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T-Mobile US, Inc. (TMUS)

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  • Dec. 20, 2011, 12:07 PM
    Leap Wireless (LEAP +5.3%) and MetroPCS (PCS +3.8%) are part of the sizable list of names (I, II, III) rallying thanks to the official end to AT&T's (T +1.2%) attempt to acquire T-Mobile. Investors apparently feel the benefits of not having AT&T swallow up a rival outweigh the value that would have been provided by the spectrum sales AT&T planned to make to the discount carriers in order to secure the deal's passage.
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  • Dec. 15, 2011, 1:41 PM
    Nielsen estimates Americans ages 13-17 exchange a stunning 3,417 texts/month on average, while those ages 18-24 exchange 1,914 texts/month. While all this texting is leading to a decline in voice usage, carriers probably aren't complaining, given the sky-high profit margins attached to text messages. AT&T (T) ignited some controversy in August by eliminating a moderately-priced messaging plan. (previously)
    | 3 Comments
  • Dec. 15, 2011, 10:21 AM
    Shares of MetroPCS (PCS +4.7%) jump following an upgrade to Buy and a raised target price to $10.50 from $8.50 at Mizuho Securities. Q4 subscriber growth is "tracking ahead of expectations," Mizuho says, viewing PCS as "an attractive near-term trading opportunity with the potential to benefit from seasonally strong trends and a discount valuation."
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  • Dec. 6, 2011, 9:42 AM
    William Blair raises its rating on MetroPCS (PCS +3.4%) to Outperform, saying the wireless provider's current valuation does not reflect its fundamentals and healthy balance sheet. "With historical seasonality, distracted competition and the anticipated decline in 2012 smartphone handset prices all working in MetroPCS’s favor," Blair sees improved performance in Q4 and 2012.
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  • Nov. 29, 2011, 8:31 AM
    Even if AT&T's (T) efforts to acquire T-Mobile fall through, it could still be in good shape, argues Kevin Fitchard. AT&T will still have a decent amount of spectrum, and its support for GSM standards will guarantee a solid device lineup. Meanwhile, deal opponent Sprint (S) will continue facing tough low-end competition from T-Mobile, and PCS and LEAP will have missed out on a chance to expand through AT&T's asset sales.
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  • Nov. 2, 2011, 3:54 PM
    MetroPCS (PCS +11.1%) recoups yesterday's big loss as JPMorgan upgrades the pay-as-you-go wireless carrier, along with rival Leap Wireless (LEAP +4%). Q3 subscriber performance for both was better than expected, JPM says, and PCS should see higher customer growth with its Q4 promotion of four lines for $100/month. Leap could sell excess spectrum "worth up to $150M-$250M."
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  • Nov. 2, 2011, 9:00 AM
    Premarket gainers: HGG +15%. MELA +11%. GRMN +10%. MGIC +9%. MA +7%. JDSU +6%. AUO +5%. CHU +5%. EXEL +5%. RENN +5%. RDN +5%. NBG +4%. HAL +4%. AKS +4%. BAC +4%. LNG +4%. PCS +3%. MS +3%. FCX +3%. SIRI +3%. S +3%. C +3%. AA +3%.
    Losers: DMND -16%. OPEN -13%. VG -12%. HGSI -7%. BDX -6%. LYG -5%. CTSH -4%.
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  • Nov. 1, 2011, 11:20 AM
    While Leap Wireless (LEAP +11.9%) is soaring thanks to its Q3 report, the opposite is true for rival discount carrier MetroPCS (PCS -6.8%). In addition to missing EPS estimates, MetroPCS reported net subscriber additions of just 69K, far below Q2's 200K. Moreover, churn increased by 60 bps, to 4.5%.
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  • Nov. 1, 2011, 6:16 AM
    MetroPCS Communications (PCS): Q3 EPS of $0.19 misses by $0.04. Revenue of $1.2B (+18% Y/Y) in-line. (PR)
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  • Nov. 1, 2011, 12:05 AM
    Notable earnings before Tuesday's open: ABC, ADM, AMT, BHI, EMR, ETR, EXPD, FE, FIS, HCA, MAC, MHP, NXPI, OHI, OSK, PCS, PFE, PNW, RDC, SIRI, THC, TRI, VLO, VSH, WPI
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  • Oct. 28, 2011, 4:48 PM
    MetroPCS (PCS -9.2%) took a hard hit today after BofA Merrill Lynch downgraded the stock to Underperform, citing increased competition and network capex and challenges.
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  • Oct. 20, 2011, 3:57 PM
    MetroPCS (PCS +3.4%) gains after Bloomberg reports the discount carrier is the frontrunner to acquire subscribers and spectrum AT&T (T) and T-Mobile (DTEGY.PK) plan to divest in order to gain approval for their merger. Rival Leap Wireless (LEAP +3.8%) is also said to be in talks with AT&T, but MetroPCS has a stronger balance sheet. (previously)
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  • Oct. 13, 2011, 4:02 PM
    MetroPCS (PCS +4.8%) is one more name that caught a bid on Clearwire's (CLWR +26.9%) Q3 preannouncement. Both companies added to their gains after MetroPCS' CFO said his company "might be uniquely positioned" to strike a deal to use Clearwire's massive spectrum holdings in major metro areas.
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  • Oct. 3, 2011, 1:46 PM
    Macquarie's Kevin Smithen is cutting his PTs on wireless carriers Sprint (S -5%), Leap Wireless (LEAP -10.3%), and MetroPCS (PCS -6.2%), as well as rural wireline carrier Frontier (FTR -6.7%), on a belief that the recent breakdown in the high-yield debt market will both produce higher borrowing costs and hurt equity values.
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  • Sep. 19, 2011, 6:46 AM
    AT&T (T) is trying to get rivals including MetroPCS (PCS) and Leap Wireless (LEAP) to sell spectrum and subscribers to rivals like Sprint (S) in the hopes of rescuing its $39B takeover of T-Mobile (DTEGF.PK) from the clutches of a DOJ anti-competition lawsuit. A botched deal would cost AT&T $3B-plus-perks.
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  • Aug. 24, 2011, 3:11 PM
    Dish Network (DISH) is petitioning the FCC to let it use spectrum obtained from recent acquisitions to build a 4G network to complement its satellite services. Credit Suisse thinks Dish might try to lower its costs by partnering with Sprint (S), while BTIG thinks a partnership with MetroPCS (PCS), which badly needs more spectrum, is possible.
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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.