Events: Dish Network Pro Forma VZ-DISH June 2015

Dish Network Events: Pro Forma VZ-DISH June 5, 2015 DISCUSSION Early this morning I posited that VZ is likely makes a run for DISH, as I believe it not only needs DISH's capacity, but would garner enormous benefit from DISH's video infrastructure. A question arose on Twitter what a VZ DISH purchase might look like, and … Continue reading Events: Dish Network Pro Forma VZ-DISH June 2015

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Events: Dish Network Pro Forma DISH-TMUS June 2015

Dish Network Events: Pro Forma DISH-TMUS June 5, 2015 SUMMARY INFO (PF for TMUS) NASDAQ: DISH Recent PPS: $74.25 Shares Out: 604 million Market Cap: $44,816 Net Debt: $65,945 Enterprise: $110,761 DISCUSSION To say the least, things are moving quickly in the telecom/cable space, with: the Comcast/Time Warner Cable deal falling apart; the entrance of … Continue reading Events: Dish Network Pro Forma DISH-TMUS June 2015

Events: Dish Network Industry Note Review May 2015

Dish Network Events: Industry Note Review May 18, 2015 DISCUSSION I came across an Oppenheimer Communication & Cloud industry note that I think is relatively pertinent to DISH, and the wireless industry as a whole. I am on a trip on my phone writing this, so formatting will be touched up later. The note's summary … Continue reading Events: Dish Network Industry Note Review May 2015

Events: Dish 2Q14 Conference Call April 2015

Dish Network Events: 2Q14 Conference Call  April 6, 2015 DISCUSSION I am currently in the middle of a lengthy spectrum project but wanted to quickly highlight a very key interchange between Craig Moffett and Charlie Ergen on DISH's 2Q14 Conference Call. I believe the marketplace grossly underestimates the power of long-term thinking - of which Ergen has in … Continue reading Events: Dish 2Q14 Conference Call April 2015

Events: Dish Network DB Spectrum Note Summary February 2015

Dish Network  Events: Deutsche Bank Spectrum Note Summary February 11, 2015 SUMMARY INFO NASDAQ: DISH Recent PPS: $76.94 Shares Out: 463 million Market Cap: $35,623 million DISCUSSION The queue is perpetually chock-full of projects, but right at the top is a deep-dive look at Spectrum broadly and DISH specifically and where it fits into this … Continue reading Events: Dish Network DB Spectrum Note Summary February 2015