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| 616 | Dish signs $5B MVNO deal with AT&T (簡訳:ディッシュがAT＆Tとの50億ドルのMVNO契約に署名) | ----------- | |
| FierceWireless: Wireless | 2021-07-20 02:30 | ????0? | |
| The assumption is that it will be difficult for Dish to move existing subscribers, but all new activations will be on the AT&T network. “AT&T obviously can’t support Dish’s CDMA customers, but if T-Mobile is switching off Sprint’s CDMA network at the end of the year, it doesn’t matter,” Chaplin wrote. “Undoubtedly, this deal cropped up out of the dispute between Dish and T-Mobile over the CDMA network.”“Though there is nothing new to report there, this NSA stipulates that AT&T will be allowed to terminate the NSA in the event of a qualifying change of control of DISH. This could include a rival wireless provider, U.S. cable company or ‘certain large technology companies’ taking over 50% more of the voting power or economic value of DISH,” she stated. Raymond James analyst Ric Prentiss noted Dish’s criticism of plans by T-Mobile to turn off the Sprint 3G CMDA network on or around January 1, 2022. AT&T recently announced it will phase out its 3G GSM network by February 2022, slightly later than T-Mobile. “Our current TMUS model includes ~$300M of wholesale revenue from DISH in 3Q21 and 4Q21 dropping to ~$100M of revenue per quarter starting in 1Q22,” Prentiss wrote.Interestingly, he said, “the agreement may be terminated if any ‘restricted party,’ including certain large U.S. wireless providers, certain U.S. cable companies, and certain large technology companies, take control of >=50% of the economic or voting control of DISH, or if DISH sells substantially all the wireless assets to a restricted party. And, the agreement grants AT&T the right to request to use portions of DISH’s spectrum in certain markets to support DISH customers on the AT&T network.”To that last point, Dish’s squabble with T-Mobile “has spilled over into other issues, as T-Mobile has taken an adversarial stance over Dish’s 12 GHz spectrum with the FCC. Dish is looking to start afresh with a new wholesale partner, though will still need to migrate its ~8.8MM Boost subscribers (and many off said CDMA network.) Charlie Ergen is typically fairly transparent and candid on earnings calls, in which case, we look for more insights at that time in early August.” -- ???????? | |||
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