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DirecTV 2nd Qtr Earnings call 2PM EDT (8-9-2007)

Discussion in 'DIRECTV General Discussion' started by RAD, Aug 9, 2007.

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  1. Aug 9, 2007 #1 of 103
    RAD

    RAD Well-Known Member

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    Dripping...
  2. Aug 9, 2007 #2 of 103
    Earl Bonovich

    Earl Bonovich Lifetime Achiever

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    Thanks RAD:

    The DIRECTV Group Announces Second Quarter 2007 Results

    To see the rest of the announcement: DirecTV Investor Relations
     
  3. Aug 9, 2007 #3 of 103
    MikeR

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    Wall Street Journal article

    and comments from Chase in Swanni's blurb
    and Liberty Media's Forbes report

    might as well get Clearwire as well
     
  4. Aug 9, 2007 #4 of 103
    bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    I'll be listenting so long as I don't get some user with a problem. :D

    Also noted that they had huge growth in HD DVR receivers and subs. So much for HR10 users "holding back" and waiting. I'll bet HR20 receivers activated dwarf the number of HR10's by now.
     
  5. Aug 9, 2007 #5 of 103
    Steve Robertson

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    I agree with on the HR 10 users I used to be one of them that would never switch but I did and have no regrets
     
  6. Aug 9, 2007 #6 of 103
    bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    Yep. My comment was actually a dig on some of the recent threads on TCF where a few think that if enough HR10 owners "hold out" that DirecTV will reconsider and go back to Tivo. It's a funny read.


    And heeeeeere we go!
     
  7. Aug 9, 2007 #7 of 103
    Steve Robertson

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    I use to go to the TCF all the time haven't been there for months maybe I ill go back and get a good laugh.
     
  8. Aug 9, 2007 #8 of 103
    bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    Huge note on Advanced Products and how strong it is.

    4 times as many current customers upgrading to the HD DVR in Q2 07 from Q2 06.
     
  9. Aug 9, 2007 #9 of 103
    bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    Very strong growth with advanced products and HD DVR (HR20).

    Bigger expenses due to lot of MPEG2 swaps.
     
  10. Aug 9, 2007 #10 of 103
    Earl Bonovich

    Earl Bonovich Lifetime Achiever

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    What that 5 Million HD & HD DVR subscribers? or 5 Million HD and DVR subscribers (aka... advanced product subscribers)
     
  11. Aug 9, 2007 #11 of 103
    gpg

    gpg Well-Known Member

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    it was 5 million hd and dvr subs
     
  12. Aug 9, 2007 #12 of 103
    bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    50% more HD and HD DVR additions then a year ago. (i.e. lots of new H20 or HR20).

    5 million HD subscribers.

    Again mentioning strong HD DVR upgrades.
     
  13. Aug 9, 2007 #13 of 103
    bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    Agreements with 90 HD channels.

    Launch with 70 HD channels by end of 3rd quarter.

    Should get to 100 by end of the year.
     
  14. Aug 9, 2007 #14 of 103
    bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    I thought it was just HD subs which suprised me. We'll see in the transcript.
     
  15. Aug 9, 2007 #15 of 103
    bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    VOD for fall. Lots of titles. Said hard drive based and sat.
     
  16. Aug 9, 2007 #16 of 103
    bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    Once again they confirmed no cost increase due to the new HD.
     
  17. Aug 9, 2007 #17 of 103
    VeniceDre

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    "No programming cost increase due to HD"

    Important... A lot of people will like to hear this... It won't cost DirecTV so why would they increase our access fee?
     
  18. Aug 9, 2007 #18 of 103
    bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    And they've been saying it since CES but people for some reason don't believe them so I think they have to keep saying it. :)

    Personally I think there might be a slight increase in March. Maybe to $12-15 or something, but it won't be anything major. If as they said it's not costing them any more on the programming cost side then they don't need to raise rates to recover an increase in programming cost, might as well keep it low and cheaper then anyone else. It'll look good if they have double the HD channels at half the cost. ;)
     
  19. Aug 9, 2007 #19 of 103
    Steve Robertson

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    Any PQ questions come up yet?
     
  20. Aug 9, 2007 #20 of 103
    harsh

    harsh Beware the Attack Basset

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    Not at all surprising given that the HR20 wasn't available until Q3 06.
     
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