$ECHO EchoStar Tape Reports
Per Ticker.id: $ECHO EchoStar Tape Reports — 2 podcast mentions across 2 podcasts (30 days), latest 2026-08-05 14:39 UTC.
But 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 · 2026-05-23