EchoStar ($ECHO) podcast mentions
Per Ticker.id: 3 EchoStar ($ECHO) mentions across 2 podcasts (30 days) — timestamped, verifiable quotes, updated 2026-09-16.
They say no. They say that they have small cells. But the bottom line is that the government, they forced EchoStar to sell their business because EchoStar was just accumulating spectrum and they thought it was going to be valuable and they were right. But they said, you don't have a plan to use it. You can't just keep that and bankroll and think you're going to get rich on that. So they forced them to sell to SpaceX. Now, what's going to happen, in my opinion, is that I think the government's soon going to come around to these telcos and say, hey, listen, guys, you can't just keep that spectrum when you're not going to be able to use it. And we need it.
Ron Baron · Squawk Pod · “Science of the AI Mind” & Ron Baron 9/16/26 · 2026-09-16Yes, the government will say that. That's my theory. I don't— I haven't heard other people say that. But they did it with EchoStar. How are they not going to do it with someone? And when you use, you know, in the summertime, if you use spectrum and you're using it, you use your mobile at a certain time of day, this reception is terrible, it's slow. They can't compete without this huge increment in demand. So this increment in demand, what are they going to do when you're going to go from all these people going to want it all the time? Anyway, that's just this. That's just the—
Ron Baron · Squawk Pod · “Science of the AI Mind” & Ron Baron 9/16/26 · 2026-09-16Talk about actually about a deal that you did close, which is you did a great deal with EchoStar. And Charlie had a bunch of spectrum that you guys were able to acquire. And I think everybody started to ask the question, wow, there's a direct-to-cell business. Yes. And what's the natural thing after that would be sort of like a broad-based, more mobile phone service. But can you just— what you can tell us, where's that spectrum going to be used for? Like, what's your short-term plan on what the Starlink and direct-to-cell business looks like?
Chamath Palihapitiya · All-In with Chamath, Jason, Sacks & Friedberg · Elon Musk & Gwynne Shotwell on AI Risks and Peer Review, Starship, Terafab, SpaceX/Tesla Merger · 2026-09-15Anthropic has also reportedly tapped Morgan Stanley and Goldman Sachs to help lead the offering, which could see it raise as much as $100 billion. And in the Wall Street research corner, the Goldman Sachs equity team has rebalanced its long-duration basket amid rising interest rates. Equities usually struggle to digest sharp increases in interest rates, with long-duration growth stocks disproportionately hurt by rising discount rates. Among the names are Coca-Cola, DraftKings, EchoStar, Moderna, and Snowflake. See the full basket in our story on Seeking Alpha. That link will be in show notes. That's all for today's Wall Street Lunch. Look for links for stories in the show notes section. Don't forget, these episodes will be up with transcriptions at seekingalpha.com/wsp. And make sure you're getting the most out of your portfolio with quant news and analysis by heading to seekingalpha.com/subscriptions.
Kim Kahn · Wall Street Breakfast · Tesla Roadster could finally take flight · 2026-09-14But listen, when they— listen, when, when they did talk about the EchoStar spectrum and they mentioned as well that they will have terrestrial components.
David Faber · Squawk on the Street · 9am Hour: SpaceX Tumbles, AMD CEO Exclusive, Dow and S&P 500 Extend Record Run 8/5/26 · 2026-08-05The thing that maybe makes the most sense to me is we're talking about companies. Amazon obviously has a close relationship with Blue Origin. Because they're both founded by Jeff Bezos. SpaceX has Starlink. There's really nobody else at the moment, new entrants at least, who can do this kind of thing. Right. And so this is, in my view, at least as much a move of opportunity as it is, you know, one of necessity, because if they don't do it, you know, someone could come along and try to do this a little bit down the road. And clearly there are existing companies that offer stuff like this. We see SpaceX is buying a bunch of spectrum from EchoStar, and, you know, they have a deal with T-Mobile to provide their service, you know, sort of in that direction. There's been rumors about SpaceX buying T-Mobile. And so I think it's really another example in some ways, honestly, of a Bezos company following what an Elon Musk company was doing, where Musk was doing this to build a business for himself and take advantage of the opportunity that they have at SpaceX of being kind of the leading launch provider around the world. And the sort of synergy that he gets out of that by, you know, doing business with himself and, you know, Amazon sort of following that same path. And so I think that's probably a big driver of this.
