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10-15-09, 01:01 PM
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#1
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Cutting Edge: ECHELON '09 DBSTalk CLUB MEMBER
Join Date: Aug 05, 2002
Location: Austin TX
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DIRECTV 3rd Quarter Conference Call scheduled
From http://dtv.client.shareholder.com/re...leaseID=415971
DIRECTV (NASDAQ  TV) will host a conference call and Internet Webcast to discuss its 2009 third quarter financial results, outlook and other forward looking information on Thursday, Nov. 5, 2009 at 11 a.m. PT / 2 p.m. ET.
Wonder if they'll be able to continue the growth that they've had the past few quarters?
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10-15-09, 02:06 PM
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#2
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The Shadow Knows!
Join Date: Jun 18, 2006
Location: Southern California
Posts: 24,131
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PRESS RELEASE: DIRECTV Announces Conference Call and Webcast For Third Quarter 2009
From directv.com:
Quote:
EL SEGUNDO, Calif., Oct 15, 2009 (BUSINESS WIRE) -- DIRECTV (NASDAQ:DTV) will host a conference call and Internet Webcast to discuss its 2009 third quarter financial results, outlook and other forward looking information on Thursday, Nov. 5, 2009 at 11 a.m. PT / 2 p.m. ET.
Date:
Thursday Nov. 5, 2009
Time:
11 a.m. PT / 2 p.m. ET
Dial-In:
800-419-9895 (US)
913-312-0945 (International)
Conference ID Number:
3646473
Webcast:
www.directv.com/investor
Host:
Jon Rubin, Senior Vice President
DIRECTV Financial Planning and Investor Relations
Replay Information
Conference Call: Available from 7 a.m. PT Friday Nov. 6, 2009 through 9:59 p.m. PT Thursday Nov. 12, 2009.
U.S.: 888-203-1112
International: 719-457-0820
Replay Passcode: 3646473
Webcast: An archived copy of the webcast of the DIRECTV Group's third quarter 2009 earnings call will be available on the company's website at www.directv.com/investor.
The DIRECTV Group (NASDAQ:DTV) is the world's leading provider of digital television entertainment services. Through its subsidiaries and affiliated companies in the United States, Brazil, Mexico and other countries in Latin America, the DIRECTV Group provides digital television service to more than 18.3 million customers in the United States and over 6.0 million customers in Latin America.
SOURCE: DIRECTV
DIRECTV
Darris Gringeri, 212-205-0882
Investor Relations: 310-964-0808
Copyright Business Wire 2009
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10-15-09, 05:00 PM
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#3
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Cutting Edge: ECHELON '07 DBSTalk CLUB MEMBER
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It's on my calendar at work.
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10-15-09, 09:39 PM
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#4
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Icon
Join Date: Aug 19, 2006
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I wonder if they could give an update on Versus and a projected D12 launch date.
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10-16-09, 12:38 PM
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#5
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Legend
Join Date: Sep 03, 2007
Location: Northbrook, IL
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Quote:
Originally Posted by kevinwmsn
I wonder if they could give an update on Versus and a projected D12 launch date.
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How about when we are finally going to deal with the HBO onDemand and channel issues and other national HD D* doesn't have that Dish does?
I guess that would be a smart question and we can't pose those to the bean counters. That would cause a short-circuit! |
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10-16-09, 02:39 PM
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#6
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Cutting Edge: ECHELON '07 DBSTalk CLUB MEMBER
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Quote:
Originally Posted by aa9vi
How about when we are finally going to deal with the HBO onDemand and channel issues and other national HD D* doesn't have that Dish does?
I guess that would be a smart question and we can't pose those to the bean counters. That would cause a short-circuit!
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Methinks D12 will be the answer to most of that. 
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10-16-09, 03:15 PM
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#7
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Hall Of Fame
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Quote:
Originally Posted by bonscott87
Methinks D12 will be the answer to most of that. |
D12 won't really have an impact on HBO On Demand. I think it's just a $$ thing or who they have chosen to provide On Demand. |
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10-16-09, 07:17 PM
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#8
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Cutting Edge: ECHELON '08 DBSTalk CLUB MEMBER
Join Date: Aug 16, 2006
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Quote:
Originally Posted by Shades228
D12 won't really have an impact on HBO On Demand. I think it's just a $$ thing or who they have chosen to provide On Demand.
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I believe Scott was responding to this portion of the other poster's question...
Quote:
Originally Posted by aa9vi
How about [...] and other national HD D* doesn't have that Dish does?
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- My Setup In Brief: HR20-100; 2 HR20-700; HR21-100; HR21-700; HR10-250; Slimline-5 Dish; SWM8; WB68;
- Link to Poll: How should the EXIT key function when watching a recording?
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10-16-09, 07:20 PM
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#9
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CE Participant
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Quote:
Originally Posted by Drew2k
I believe Scott was responding to this portion of the other poster's question...
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Yea OnDemand content will have nothing to do with D12 but might get discussed at the meeting since a lot more people are trying to use this service. Im pretty sure they will bring up additional HD channels.
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10-16-09, 09:11 PM
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#10
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Cutting Edge: ECHELON '07 DBSTalk CLUB MEMBER
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Remember that this is just a financial conference call that goes over the numbers (profit, sub growth, stock, etc). It's not often that much else gets discussed and almost never do things like individual channels or something like HBO onDemand will be talked about.
