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![dan_tmt Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1258377124353847296.png) Dan [@dan_tmt](/creator/twitter/dan_tmt) on x 2181 followers
Created: 2025-07-18 14:43:24 UTC

Why Cable ( $CHTR / $CMCSA) should cut a deal with $SATS (EchoStar):

They pay $VZ ~$2B/year for MVNO access — with no control. They're building on sand, and Verizon holds the tide.

EchoStar can offer:
✅ Lower cost per line
✅ 5G network slicing w/ guaranteed QoS
✅ Strategic leverage against $VZ

Cable MVNO can run on Dish as primary, $VZ as fallback.

Equity, board seats, long-term alignment? Very possible.

$CHTR has made it clear that a big part of their Cox acquisition is related to wireless. We'll see if they are smart enough to plan for the future...


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946219257941074072/c:line.svg)

**Related Topics**
[sats](/topic/sats)
[5g](/topic/5g)
[tide](/topic/tide)
[$2byear](/topic/$2byear)
[$chtr](/topic/$chtr)
[stocks communication services](/topic/stocks-communication-services)
[$cmcsa](/topic/$cmcsa)
[$sats](/topic/$sats)

[Post Link](https://x.com/dan_tmt/status/1946219257941074072)