Blair published a note this morning that anticipates the FCC receiving authority to auction the AWS-3 licenses that Dish relinquished as part of the NDAA. We think an auction could take place in 2H25. In this brief note, we cover the implications for Dish and for the other carriers.
One of the must-pass pieces of legislation left for this Congress is the National Defense Authorization Act (NDAA). The current draft now includes a provision that would appropriate $3 billion for the Rip and Replace program designed to help small telecom companies remove and replace equipment purchased from Chinese telecommunications equipment companies, equipment Congress believes creates national security risks. The legislation funds the appropriation by allowing the FCC to conduct a one-ti...
Two Directors at Dorchester Minerals Lp bought 26,480 shares at 34.410USD. The significance rating of the trade was 68/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two year...
In this iteration of “Broadband Trends” we update our FWA capacity forecast. We also touch on early signs that demand for FWA may be limited, which could prevent mobile operators from reaching capacity limits (or force them to work harder to get there). This could have a big impact on the pace of Cable subscriber growth. Finally, we reprise our work on the competitive positioning of the various operators based on relative NPS scores.
In this note we show how there is at least $0.7BN of additional value on the table that could help narrow the discount DBS bondholders are being asked to accept in order to get the DTV deal across the goal line. We also run through the differences between the four segments EchoStar reports at earnings and the four filing entities they disclose to the SEC. We also update our estimates for DBS, Dish Networks and Hughes now that their 10-Q’s have been filed.
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