What I would expect would probably be a question about Versus since that is a very public thing. But what are they going to say? What they already have in the press.
They will certainly mention D12 and the extra capacity it will bring, they have in all previous calls.
I'm just reminding people to temper their expectations, this is just a financial call and nothing more.
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10-17-09, 06:04 AM
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#11
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CE Nation Servant Cutting Edge: ECHELON '09 DBSTalk CLUB MEMBER
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These numbers will be very interesting....to see how they compare with the first two this year...suspect new adds to be down...no surprises there.
Once in a rare case, we hear a peak at "new things" mentioned, but these are mostly financial overview calls.
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10-20-09, 03:53 PM
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#12
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New Member
Join Date: Oct 10, 2009
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I wonder if there will be any talk in regard to getting rid of the ridiculous ECF.
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10-20-09, 05:17 PM
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#13
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Hall Of Fame
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Quote:
Originally Posted by rmd68
I wonder if there will be any talk in regard to getting rid of the ridiculous ECF.
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No there won't this is a financial call. The ECF has nothing to do with this. |
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10-20-09, 05:41 PM
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#14
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New Member
Join Date: Oct 10, 2009
Location: New York
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Quote:
Originally Posted by Shades228
No there won't this is a financial call. The ECF has nothing to do with this.
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Darn! I guess I'm going to be a holdout switcher for another quarter. |
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11-05-09, 08:12 AM
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#15
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Cutting Edge: ECHELON '09 DBSTalk CLUB MEMBER
Join Date: Aug 05, 2002
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Results announced at http://dtv.client.shareholder.com/re...leaseID=422185
"The DIRECTV Group, Inc. (NASDAQTV) today reported that third quarter 2009 revenues increased 10% to $5.47 billion, operating profit before depreciation and amortization1 (OPBDA) increased 8% to $1.35 billion while operating profit increased 4% to $685 million compared to last year's third quarter. Third quarter net income attributable to The DIRECTV Group increased slightly to $366 million while diluted earnings per share increased 12% to $0.37 compared with the same period last year."
...
""In the United States, DIRECTV revenues increased 9% to $4.7 billion due to solid subscriber and ARPU growth. Continued robust demand for our service fueled an 8% increase in gross additions to 1.1 million subscribers and net additions of 136,000 primarily due to the addition of AT&T as a marketing partner and record demand for our industry-leading HD and DVR services." Hunter continued, "In fact, about two-thirds of new subscribers signed-up for HD and/or DVR services in the quarter representing the highest level in our history.'
It will be interesting to see how Dish does this quarter especially after all the anti DirecTV ad's they've been running durning it
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11-05-09, 12:56 PM
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#16
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Cutting Edge: ECHELON '07 DBSTalk CLUB MEMBER
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I will do my best to live blog this but my head is elsewhere today. Would be good to get my mind off things though. 4 minutes to go.
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11-05-09, 01:03 PM
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#17
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Cutting Edge: ECHELON '07 DBSTalk CLUB MEMBER
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And we are up and running.
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11-05-09, 01:04 PM
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#18
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Cutting Edge: ECHELON '07 DBSTalk CLUB MEMBER
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Remember that this is mainly a financial call. I will not post any boring finance stuff.
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11-05-09, 01:06 PM
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#19
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CE Nation Servant Cutting Edge: ECHELON '09 DBSTalk CLUB MEMBER
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Quote:
Originally Posted by bonscott87
Remember that this is mainly a financial call. I will not post any boring finance stuff.
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Thanks...you do a great job with these!
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11-05-09, 01:08 PM
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#20
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Cutting Edge: ECHELON '07 DBSTalk CLUB MEMBER
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Wanted to have a better balance of sub growth and cash flow. 3rd quarter results reflect this.
Record high advanced services uptake, two thirds of new subs get HD DVRs. HDDVR subs up 50% from last year.
Gross additions up 8% from prior year, strong from AT&T.
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11-05-09, 01:10 PM
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#21
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Cutting Edge: ECHELON '07 DBSTalk CLUB MEMBER
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First time ever, more new customers sign up for HD DVRs then just HD or DVR service.
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11-05-09, 01:11 PM
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#22
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Cutting Edge: ECHELON '07 DBSTalk CLUB MEMBER
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Strict retention policies. This may result in higher churn but is a good trade off to get rid of those customers that are always calling in for deals and money off.
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11-05-09, 01:12 PM
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#23
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SAC still went down due to using refurbs and costs of new boxes going down despite record demand for the HD DVRs.
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11-05-09, 01:15 PM
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#24
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Cutting Edge: ECHELON '07 DBSTalk CLUB MEMBER
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Latin America stuff now.
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11-05-09, 01:23 PM
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#25
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Cutting Edge: ECHELON '07 DBSTalk CLUB MEMBER
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Key nearterm goals.
Streaming NFL games to cell phones is much more popular then they thought.
TV Apps has also been popular.
New services coming out:
1) NEW whole home MRV and networked DVRs coming out in a few months that have new hardware and media built in.
2) NEW advanced search engine coming soon to be more like a PC including DVD cover art
3) NEW movie service which will piggy back on the new satellite. [He talked a bit more but I missed it. This might be the "Netflix type" service that was talked about in the last couple calls.]
4) New Sat will also increase capacity to over 200 HD channels
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