Charlie thinks DISH and DIRECTV should merge.
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DISH Thinks That DISH & DIRECTV Should Merge | Cord Cutters News
Today during DISH’s 4th quarter 2019 earnings call DISH was asked about a possible DISH and DIRECTV merger. According to DISH executives, it eventually makes sense for these two services to merge as the market changes. DISH’s CEO Charlie Ergen said that the merger of DISH and DIRECTV feels...www.cordcuttersnews.com
...and now the bait is thrown out there, right from Charlie. Let's see if AT&T takes it.
Poor Dish. They only made a NET PROFIT of $389,000,000.00 last quarter. 
Isn't that a long ways from 'needing to merge'?
Isn't that a long ways from 'needing to merge'?
The question is " What would merge?.
The latest SEC report is like a novel and requires multiple pots of coffee to read let alone understand.
When you read it, you see "Dish" as an investment, is a (maybe) wireless provider and satellites are becoming secondary.
I learned a new word "tolling", where the drop dead dates for rolling out service are extended by the time period of current litigation.
One thing for sure, a bunch of lawyers are going to retire to Key West or where ever after having worked on this deal.
The SEC link
Inline XBRL Viewer
The latest SEC report is like a novel and requires multiple pots of coffee to read let alone understand.
When you read it, you see "Dish" as an investment, is a (maybe) wireless provider and satellites are becoming secondary.
I learned a new word "tolling", where the drop dead dates for rolling out service are extended by the time period of current litigation.
One thing for sure, a bunch of lawyers are going to retire to Key West or where ever after having worked on this deal.
The SEC link
Inline XBRL Viewer
Not for a few years as contracts were signed. So would he have to keep both companies separate? How would they negotiate contracts when these deals don't line up. Completely different sats and equipment. This would be a bigger mess than when Sprint bought Nextel.
That's what Kodak once said about Digital Cameras
I’m a millennial and feel similarly. I already see it. People are saving some money now by cord cutting, but prices keep creeping up. In a few more years it will be cheaper to go with satellite or cable over streaming and you get more channels. Dish and many other cable providers already offer YouTube, Netflix, Amazon, etc built into their boxes.
I think streaming will always be around but all these services are eventually going to get bought out by the likes of Comcast, ATT etc. you’ll be able to watch what you want on any device, but folks will still be tied to a cable or sat company.
Merging Dish and Directv seems smart at this point. Like when Sirius and XM merged.
If either DirecTV or Dish were to cease to exist there would be millions of customers across the country with only one provider and no competition. How could that possibly be good?
If one failed, or otherwise left the market, same thing.
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If it cost me the same thing I pay now, but I had access to an exorbitant amount of content that I could access anywhere there's a connection on a multitude of devices, choosing what I want, when I want, it would be worth it to switch to streaming
Something similar to SiriusXM merger, they keep the 2 systems going XM Radios and Sirius Radios at least for the foreseeable future, maybe eventually swap the DirecTV customers onto Hoppers with contract renewals or extensions.
But then it gets kind of pricey maintaining 2 systems like that.
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Charlie (Dish) has done a better job on keeping subs compared to AT&T. I have been with Dish 21 years and I have been happy with them for the most part.
Sorry...but streaming has more interactivity with advertisers than satellite...also has lower built in costs such as not having to build replacement satellites....they can control subs more by using ondemand instead of a commercial skipping DVR...and most importantly the satellite frequencies will be eventually reassigned to technologies with 2 way communication
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so data centers, cerver upgrades, fiber backhauls, ect dont cost anything?
i would wager its cheaper to maintain a sat than a streaming center
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ummm, no, just no
i prefer my directv picture quality
I think we're all overlooking the fact that Charlie did not say Dish and DTV SHOULD merge, instead he said that a merger was "inevitable". Typical of CCN, their headline is a little more dramatic than the facts. The article also seems to think only people without good Internet access are satellite subscribers, which is of course not the case at all. As for competition if a Dish/DTV merger does occur, there will still be cable TV and Internet available to many sat subscribers, plus the Orby startup if they survive. And affordable high speed rural Internet access could become a widespread reality when Starlink goes live over the next year or two. How many times have we seen posts here discussing switching to cable due to some dissatisfaction with sat TV? It happens every time there's another retrans dispute, so there would still be competition for a merged sat TV company in some form...
Think about it this way: the cost of maintaining two separate systems already exists with the current situation where DirecTV and DISH are two separate companies. So if those two combined and just kept everything as-is, maintaining two completely separate systems -- separate brands, separate billing, separate installers, separate hardware, separate channel carriage contracts, everything -- then the total costs just stay the same.
The reality, of course, is that they would combine the two sides in areas where it's cost-effective. Combine the billing systems, combine first-level customer support. They would probably choose one brand name over the other (or maybe come up with a totally new brand name) that would be used for all marketing and advertising. They would choose one set of hardware (receivers, dishes) to use for all new customers going forward (probably aimed at the DirecTV satellite fleet). They would sell one set of channel packages (either the DISH packages or the DTV packages or some totally new set), whatever would be most favorable based on the terms of their various carriage contracts.
Meanwhile, nothing much would change for existing customers. You'd still use your existing hardware. You'd be grandfathered in on your existing channel package. Of course, you couldn't threaten to leave DirecTV for DISH, or vice versa, to try to negotiate a lower price after completing your initial 2-yr contract. Because they wouldn't exist.
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