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Article on Mike White, CEO of DIRECTV...authentication, 3D, TV Everywhere

Discussion in 'DIRECTV General Discussion' started by Satelliteracer, Jul 26, 2010.

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  1. Aug 2, 2010 #261 of 298
    dreadlk

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    Gotta run.. But nope your just trying to Slant things.

    My main claim is most people are not Interested in More PPV if it's 400 channels or 400 shows.

    I said 95% was an estimate, and it's not that Far off. If you can show me real numers I would Gladly believe them.

    Yes I thought the PPV were going Via Ethernet like in the Past. Still does not matter because you still need a connection to make a reasonable purchase.

    The 3D stuff as I said at the Start is what I know for sure! If you don't want to believe feel free, I have said too much on that already.
     
  2. Aug 2, 2010 #262 of 298
    ATARI

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    No accounting for taste.
     
  3. Aug 2, 2010 #263 of 298
    Hoosier205

    Hoosier205 New Member

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    :D:lol::D:lol:

     
  4. Aug 2, 2010 #264 of 298
    dreadlk

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    Facts that most likely prove me right :lol::lol::lol::lol::lol::lol:
     
  5. Aug 2, 2010 #265 of 298
    Alan Gordon

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    The movie could suck lemons, but I'm still happy with my $12.99 Blu-ray purchase just to see Liam Neeson as Zeus.

    That being said... I did say there were other DirecTV Cinema titles that popped up as well.

    ~Alan
     
  6. Aug 2, 2010 #266 of 298
    hdtvfan0001

    hdtvfan0001 Well-Known Member

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    Hardly.

    In looking at the industry volumes and project adoption rates in earlier posts, it would seem quite obvious that failing to seize the opportunity for this kind of on-demand video service revenue would be short-sighted business judgment.

    To further segregate myself from any interest or emotional equity on the subject....please note that you can count my PPV orders over the past 3 years on your hands...and have a couple of fingers left - not exactly a huge adopter.

    Yes I am not so blind as not to see that there is indeed a tangible market, a growing market, and much more than chump change at stake to seize for those offering such a service. Over a Billion in revenue and only a few to cash in on it - seems like a bandwagon most smart providers would jump upon.

    It won't make me rush out to order Cinema movies left and right, but many others will likely enjoy the freedom and ease to order many more flicks with just a remote in hand. No one at DBSTalk represents the viewer population, certainly not me. On the other hand, there are plenty of stats already posted in the last 24 hours in this thread to substantiate its much more than a 5% adoption rate.

    Perhaps the exact % or $$$ is not really all that important - just that its coming, will likely bring in more revenue than most of us know, and simply compliment the other choices we have in viewing.
     
  7. Aug 2, 2010 #267 of 298
    jacmyoung

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    If you charge $4.99 for a 24-hr window it better be a 1st run for people to order, else they will do Netflix or Redbox.

    The above article contains a few other points:

    1) It was about VOD not PPV.
    2) It was about the 1st run titles.
    3) Netflix' response, we have tons of titles, for free.

    Mike was talking about adding a lot more titles, i.e. not 1st run titles. There are not so many 1st runs at any one time. Which was why I said earlier hopefully it meant DirecTV is trying to compete with Netflix by adding a lot more titles.

    PPV is clearly a good thing for DirecTV, but this plan Mike was talking about appeared a different concept. Let's make no mistake about it a lot of people are moving to OTA/Netflix, DirecTV needs to do something, I hope what Mike talked about in that interview has to do with that, more titles, better yet, more free titles.
     
  8. Aug 2, 2010 #268 of 298
    hdtvfan0001

    hdtvfan0001 Well-Known Member

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    Call it whatever you will - ordering a movie with your remote when you want is Video on Demand.

    More titles, yes. That is what was in the interview.
     
  9. Aug 2, 2010 #269 of 298
    Doug Brott

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    Revenues grew by 11% .. That doesn't mean the number of customers that used PPV grew by 11% .. :confused: :scratchin
     
  10. Aug 2, 2010 #270 of 298
    Doug Brott

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    This is definitely where we differ "being techie" doesn't mean we like movies more than everyone else. What is means is that us "techie" people find other less costly ways to do it more frequently because that's what we do. That is why I would argue that "being techie" means spending less (overall) on PPV not more.

    The general non-techie population would take the easy way out and user the remote control to order a movie. Bam, done! easy, just like that and your watching a movie. Doesn't require a PC, doesn't require anything other than (as you say) a phone line to send the billing back to DIRECTV. Heck, you can even order movies without the phone line attached for a short while, and then it tells you that you need a phone line attached. I don't buy the argument that being techie makes you more likely to use PPV than a non-techie viewer.
     
  11. Aug 2, 2010 #271 of 298
    spartanstew

    spartanstew Dry as a bone

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    Even if your numbers are right (and I'm not going back to look at them), it does not prove your point.

    2% of revenue does not equal 2% of customers.

