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DIRECTV Announces Third Quarter 2011 Results

Discussion in 'DIRECTV General Discussion' started by Scott Kocourek, Nov 3, 2011.

  1. harsh

    harsh Beware the Attack Basset

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    It isn't that the NFL is king as much as you can't get it anywhere else. If DIRECTV had been successful in going after an MLB exclusive, there probably would have been a big impact from that as well.
     
  2. cypherx

    cypherx Hall Of Fame

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    PA - Berks...
    Thanks!

    I enjoy reading the QA sections. Mike White sounds like a real levelheaded guy. I think he's doing a stand up job at the reigns.

    Also exciting is the talk about bringing VOD / PPV streaming to the ipad and desktops. Something I always thought would be a great idea. I also hope that they continue to see an uptick in the connected home strategy. More connected customers would drive more innovation with advanced 2-way services such as building up that VOD library. One of my wish items is streaming VOD, where I could get it in my other two rooms that only have HD boxes. Or even if I was at my DVR, I'd love to be able to click a VOD title and have it play, rather then waste hard drive space on it. This would be similar to the ipad app where you click watch on ipad and the content just starts playing. I know the technology is there... that's not my concern.
     
  3. ffemtreed

    ffemtreed Icon

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    So does this mean they aren't going to raise the rates come February or March?
     
  4. maartena

    maartena Hall Of Fame

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    That would be a pure guessing game, as it didn't happen. In all likelihood however, subscriber churn/losses are most often contributed to things that happen to all of us in life: Economy changes, job loss/change, people move, line of sight changes due to growing trees or buildings going up, people get better offers for the first 12/24 months, etc.

    I know we here are only a SMALL fraction of the general DirecTV subscribers, but pretty much everyone that was pissed off about NO AMC in HD in the summer of 2010, was still here complaining about it in the summer of 2011. And my guess is..... when it comes down to it, missing a few channels in HD really isn't worth the hassle of changing providers. Especially since that other provider is also missing OTHER channels, that you might currently have.

    One could, for instance, also wonder how many Dish subscribers finally got fed up with ESPN-U, ESPNNews, ABCFamily, Disney, etc not being available in HD, and made the switch to DirecTV.

    I don't think we're talking about a significant number of subscribers. No provider has everything, and despite all the ruckus, it looks like DirecTV still has the most HD. (Just not the most BASIC HD).
     
  5. Laxguy

    Laxguy Honi Soit Qui Mal Y Pense.

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    Winters,...
    Nah. It was the HD Guide.....:D
     
  6. maartena

    maartena Hall Of Fame

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    :lol::lol:

    You should be a comedian!! :D
     
  7. Laxguy

    Laxguy Honi Soit Qui Mal Y Pense.

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    Winters,...
    No, we don't. Nor does DIRECTV® [!] to an exact degree, though I bet their estimates are pretty accurate.

    FWIW [nada], my estimate is 5.8% of that group would have stayed with the addition of one HD channel; 9.4% with the addition of two; and 14.9% with the addition of three-six, and 32.4% with the addition of ALL of them....

    Don't forget, some are inveterate switchers, others leave due to economic situations, some move to places where reception isn't possible, still others are just p-o'ed.
     
  8. mreposter

    mreposter Hall Of Fame

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    As a customer, I've been disappointed by the limited number of new basic HD's this year, but Directv has done a bang up job of delivering new technologies to customers. iPad apps, Whole Home, new HDGUI and more have made 2011 an interesting year.

    I can understand their reluctance to invest in more HD programming when demands from content providers are going through the roof. Directv is a well run business, especially when you compare them to their competitors.
     
  9. Shades228

    Shades228 DaBears

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    The biggest thing that stood out to me in the QA was the 80% take rate on advanced equipment. I'm thinking 2014 is going to be a big year.
     
  10. Jaspear

    Jaspear Godfather

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    Funny though, that HD becomes less important when it's convenient. But, ultimately, whatever portion of that 953K was attributable, the total basic churn would have been lower by that number, improving the 3Q results. Whatever that number was, I suspect that DirecTV was comfortable with it.

    Many moons ago, when I used to pour over churn numbers, the reasons listed in the weekly reports were notoriously unreliable. Maybe the 'data mining' has improved since then, but I doubt it. "No reason", followed by "don't watch" were always the top two by a comfortable margin.
     
  11. ChicagoBlue

    ChicagoBlue Godfather

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    DISH has been adding more HD than DTV. Today, they announced another 111K net subs loss. 6th quarter in 7 that they have gone the wrong way.

    Again, this HD argument about keeping subs is fantasy.
     
  12. TheRatPatrol

    TheRatPatrol Hall Of Fame

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    True. I'm sure some of it has do with the economy and people "cutting the cable" to save money.
     
  13. Jaspear

    Jaspear Godfather

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    That 111K probably has a lot to do with the credit worthiness of the customers that Charlie constantly trolls for. Garbage in garbage out.
     
  14. zlt1

    zlt1 Cool Member

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    I might not remember all the details but I think as part of a shareholders meeting there used to be a nice PowerPoint or document with a lot of information about future and current states of various areas. Is such an animal available for this release?
     

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