Dish still 'in the driver's seat' with wireless spectrum, analyst firm says

Deutsche Bank analysts Bryan Kraft, Clay Griffin and Sunny Kwak say Dish Network (NASDAQ: DISH) is still "in the driver's seat" in regard to its wireless spectrum assets.

The satellite TV operator's various options include a sale to Verizon (NYSE: VZ), or some kind of wholesale agreement with multiple carriers on a perpetual lease, according to a research note released by the Deutsche trio. They said that even though Dish and its designated entity partners drove up prices during the AWS-3 auction in January, "the major carriers, had they not had a significant need for more spectrum, could have opted to stay on the sidelines in an effort to cast doubt on spectrum demand/pricing ahead of future auctions and spectrum acquisitions. Instead, they paid what they had to in order to win some of the licenses they sought. We find it hard to believe that they're now 'all set' as far as spectrum, even with additional licenses they might acquire in the broadcast incentive auction." Article

Suggested Articles

YouTube TV’s price hike gives cable operators breathing room to run the next big TV race, which will be fought and won on the TV UX battleground.

Sling TV is now the first virtual MVPD to launch on Comcast’s Xfinity Flex platform for broadband-only subscribers.

Amazon Fire TV is more deeply integrating Hulu + Live TV, YouTube TV, and Sling TV TV into Fire TV’s live TV experience.