What kind of company is DISH who announced the acquisition of Sprint? Considering the future of SoftBank (1) | Mynavi News Mynavi News Mynavi

It has been a hot topic that satellite broadcasting company DISH NETWORK has proposed a $ 255 billion of Sprint NEXTEL, the third largest mobile phone.Speaking of SPRINT, it is known that SoftBank in Japan reached the company's acquisition agreement last year for $ 20 billion, but what does this DISH mean to Sprint and SoftBank?Consider, including the background.

First, look back on DISH.Although it is an unfamiliar company in Japan, DISH is one of the major companies in the United States, which has a problem with the coverage of terrestrial TV broadcasting.In the United States, terrestrial TVs are local -type broadcasting stations, and it is common to contract CATV or satellite TV to watch TV networks covering the US scale.

CATV includes major companies such as COMCAST and Warner, as well as local CATV services provided locally.Satellite broadcasting companies such as DISH and DirectV have developed large -scale promotion activities from the 1980s to the 1990s.He gained many customers from these rivals to achieve high growth.

However, as the spread of the Internet in the 2000s, CATV companies and DSL providers have launched a bundle strategy to provide TV broadcasting a broadband connection service on the Internet. On the other hand, Dish and other satellite TV companies, which specialize in wide -area broadcasting, were unable to launch such a bundle strategy without their own line, and were left behind by broadband strategies. In addition, the trends in the industry are shifting to mobile phones and tablets to mobile devices, and the number of users who cancel the subscription of TV contracts due to the prolonged recession has increased, and the performance of TV services companies is gradually getting worse. be. This area is also familiar with the report of AP communication, but it can be seen that DISH has been almost flat in the past three years, and the growth as a TV service business is almost in a head.

In this way, DISH has recently launched "entering the mobile phone business."In addition to purchasing wireless frequency bands on their own, as mentioned in the previous report, in addition to the diversion of some mobile phone businesses in their communication satellites, to Clearwire (effectively under Sprint).We are consulting for the acquisition.Although the CLEARWIRE acquisition proposal has not yet been trupted, it is considered that the acquisition of frequency bands and entering the mobile phone business are serious due to the above circumstances.At first glance, I am surprised at the sudden SPRINT acquisition proposal in a different industry, but in fact, a series of acquisitions came up in the process of searching for the next growth driver.

Regarding this acquisition proposal, Charles Ergen, chairman of DISH Network, said DISH, maximizing the value of the Sprint by DISH, and providing a service that allows users to freely enjoy TV broadcasting in mobile environments using mobile phones and tablets.I commented.In other words, it is a strategy that bundles TV services to existing mobile phone services.

このDishによるSprint買収におけるメリットについて、わかりやすくまとめたQ&AがUSA Todayに掲載されている。調査会社の米IDCのアナリストCarrie MacGillivray氏らのコメントをまとめたものだが、同氏はソフトバンクによるSprint買収が短期的には米国ユーザーにとって直接的なメリットがないのに対し、DishによるSprint買収は前述のような「TVバンドル戦略」という形で返ってくると評価している。