Light Reading

Dish-Sprint Marriage Could Breed Mobile Video

Sarah Thomas
4/16/2013
50%
50%

In announcing its intent to acquire Sprint, Dish Networks CEO Charlie Ergen made it clear the deal was driven by the unprecedented growth in mobile video usage.

But, the end result of the deal, if it comes to pass, could be a new form of mobile video hitting its network -- its own.

On a press call to announce Dish's $25.5 billion bid for Sprint, Ergen said consumers' expectation of watching mobile video anywhere and on any device was a driving force behind the unexpected move. Combining the U.S.'s third largest pay TV provider, which also happens to have a healthy swatch of 2GHz LTE spectrum, with the third-largest wireless operator would certainly help the pair get the capacity they need to accommodate the influx of video-driven data.

At the same time, it could also let them build their own service. In the short term, Ergen emphasized that Dish has the bundle in mind. It offers broadband and satellite TV, which make a nice addition to Sprint's mobile service, especially in rural areas where consumers don't have cable or IPTV alternatives. But, longer term, Informa analyst Mike Roberts says they are uniquely positioned to build a compelling mobile video service.

"Looking at the fundamentals, they would have a market leading spectrum position," Roberts says. "If there's anything you need to really build a robust mobile video business, that would be a key ingredient."

Beyond pure capacity and the bundle, the two could make a powerful duo given that Dish owns SlingMedia, which lets consumers watch their home TV on any Internet-connected PC, tablet, or smartphone, and Dish already has relationships in place with programmers.

"You could imagine a much more robust, coherent, branded offering where they go to town on mobile video based on key assets they have and try to differentiate," he says, adding that the service could also undercut its competitors on price. Dish has already been going the value-player route, while Sprint has emphasized the simplicity of its unlimited data plans.

Roberts thinks it may take awhile for Sprint and Dish to introduce a mobile video offering. If it even wins out over Softbank and gets approved, competing on the triple play bundle will be job number one. Then, the pair can turn to building a unique LTE mobile video service based on their spectrum holdings and other assets, he says.

"Initially they are playing catch up," Roberts adds. "They are trying to get up to parity, but they have the advantage of starting from scratch and potentially leapfrogging the competition."

-- Sarah Reedy, contributing editor, Light Reading

(6)  | 
Comment  | 
Print  | 
Newest First  |  Oldest First  |  Threaded View        ADD A COMMENT
SarahReedy
50%
50%
SarahReedy,
User Rank: Blogger
4/18/2013 | 4:56:39 PM
re: Dish-Sprint Marriage Could Breed Mobile Video
That's true, and smart from a capacity perspective. There are others pursuing it (OMVC has been for years, it seems -- Dyle and MyDTV, too). Dish and Sprint would have the advantage of being able to price it attractively and market it to an existing subscriber base.-á
joanengebretson
50%
50%
joanengebretson,
User Rank: Light Beer
4/18/2013 | 3:11:57 PM
re: Dish-Sprint Marriage Could Breed Mobile Video
What Dish is proposing is a broadcast approach to mobile video, which seems like the way the industry will have to go to keep video traffic from overwhelming mobile data networks. I don't think they'll be the only company pursuing this approach moving forward.
SarahReedy
50%
50%
SarahReedy,
User Rank: Blogger
4/18/2013 | 2:29:57 PM
re: Dish-Sprint Marriage Could Breed Mobile Video
Dish isn't exactly a content provider, but it does have those partnerships in place. Do you mean this deal, Dish & Sprint, specifically, should have happened awhile back, or just in general, integrating content and networks? What other M&A deals do you expect to follow?
Kishore Karnam
50%
50%
Kishore Karnam,
User Rank: Light Beer
4/18/2013 | 4:06:31 AM
re: Dish-Sprint Marriage Could Breed Mobile Video
The partnership/M&A between content providers and network providers is a natural progression and should have happened some time back. With a more tighter bond now, this development will trigger similar deals with other players as well. -á
SarahReedy
50%
50%
SarahReedy,
User Rank: Blogger
4/17/2013 | 3:14:17 PM
re: Dish-Sprint Marriage Could Breed Mobile Video
Dish/Sprint could also price mobile video/TV in a way that makes it more palatable to consumers. No one wants to pay another,-áseparate-ásubscription fee for mobile service, which has been the norm so far. With their combined bundle, mobile TV could be tacked on. I could also see them going to the ad-supported route or offering promotions that include 6 months free, much like they do for TV now.
Educational Resources
sponsor supplied content
Educational Resources Archive
Flash Poll
From The Founder
Network architects aiming to upgrade their networks to support agile, open, virtualized services in the 21st century need to consider new criteria when choosing between technology suppliers.
Live Streaming Video
BTE 2015 Sponsor Keynote: HP
Dr. Prodip Sen, CTO, Network Functions Virtualization, HP
LRTV Documentaries
IoT in Action

6|30|15   |   1:39   |   (3) comments


Two co-workers discuss the benefits of IoT technology.
LRTV Interviews
Ericsson Opens Up on OPNFV

