Analysts Don Kellogg and Roger Entner are joined by Tim Farrar, president of TMF Associates, to unpack SpaceX's $17 billion purchase of spectrum from EchoStar, and to discuss the current state of telecom's satellite segment.

00:00 Episode intro

00:26 SpaceX's purchase of spectrum from EchoStar

02:51 Paying with equity may cause issues

05:43 Potential uses of the spectrum

08:45 The future of AWS-3

10:36 What was Charlie's strategy?

13:40 Mint succeeded where EchoStar failed

15:22 EchoStar's failed to convince consumers

15:43 Will Elon market effectively?

17:15 The future of AST

17:58 Contract billing details are crucial to end results

18:53 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Tim Farrar, TMF Associates, satellite, Charlie Ergen, Dish, EchoStar, Elon Musk, Starlink, spectrum, SpaceX, AT&T, Verizon, T-Mobile, DTC, BEAD, AWS-3, AWS-4, FCC, 5G, network, MIMO, Mint, Boost, AST