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Old 07-26-10, 06:17 PM   #1   |  Link
Satelliteracer
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Article on Mike White, CEO of DIRECTV...authentication, 3D, TV Everywhere

Some good information that touches on many things discussed here, including authentication, programming deals, etc, etc.

http://www.multichannel.com/article/...ITE_KNIGHT.php
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Old 07-26-10, 06:25 PM   #2   |  Link
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From the link:

"Historically, we had a very limited offering in terms of the number of pay-per-view movies that we could offer our customers. We’re about to explode the variety that we can offer our customers later on this summer by a factor of 10 or more. We’re going to go from less than 20 [movies] to 400-plus. As we evolve towards connecting the box to the Internet, it enables us to go to thousands and thousands. "

Still wondering how they're going to do that. Will the mystery of why Spaceway1 has been cleaned out of LIL's be answered?
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Old 07-26-10, 06:40 PM   #3   |  Link
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Quite an interesting read...... Thanks.
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Old 07-26-10, 06:46 PM   #4   |  Link
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Good insight, thanks Satelliteracer.
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Old 07-26-10, 07:15 PM   #5   |  Link
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Quote:
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Will the mystery of why Spaceway1 has been cleaned out of LIL's be answered?
Yep! To make room for LILs... at least partially anyway.

~Alan
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Old 07-26-10, 08:00 PM   #6   |  Link
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Web access? Very Cool!

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Old 07-26-10, 08:25 PM   #7   |  Link
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It's a good read. If they'd lower the price on 1080p VOD, they'd get most of my movie business.
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Old 07-26-10, 09:34 PM   #8   |  Link
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Thanks Sat Racer .. Looks like some good stuff in there.
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Old 07-26-10, 09:38 PM   #9   |  Link
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MCN: You’re offering about 200 HD channels
Really? Where are they?
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HD channels are fine and will be on service "soon"
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Old 07-26-10, 10:04 PM   #10   |  Link
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... movies in particular are a big opportunity for DirecTV.
Wow. What a concept.
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Old 07-26-10, 10:16 PM   #11   |  Link
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Fascinating.

Obviously a very competent guy, but I can help but feel he's still learning. When asked about new opportunities, he talks about expanding VOD offerings dramatically, which will be huge, and the ability to insert local ads, which may be big for them but means diddly-squat to the viewer.

Where's that vision thing? Maybe the future is in the authentication side of the interview, but here he's talking about initial negotiations. One thing that's always impressed me about DirecTV is they are like the chess master, eight moves ahead of his opponent. With White, I get a guy who'd be a formidable competitor but is otherwise a lug-nut who grinds away to makes things happen.

I sure hope he's got a visionary hidden away in a dingy office.
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Old 07-26-10, 10:16 PM   #12   |  Link
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Quote:
Originally Posted by Alan Gordon View Post
Yep! To make room for LILs at least partially anyway.
There would seem to be no reason to "make room" for LILs was all Spaceway 1 ever had (or could have, in terms of full-time programming) on it. I suspect that S1 represents one of DIRECTV's least economical assets and that's why it is idle.

I don't think Spaceway 1 is going to play much of a part in this PPV-heavy future unless there are a very few customers that buy a whole lot of PPVs. We all have a pretty good idea about how the satellite Internet carriers feel about downloading movies via satellite.
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Old 07-26-10, 10:39 PM   #13   |  Link
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When asked about new opportunities, he talks about expanding VOD offerings dramatically, which will be huge, and the ability to insert local ads, which may be big for them but means diddly-squat to the viewer.
The interesting part is that he spent so much time on the idea of authentication which suggests Internet delivery as opposed to satellite delivery.

I'm not sure the all of the broadband Internet providers are ready for this vision of the future. It works for cable because cable has a known pipe. Steady streaming to a non-DVR over a DSL connection may not prove satisfactory and that's a big if for a company that is pushing WHDS so hard.
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Old 07-27-10, 05:18 AM   #14   |  Link
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This is the part that was most interesting (and newer)...

