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Press Release:DirecTV announces 3rd quarter '08 conference call,financial results

Discussion in 'DIRECTV General Discussion' started by Steve615, Oct 21, 2008.

  1. Oct 21, 2008 #1 of 104
    Steve615

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    http://investor.directv.com/releasedetail.cfm?ReleaseID=342116

    Scheduled for Thursday,November 6,2008 at 2 PM ET.
    Jon Rubin,Senior VP of DirecTV financial planning and investor relations is scheduled to host the conference call/webcast.
     
  2. Oct 21, 2008 #2 of 104
    n3ntj

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    In my crystal ball, I foresee D* discussing a brand new feature to their HR2x lineup at this meeting where there are two feeds buffered at the same time and the customer can swap between these 2 concurrent live buffers.
     
  3. Oct 21, 2008 #3 of 104
    Grentz

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    Interesting, I wonder if they will give an update on subscriber additions as well. Always interesting to see ;)
     
  4. Oct 29, 2008 #4 of 104
    Steve615

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    Giving this a bump so it doesn't get buried in the pages of threads going now. :)
     
  5. Oct 29, 2008 #5 of 104
    Ken S

    Ken S RIP

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    Highly unlikely they would be talking about DVR features during a financial call.
     
  6. Oct 29, 2008 #6 of 104
    Stanley Kritzik

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    From your mouth ....

    Go for it!

    Stan
     
  7. Oct 29, 2008 #7 of 104
    David MacLeod

    David MacLeod New Member

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    I'd be interested if they address the installer issues and how this is affecting new and existing customers.
     
  8. Oct 29, 2008 #8 of 104
    Herdfan

    Herdfan DIRECTV A-Team

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    Teays...
    They have before.
     
  9. Nov 4, 2008 #9 of 104
    Steve615

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    T minus 2 days. :)
     
  10. Nov 4, 2008 #10 of 104
    Stanley Kritzik

    Stanley Kritzik Legend

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    From your mouth to .....

    Stan
     
  11. Nov 4, 2008 #11 of 104
    Ryan415689

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    edit for content.
     
  12. Nov 5, 2008 #12 of 104
    ATARI

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    I concur.

    Anyone expecting a TiVo update is going to be disappointed.
     
  13. Nov 5, 2008 #13 of 104
    bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    Highly doubt they will mention any of that. These are simply financial results calls and rarely have any detailed insight on hardware or channel launches unless someone asks the direct question on it. But most questions obviously have to do with their bottom line.
     
  14. Nov 5, 2008 #14 of 104
    Sixto

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  15. Nov 5, 2008 #15 of 104
    bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    I would bet that to be true. The past 2 financial calls haven't mentioned Tivo at all and nobody has even asked that question. Only mention from DirecTV about Tivo was the initial press release, that's it. So it's pretty obvious that neither DirecTV nor the street expect the Tivo deal to be a big deal on their bottom line. If a box gets shown at CES then I'd expect some mention perhaps in the 4th quarter call in February.

    This is a HUGE thing for Tivo of course and they mention it every 5 minutes it seems to try to keep their stock price up. ;)
     
  16. Nov 5, 2008 #16 of 104
    Sixto

    Sixto DIRECTV A-Team

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    Yep, during the Q2-2008 call on 8/7/2008 the word "TiVo" was never mentioned.

    Edit: Sorry, scratch that. The TiVo deal was not announced until 9/3/2008.
     
  17. Nov 5, 2008 #17 of 104
    harsh

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    The subscriber additions are predicted to be 20% lower than the previous year's third quarter by Craig Moffet of Sanford C. Bernstein. http://www.multichannel.com/article/CA6611431.html

    Craig has been wrong before.
     
  18. Nov 5, 2008 #18 of 104
    cforrest

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    Craig is a cable guy anyway, giving buy ratings to most of the cable stocks. So he has to try and punish cable rivals, satellite and phone companies, in statements when he can IMO.
     
  19. Nov 5, 2008 #19 of 104
    Shades228

    Shades228 DaBears

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    The big topics of this call will be, customer acquisition, churn, sac, arpu change, equipment cost vs equipment sold, targeted marketing for high value customers, and net cash worth.

    The only reason they would talk about upcoming tech or programming changes is to mollify share holders if some of these values are lower then projected.
     
  20. Nov 5, 2008 #20 of 104
    bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    Wouldn't surprise me at all with the economy the way it is. Most people I know are just staying with what they have and reducing their service. BUT, DirecTV does always get a Sunday Ticket boost in the 3rd quarter so we'll see. That may offset many of the losses due to the economy.
     

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