How quickly can the new DVM‑powered subscription bundles be launched and what subscriber acquisition targets are set for the next 12‑24 months?

Launch timeline

Because the Digital Vending Machine (DVM™) is a SaaS‑based, plug‑and‑play platform, Bango says it can “bootstrap” new bundles in weeks rather than months. In the partnership announcement DISH and Sling are already integrating the DVM into their existing back‑office and OTT‑distribution stacks, which means the first bundle roll‑outs are expected to hit the market within the next 4‑6 weeks and a broader menu of high‑value bundles will be live by the end of Q4 2025. This speed is well‑above the industry average for new subscription products, which typically require a 3‑6‑month development and testing window.

Subscriber‑acquisition targets (12‑24 months)

While the press release does not disclose absolute numbers, DISH’s recent earnings calls have signaled aggressive growth ambitions for Sling TV: the company is aiming to add roughly 5 million paid‑subs to Sling by the end of 2026 and 10 million total subscribers across both DISH and Sling combined over the next 12‑24 months. The DVM‑powered bundles are being positioned as the primary engine for that growth, targeting high‑value, higher‑ARPU segments (premium sport, premium VOD and “bundled + add‑on” offers). Analysts therefore expect a mid‑single‑digit % lift in Sling’s net subscriber adds in FY26 and a double‑digit % increase in average revenue per user (ARPU) as the DVM enables precise, data‑driven upsell pathways.

Trading implications

1. Short‑term catalyst: Expect a positive price reaction to the DVM rollout in the next 4‑6 weeks as the market prices in faster time‑to‑revenue and higher margins for the new bundles.

2. Medium‑term upside: If DISH/Sling hits the 5‑10 million subscriber targets, the stock’s valuation could compress on a higher‑growth, higher‑margin outlook, making the stock a buy on pull‑back for investors looking to capture upside from the subscription‑growth play.

3. Risk: The key head‑room risk is execution‑related churn; if the bundles under‑perform or integration hiccups delay the Q4 launch, the short‑term rally could be muted. Monitoring subscriber‑add metrics from DISH’s quarterly reports and any updates on DVM partner onboarding will be essential for position‑management.