Sean O'Kane · Equity · AI labs want to pump the brakes, but Amazon and SpaceX are still blasting off · 2026-07-31And you had a backdoor investment in SpaceX through EchoStar, which you owned, which I think had sold its something like $11 billion worth of spectrum assets to SpaceX. So you sort of had figured out there was a way to get access to SpaceX. Privately. In one of your pieces of writing, you said SpaceX is one of the most extraordinary businesses we have ever examined. You said Starlink in particular represents one of the most powerful emergent graphs built in the past two decades. Can you talk about that again? Because again, it's like a beautiful example, I think, of once you start to see the world in terms of these underlying structures, these graphs and nodes, you kind of can't unsee it. So talk to us about SpaceX also as kind of an example of an emergent structure, an emergent system. And also maybe you could talk a little bit more about this idea of edge nodes, which I think are very relevant both to SpaceX and to Tesla, right? And explain to us what the concept is, because again, you need to repeat it a few times to me before I start to understand it. It's a complicated idea.
William Green · The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · RWH070: Hunting For Hidden Treasures w/ Christopher Begg · 2026-07-26So this is again, you know, it just feels like, look out below the thing I wasn't anticipating and I'm curious to get your thoughts on it. I would have thought that the other guys would have traded up in sympathy. And according to, according to Mia here, Rocket Lab, EchoStar and Space Mobile have declined 10, 12 and 14% respectively. I would have thought they would have traded up in sympathy with this. I don't know if it's because people had to sell that stuff to get into this.
Scott Galloway · Prof G Markets · SpaceX IPO Takes Off — And Elon Is Now A Trillionaire · 2026-06-15Yeah. Huge moment 10 years ago. I think a lot of folks on Wall street and elsewhere, we're not necessarily taking any of this very seriously. And what a difference those years make. So I sat down exclusively with Space X President and CEO Gwen Shotwell. Wide ranging interview from the company's headquarters in Starbase, Texas. This was just ahead of the roadshow last week. The $75 billion that Space X is raising will go toward building out a vertically integrated full AI system tech stack. It's going to stretch from earth to space. And for a company that rarely did M and A in its first two decades plus that really started to change last year. So first that $17 billion to acquire EchoStar Spectrum to boost Starlink's device to device offering. And then you had the absorption of Xi for $250 billion in February and recently that deal with AI coding upstart cursor, that includes an option to buy post IPO for $60 billion in stock. So I asked Shotwell what Cursor enables for SpaceX.
Morgan Brennan · Squawk Pod · The SpaceX IPO: a16z’s David George & Elon Musk’s $1T 6/12/26 · 2026-06-12This has been one of the bigger questions we've been being asked by clients and prospects and other people recently is what is going on with active small-cap investing? Because it seems like everybody who's kind of a concentrated active small-cap investor is just getting killed on a relative basis. And we are no exception. Um, over the last 2 months or the last 12 months. And we were feeling great in the wake of Liberation Day where we were ahead of the market. We had conservatively financed boring companies on offense in small-cap world. Hey, this is great. This is our market. And it has just totally gone the other way. It feels like when you look at each one of these kind of 2,000 stocks in the Russell 2000,— and we wrote about this in our last little Research Perspectives note— it's harder to draw a lot of broad conclusions there because a lot of the things driving the index the most don't even really have multiples. And therefore, you can't say, well, this went from this multiple to that multiple. It just went up a lot. And that to us speaks to some speculation, some momentum. A lot of concept stocks, you know, are, are kind of flying high. And if you're a boring company that generates real free cash flow, this has been kind of the worst possible environment for you on a stock price basis in, in small-cap world recently. You know, some of the The top stocks in the Russell 2000 value, value, you know, have been EchoStar, AST, SpaceMobile. I mean, you know, it's, it's, there's, there's some silliness out there. But in a lot of ways, this is, you know, it's, it's really setting, we feel, up a boring portfolio like ours to, to shine from here. What a brutal April and May. But when things go vertical, they more often than not start going vertical the other direction. And a lot of these valuations on a price-to-value basis are just well off of what they should be.
