Jump to content


Welcome to DBSTalk


Sign In 

Create Account
Welcome to DBSTalk. Our community covers all aspects of video delivery solutions including: Direct Broadcast Satellite (DBS), Cable Television, and Internet Protocol Television (IPTV). We also have forums to discuss popular television programs, home theater equipment, and internet streaming service providers. Members of our community include experts who can help you solve technical problems, industry professionals, company representatives, and novices who are here to learn.

Like most online communities you must register to view or post in our community. Sign-up is a free and simple process that requires minimal information. Be a part of our community by signing in or creating an account. The Digital Bit Stream starts here!
  • Reply to existing topics or start a discussion of your own
  • Subscribe to topics and forums and get email updates
  • Send private personal messages (PM) to other forum members
  • Customize your profile page and make new friends
 
Guest Message by DevFuse

Photo

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


  • Please log in to reply
103 replies to this topic

#26 OFFLINE   Doug Brott

Doug Brott

    Lifetime Achiever

  • DBSTalk Club
  • 28,930 posts
  • LocationLos Angeles
Joined: Jul 12, 2006

Posted 06 November 2008 - 01:05 PM

Conference Call is in progress now: http://investor.dire....leaseID=342116
DIRECTV Firmware Monitor - iPhone - Android - HTML5

DIRECTV employee since August 2011.
All comments are my own. Unless specifically stated, my views do NOT represent the views of DIRECTV

...Ads Help To Support This Site...

#27 OFFLINE   bonscott87

bonscott87

    Cutting Edge: ECHELON '07

  • Registered
  • 9,809 posts
Joined: Jan 21, 2003

Posted 06 November 2008 - 01:18 PM

Sorry I'm late to blog. Actually had to work today, imagine that.

Sounds like the main statements must be over as there is a question about AT&T losses.

#28 OFFLINE   bonscott87

bonscott87

    Cutting Edge: ECHELON '07

  • Registered
  • 9,809 posts
Joined: Jan 21, 2003

Posted 06 November 2008 - 01:20 PM

Look to pick up those Bell South subs back up after the AT&T agreement starts up next year.

#29 OFFLINE   Doug Brott

Doug Brott

    Lifetime Achiever

  • DBSTalk Club
  • 28,930 posts
  • LocationLos Angeles
Joined: Jul 12, 2006

Posted 06 November 2008 - 01:20 PM

First 15 minutes were rehash of earnings release.
DIRECTV Firmware Monitor - iPhone - Android - HTML5

DIRECTV employee since August 2011.
All comments are my own. Unless specifically stated, my views do NOT represent the views of DIRECTV

#30 OFFLINE   bonscott87

bonscott87

    Cutting Edge: ECHELON '07

  • Registered
  • 9,809 posts
Joined: Jan 21, 2003

Posted 06 November 2008 - 01:22 PM

Question about increased HD competition.

Chase: DirecTV is happy with where they are at with their position of their leadership. But they need to keep it "fresh" with new things such as the NFL Sunday Ticket mix channel in HD now.

#31 OFFLINE   bonscott87

bonscott87

    Cutting Edge: ECHELON '07

  • Registered
  • 9,809 posts
Joined: Jan 21, 2003

Posted 06 November 2008 - 01:34 PM

Whole lot of financial, stock and Latin America stuff. Yawwwwwn.

#32 OFFLINE   hdtvfan0001

hdtvfan0001

    Hall Of Fame

  • DBSTalk Club
  • 32,386 posts
Joined: Jul 28, 2004

Posted 06 November 2008 - 01:43 PM

Wake me up when we get to the point of learning about new products, services, features.... :D
DBSTalk CHAT ROOM MODERATOR
DirecTV Customer Since 1996

#33 OFFLINE   dcowboy7

dcowboy7

    Hall Of Fame

  • Registered
  • 4,677 posts
  • LocationPequannock, NJ
Joined: May 22, 2008

Posted 06 November 2008 - 01:45 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.


he was wrong....its 35% lower.

