US Inc provides wireless communication services in the postpaid, prepaid, and wholesale markets. The Company's products and services include voice, messaging, data services, wireless devices, smartphones and other mobile communication devices.