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DirecTV to present at Citi Conference 1/7

Discussion in 'DIRECTV General Discussion' started by RAD, Jan 6, 2009.

  1. Jan 6, 2009 #1 of 60
    RAD

    RAD Well-Known Member

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    DIRECTV(NASDAQ:DTV) will present at Citigroup's 19th Annual Entertainment, Media and Telecommunications (EMT) Conference on Wednesday, Jan. 7 at 8:00 a.m. PT/9:00 a.m. MT/11:00 a.m. ET. The presentation will include an update and outlook on the DIRECTV businesses. A live webcast of the presentation will be available at www.directv.com/investor and an archive of the presentation and webcast will also be available on this website.


    Date: Wednesday, Jan. 7, 2009


    Time: 8:00 a.m. PT/9:00 a.m. MT/11:00 a.m. ET


    Speaker: Chase Carey, President & CEO, DIRECTV

    Webcast: www.directv.com/investor

    Full press release can be found at http://dtv.client.shareholder.com/releasedetail.cfm?ReleaseID=357738
     
  2. Jan 6, 2009 #2 of 60
    Tom Robertson

    Tom Robertson Lifetime Achiever DBSTalk Club

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    Thanks, RAD.

    Happy Twelfth Night!
    Tom
     
  3. Jan 6, 2009 #3 of 60
    bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    So far I have no meetings scheduled for this time so hopefully I can blog it. I doubt we'll get much info other then financial and numbers *but* we may get some more info on their cancellation of capital projects. Also if the new Tivo box is still on track for end of this year you'd think that DirecTV would finally acknowledge it in public beyond the one small press release 6 months ago and silence ever sense. We'll see.
     
  4. Jan 6, 2009 #4 of 60
    Adam Richey

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    Does anybody else besides me wonder why CitiGroup got one of the largest bailouts, and yet I STILL see major sponsorships and they still put their name on damn near everything except the loans they were supposed to offer with the money? I won't say anymore than that because that comment itself will probably open up a can of worms, but I SERIOUSLY hope this little conference is being funded by sponsorships and NOT from their very large amount of taxpayer money.
     
  5. Jan 6, 2009 #5 of 60
    I8AZuk

    I8AZuk Cool Member

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    Actually I wonder why we haven't see Chrysler and GM announce that they'll be eliminating their racing budgets entirely. But I guess that belongs on a different forum. :grin:
     
  6. Jan 6, 2009 #6 of 60
    Sixto

    Sixto Well-Known Member

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    Tom Rogers TiVo CEO also presenting at same conference same day 90 minutes later:
     
  7. Jan 6, 2009 #7 of 60
    dclarke

    dclarke AllStar

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    must see tv, better clear some hard drive space on my dvr
     
  8. Jan 7, 2009 #8 of 60
    TheRatPatrol

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    Will this webcast be available to view at a later time? It would nice if they could DL it to the DVR's and put it in the Top Movies tab.
     
  9. Jan 7, 2009 #9 of 60
    Tom Robertson

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    This is a part of their investment business activities. Remember, this is an analyst press conference.

    Cheers,
    Tom
     
  10. bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    Logged in and waiting...
     
  11. Tom Robertson

    Tom Robertson Lifetime Achiever DBSTalk Club

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    Standing by...
     
  12. bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    And we are live!
     
  13. jefbal99

    jefbal99 Hall Of Fame

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    Still standing?
     
  14. bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    Key priorities:

    Feel good about their position and momentum and build on a great TV experience.

    HD isn't the only thing, sports, overall content, shows like Friday Night Lights.

    Service still not where they should be. They are better then their competitors but need to improve.

    Next step is a whole home experience.

    Big competitive advantage is that when they have a new technological advance it's available nationally unlike cable or telcos.
     
  15. bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    AT&T and direct sales will continue to push great gross adds (subs) in the short term.
     
  16. bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    Headway on churn.

    Involuntary is people that don't pay.
    Voluntary is people that make a choice to leave.

    They really lowered involuntary churn with their focus on tighter credit requirements and focusing on the "high end" subscriber.

    Keep offering content and services to get that high end.

    Actually mentioned people that call every 3 months for a deal and maybe they just need to let those people go vs. a long time customer that doesn't call in for a deal all the time. (funny one based on recent threads)
     
  17. bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    Churn was up just a bit in 3rd quarter. Not immune to the economy but they haven't been hugely effected. But certainly the economy is putting more pressure.
     
  18. RAD

    RAD Well-Known Member

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    Heard Chase say that HD customers were 30%, first time I've heard HD broken out, it's always been HD/DVR combined.
     
  19. bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    Discussion on SAC (subscriber acquisition costs). HD bumping 30-40% of customers and may double in the next couple years so that will keep it up a bit but SAC should flatten out.

    HD DVR was over $400 a couple years ago but now even with bigger disks are nearing $200. So that will help it stay level or go less hopefully.
     
  20. bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    Yea, I couldn't tell if he said 30% or 30-40. But yea, nice number finally.

    So even at 30% that means nearly 5.5 million HD subs. And obviously nearly all of them have an HR2x or H2x and *not* a Tivo. This is what I keep saying there is no great pressure to get out a Tivo unit to "save" DirecTV. ;)
     

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