Group 1 - The research service Asia Value & Moat Stocks targets value investors looking for Asia-listed stocks with significant discrepancies between price and intrinsic value, focusing on deep value balance sheet bargains and wide moat stocks [1][2] - SATS Ltd. is highlighted as a bullish investment opportunity, with emphasis on its shareholder return policy and long-term ambitions [1][2] Group 2 - The author of the investing group has over a decade of experience in the Asian equity market, specializing in identifying deep value balance sheet bargains and wide moat stocks [2]

Group 1: Company Developments - Hughes Network Systems, a subsidiary of EchoStar Corporation, has launched the Hughes Fusion Simultaneous Multi-Orbit IFC Solution to enhance in-flight connectivity, which will be implemented on Delta Air Lines' new A350 and A321neo aircraft, as well as over 400 additional aircraft [1][2][3] - The solution combines Low Earth Orbit (LEO) and Geostationary Orbit (GEO) satellite capacity, promising a seamless and reliable in-flight Internet experience, with availability starting in the second half of 2025 [3] - Hughes has outperformed competitors in the satellite market, delivering over 15,000 user terminals in 2024, indicating strong customer satisfaction [4] Group 2: Financial Performance - EchoStar's revenues declined by 5% year over year to $4 billion in the last reported quarter, attributed to potential subscriber losses at Hughes [6] - Despite the revenue decline, EchoStar's stock has increased by 84.5% over the past year, outperforming the Zacks Satellite and Communication industry's growth of 39.8% [7] Group 3: Product Innovations - In September 2024, Hughes launched the HS600 Media Player to enhance digital signage capabilities for businesses [5] - The company also introduced a small business cybersecurity package in July 2024, providing comprehensive protection and connectivity solutions [5] - In May 2024, Hughes unveiled the LEO Electronically Steerable Antenna, aimed at providing high-speed connectivity for global commercial aviation [6]

Simultaneous Multi-Orbit and Multi-Band Solution is the First in Aviation Connectivity WASHINGTON, March 6, 2025 /PRNewswire/ -- (Satellite Show 2025 Booth 1902) – Hughes Network Systems, LLC (HUGHES), an EchoStar Company (Nasdaq: SATS), today announced the revolutionary Hughes Fusion Simultaneous Multi-Orbit In-Flight Connectivity Solution is coming to Delta Air Lines for select new delivery A350 and A321neo aircraft. This adds to the already awarded 400+ Delta ERJ, CRJ, and Boeing 717 aircraft. This innov ...

Core Insights - Gen Mobile has announced significant updates to its prepaid wireless plans, offering more data and international features without any price increases, addressing the needs of cost-conscious consumers in a rising living cost environment [1][3]. Plan Enhancements - Plans starting at $20 now include North America Roaming with 500 minutes, 500 texts, and 500MB of data per month, enhancing connectivity for customers traveling to Mexico and Canada [2][3]. - The new plans are designed to empower customers to stay connected with loved ones globally while managing their wireless expenses effectively [3][5]. Target Audience - Gen Mobile's offerings cater to budget-conscious individuals and families, prepaid customers seeking flexible payment options, and those with limited credit who require reliable service without credit checks [5][7]. - The company emphasizes its commitment to making wireless service more accessible and affordable, with plans starting at $10 per month [5]. Network and Connectivity - Gen Mobile operates on America's largest 5G networks, ensuring dependable nationwide connectivity through physical SIM or eSIM for compatible devices [3][5]. - All plans include unlimited calling to over 100 destinations, facilitating easy and affordable communication for customers in the U.S. [3][6].

Core Insights - DeFi Technologies Inc. has appointed Chase Ergen to its board of directors, enhancing its leadership in the decentralized finance sector [1][5][6] Group 1: Appointment of Chase Ergen - Chase Ergen is recognized as a visionary entrepreneur with extensive experience in satellite technology and telecommunications, which will benefit DeFi Technologies' strategic initiatives [2][4] - His background includes deep relationships in U.S. institutional finance, positioning him to strengthen the company's engagement with both retail and institutional communities [2][5] - Ergen's appointment follows the resignation of Krisztian Toth, who will transition to an advisory role [6] Group 2: Company Mission and Vision - DeFi Technologies aims to bridge traditional capital markets with decentralized finance, focusing on innovative financial products and services [1][5][7] - The company is committed to revolutionizing how individuals and institutions interact with the evolving financial ecosystem, leveraging Web3 technologies [7] - The leadership team is being strengthened to further the mission of reshaping the financial landscape through decentralized technologies [5]

Press Release Boost Mobile becomes first mobile operator in world to deploy Nokia cloud-native 5G Voice Core on Public Cloud to accelerate new 5G services #MWC25 Boost Mobile utilizes Nokia’s fully cloud-native 5G Voice Core to enable faster deployment of new 5G services, enhanced network automation, and more efficient cloud utilization. 3 March 2025Espoo, Finland – Boost Mobile, the newest U.S. nationwide carrier, has deployed Nokia’s fully cloud-native 5G Voice Core to enable even faster delivery of advan ...

