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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

#21 OFFLINE   Ken S

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Posted 05 November 2008 - 06:35 PM

There are some other concerns for DirecTV. Price competition is beginning to heat up. TWC still isn't charging for HD in most areas, FIOS announced they were decreasing rates.
As the number of real/cared about national HD channels begins to even out among the providers it goes back to commodity pricing. The land-based guys get a big advantage here because of the ability to package tv, phone and internet.
It'll be interesting to see what DirecTV's projections are and what questions they're faced with.

#22 OFFLINE   Sixto

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Posted 05 November 2008 - 11:22 PM

One thing they may comment on is the status of DirecTV-12 ...

Be interesting to hear the wording (if referenced).
DirecTV: Genie, H25, CCK, GenioGo, SWiM-16 & SWiM-8, DECA to Gigabit Switch with FiOS (75/35)
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#23 OFFLINE   RAD

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Posted 06 November 2008 - 08:28 AM

Here's the link to the press release with the results, http://dtv.client.sh...eleaseID=346114 . Looks like the made money and had a net increase in subscribers again. It will be interesting to see what Dish announces on Monday, do they continue the downward slide on subscribers or did the TurboHD promo turn them around?

See post My Setup for configuration info.


#24 OFFLINE   Greg Bimson

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Posted 06 November 2008 - 08:32 AM

Added 156K net new subscribers during Q3 2008. Partial blame given to losing the Bell South contract back in April, which of course will come back in February.

#25 OFFLINE   Doug Brott

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Posted 06 November 2008 - 10:51 AM

Added 156K net new subscribers during Q3 2008. Partial blame given to losing the Bell South contract back in April, which of course will come back in February.


The nine-month number of 560k is close to last year's nine-month number (603k) ..
Total subscribers is now 17.3 million.
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#26 OFFLINE   Doug Brott

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Posted 06 November 2008 - 01:05 PM

Conference Call is in progress now: http://investor.dire....leaseID=342116
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#27 OFFLINE   bonscott87

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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

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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

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Posted 06 November 2008 - 01:20 PM

First 15 minutes were rehash of earnings release.
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#30 OFFLINE   bonscott87

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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

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Posted 06 November 2008 - 01:34 PM

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

#32 OFFLINE   hdtvfan0001

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Posted 06 November 2008 - 01:43 PM

Wake me up when we get to the point of learning about new products, services, features.... :D
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#33 OFFLINE   dcowboy7

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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

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Posted 06 November 2008 - 01:46 PM

SlingBox mentioned .. mobility will emerge over the next few years.
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#35 OFFLINE   bonscott87

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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

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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

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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...
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#38 OFFLINE   Stuart Sweet

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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.
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#39 OFFLINE   bonscott87

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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

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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
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