#34 OFFLINE   Doug Brott

Doug Brott

    Lifetime Achiever

  • DBSTalk Club
  • 28,930 posts
  • LocationLos Angeles
Joined: Jul 12, 2006

Posted 06 November 2008 - 01:46 PM

SlingBox mentioned .. mobility will emerge over the next few years.
DIRECTV Firmware Monitor - iPhone - Android - HTML5

DIRECTV employee since August 2011.
All comments are my own. Unless specifically stated, my views do NOT represent the views of DIRECTV

#35 OFFLINE   bonscott87

bonscott87

    Cutting Edge: ECHELON '07

  • Registered
  • 9,809 posts
Joined: Jan 21, 2003

Posted 06 November 2008 - 01:46 PM

Q: What % of customers take advanced services?
A: Close to 50% by end of the year.

Q: Do you plan a Slingbox type solution?
A: Mobility is certainly something to look at in the future. Very niche market right now.

#36 OFFLINE   bonscott87

bonscott87

    Cutting Edge: ECHELON '07

  • Registered
  • 9,809 posts
Joined: Jan 21, 2003

Posted 06 November 2008 - 01:48 PM

Wake me up when we get to the point of learning about new products, services, features.... :D


Yea, good luck. They typically don't talk much on this stuff in the financial calls. :(

#37 OFFLINE   hdtvfan0001

hdtvfan0001

    Hall Of Fame

  • DBSTalk Club
  • 32,386 posts
Joined: Jul 28, 2004

Posted 06 November 2008 - 01:53 PM

Yea, good luck. They typically don't talk much on this stuff in the financial calls. :(


true - usually only once a year...but once in a while..they drop a little hint or info of surprise for what's coming...
DBSTalk CHAT ROOM MODERATOR
DirecTV Customer Since 1996

#38 OFFLINE   Stuart Sweet

Stuart Sweet

    The Shadow Knows!

  • Super Moderators
  • 36,994 posts
Joined: Jun 18, 2006

Posted 06 November 2008 - 01:54 PM

Q: What % of customers take advanced services?
A: Close to 50% by end of the year.


That would be huge -- Do I understand that right, 9 million HD or DVR subs?

Q: Do you plan a Slingbox type solution?
A: Mobility is certainly something to look at in the future. Very niche market right now.


A very diplomatic answer considering that the owner of the dominant product in that market is your primary competitor.
Opinions expressed by me are my own and do not necessarily reflect
those of DBSTalk.com, DIRECTV, DISH, The Signal Group, or any other company.

#39 OFFLINE   bonscott87

bonscott87

    Cutting Edge: ECHELON '07

  • Registered
  • 9,809 posts
Joined: Jan 21, 2003

Posted 06 November 2008 - 01:54 PM

Question on whole home solution, been on the plans for a couple years, any details?

Right now focus is more on an engineering and customer service focus. Right now it's PC to DVR and back, then in 2009 going from DVR to DVR and then perhaps in 2010 they would be looking at the whole home solution Step by step process.

Pushing single wire technology in 4th quarter.

Not marketing the PC connectivity but they have these "beta" testers that have been using it for a while and they like it. (Nice nod to the CE community).

#40 OFFLINE   Doug Brott

Doug Brott

    Lifetime Achiever

  • DBSTalk Club
  • 28,930 posts
  • LocationLos Angeles
Joined: Jul 12, 2006

Posted 06 November 2008 - 01:54 PM

Whole home solution ..

Engineering and Customer focus
Watch DVR from PC
HD Box to access HD-DVR soon
New box '09 - '10 timeframe

Single-Wire technology for connectivity
10,000+ DIRECTV2PC beta users (?)

Whole-Home will be centerpiece beyond '09
DIRECTV Firmware Monitor - iPhone - Android - HTML5

DIRECTV employee since August 2011.
All comments are my own. Unless specifically stated, my views do NOT represent the views of DIRECTV

#41 OFFLINE   Doug Brott

Doug Brott

    Lifetime Achiever

  • DBSTalk Club
  • 28,930 posts
  • LocationLos Angeles
Joined: Jul 12, 2006

Posted 06 November 2008 - 01:55 PM

Not marketing the PC connectivity but they have these "beta" testers that have been using it for a while and they like it. (Nice nod to the CE community).


I sensed this as well :)
DIRECTV Firmware Monitor - iPhone - Android - HTML5

DIRECTV employee since August 2011.
All comments are my own. Unless specifically stated, my views do NOT represent the views of DIRECTV

#42 OFFLINE   bonscott87

bonscott87

    Cutting Edge: ECHELON '07

  • Registered
  • 9,809 posts
Joined: Jan 21, 2003

Posted 06 November 2008 - 01:56 PM

That would be huge -- Do I understand that right, 9 million HD or DVR subs?


