·Time Warner Cable
They have to If you look at the quad play, dish only has 1, the least profitable and will continue to go down as content providers keep ringing record profits.
If they don't move into being a network provider they will be irrelevant in 10 years, period. Fixed wireless, regional/terrestrial wireless, or fiber can wipe them out in an instance.
With that said directv is in the same boat.
If they wait until 2016 when their actuaries see them turning the subscriber crest (probably happen before that) they can deploy a network to compete. By that time VoLTE will be solid and the incumbent voice play will be out. Equipment cost will be in the sweet spot. A content company may actually have a chance.
I have a hard time believing the market won't be disrupted before that, so they may need to turn up the heat. I put it at the tail end of the major carrier rollouts in 2014 timeframe.
They also know there is enough spectrum to go around, so a one time sale does not make a company..