New Street Research - DISH Network Corporation Class A (DISH) ... DISH Quick Hit: AWS Partnership Validates DISH’s 5G Opportunity

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New Street Research

Jonathan Chaplin

DISH Quick Hit: AWS Partnership Validates DISH’s 5G Opportunity

Analyst: Jonathan Chaplin
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21/04/2021 2 EN

Underlyings

DISH Network Corporation Class A

DISH Network is a holding company. Through its subsidiaries, the company operates two business segments: Pay-TV and Wireless. The company provides pay-TV services under: the DISH? brand, which consists of, among other things, Federal Communications Commission licenses authorizing the company to use direct broadcast satellite and Fixed Satellite Service spectrum, the company's owned and leased satellites, and certain other assets utilized in the company's operations; and the Sling? brand, which consists of, among other things, live-linear streaming over-the-top Internet-based domestic, international and Latino video programming services. In addition, the company invests to acquire certain wireless spectrum licenses and related assets.

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US25470M1099 NASDAQ Stock Market United States

Dish TV India

Dish TV India is a direct to home (DTH) entertainment service company based in India. Co. is a division of Zee Network Enterprise (Essel Group Venture). EGV has national and global presence with business interests in media programming, broadcasting & distribution, specialty packaging and entertainment. Co. offers DVD quality picture and stereophonic sound effects to customers. Co. transmits programs through satellite and gives customers control of selecting channels and paying for them. Co. offers features such as Electronic Program Guide, parental lock, games, 400 channels, interactive TV and movie on demand. Co. also delivers customers national and international channels.

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INE836F01026 National Stock Exchange of India India

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Analysts

Jonathan Chaplin

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DISH Quick Hit: AWS Partnership Validates DISH’s 5G Opportunity

SATS: model update

EchoStar: Quick thoughts following the call

SATS 1Q24 Quick Take: Operating trends fine; focus will be on capital raise

Bible 1Q24 – Foundries: leading-edge strong; Trailing-edge correction playing out.

VEON (Buy, TP: $40, +55%) Thoughts after the call

Reddit (RDDT, Neutral, $54 target) Data licensing tracking our base case after OpenAI deal

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