That is correct and they mentioned similar numbers last time. That's when people say that the DirecTV DVR isn't that big I must look at these numbers and you have to think at least 7-8 million of that 9 million have a DVR and the HD DVR has to be a big chunk of that. I'd say at least double if not triple the number of people have a DirecTV DVR then have/had a DirecTivo.

#43 OFFLINE   bonscott87

bonscott87

    Cutting Edge: ECHELON '07

  • Registered
  • 9,809 posts
Joined: Jan 21, 2003

Posted 06 November 2008 - 01:57 PM

And that's all she wrote.

Once again, no mention of Tivo that I heard.

#44 OFFLINE   spidey

spidey

    Hall Of Fame

  • Registered
  • 2,301 posts
Joined: Aug 31, 2006

Posted 06 November 2008 - 01:58 PM

wonder if whole home solution will require an IP network or if they will utilize MoCa in some way.

#45 OFFLINE   Doug Brott

Doug Brott

    Lifetime Achiever

  • DBSTalk Club
  • 28,930 posts
  • LocationLos Angeles
Joined: Jul 12, 2006

Posted 06 November 2008 - 01:59 PM

And that's all she wrote.

Once again, no mention of Tivo that I heard.


I did not hear any question from the investors nor did I hear a mention of TiVo in the general comments or as part of the Q&A.
DIRECTV Firmware Monitor - iPhone - Android - HTML5

DIRECTV employee since August 2011.
All comments are my own. Unless specifically stated, my views do NOT represent the views of DIRECTV

#46 OFFLINE   dcowboy7

dcowboy7

    Hall Of Fame

  • Registered
  • 4,677 posts
  • LocationPequannock, NJ
Joined: May 22, 2008

Posted 06 November 2008 - 02:00 PM

I did not hear any question from the investors nor did I hear a mention of TiVo in the general comments or as part of the Q&A.


maybe they all fell asleep.

#47 OFFLINE   RAD

RAD

    Hall Of Fame

  • DBSTalk Club
  • 16,208 posts
  • LocationDripping Springs, TX
Joined: Aug 05, 2002

Posted 06 November 2008 - 02:06 PM

wonder if whole home solution will require an IP network or if they will utilize MoCa in some way.



IIRC that's been asked in the past and none of the STB's or switches can utilize MoCa at this time so I'd guess ethernet since the boxes do have that support now.

See post My Setup for configuration info.


#48 OFFLINE   beejpowers

beejpowers

    Cool Member

  • Registered
  • 21 posts
Joined: Oct 05, 2004

Posted 06 November 2008 - 02:23 PM

Right now it's PC to DVR and back, then in 2009 going from DVR to DVR ...



So MRV is on the way next year? Fan-flippin-tastic!:D :up: :up: :up:
This is the first I have heard this (admittedly, I have not been reading the forums as diligently as before but, it's nice to hear it from the company.)

#49 OFFLINE   hdtvfan0001

hdtvfan0001

    Hall Of Fame

  • DBSTalk Club
  • 32,386 posts
Joined: Jul 28, 2004

Posted 06 November 2008 - 02:24 PM

maybe they all fell asleep.

I know I almost did... :D

This was a barebones session...subscriber results...some financials...etc.

Not much else new at all. That tends to come in the 1Q session anyway.
DBSTalk CHAT ROOM MODERATOR
DirecTV Customer Since 1996

#50 OFFLINE   Ken S

Ken S

    RIP

  • Registered
  • 6,201 posts
Joined: Feb 12, 2007

Posted 06 November 2008 - 02:37 PM

Wow, churn was up 10%...that can't make folks happy.

ARPU up 6%...as growth slows we can expect them to look more and more at our wallets to keep revenues increasing.

Second presentation now Carey has talked about Engineering and not in conjunction with new products. I'd also guess he's not talking about the guy that drives the train he takes to work. This is a good thing hopefully some heat from above will stop some of the sloppiness below. Maybe they get some additional resources to make better more stable products.

2009 for MRV...same time frame as the new Tivo box?




Protected By... spam firewall...And...