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Discussion in 'DIRECTV General Discussion' started by RAD, Oct 19, 2012.
Headlines from the 2011 annual report
Keeping Our Core U.S. Business Healthyin a Climate of Change
[SIZE=3][COLOR=black]Rebalancing Profitable Growth[/COLOR][/SIZE][COLOR=black]and Retention While Managing costs[/COLOR]
[COLOR=#00ffff][FONT=Gotham-Medium][SIZE=1][COLOR=#00ffff][FONT=Gotham-Medium][SIZE=1][COLOR=#00ffff][LEFT][FONT=Arial][SIZE=3][COLOR=black]Reinventing the TV Experience:[/COLOR][/SIZE][/FONT][/LEFT]
[FONT=Arial][SIZE=3][COLOR=black]Anywhere/Anytime; Better Bundles; New Revenue[/COLOR][/SIZE][/FONT]
[SIZE=3][COLOR=black]Link to report:[/COLOR][/SIZE]
[SIZE=3][COLOR=black]Starts on page 17 of report.[/COLOR][/SIZE]
Don't sulk! Please do say what evidence you have for the assertions you've made.
BTW, NO ONE here has all the answers!
It was a direct answer to your last sentence about not following the company line. It is clear you don't even know what directv's line is.
Pretty simple. Just read the post including your words.
From http://dtv.client.shareholder.com/releasedetail.cfm?ReleaseID=718849 . Here's some info concerning the US segment:
Churn was up and they added only 67K net new subs in the quarter this year vs. 327K last year.
At least they didn't lose money and subs like Dish did this quarter.
I think it's an improvement over last quarter and I'm willing to bet they are the only MSO in the top 10 with any net adds, possibly the only one with net profit.
Fios added 119,000 3rd qtr.
And this was the quarter that the Viacom dispute was in which probably had an impact on those numbers.
TV, Internet, phone...?
The Pac12 Network supporters were sure they'd have net loss...oops.
Did I miss something? Have we seen the results yet?
Yes, several sites have posted them.
Well I guess I lose that bet then
So much for that theory.
Given how much FIOS had been scaling back and the stagnation in channel adds, I'm more than a little surprised by this.
I think the most telling statistic in the FIOS numbers is that even with most of their customers subscribing to relatively high speed broadband, their ARPU is only $7 more than that of DIRECTV. DIRECTV would seem to be pretty firmly established as the leader in high fee TV. Great for the company but not so much for the subscribers.
The press release went out before The Bell this morning:
"....said that its FiOS TV service added 119,000 pay TV subscribers in the third quarter."
What will be most interesting is how bad churn is in la for this quarter especially if they never pick up the lakers channel. I never thought that the pac12 by itself could cause major issues but I full well believe it combined with the lakers channel will cause them major churn increases and likely a sub loss in at least the California market if not flat growth for the company.
I see the larger problem of not picking up either of these channels being that at some point people in la are found to be less likely to even consider dtv and that in the long run will hurt them, especially on churn I think.
White on the call said they watch churn numbers every day and the reason why. So I'd guess if there was a major increase in the LA market they might be more flexible. But White also said the current RSN model is broken, doesn't like how the teams start up a new channel repackaging some existing programming and want a big increase.
I think we need to take his comments with a grain of salt...remember DirecTV owns Root Sports. He doesn't like the fact teams are starting their own networks...with the help of the likes of Comcast/TWC. DirecTV sees teams they had deals with hin the past leaving to better offers from another provider. Most of the "new" channels started up were with the help of another provider CSN Houston (Rockets Astros) and TWC (Lakers). I highly doubt he'd be saying the system was broken if Root went into a market and started up a channel with the help of a major sports franchise. I don't think they Dodgers have signed a new deal yet, I am sure Root would love to be a player with the Dodgers if/when they start up their own network.