Quote:
MCN: When you say content on the Web, is that YouTube-like content, or content from broadcasters and cable programmers? MW: All of the above. As media consumption has fragmented over the last 10 years, there are going to be a number of areas that consumers will want to access. We are already going to be streaming [the NFL] Sunday Ticket [out-of-market package] on an iPad for subscribers that take that package this fall. [We’re] looking at ways that we can expand [content] that’s available by either authenticating deals that we’ve done, and we’re trialing some things with a couple of our programming partners. I think that will evolve as well.
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Old 07-27-10, 06:14 AM   #15   |  Link
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Quote:
Originally Posted by Carl Spock View Post
Obviously a very competent guy, but I can help but feel he's still learning. When asked about new opportunities, he talks about expanding VOD offerings dramatically, which will be huge, and the ability to insert local ads, which may be big for them but means diddly-squat to the viewer.
It's called more revenue streams, to help keep the customer prices as low as it can be. "Local" targeted ads are a key difference between SAT and Land-Based providers
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Old 07-27-10, 07:26 AM   #16   |  Link
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More VOD people buy, the more they make, the less they plan to raise our rates (hopefully).
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Old 07-27-10, 07:52 AM   #17   |  Link
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Earl and elway, of course you are both right. This is a good way to improve DirecTV's bottom line.

I'm just saying this kind of info is more important to the bean counters than the general public.

In pure PR terms, I didn't think it was that great of an interview. In a piece meant for the public, if White wants to discuss nuts and bolts issues, he should talk about improved customer service, not how he can sell more ads. There was nothing in there about customer care.
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Old 07-27-10, 07:53 AM   #18   |  Link
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Very true, and as someone who does not use VOD, and would like a channel like BBCAHD, it's not very exciting. I also am not sold on 3D either.
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Old 07-27-10, 07:54 AM   #19   |  Link
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Originally Posted by elwaylite View Post
More VOD people buy, the more they make, the less they plan to raise our rates (hopefully).
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Old 07-27-10, 07:59 AM   #20   |  Link
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I'd believe Earl before I got overly paranoid...
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Old 07-27-10, 08:04 AM   #21   |  Link
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My only point of disagreement is with his stance that there's a lot more growth to be had with 3D. Maybe the technology will rapidly mature but otherwise I see 3D as a dead end.
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Old 07-27-10, 08:08 AM   #22   |  Link
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My only point of disagreement is with his stance that there's a lot more growth to be had with 3D. Maybe the technology will rapidly mature but otherwise I see 3D as a dead end.
Are you sure you didn't forget to turn the glasses on so you could see it wasn't a dead end
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Old 07-27-10, 08:18 AM   #23   |  Link
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My only point of disagreement is with his stance that there's a lot more growth to be had with 3D. Maybe the technology will rapidly mature but otherwise I see 3D as a dead end.
Whole heartedly agree! I was out shopping over the weekend. There’s still “old school” 3D blu-ray movies for sale. By old school I mean the red and blue glasses style 3D. This has got to be so confusing for the average consumer.

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Old 07-27-10, 08:25 AM   #24   |  Link
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My only point of disagreement is with his stance that there's a lot more growth to be had with 3D. Maybe the technology will rapidly mature but otherwise I see 3D as a dead end.
My take on that comment was different than yours Stuart. I think he was being a bit less optimistic than he made it sound. For instance, immediately after that he said "That’s not to say I think it’s the same as HD — I don’t believe it is — but I certainly think that’s an opportunity."

This (to me) translates to: "3D is big, but it ain't that big."

Certainly everyone can draw their own conclusion, though.
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Old 07-27-10, 08:26 AM   #25   |  Link
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My only point of disagreement is with his stance that there's a lot more growth to be had with 3D. Maybe the technology will rapidly mature but otherwise I see 3D as a dead end.
I agree. I tend to think 3D it is just a fad. On the other hand, the industry is pushing it so hard as the Next Big Thing that it may become a self-fulfilling prophecy.
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