Ross Glotzbach · The Acquirers Podcast · The Stock Market Is Rewarding the Wrong Companies Right Now — Here's the Math · 2026-06-11Hello, Invest Talk. I was calling in to get your opinion on a stock I was looking at, EchoStar Corporation. The symbol is S-E-C-O-S-T-A-R. ATS, and wanted to see what you think it would be to be something to get into and what would be good entry point and also what you think the outlook is for the company. Thank you for your show, and I'll be listening for the answer.
Steve Peasley · InvestTalk · Why Rising Sovereign Debt Could Become a Bigger Market Risk in 2026 · 2026-05-23EchoStar Corporation is an Englewood, Colorado-based satellite wireless company. So they operate Dish Network, pay TV, Boost Mobile Wireless, Hughes Satellite Broadband, and more critically, they own about $40 billion in wireless spectrum assets being sold to AT&T and SpaceX. They also hold an equity stake in SpaceX valued at $11 billion. Now, this is because of that a bit of a complex special situation stock on the market right now. It is simultaneously a deeply distressed satellite pay-TV business, a SpaceX IPO proxy trade, and a $40 billion spectrum monetization story. So a lot going on because when you dive into financials, it's not great, right? Revenue beat, but earnings missed. They had a net loss, dramatically improved from last year, but still a net loss. Pay-TV subscribers fell to 366— or fell to 6.63 million. So they lost So they shed 366,000. It's a structural decline that has been a trend. They had a slight boost in wireless retail subscribers, but not in any meaningful way. It's a $37 billion market cap company sitting on $22 billion in debt. So their debt-to-equity ratio is not great. Their current ratio is 0.3, meaning only 30 cents in current assets per dollar of current liabilities.. And they have looming debt obligations this year. And so, you know, it's tough, right? This is, this is not the type of thing that you would invest in from a, from a business perspective, because the bull case isn't even about the business. The bull case is about an $11 billion SpaceX equity stake at reported IPO valuations. The bull case is about $40 billion in a spectrum deal that the FCC approved and is proceeding and possibly getting some debt relief from those two things. So tough to say, very special situation. I tend to stay away from these speculative plays because it will not be at all about what the business itself is doing. It is fully going to be about those two other items that I mentioned. So for me, I would stay away from SATS. Very highly speculative, which means inherently very volatile. Thanks for the call. So the Wall Street Journal recently published a column that every ETF investor needs to read. The headline: ETFs that were once a building block of low-cost diversified investing are increasingly becoming a conduit for expensive, concentrated, and genuinely weird strategies.
Luke Garrow · InvestTalk · Why Rising Sovereign Debt Could Become a Bigger Market Risk in 2026 · 2026-05-23There's definitely some names that we wished the criteria would allow us to buy. One was EchoStar. Last year because, uh, EchoStar is essentially a pure play on SpaceX. They sold their spectrum to SpaceX, and SpaceX, instead of paying them cash, gave them stock. So EchoStar, since last year, has been essentially a phantom way to get exposure to SpaceX. You know, in fact, it's probably better than buying an open-end fund which trades— a closed-end fund that trades at a premium. I don't— I think it's been trading at pretty much at nav. But I think it, it did meet the eligibility criteria for our Granny J, our SMID cap. But that's a name that we would always love to have added to the Granny Shots because thematically SpaceX as a public company meets all of our criteria because it's a lot about energy and cybersecurity. I mean, you can't really make a stronger— the future of compute may end up being in space, right? SpaceX may end up being like the galactic data center. So I think there's a lot of reasons we would love to have included it.
