SE‑Cluster

Search

Search markets, companies, evidence, and pages

TickerSATS
SectorCommunication Equipment
Mkt cap$36.6B
EV / EBITDAN/A
PostureHigh Velocity
Composite78/100
LensTarget-side
SE-Cluster Research·Issuer Brief·Q2 2026CIK 1415404

EchoStar Corporation

SATSHIGH VELOCITYFILING INTENSITY

EchoStar Corporation reads as High Velocity (composite 78/100); pressure / disclosure signals dominate the posture this cycle · primary market Connectivity.

Lens

Disclosed M&A capital (2023–2025)

N/A

−99%

vs N/A in 2020–2022

Disclosed transactions

1

new

1/3 active fiscal years in window

Buyer archetype

Consistent Strategic Buyer

Meaningful spend appears across repeat years.

Composite score

78

/100

High Velocity dominates · Filing Intensity

Financial snapshot
Revenue$15B
EBITDAN/A
Enterprise value$65.7B
EV / Revenue4.4×
EV / EBITDAN/A
P/EN/A
Cash$1.9B
Total debt$2B
as of 2026-05-10
§ I·SE-Cluster Issuer Brief

Behavioral posture, nine reads.

Each index scores the issuer 0–100 against an EDGAR-anchored definition. Scores ≥ threshold elevate the issuer into the index's constituent set; the dominant index drives the masthead label.

Active Acquirer

42/100

Companies actively deploying disclosed capital into M&A

  • $2.8B disclosed buyer spend
  • Filed within 26d

Buyer Cadence

28/100

Buyer-side companies with recent filing activity

  • Filed within 26d
  • 117 8-Ks

Target Probability

24/100

Issuers showing target-side patterns from filings

  • 76 activism filings

Spin/Carve

2/100

Issuers showing spin-off, carve-out, or sum-of-parts posture

  • 4 spin pre-registrations
  • Latest event 18y ago; heavily discounted
  • 76 activism filings

Pressure Watch

52/100

Issuers facing activism, governance, or control pressure

  • 76 activism filings
  • Latest activism 1.5y ago

Distress Watch

44/100

Issuers showing financial-distress filing patterns

  • 10-Q 201d stale
  • 76 activism filings

Restatement Risk

0/100

Issuers with accounting-integrity flags from filings

  • 1 NT late filing
  • Latest event 14y ago; heavily discounted

Capital Velocity

Dominant
78/100

Issuers with the highest filing-activity intensity

  • 117 8-Ks
  • Filed within 26d
  • 5 form types

Quiet Power

0/100

Large issuers with low signal volume and clean disclosure cadence

  • Enterprise value $65.7B
  • 10-Q 201d ago
  • 4 active signals
§ II·SE-Cluster Issuer Brief

Capital cadence.

Ten-year disclosed M&A activity. Bars show spend ($MM); ticks show recorded transaction count. Disclosure tier annotated where v6 audited corpus carries an entry.

16
17
18
19
20
21
22
23
24
25

Disclosed spend $MM Disclosed transactions (right axis)Peak spend year: $106M · Peak count: 1

FYDisclosed buysDisclosed spendAvg ticketAudited tier
2025N/AN/AN/AN/A
2024N/AN/AN/AN/A
20231N/AN/AN/A
2022N/A$8MN/AN/A
2021N/AN/AN/AN/A
2020N/A$106MN/AN/A
§ III·SE-Cluster Issuer Brief

Strategy posture.

The buyer's playbook in terms of strategic archetype: what each disclosed move says about how they're deploying capital.

Archetype mix

  • Geographic Expansion
    25%
  • Platform
    25%
  • Technology Acquisition
    25%
  • Horizontal Consolidation
    25%

Strategy keywords

Terms recurring across recent 10-K acquisition disclosures.

  • geographic_expansion
  • platform
  • technology_acquisition
  • horizontal_consolidation
§ IV·SE-Cluster Issuer Brief

Filing language.

Direct excerpts from acquisition disclosures and strategy sections: the verbs the buyer chose, in the filings they signed.

We face substantial competition from established pay-TV providers and broadband service providers and increasing competition from companies providing/facilitating the delivery of video content via the Internet to computers, televisions and other streaming and mobile devices, including wireless service providers.

