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Discussion in 'DIRECTV General Discussion' started by Tom Robertson, Sep 3, 2008.
I think you can hear it by registering here. /steve
3/2/2009: "Additionally, we continue to work on our new DIRECTV HD DVR. The new HD DVR will include popular TiVo broadband features, and will be immediately accessible to DIRECTV's entire national customer base on day-one of the launch. We have had a very successful history with DIRECTV and those subscribers are some of our most loyal customers. Now, as these customers look to upgrade from standard definition programming, they will have the option to choose the TiVo experience to help them truly get the most out of their high definition viewing experience."
But no date for launch?
Interesting couple of sentences. Although you can't read too much into these things, the first one makes it sound like a new box, and the second one makes it sound like software that can be downloaded onto existing hardware.
Good to hear. :biggthump
Thanks for the info, Sixto.
1. that's the official earnings press release.
2. next is the conference call in a little while.
3. and then they'll be the official SEC filing this week.
little by little ...
it may just be a reference to the fact that any DirecTV subscriber will be able to order the new box on day-1 of the launch. time will tell ...
Given what we know from their November comments, I interpret that statement to mean "new" as a TiVo product offering, but not necessarily new hardware.
What's interesting are the numbers filed with the SEC. In spite of new subs from their Comcast deal, monthly service revenues have declined 14% from the same quarter last year. They also sold 34% less hardware and "TiVo-Owned subscription gross additions for the fourth quarter were approximately 59,000, compared to 109,000 gross additions for the year-ago period."
I would think getting those lost DirecTV subs back on the balance sheet is job #1 at TiVo. If it wasn't, and I was a TiVo shareholder, I'd be very upset. /steve
3/2/2009 - Tom Rogers (TiVo CEO) ... opening comments ... read the exact same words from the press release ... no reference to a date (yet).
Which means it's obviously delayed I'd think. See if anyone asks for specifics. Prior to this they were talking dates all the time. Now not even the vague "2nd half 09".
I just got on the call and can only listen for another 10 minutes or so but hopefully others are.
no problem ... i'll be on for entire call ...
Tom Roger's opening comments (20 mins) complete ... no other reference to DirecTV.
Just mentioned churn for D* users. Sounds like they want to start to stop that. At least that's how I heard it.
And one could read into the statement "continue to lose D* subscriptions until D* releases our hardware." as being it's going to happen. Who knows. I just wanna know when already.
"continue to see DirecTV churn, and will continue to see DirecTV churn until new box" ... remarks concluded. Q&A starting!
Q: legal costs ...
A: periods of spiking legal $ ... echostar hearings in q1 ... significant costs ... future benefit $ if they win again ...
Q: channel ... direct? retail?
A: not much change online/retail ... online 30% ... circuit city effect ... increase with best buy ... bundle with TV ... HD theme ... happy with comcast ... focused on DirecTV "later part of the year"
Q: Cox trials (timing of rollout)? ... Stopwatch details (revenue detail)?
A: Cox rollout 1st half 2009 ... 100,000 TiVo homes in StopWatch (Nielson is only 4,000 homes), TiVo 25x, great strides with research community.
that's it ... no more questions!
only 4 analyst questions. "tough weather day" he said.