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Analysts Don Kellogg and Roger Entner discuss the recent purchase of MobileX by Charlie Ergen-controlled CONX, as well as its implications for the players involved and for the broader MVNO and satellite markets as well.
00:00 Episode intro
00:25 Details of the acquisition
01:30 How MVNOs fit into the bigger picture
03:03 Implications for Starlink
04:04 Peter and Charlie's working relationship
05:23 Charlie Ergen's future operations
06:15 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, MVNO, MobileX, Peter Adderton, Charlie Ergen, Dish, EchoStar, Verizon, CONX, Boost Mobile, Elon Musk, Starlink, AT&T, convergence, MNO, spectrum
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