This Week: Echostar's Spectrum Sale and the Road Forward
Description
Analysts Don Kellogg and Roger Entner discuss the pending sale of EchoStar's spectrum assets, who stands to benefit, and the role of regulators in shaping the market.
*Note: This episode was recorded 9/5/2025 before the SpaceX acquisition of EchoStar's spectrum assets on 9/8/2025.
00:00 Episode intro
00:25 The sale of AWS-4
02:03 Who will buy AWS-3 and 700 MHz?
03:54 Dish's path forward depends on regulators
05:30 Fourth-largest operators traditionally struggle
07:54 MMOs vs. MVNOs
08:39 A failing venture can be a success
10:28 Will spectrum go to good use?
10:49 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Dish, EchoStar, AT&T, AWS-4, Elon Musk, Charlie Ergen, Starlink, FCC, AWS-3, 700 MHz, Verizon, spectrum, T-Mobile, satellite, MVNO, Peter Adderton, Rakuten, network, MMO
United States
