Satellite Specialist focuses on strategic partnerships instead of its own satellite production!
EchoStar is transforming from a capital-intensive satellite manufacturer to a profitable spectrum marketer – a brilliant transformation!
With over $40 billion in recent deals, EchoStar proves that its frequency rights are true gold mines!
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I see a clever strategic realignment at EchoStar that transforms the company into a pure asset-light player. With the spectrum sales to SpaceX ($17 billion) and AT&T ($23 billion), management is skillfully monetizing its most valuable resources while simultaneously building lucrative partnerships. The termination of the $1.3 billion contract with MDA Space indicates to me that EchoStar is radically rethinking its capital allocation – moving away from capital-intensive satellite manufacturing towards profitable licensing deals. This strategy...
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