Seeking Alpha

Satellite providers in focus as Pay-TV landscape evolves

  • Dish Network (DISH) and DirecTV (DTV) could see some extra volatility today as investors weigh the impact of Comcast's acquisition of Time Warner Cable.
  • Media analysts have discounted the idea that a DirecTV-Dish Network merger could easily pass muster with regulators, but Comcast CEO Brian Roberts seems to be brimming with confidence that his deal will get done.
  • The suggestions for the Pay-TV providers vary widely as growth in emerging markets and wireless spectrum plays factor in, but a mega-merger isn't completely off the table.
  • DTV +1.1% premarket - while DISH hasn't opened for trading yet.
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