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Sentiment · FY2026 Q2
No earnings call transcript was available for this quarter from any public source, so this assessment reflects reported financial results only. Revenue declined 5.2% year over year, while earnings per share improved against the prior-year period.
Capital Allocation | Competitive Dynamics | Regulation Policy | Innovation & R&D | Subscriber Growth | Cost Pressure | Capex Investment | Credit | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 3 | 6 | 2 | 4 | 4 | 1 | 3 | 2 |
| 2025Q1 | 3 | 5 | 3 | 4 | 4 | 1 | 2 | |
| 2025Q2 | 2 | 3 | 4 | 4 | 1 | 1 | 3 | 1 |
| 2025Q3 | 11 | 3 | 6 | 1 | 3 | 2 | ||
| 2025Q4 | 5 | 3 | 2 | 1 | 3 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | |
|---|---|---|---|---|---|
| Capital Allocation | 3 | 3 | 2 | 11 | 5 |
| Competitive Dynamics | 6 | 5 | 3 | 3 | 3 |
| Regulation Policy | 2 | 3 | 4 | 6 | 2 |
| Innovation & R&D | 4 | 4 | 4 | 1 | 1 |
| Subscriber Growth | 4 | 4 | 1 | ||
| Cost Pressure | 1 | 1 | 3 | 3 | |
| Capex Investment | 3 | 1 | 3 | ||
| Credit | 2 | 2 | 1 | 2 |
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $3.97B | -5.0% | $1.17 | +117.2% | -1.6% | 8.5% | $-607M |
| FY2025 Q1 | $3.87B | -3.6% | $-0.71 | -77.5% | -2.3% | -5.2% | $-52M |
| FY2025 Q2 | $3.72B | -5.8% | $-1.06 | -39.5% | -5.7% | -8.2% |
| $-739M |
| FY2025 Q3 | $3.61B | -7.1% | $-44.37 | -5516.5% | -4.4% | -353.6% | $309M |
| FY2025 Q4 | $3.80B | -4.3% | $-4.18 | -457.3% | 9.8% | -31.8% | $-583M |
| FY2026 Q1 | $3.67B | -5.2% | $-0.51 | +28.2% | 8.9% | -4.0% | $105M |
| FY2026 Q2 | $3.58B | -4.0% | $24.12 | +2375.5% | 14.3% | 236.6% | $-102M |
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Bryan Kraft | Deutsche Bank | 10 (20%) |
| Walter Piecyk | LightShed Partners | 10 (10%) |
| Brent Penter | Raymond James | 7 (29%) |
| Ben Swinburne | Morgan Stanley | 6 (33%) |
| John Hodulik | UBS | 5 (0%) |
| Ric Prentiss | Raymond James | 5 (0%) |
| Mike Rollins | Citigroup | 5 (0%) |
| Dave Barden | New Street Research | 5 (40%) |
| Jonathan Chaplin | New Street Research | 4 (0%) |
| Sebastiano Petti | JPMorgan | 4 (25%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Raymond James | 2 | 12 (17%) |
| LightShed Partners | 1 | 10 (10%) |
| Deutsche Bank | 1 | 10 (20%) |
| New Street Research |
What ECHO and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“The amendment also asserts a claim against EchoStar for their role in helping DISH evade its contractual commitments.”
Crown Castle amended its litigation to assert a breach claim against EchoStar (DISH's parent) for helping DISH evade its tower-lease commitments.
“as we prepare to close our transaction with EchoStar.”
AT&T is acquiring spectrum from EchoStar; AT&T has already leased and deployed a portion, implying EchoStar is monetizing spectrum assets to AT&T.
| 2 |
| 9 (22%) |
| Morgan Stanley | 1 | 6 (33%) |
| UBS | 1 | 5 (0%) |
| Citigroup | 1 | 5 (0%) |
| JPMorgan | 2 | 5 (20%) |
“we've completely derisked our earnings and our guidance by taking DISH out of our numbers.”
American Tower has removed all DISH (EchoStar) revenue from its guidance as it defends the contract in litigation, signaling continued churn risk on the EchoStar/DISH relationship.
“With regard to EchoStar, we continue to litigate the matter in federal court and believe strongly in our contractual rights.”
SBA removed all EchoStar revenue as of January 1 and is litigating a contract dispute with EchoStar in federal court, a churn and legal overhang for both parties.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
ECHO EchoStar Corporation | 4 | -5.2% | |
| CIEN Ciena Corporation | 10 | +33.1% | |
| CSCO Cisco Systems, Inc. | 9 | +9.7% | |
| HPE Hewlett Packard Enterprise | 8 | +19.1% | |
| LITE Lumentum Holdings Inc. | 9 | +90.1% | |
| MSI Motorola Solutions | 7 | +7.4% | |
| ZBRA Zebra Technologies | 8 | +14.3% |