    What's the average monthly bill? Lets just use $100, for even numbers. That means every customer is spending $2 per month on PPV (2% of $100), or roughly one movie per quarter ($2 X 3 = $6).

    Every customer would be watching 1 PPV per quarter to hit 2% in revenue.

    I think we can agree that every customer doesn't watch PPV, right?

    So, if every customer isn't, then 25% are probably watching close to 5 per quarter.

    If only 5% were buying PPV, like you claim, they'd have to each be watching 25 movies per quarter to hit 2% revenue.

    Do you really think that 5% are ALL watching 2 movies per week?


    Any way you slice it, your arguments hold no logic.
     
  12. Aug 2, 2010 #272 of 298
    jacmyoung

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    If we can agree this plan Mike talked about is about adding a lot more titles, then it has little to do with that article which was about the advantage of showing 1st run titles sooner than Netflix or Redbox, because there are not that many 1st run titles at any one time.

    So what was he saying about adding a lot more titles? I speculate it has to do with competing with those who have a lot of titles in their libraries. Since they are not going to be new releases, hopefully it means more low cost/free titles coming to DirecTV.

    If so, all the arguments here about whether people order the $4.99 1st run PPV so often or not might be missing the point here, if Mike was talking about something else.
     
  13. Aug 2, 2010 #273 of 298
    anleva

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    Interesting data point.

    So not sure if my numbers or assumptions are accurate, but here is one way to cut through and possibly back into DirecTV's numbers from this data and other assumptions. Just rough numbers, my assumptions could be way off.

    Transaction VOD for entire market = $1.73B per year
    DirecTV marketshare = 15% (not sure how close this is)
    18.5M DTV customers
    $21.5B in DTV annual revenue

    $1.73B x 15% = ~$260M transactional VOD for DirecTV in 2010 (forecast)

    $260M/18.5M customers = $14 per customer in average PPV revenue per year. If 50% adoption then $28/customer. If 25% adoption then $56/customer.

    $260M/21.5B = 1.2% of revenue
     
  14. Aug 3, 2010 #274 of 298
    dreadlk

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    Yeah you’re probably close on that number, I figured it was between 1% and 2% but knowing the Hell I would get using 1% I decided to pick the higher number.
    If one factors in how much satellite Bandwidth and R&D money they have spent on VOD/PPV you realize it's not really a big money maker on the bottom line.

    What I find fascinating with so many Forum people is that on Forums life is either Black or it's white, they cannot fathom an answer that is in-between. If I say it's not a big money maker and "Disappointing". People have to interrupt that as it Loses Money and then go and try to prove that it is a Money maker.


    If
     
  15. Aug 3, 2010 #275 of 298
    Hoosier205

    Hoosier205 New Member

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    Have you not had enough? Go hatch another conspiracy theory...
     
  16. Aug 3, 2010 #276 of 298
    dreadlk

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    Doug I have spent more years than I wish to say installing High end AV systems and you know that Question that the Telephone Techs ask first?
    "Is it Plugged In?" That’s been my experience with most non tech people.

    Yes they would watch PPV but they dont even go into the Menu's to see that it's even there! They don't understand how the Billing will be done and in most cases they don't have a nearby phone line or even own a home Land Line anymore! So they will rent movies from Netflix because it's not technical, it's easy and cheap. Why do you think Directv has Dumbed down PPV ordering so much? The Pictures in the Guide, the Adverts in the Guide etc. all to try and reach those who dont ever go into Menus.

    What we find to be so easy and straight forward most people find to be intimidating and potentially expensive. I cant tell you how many people have said to me "I don't touch that because I might mess it up" They are literally traumatized by technology and the fear of getting into areas that they cant get out of so they just avoid them.

    My wife is a perfect example, the first time she saw the “1 hour missing guide data” box she just left it up and kept pressing the Up arrow to remove the screen saver. I got home about 2 hours later and I said why she didn’t just press the Enter Button.
    She said she was afraid the receiver would reset and she knew it was recording my 8pm shows, so she just left it till I got home.

    Most people are just like that, when in doubt they don’t mess with it.
     
  17. Aug 3, 2010 #277 of 298
    dreadlk

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    No no, keep going, so far your looking like a Rocket Scientist! Your own posts are proving me right. Just wish we had the exact figures because I would bet with those we would find PPV to be less than 1% of revenue for Directv.
     
  18. Aug 3, 2010 #278 of 298
    Hoosier205

    Hoosier205 New Member

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    :lol::D You just keep telling your delusional self that.
     
  19. Aug 3, 2010 #279 of 298
    dreadlk

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    And if you change that to 15% ???
    That Means 2 movies every 3 weeks. Sounds more plausible to you? Sounds about right to me for a family that into ordering PPV movies.

    I did say I agreed it was more like 15% on several posts, but hey you need to stick to something that you can use to prove your point so go ahead.
     
  20. Aug 3, 2010 #280 of 298
    dreadlk

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    Yeah thats why I think your smart.:lol:
     
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