Interesting article. I'd always assumed that when the merger happens, it would only involve DISH's pay TV business (satellite and Sling), not their new 5G wireless business. Should this deal happen, perhaps the remaining wireless business will be renamed. IMO, DISH is a pretty stupid name for a cutting-edge wireless company. (I can imagine an SNL parody ad for DISH Wireless showing a customer talking on a cell phone in their car that's wired to a satellite dish mounted on the roof. "The 90s just called and they want your smartphone!")DISH: Directv Merger Rumors Supported By Potentially Significant Internal Move
DISH Stock: Directv Merger Rumors Supported By Internal Move | Seeking Alpha
A knowledgable moderator on another forum says that DISH receivers can work with DTV rooftop dishes/signals with just a software update. So that's would I would expect to happen. They'll probably standardize new installation with DTV dishes aimed at DTV sats but using current DISH Hopper and Joey receivers. But there may be the odd installation here or there where the installer can't get good line of sight to the DTV sats but they can with the DISH sats, so in those cases they'll go with a traditional DISH installation. Either way, they'll be able to use the same TV boxes.You don't know how is complicated DTV System Info vault ... no way to combine it with DVB-S what is using by dish, I see the merge as wet nightmare's for two big IT groups
Given the realization that Ka turned out to be a bit of a pain and that DISH has two constellations and smaller dishes, I'd expect things to go to transition slowly to the DISH satellites and DISH STBs.But there may be the odd installation here or there where the installer can't get good line of sight to the DTV sats but they can with the DISH sats, so in those cases they'll go with a traditional DISH installation.
The problem with that plan is that DISH would likely need to build and launch a new satellite in the latter half of this decade and that's an expensive proposition for a business that's slowly dying. Their constellations aren't going to last as long as DTV's, which just launched a new sat in June 2019 and should be good at least through 2030 (i.e. probably for as long as satellite-delivered cable TV service is a viable nationwide business).Given the realization that Ka turned out to be a bit of a pain and that DISH has two constellations and smaller dishes, I'd expect things to go to transition slowly to the DISH satellites and DISH STBs.
Yeah. And when their existing boxes die (and maybe even if they wanted to switch out of their grandfathered old DTV package to a current DISH package), they'll be replaced with current DISH boxes that can work with their existing DTV dish and wiring.Given that the installed base of DIRECTV STBs are already rather dated (The HS17 is near to celebrating its fifth birthday) and there is NOTHING on the horizon, I'd expect that much of the installed base is already at the cliff.
I expect all (or nearly all) of the current sports programming available on either service to be available through the new unified DISH service. Those missing RSNs will probably return to DISH by next year (if not this year) as optional add-ons given that Sinclair is getting ready to launch them as a standalone streaming service anyway. Once that happens, every large MVPD is going to insist on de-bundling their RSNs and making them optional once their current carriage contract is up.The real concern is probably what will happen with sports programming.
Agreed. I just didn't expect TPG to begin agitating for a DISH merger less than a year after their DTV deal closed. That was only six months ago!TPG isn't in the business of running companies. They're in the business of trading companies. Anyone who thought that they were into DIRECTV for the long haul is deluding themselves. Most of the coverage before the deal was careful to point out that the goal was to make DIRECTV a takeover target. DISH surely has the best synergies and they are on the same trajectory in terms of where the future lies.
Not sure why you think that. I believe both are self sustaining at this time they just had a lot of debut piled on DIRECTV because of the mergers and splits of the company. If he can handle that and gain a price advantage with the larger company then he will be able to keep them going.If DISH and DIRECTV were to merge there's no way Charlie could afford to operate two satellite fleets along with their broadcast facilities. One would have to be phased out and we know it won't be DISH.
I don't imagine that DISH (or DIRECTV) expects that their DBS products will need to exist much beyond 2026. I would expect that DISH may be able to easily take advantage of existing or leased satellite capacity as they've been doing all along to make that happen. The fact that DIRECTV Ku birds at 110W and 119W could be employed in some capacity on the Western Arc shouldn't be overlooked (although they may not be long for the Belt).The problem with that plan is that DISH would likely need to build and launch a new satellite in the latter half of this decade and that's an expensive proposition for a business that's slowly dying.
Sure, but will DISH want to do battle with Ka when they have their Ku capacity that is perhaps better located to offer the broadest coverage. DISH is probably better positioned to get rid of MPEG2 than DIRECTV is so raw satellite capacity becomes much less of an issue than it is today.As I wrote before, I'm told that current DISH receivers can be updated via software to work with DTV dishes/sats/signals.
It would be moronic to phase out Directv instead of Dish when Directv has twice the installed base, and Dish is split between two arcs with duplicate satellite fleets. It costs half as much and saves a lot more money (assuming even one of Dish's satellites will need to be replaced before the end of the decade) to phase out Dish's already duplicated fleet.If DISH and DIRECTV were to merge there's no way Charlie could afford to operate two satellite fleets along with their broadcast facilities. One would have to be phased out and we know it won't be DISH.