Press Release Boost Mobile becomes first mobile operator in world to deploy Nokia cloud-native 5G Voice Core on Public Cloud to accelerate new 5G services #MWC25 Boost Mobile utilizes Nokia's fully cloud-native 5G Voice Core to enable faster deployment of new 5G services, enhanced network automation, and more efficient cloud utilization. 3 March 2025Espoo, Finland – Boost Mobile, the newest U.S. nationwide carrier, has deployed Nokia's fully cloud-native 5G Voice Core to enable even faster delivery of advan ...

EchoStar Corporation (SATS) reported fourth-quarter 2024 non-GAAP earnings of $1.23 per share compared with $1.21 in the prior-year quarter. The bottom line surpassed the Zacks Consensus Estimate by 296%.Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.Revenues in the quarter totaled $4 billion, down 5% year over year. The top line met the consensus mark. Weak demand trends across Pay-TV, Wireless and Broadband and satellite services led to the contraction. Subscriber losses across P ...

Financial Data and Key Metrics Changes - At the end of Q4 2024, total cash and marketable securities increased to $5.7 billion, up $3 billion from the prior quarter, primarily due to financing transactions that raised $5.6 billion in net proceeds [12] - Revenue for Q4 was approximately $4 billion, down 5% year-over-year, mainly due to fewer subscribers in Pay TV and Hughes [15] - For the full year 2024, consolidated revenue was $15.8 billion, a decrease of 7% year-over-year, attributed to subscriber declines across segments [17] - OIBDA for Q4 was $397 million, an increase of $9 million year-over-year, while full-year OIBDA was $1.6 billion, down from $2.1 billion in 2023 [16][17] Business Line Data and Key Metrics Changes - The Pay TV segment saw improvements in churn, ARPU, and SAC, with a year-over-year ARPU increase of 4.2% [20] - HughesNet consumer business closed 2024 with approximately 880,000 subscribers, focusing on acquiring and retaining high-value customers [29] - Boost Mobile achieved consecutive quarter-over-quarter net positive subscriber growth since Q1 2024, finishing the year with approximately 7 million wireless subscribers and a 28% improvement in churn year-over-year [38] Market Data and Key Metrics Changes - Boost Mobile Network was recognized as the number one mobile network in New York City by a third-party benchmarking expert [7] - The company met its 80% FCC coverage commitments by the end of 2024, extending 5G broadband coverage to over 268 million people [42] Company Strategy and Development Direction - The merger with Dish Network aims to create a comprehensive telecommunications entity with a broad portfolio of assets, enhancing capabilities in satellite communications and 5G [3] - The company is focused on maximizing resource utilization to gain market share and accelerate value creation in 2025 [10] - Plans for 2025 include further integration of products across Boost Mobile and Hughes, with a focus on cross-selling and enhancing customer experiences [27] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to deliver operational improvements in 2025, emphasizing fiscal and operational discipline [49] - The management highlighted the importance of profitable customer acquisition and the potential for growth in the wireless business without capital limitations [128] Other Important Information - The company recognized a $689 million gain on debt extinguishment and successfully extended the maturities of $4.7 billion of convertible notes to 2030 [13] - Hughes was recognized as a leader in the Gartner Magic Quadrant for Managed Network Services for the second consecutive year, reflecting its strong position in the enterprise market [33] Q&A Session Summary Question: What is the target for the number of sites by the end of 2026? - Management indicated that they are focused on meeting FCC commitments and will not disclose specific future site numbers at this time [56] Question: How is Boost Mobile integrating video services? - Management confirmed that they are beginning to cross-bundle services and have integrated Sling service within the Boost Mobile app, with positive early indications [60] Question: How is the direct to device market evolving? - Management believes they are uniquely positioned in the direct to device market and have been offering services in international markets, with plans to expand in the U.S. [68] Question: Can you provide details on wireless ARPU growth? - Management noted that ARPU is rising due to customers adopting higher-priced plans and bundled offers, indicating a trend towards premium market positioning [78] Question: What is the outlook for enterprise and wholesale revenue? - Management highlighted the strong position of Hughes in the enterprise market and the potential for growth, although specific revenue forecasts were not provided [116]

For the quarter ended December 2024, EchoStar (SATS) reported revenue of $3.97 billion, down 4.7% over the same period last year. EPS came in at $1.24, compared to $1.21 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $3.97 billion, representing no surprise. The company delivered an EPS surprise of +296.83%, with the consensus EPS estimate being -$0.63.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they com ...