6|30|15   |   14:16   |   (0) comments


Martin Bäckström, VP and head of industry area Datacom at Ericsson, talks to Light Reading founder and CEO Steve Saunders about the emergence of OPNFV, the importance of standards and Ericsson's OPNFV plans.
LRTV Custom TV
NetNumber Founder Discusses NFV/SDN Impact on SP Networks

6|26|15   |   4:15   |   (0) comments


NetNumber Founder Doug Ranalli examines why SPs need a new network infrastructure for service agility. While NFV and SDN are the tools, the old ways of thinking about signaling control are inhibitors. Doug provides his recommendations.
LRTV Custom TV
Orchestrating NFV vCPE Services Across Multivendor Networks

6|26|15   |   5:46   |   (0) comments


Nirav Modi provides an overview of vCPE, the fastest-growing NFV use case, showing how Cyan's Blue Planet orchestrates vCPE services across a multivendor infrastructure to rapidly deliver new managed services for business customers.
LRTV Custom TV
ZTE at LTE Summit Amsterdam 2015

6|26|15   |     |   (0) comments


As one of the leading global telecommunications providers, ZTE presented its cutting-edge technology at LTE World Summit 2015 in Amsterdam. On display at ZTE's booth were the latest R&D achievements in wireless, 5G development, HetNet, deep convergence of FDD and TDD, and RCS/IMD/iSDN/vCN.
LRTV Documentaries
OPNFV Director Opens Up on Women in Tech

6|25|15   |   3:25   |   (0) comments


Heather Kirksey, the director of the OPNFV, gets real about the gender disparity in open source and standards and discusses how we can change both the conversation and the gender dynamics.
LRTV Custom TV
Symantec's Service Provider Security Strategy

6|24|15   |   7:06   |   (0) comments


Didi Dayton explores Symantec's emerging enterprise security strategies for service providers. Highlights include 'killing the password,' self-defense, advanced analytics and adaptive response in a service provider architecture.
Between the CEOs
Debating Network Evolution With Cisco's Cedrik Neike

6|23|15   |   12:54   |   (2) comments


Cedrik Neike, SVP of Global Service Provider, Service Delivery, at Cisco, talks to Light Reading founder and CEO Steve Saunders about solving service provider customer problems in a virtualized, DevOps world, including multivendor support and the future of network procurement.
LRTV Documentaries
Vodafone: What's Good for Moms Is Good for Business

6|23|15   |   3:04   |   (3) comments


Megan Doberneck, the general counsel for Vodafone Americas, discusses her company's progressive maternity policy, explains why promoting women in tech is good business and offers some some good advice for any women in the industry.
LRTV Interviews
NFV: Ready for Prime Time

6|23|15   |   05:09   |   (1) comment


At BTE 2015, Vip mobile CTO Dejan Kastelic talks about how NFV is ready for the real world and how Telekom Austria is introducing centralized resources for its group operations.
LRTV Documentaries
Tykes Talk Tech

6|22|15   |   02:30   |   (9) comments


What does optical fiber look like? When will 5G arrive? What's the WiFi password at Ikea? Light Reading sat down with three 8-year-olds to answer some of the communications industry's most burning questions...
LRTV Huawei Video Resource Center
Huawei Partners With TDC for World's First Early DOCSIS 3.1 Field Test

6|22|15   |   3:06   |   (0) comments


In a move to enhance user experience, Denmark's TDC aims to become an early adopter of DOCSIS 3.1. In partnership with Huawei, TDC recently ran the world's first field tests on its coax network that reached speeds nearing 1 Gbit/s.
Upcoming Live Events
September 16-17, 2015, The Westin Galleria Dallas, Dallas, TX
September 29-30, 2015, The Westin Grand Müchen, Munich, Germany
October 6, 2015, The Westin Peachtree Plaza, Atlanta, GA
October 6, 2015, Westin Peachtree Plaza, Atlanta, GA
October 14-15, 2015, New Orleans Ernest N. Morial Convention Center, New Orleans, LA
All Upcoming Live Events
Infographics
Hot Topics
Staying Productive With My Office-in-a-Bag
Mitch Wagner, West Coast Bureau Chief, Light Reading, 6/25/2015
WiFi Calling Catches on Globally
Sarah Thomas, Editorial Operations Director, 6/23/2015
Who's Feeding Fiber to LinkNYC Hotspots?
Mari Silbey, Senior Editor, Cable/Video, 6/29/2015
First Net Neutrality Complaint Hits TWC
Mari Silbey, Senior Editor, Cable/Video, 6/23/2015
Like Us on Facebook
Twitter Feed
Webinar Archive
BETWEEN THE CEOs - Executive Interviews
Casa Systems has been going from strength to strength over the last couple of years. In 2013, it became the first vendor to ship an integrated CCAP device -- the ...
Cedrik Neike, SVP of Global Service Provider, Service Delivery, at Cisco, talks to Light Reading founder and CEO Steve Saunders about solving service provider customer problems in a virtualized, DevOps world, including multivendor support and the future of network procurement.
Cats with Phones