10-KFY2024

Our 5G Network Deployment segment strategy is to commercialize our Wireless spectrum licenses through the completion of the nation’s first cloud-native, Open Radio Access Network (“O-RAN”) based 5G network.

10-KFY2023

During 2019, we continued the design and construction of a new, next-generation, high throughput geostationary satellite

10-KFY2019

Competition has intensified in recent years as the pay-TV industry has matured. We and our competitors increasingly must seek to attract a greater proportion of new subscribers from each other’s existing subscriber bases rather than from first-time purchasers of pay-TV services. We face substantial competition from established pay-TV providers and broadband service providers and increasing competition from companies providing/facilitating the delivery of video content via the Internet to computers, televisions, and other streaming and mobile devices, including wireless service providers. In recent years, industry consolidation and convergence has created competitors with greater scale and multiple product/service offerings. These developments, among others, have contributed to intense and increasing competition, and we expect such competition to continue.

10-KFY2025

We have invested a total of over $30 billion to acquire certain Wireless spectrum licenses.

10-KFY2023
§ V·SE-Cluster Issuer Brief

Market context.

Where this issuer sits inside its SE-Cluster rollup wedge, with disclosed-spend rank plus trading comparables against the public peer set.

Primary market

Connectivity

Market spend (2023–2025)
$58.6B
Market spend (2020–2022)
$121.1B
Recent vs prior
−52%
Issuer rank in market
N/A
Share of market capital
0.0%

Valuation positioning

N/AEV / EBITDA

SATS trades at a -12.1-turn discount to the Connectivity peer median of 7.9×.

EV / Revenue
4.4×
Net debt / EBITDA
N/A
Peer median EV / EBITDA
7.9×

Trading comparables

FMP market data · 2026-05-10

CompanyEV / EBITDAEV / RevNet debt / EBITDARevenueM&A 2023–2025
23.8×6.8×0.9×$59.1B$26.6B
20.2×6.1×-0.1×$11.9B$4.9B
7.9×2.8×0.4×$139.1B$60M
6.1×2.6×-0.1×$126.5B$3.7B
6.1×2.5×N/A$59.8B$5.1B

Trading multiples from FMP market data; disclosed M&A spend from the SE-Cluster EDGAR 10-K corpus. Peer set = top disclosed buyers in Connectivity. Bars scaled to the highest EV/EBITDA in the set.

§ VI·SE-Cluster Issuer Brief

Buyer landscape.

Public buyers whose stated archetypes, target categories, and recent cadence align with this issuer as a plausible acquisition target. Scores cross EDGAR signal and disclosure overlap.

Likely buyers

No public buyers surface as a strong target-side fit on current signal.

Likely sellers / divestiture partners

No reciprocal divestiture / strategic-alternatives matches identified.

§ VII·SE-Cluster Issuer Brief

Filing activity & signal stream.

Filing cadence and event-driven signals visible on EDGAR. The signal stream below is curated from restatement / spin-carve / activism categories, providing context for any near-term call.

Filing cadence

  • 10-K (annual)252026-04-30
  • 10-Q (quarterly)552025-11-06
  • 8-K (event)1172026-03-19
  • Proxy / DEF 14A372025-03-21
  • Activism (13D / DFAN / PREC)762024-11-14

Signals on file

  • watch

    Late-filing notice

    2012-02-29

    1 NT 10-K/10-Q filing on file.

  • elevated

    Spin registration

    2007-12-28

    4 Form 10-12 filings on file; pre-spin registration.

  • elevated

    Activism on file

    2024-11-14

    76 activist filings on file (13D, DFAN14A, PREC14A series).

  • info

    Signal

    Serial acquisition history

  • info

    Signal

    10-K strategy themes

  • info

    Signal

    Spin/Carve candidate

§ VIII·SE-Cluster Issuer Brief

Audited corpus.

No audited record on file for this CIK in the current v6 corpus.

This issuer has not been extracted into the v6 audited acquirer corpus yet. The brief above pulls from ranking-level aggregates and issuer-index signal only.

EchoStar Corporation: Issuer Brief | SE-Cluster