![]() This could include a rival wireless provider, U.S. “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. ![]() Rumors surfaced, even before Dish agreed to build its 5G network on Amazon Web Services’ (AWS) cloud platform, about possible negotiations between Amazon and Dish regarding Amazon’s potential use of the Dish 5G network, Parker noted. ![]() ![]() As GlobalData Senior Analyst Tammy Parker points out: “A fascinating part of this new arrangement is that it provides a glimpse into AT&T’s concerns regarding the possibility that DISH could sell out to another entity, perhaps even Amazon or Google.” The agreement fuels speculation about Dish’s intentions in the wireless space. Though we see it as a hurdle not a barrier.” It is clearly not, given the deal AT&T and Dish have signed here. We thought inserting TPG as an intermediary would help get around it but it would still be a challenge. One of the big problems, according to Chaplin, “was the fact that AT&T and Dish hated each other (or rather AT&T hates Dish). RELATED: No, Boost isn’t going for a ‘flea market’ lookįor a long time, analysts have questioned when Dish and AT&T will get together over their respective satellite TV businesses, which are dwindling on their own but presumably could share efficiencies better together than apart. “Undoubtedly, this deal cropped up out of the dispute between Dish and T-Mobile over the CDMA 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. 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. “Nevertheless, they are losing the revenue sooner than they or we anticipated.” “T-Mobile always assumed they would lose the Dish MVNO revenue, and this is baked into the long-run guidance given at its Analyst Day,” wrote New Street’s Jonathan Chaplin. Under the government’s conditional approval of the Sprint/T-Mobile merger, Dish was to act as an MVNO using T-Mobile’s network for up to seven years. T-Mobile is set to lose at least $500 million and up to $2.5 billion a year in wholesale service revenue as a result of Dish’s deal with AT&T, according to New Street Research. The wireless deal with AT&T is generally positive for both parties and negative for T-Mobile, according to Wall Street analyst assessments. RELATED: Deeper Dive-AT&T sold DirecTV but could still score on Dish tie-up But it has other ramifications and highlights the fact that Dish and AT&T have had trouble coming to the negotiating table in other areas, namely their satellite TV businesses. Neither party is commenting on exactly which Dish spectrum AT&T will be using.ĭish has been entangled in a very public battle with T-Mobile over the shutdown of T-Mobile’s CDMA network, so it’s assumed Dish Chairman Charlie Ergen decided enough was enough. In addition, the agreement allows AT&T to use a portion of Dish’s spectrum in various markets. ![]() A Dish 8-K filing disclosed the deal value and timeline. The press release did not say exactly when the network services agreement takes effect or how Dish’s customers will be transferred from T-Mobile’s to AT&T’s network. "The agreement provides enhanced coverage and service for our Boost, Ting and Republic customers, giving them access to the best connectivity on the market today via voice, messaging, data and nationwide roaming on AT&T's vast network, as well as Dish's 5G network." "Teaming with AT&T on this long-term partnership will allow us to better compete in the retail wireless market and quickly respond to changes in our customers' evolving connectivity needs as we build our own first-of-its kind 5G network," said John Swieringa, Dish COO and group president of Retail Wireless, in a statement. AT&T is also providing transport and roaming services as part of the agreement to support Dish’s future 5G network. The agreement means AT&T will provide network services for Dish’s Boost Mobile, Ting Mobile and Republic Wireless customers, replacing T-Mobile as its MVNO partner. Dish Network signed a 10-year agreement with AT&T that makes AT&T the primary network services partner for Dish MVNO customers. ![]()
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