Tom Lee · The Meb Faber Show - Better Investing · Tom Lee: The Market Can Climb Higher—But Expect Turbulence | #630 · 2026-05-15Agree. The last little segment I have here is index funds and private markets. With companies staying private longer and going public when they are larger, I think it's a natural question to ask whether investors should be seeking exposure to private company shares before the companies go public. There are a couple of things to think about here. There's a huge amount of survivorship bias in private company outcomes. For every SpaceX or OpenAI which are dominating headlines today, there are thousands of companies that did not grow or failed entirely. That skewness exists in public markets too, but it's way more brutal in private markets. It's really easy to look back right now and say, oh, I should have bought SpaceX shares. You probably couldn't have, but I wish I found a way to get SpaceX. But there are a ton of private companies that failed over the same period over the time that SpaceX has been operating and growing to its current size, including other space companies. It's tough out there. And another big thing is that the fees and costs associated, and we talked about this in a lot of detail in a previous episode, the fees and costs associated with private company investments can often absorb the financial benefits of owning private assets. As we have talked about, that has largely been true with private equity funds in general, which have delivered net of fee returns roughly in line with public markets, especially when they're properly matched to comparable public equities. There are some really interesting stories floating around right now about the length that some people have gone to to buy what they hope are SpaceX shares. So there are these things called special purpose vehicles that get created in order to pool investor money together and buy private company shares. Private companies don't want hundreds of investors on their cap table, so a special purpose vehicle can pool a bunch of money together. So there's just one entity that's buying shares. So there's one special purpose vehicle reported on by the Wall Street Journal that had a 4% upfront fee with an additional fee of 25% of future profits when the shares are sold. You can get exposure to the shares through this spv, but how much of the benefits are you actually going to keep? One of the other things that comes up is that there are questions about who actually owns What? Because the special purpose vehicle structures and layers of ownership are so complicated that it's hard to know what you actually own. And then there are also stories of just outright fraud in some of this reporting, where people were saying they could get access to some of these private company shares and they were actually just stealing the money, which hopefully is not too common. It's out there. Anytime there's something people really want, I think it will create a vector for fraud. People will see something like SpaceX. They'll imagine all the money they can make if they were able to buy some SpaceX shares or whatever company shares at a low valuation and then sell when it goes public. Which is true, if you can do that, yes. But unless you're an employee or otherwise have direct access to the company's shares early and direct access to the company shares, financial intermediaries that do have access or able to get access are not typically going to give you the end investor access to an equity like that on terms that are better for you than they are for the intermediary selling them to you. Financial intermediaries, they don't tend to be in business to give you the investor money for free. There are some pretty interesting stories about ETFs that have gotten exposure to SpaceX. There are some, like Fidelity, there are a couple of fund companies, active managers, who legitimately participate in fundraising and were able to invest in some of these companies early, which is pretty cool. It'll be interesting to see how that affects the returns of those funds, because obviously this isn't their only holding. We'll keep an eye on that. But There are some ETFs that tried to get exposure through special purpose vehicles later on. So there's one ETF that attracted quite a bit of reporting and attention. The ER shares private public crossover ETF. So it bought into SpaceX through an SPV in December 2024. Now, SPVs are not liquid, not very liquid at least. So this etf, it's X O V R. I think it's the ticker. It's had to deal with some pretty unique practical issues. Because it's a liquid vehicle, it's an ETF holding a large stake in an illiquid asset. So Jeff Tack from Morningstar has done a bunch of interesting writing on this. What's even more interesting, though, at least to me, is that despite SpaceX reportedly rising in value substantially since this ETF invested In it in December 2024, the fund has actually lost money in absolute terms, and even more so relative to the market since it made that investment. There's a whole bunch of reason for this and Jeff Tag goes through a bunch of the reasons in an article. A lot of it is just that the other securities, the public securities that are in the etf, have performed quite poorly. Jeff Tack, he's the managing director for Morningstar Research Services. If people don't know who he is, he wisely notes in one of his posts on this that when it comes to investing, the more you covet something, the more you should probably question your desire to own it in the first place. I think a lot of investors are so eager to get a piece of SpaceX and some of these other companies, in this case of this ETF x ovr, they got burned. They ended up losing. Some good news and this is also quite interesting, he said. Well, it's generally difficult to get access to the private company shares that you want. A lot of public companies will make strategic investments into private companies from that perspective, public market investors are not entirely locked out of private markets. Google invested in SpaceX in 2015. More recently, EchoStar received SpaceX stock as part of a deal for wireless spectrum. Amazon, Microsoft and Nvidia are major investors in OpenAI. There was a leak of OpenAI's cap table. Microsoft owns a huge portion of their equity. I don't know, man. The hottest private companies, in many cases public companies who saw potential in that now hot private company have invested in them. And so if you are a public market investor, you are indirectly or not even indirectly, like you're participating in some of those private market successes before they trade on public markets. I think Microsoft stock actually popped on. It was an OpenAI announcement about their valuation. I think it's there. You're not totally locked out of private market growth.
Benjamin Felix · The Rational Reminder Podcast · When Massive Private Companies Go Public · 2026-04-23