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T-Mobile US, Inc. (TMUS)

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  • Aug. 5, 2011, 10:58 AM
    MetroPCS (PCS), down 42% this week following poor earnings, plans to improve the capacity of its 4G network by leveraging voice-over-IP technology. 4G's capacity improvements relative to 3G could give MetroPCS a lift by allowing the troubled carrier to position itself as a home broadband provider in less densely-populated areas.
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  • Aug. 3, 2011, 1:40 PM
    Bank of America sees a soft Q2 for Leap Wireless (LEAP -3.4%) - due to report after the close - maintaining a Buy rating with a $20 price target. Analysts see the shift of cellular business from voice to data pressuring firms on the lower-income end of the model, including LEAP rivals MetroPCS (PCS -1.1%) and Sprint (S +2.1%).
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  • Aug. 2, 2011, 2:53 PM
    Leap Wireless (LEAP -18.3%) is falling in sympathy with rival MetroPCS (PCS -32.8%), as the latter's weak results bring into question the long-term success of discount wireless carriers. Leap, which has over $2.4B in net debt compared with $832M in equity, has seen negative free cash flow each of the last 3 years.
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  • Aug. 2, 2011, 10:42 AM
    AT&T (T -1.2%) may have reason for concern about lousy earnings from MetroPCS (PCS -32.3%) and Sprint (S -4%), Dave Kansas muses, since its proposed deal with T-Mobile (DTEGY.PK) would look better to regulators if AT&T had more competition. Sprint and others opposed to the deal will have a stronger argument that AT&T/T-Mobile would be too powerful.
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  • Aug. 2, 2011, 10:03 AM
    Shares of MetroPCS (PCS -28.8%) freefall after its $0.06 earnings miss. The firm's churn rate jumped 18% Y/Y in Q2, and could jump higher in Q3 according to comments made this morning in a CC.
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  • Aug. 2, 2011, 9:00 AM
    Premarket gainers: RDN +12%. SM +9%. AGP +6%. ARNA +4%. PMI +4%. SIRI +4%. HCA +3%. BCS +3%.
    Losers: INSM -42%. PCS -17%. NVMI -7%. KLIC -6%. ADM -4%. FRO -4%. LYG -3%. CS -4%. MT -3%. ARIA -3%. UBS -3%. ALV -3%. RIO -3%. ITUB -3%. NOK -3%.
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  • Aug. 2, 2011, 8:55 AM
    More on MetroPCS (PCS): Q2 earnings missed the mark as margins declined on higher costs and a sharp slowdown in subscriber growth. New customer growth was the lowest in nearly 2 years as the pre-paid wireless provider tries to remain relevant in a market dominated by Verizon Wireless (VZ, VOD)and AT&T (T). Shares -16.5% premarket.
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  • Aug. 2, 2011, 6:22 AM
    MetroPCS Communications (PCS): Q2 EPS of $0.23 misses by $0.05. Revenue of $1.2B (+19% Y/Y) in-line. (PR)
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  • Aug. 2, 2011, 12:05 AM
    Notable earnings before Tuesday's open: ADM, AMT, ARIA, BCS, BDX, COH, CTSH, DUK, EMR, ETR, EXPD, FE, FWLT, HCP, LXP, MRO, NI, NYX, PCS, PFE, PH, RDC, SIRI, TAP, THC, TM, VSH
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  • Jul. 8, 2011, 3:26 PM
    While AT&T (T) is seeing slowing wireless growth, Verizon (VZ) is expected to have a standout Q2 on the back of iPhone sales and demand for 4G handsets such as HTC's (HTCCF.PK) Thunderbolt and Samsung's (SSNLF.PK) Droid Charge. Low-cost carrier MetroPCS (PCS) has also benefited from its early adoption of 4G.
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  • Jul. 5, 2011, 4:26 PM
    Smartphone subsidy expenses are damaging the margins of U.S. carriers, according to Moody's. The average phone subsidy is now $138, and Apple's (AAPL) iPhone is subsidized by $450. Moody's sees AT&T (T) and Verizon (VZ) weathering the storm, but believes Sprint (S), Leap (LEAP), and MetroPCS (PCS) could have a harder time.
  • Jun. 15, 2011, 8:50 AM
    Terrestar (TSTRQ.PK) receives a $1.4B offer from Dish (DISH) to buy its assets through a bankruptcy auction. Those Dish is competing against include a group of senior noteholders and MetroPCS (PCS), sources say. Terrestar's most sought-after assets include spectrum for 4G networks.
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  • May 24, 2011, 3:55 PM
    Grumbles are growing over AT&T’s (T) planned $39B takeover of T-Mobile (DTEGY.PK), as Leap Wireless (LEAP) is the latest to come out against a deal. The acquisition "would reduce competition and decrease innovation and investment in the wireless industry," it says. Sprint (S) and MetroPCS (PCS) already have been vocal in their disapproval.
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  • May 3, 2011, 11:58 AM
    A number of mobile phone firms are moving today, in sympathy with MetroPCS (PCS +8.3%) after it added record customers in Q1. MetroPCS said in a call it hoped an AT&T (T)/T-Mobile (DTEGY.PK) tie-up would free up divested spectrum to smaller companies that need it for growth. T +1.6%; VZ +0.9%; DTEGY.PK +0.7%; USM +0.6%.
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  • May 3, 2011, 9:00 AM
    Premarket gainers: KLIC +15%. BPI +10%. PCS +6%. FE +5%. AVP +5%. REE +4%. AVL +4%. LVLT +3%. FCEL +3%. VVUS +3%. CTIC +3%.
    Losers: PRXL -18%. ANAD -15%. COOL -10%. LPSN -5%. TAP -5%. CTSH -4%. PRGO -4%. KEG -3%. CHK -3%. TTM -3%. AG -3%. OC -3%.
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  • May 3, 2011, 6:27 AM
    MetroPCS Communications (PCS): Q1 EPS of $0.15 misses by $0.04. Revenue of $1.19B (+23% Y/Y) beats by $0.07B. (PR)
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Company Description
T-Mobile US Inc provideswireless communication servicesin the postpaid, prepaid, and wholesale markets.The Company's products and services includevoice, messaging, data services,wireless devices, smartphones and other mobile communication devices.