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DirecTV 4th Quarter Financial Call

Discussion in 'DIRECTV General Discussion' started by RAD, Jan 28, 2009.

  1. Feb 10, 2009 #41 of 110
    bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    Yep, no problem. I just wanted to clarify that it wasn't my opinion (which it is) but it's what he said. :D
     
  2. Feb 10, 2009 #42 of 110
    bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    Question on getting more of their share from Dish and cable, where is it more coming from?

    He says it is both but doesn't want to get into specifics. It's relatively balanced. {I think he's trying really hard not to slam someone.}
     
  3. Feb 10, 2009 #43 of 110
    bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    Question on uptake on VOD:
    Still early days and they just started it up. Want to improve the experience and easier to use. Not a huge thing and not big enough to drive anything financially. Maybe in a couple years it starts having an impact.
     
  4. Feb 10, 2009 #44 of 110
    Jhon69

    Jhon69 Hall Of Fame

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    Great Job Scott!.Just kick Dilbert out of the cube.:goodjob::kickbutt::D
     
  5. Feb 10, 2009 #45 of 110
    bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    Question on if they need to license Sling for their mobility:
    Sling is a niche product and has some issues and what do people really want. Do they really want to watch a 2 hour movie on a cell phone? They are looking to make it all an integrated content so that it's just another screen they are used to. He's thinking that Sling has issues when you scale it up. Most of what they want to do is more sales and marketing at first.

    Also question about Charter going bankrupt and Comcast all digital, opportunities there?
    Yes, opportunities for them to target those markets like with Adelphia. Also like they targeting the digital OTA transition. They are always looking for opportunities.
     
  6. Feb 10, 2009 #46 of 110
    smiddy

    smiddy Tain't ogre til its ogre

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    Too kewl bonscott87, as always sir, thanks!
     
  7. Feb 10, 2009 #47 of 110
    bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    Question on churn, being that a lot of first year new sub deals are ending and the coming rate increase, are they comfortable that churn won't go up because of this?

    Still going to have aggressive offers in this economy but they aren't going back to spend on offers like they did in 07 but they want to tighten up a bit. Looking to stabilize in 09 with constant offers and such. Economy will certainly impact in places and credits they give out reflect that. Target those credits to their best and most valued customers.
     
  8. Feb 10, 2009 #48 of 110
    bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    No problem. And I've helped 4 end users during all this as well. I can type like pretty fast if I need to. :)
     
  9. Feb 10, 2009 #49 of 110
    bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    Question on Home Home DVR! More details on that requested including cost.

    Initial phase (there will be multiple) will not change SAC. Software to speak to each other. MRV. Example that 2 HD boxes can access what is on your HD DVR. Software upgrade for boxes to share with each other. Then refine that during 09.

    Then in 2010 to roll out new hardware like a home server with slaves throughout the home.

    But initial focus this year is to work all year on the experience and get it where it needs to be. {CE'er will be busy!}
     
  10. Feb 10, 2009 #50 of 110
    bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    Question on programming costs:

    Nothing much new but it keeps going up and sports and retrans issues.
    They hope to benefit of their growth and size and getting their contracts down to where they want them.
    More challenging contracts should be behind them but there are some more coming like the O&O reup.
     
  11. Feb 10, 2009 #51 of 110
    bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    Another question on the whole home network system via SWM:

    SWM is important and used for most the more advanced installs. Many HD installs now get it. Will continue to expand for new installs and to get communication thru the home. Want to really test it more and get the bugs out before they really roll it out widely. But it will marry up well with the whole home experience {MRV over coax via the SWM?}
     
  12. Feb 10, 2009 #52 of 110
    bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    And with that the call is over!
     
  13. Feb 10, 2009 #53 of 110
    Stuart Sweet

    Stuart Sweet The Shadow Knows!

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    Thank you, Scott, as always!
     
  14. Feb 10, 2009 #54 of 110
    RAD

    RAD Well-Known Member

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    Dripping...
    Yea, that response really has me confused.:scratch:
     
  15. Feb 10, 2009 #55 of 110
    Sixto

    Sixto Well-Known Member

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    he certainly related the two (MRV/SWM) but not sure he understood the question ... :)
     
  16. Feb 10, 2009 #56 of 110
    bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    Some key takes off the top of my head:

    1) DirecTV keeps on growing along with the Telcos. Dish and cable are hurting at their expense.

    2) Whole Home DVR/experience was talked about heavily and appears to be their next big technology push.

    3) MRV will be a big push this year and will be in testing and refinement thru the end of the year. Lots of work for the CE program to define how this will all look and work. Exciting times.

    4) Interesting possibility of the whole home system working thru the coax and SWM. Very interesting. Possible he was confused so I wouldn't read a whole lot into that other then making it easier to get "slaves"/clients in more rooms that can access the server.
     
  17. Feb 10, 2009 #57 of 110
    Steve615

    Steve615 Hall Of Fame

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    Many thanks for the live blogging Scott...fantastic work indeed. :)
     
  18. Feb 10, 2009 #58 of 110
    mhayes70

    mhayes70 New Member

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    Yeah, that was kind of an interesting response.
     
  19. Feb 10, 2009 #59 of 110
    bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    And no mention of Tivo at all either by DirecTV directly or via any question. Once again nobody views this as a big deal to DirecTV's bottom line for good or ill.
     
  20. Feb 10, 2009 #60 of 110
    loudo

    loudo Well-Known Member

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    Great job Scott, Thanks
     

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