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Guest Message by DevFuse

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


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103 replies to this topic

#1 OFFLINE   Steve615

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Posted 21 October 2008 - 10:54 AM

http://investor.dire...eleaseID=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.

Steve


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#2 OFFLINE   n3ntj

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Posted 21 October 2008 - 02:12 PM

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.

HD Snob - "Friends Don't Let Friends Watch Cable".
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DirecTV Equipment: HR24-200 (2), 5LNB Slimline, AM21, SWiM 8 installed (MRV), Cinema Kit (Wifi connection)
Configuration: Native OFF. Units OFF when not in use.
TVs: 2 Panasonic Plasma TV's each using HDMI (one 1080p/one 720p)
DirecTV customer since 1998. Plus HD DVR package w/ NHL Center Ice & MLB Extra Innings.
OTA Antenna: Homebrew UHF & VHF antennas w/ 30dB amplifier fed w/ RG-6 Quad-shield coax.


#3 OFFLINE   Grentz

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Posted 21 October 2008 - 02:54 PM

Interesting, I wonder if they will give an update on subscriber additions as well. Always interesting to see ;)
-Grentz
Subscriber since Oct. 1996
HR21-700, HR22-100, H24-100 (SWM)
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#4 OFFLINE   Steve615

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Posted 29 October 2008 - 10:48 AM

Giving this a bump so it doesn't get buried in the pages of threads going now. :)

Steve


#5 OFFLINE   Ken S

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Posted 29 October 2008 - 12:05 PM

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.


Highly unlikely they would be talking about DVR features during a financial call.

#6 OFFLINE   Stanley Kritzik

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Posted 29 October 2008 - 12:09 PM

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.


From your mouth ....

Go for it!

Stan
Stanley Kritzik

Slimline feeds an SWM-8, diplexed with an OTA Square Shooter SS2000, using a Sonora AD14 active diplexer, plus a Sonora LA141R amplifier and a 4-way splitter (3 used).
Results distributed to two H20 receivers plus an HR21-Pro feeding three Sharp Aquos LCD screens, the largest being a 57" unit. Diplexers used for all receivers to split off OTA signals. HR21-Pro has an AM21 OTA receiver, and feeds into a Sony STR DA5200ES receiver. Also connected is a Sony Blu Ray player.

#7 OFFLINE   David MacLeod

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Posted 29 October 2008 - 12:10 PM

I'd be interested if they address the installer issues and how this is affecting new and existing customers.
Dave MacLeod
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#8 OFFLINE   Herdfan

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Posted 29 October 2008 - 01:37 PM

Highly unlikely they would be talking about DVR features during a financial call.


They have before.

#9 OFFLINE   Steve615

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Posted 04 November 2008 - 11:35 AM

T minus 2 days. :)

Steve


#10 OFFLINE   Stanley Kritzik

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Posted 04 November 2008 - 04:15 PM

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.


From your mouth to .....

Stan
Stanley Kritzik

Slimline feeds an SWM-8, diplexed with an OTA Square Shooter SS2000, using a Sonora AD14 active diplexer, plus a Sonora LA141R amplifier and a 4-way splitter (3 used).
Results distributed to two H20 receivers plus an HR21-Pro feeding three Sharp Aquos LCD screens, the largest being a 57" unit. Diplexers used for all receivers to split off OTA signals. HR21-Pro has an AM21 OTA receiver, and feeds into a Sony STR DA5200ES receiver. Also connected is a Sony Blu Ray player.

#11 OFFLINE   Ryan415689

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Posted 04 November 2008 - 05:19 PM

edit for content.

#12 OFFLINE   ATARI

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Posted 05 November 2008 - 10:46 AM

They will probably mention the wirless Linksys DOD connection and the plans for a faster network adapter next year (the WET610N) and the HR23.

Other than the usual finacial junk... thats my guess.


I concur.

Anyone expecting a TiVo update is going to be disappointed.

#13 OFFLINE   bonscott87

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Posted 05 November 2008 - 01:35 PM

They will probably mention the wirless Linksys DOD connection and the plans for a faster network adapter next year (the WET610N) and the HR23.

Other than the usual finacial junk... thats my guess.


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 OFFLINE   Sixto

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Posted 05 November 2008 - 01:38 PM

Here's the transcript from the last call (Q2-2008):http://seekingalpha....nscript?page=-1

So you guys can get a feeling for what they talk about ...
DirecTV: Genie HR44, H25, CCK, GenioGo, SWiM-16 & SWiM-8, DECA to Gigabit Switch with FiOS (75/75)
FiOS: Roamio Pro's (2), Roamio Plus, Mini's (4) with Ultimate HD (My Roamio Thoughts)

#15 OFFLINE   bonscott87

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Posted 05 November 2008 - 01:38 PM

Anyone expecting a TiVo update is going to be disappointed.


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 OFFLINE   Sixto

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Posted 05 November 2008 - 01:41 PM

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.
DirecTV: Genie HR44, H25, CCK, GenioGo, SWiM-16 & SWiM-8, DECA to Gigabit Switch with FiOS (75/75)
FiOS: Roamio Pro's (2), Roamio Plus, Mini's (4) with Ultimate HD (My Roamio Thoughts)

#17 OFFLINE   harsh

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Posted 05 November 2008 - 01:48 PM

Interesting, I wonder if they will give an update on subscriber additions as well. Always interesting to see ;)

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.multichan.../CA6611431.html

Craig has been wrong before.

#18 ONLINE   cforrest

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Posted 05 November 2008 - 03:45 PM

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.

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Slimline (AU9-S) w/no multiswitch
(1) HR21-100 0x87F (7/8/08 Made in Mexico) via HDMI to Pioneer PDP-6020FD
(1) HR24-100 0x87F (11/9/10 Made in Thailand) via HDMI to Panasonic TC-P58S2

FIOS 150/150


#19 OFFLINE   Shades228

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Posted 05 November 2008 - 04:46 PM

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 OFFLINE   bonscott87

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Posted 05 November 2008 - 05:09 PM

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.multichan.../CA6611431.html

Craig has been wrong before.


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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