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Discussion in 'DIRECTV General Discussion' started by bonscott87, May 7, 2009.
Question on stock stuff.
Where's the question on HD expansion?
No one has asked about it .. Current question on where OTA additions where located.
No clear answer to that one, BTW.
Q: Detail on the surprise of OTA viewers coming to DirecTV. Will impact 2nd qtr?
A: They don't have a great handle on it but believe it was a positive. Hard to track but they feel they got more benefit from it then they thought.
And most likely won't be. The investment houses rarely ask these kinds of questions.
Q: On AT&T
A: Certainly adding to their customers but it's not a defining moment in sub growth.
You did that on purpose. :new_cussi
He's trying to listen and type. Give him a break.
Q: Why programming costs seem lower on DirecTV then cable.
A: Various things. Such that Fox News launched a year later then on DirecTV thus their cost was more.
[Lot's of "who knows" really.]
Their growth may have helped out in pushing programming costs down as well.
Irregardless, it is a mute point.
Q: What are they doing to mitigate churn as people are coming off the packages.
A: Most package deals are 12 months for new subs. Have a commitment for 24 months so you still have 12 months at the retail price.
Mostly they just want to have a great service and great choices to keep people to stay.
Upgrades to HD.
If an agent gets a call from someone off their initial deal it's flagged on screen.
Plus I can honestly say I've never spelled it like that in my life and never knew it's supposed to. Never give it a second thought. Plus I'm a terrible speller.
Anyway...back to the show...
I know .... just teasing. :lol:
Talking about credit ratings and the bond market.
Q: AT&T. Dish (I think she said that) said their churn was higher with AT&T customers. How can they keep that down.
A: Don't know about them but for DirecTV they don't separate them, they are all our customers. Want to give them the best experience. They do answer most of the phone calls from telco customers.
Bundling helps reduce telco churn. They also have longer term telco subs, AT&T just started.
Q: Cable feels they will close the "HD gap" this year. What's the next competitive advantage.
A: They feel they have legs in the HD arena.
Additional capacity still, especially with the new satellite later this year will continue to grow HD.
Masters golf and tennis in HD they have advertised a bit.
More technology things in home coming soon they can leverage.
Q: Impact from Dish's "Turbo" HD only?
A: We didn't respond because they didn't feel it impacted them. If it did they would have addressed it
[Thus they feel an HD only package doesn't make them any more competative is my take].
Q: HD Messaging is getting stale as competitors catch up .. What's next messaging?
A: HD still a big part, happy with results .. Beyond? DVR Scheduler, iPhone are recent examples .. Content tie in (Masters) other examples .. New stuff? You'll have to wait and see .. mentioned technology and in home functionality
Q: Do they still feel with cable approaching 100 HD channels, what is next for DirecTV to position their offering as superior? Choices vs. channels?
A: He disagrees that HD is getting to 100 channels and you're done. Still more to do like things in PPV, 1080p, mix channels and so forth. Cable is different in every market whereas DirecTV is the same everyone in offerings.
Capacity to add more channels which they will when the new satellite lights up later this year.
[Like many have said, they are holding back to add a whole lot more HD until D12 goes up].
Want to keep leading in content. Want to maintain the their market perception as the HD leader and strong HD brand and add new features.
Q: Telco relationships
A: Good things with Verizon and their DSL service end of last year.
Doesn't view it as an impact event in the 1st qtr results.
Q: SAC went down, any particular reason?
A: Benefited with the volume of adds due to fixed marketing. Hardware costs down even with the greater % of advanced products including the high end HD DVR product.