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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

#41 OFFLINE   Doug Brott

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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 :)
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#42 OFFLINE   bonscott87

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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

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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

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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

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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.
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#46 OFFLINE   dcowboy7

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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

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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

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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

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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.
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#50 OFFLINE   Ken S

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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?

#51 OFFLINE   Lee L

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Posted 06 November 2008 - 02:58 PM

Wow, I figured DVR-DVR MRV was coming sooner than that. Hopefully, when they say 2009, they don't releast at the end of 2009.


DirecTV, please don't make me have to go back to watching March Madness in standard Def! Oh, and the usual begging for AMC and BBC America. You are so close to actually being the HD Leader.

#52 OFFLINE   408SJC

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Posted 06 November 2008 - 03:30 PM

Even if it was at end of '09 they will need testers

#53 OFFLINE   Herdfan

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Posted 06 November 2008 - 04:14 PM

then in 2009 going from DVR to DVR



Ahhhh..........!!!!!

2009? That could be over a year from now for MRV.:mad:

#54 OFFLINE   Thaedron

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Posted 06 November 2008 - 04:31 PM

Ahhhh..........!!!!!

2009? That could be over a year from now for MRV.:mad:


I certainly hope it's very early 2009.
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#55 ONLINE   harsh

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Posted 06 November 2008 - 05:08 PM

A very diplomatic answer considering that the owner of the dominant product in that market is your primary competitor.

Actually, mobility is DIRECTV2Go. I'd say he ignored the question altogether.

edit: I thought some more about what constitutes mobility and I can see where it now also covers receiving stuff on your wireless hand-held. Getting up a good head of steam with a "secure" media player for phones would be a daunting task indeed. There's also the issue of private home viewing that they well need to definitively address as part of such a setup.

#56 ONLINE   harsh

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Posted 06 November 2008 - 05:20 PM

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

It seems likely that they will continue to pursue IP-based solutions. On the other hand, perhaps MoCA is the motivation for recommending against diplexing?

#57 OFFLINE   hdtvfan0001

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Posted 06 November 2008 - 05:24 PM

Actually, mobility is DIRECTV2Go. I'd say he ignored the question altogether.

Maybe by choice.
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#58 OFFLINE   bonscott87

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Posted 06 November 2008 - 06:20 PM

Ahhhh..........!!!!!

2009? That could be over a year from now for MRV.:mad:


I take it to mean this.

2007 was the year of Media Center.

2008 was the year of the PC to DVR and back connectivity. We've been testing this in the CE program for what, nearly a year now? At least for a good portion of 2008 and now it's officially launched.

So 2009 is the year of DVR to DVR, or MRV as we call it. I'd think CE testing for that would begin pretty soon, as in a couple months or so.

Then it all leads up to 2010 for a whole home solution.

This has all been step by step, building on the other it seems. It's taken a while but DirecTV seems to be taking the long view on this anyway. Most of this stuff still to this day is all a niche market, just the geeks want it. So they let the CE program bang on it for a couple years piece by piece until they have a solid foundation built up and then they have a full product. Pretty interesting.

But yes, the mention of MRV and whole home DVR was the biggest "news" for us and it came from a question from the audience so it was a good question indeed.

#59 OFFLINE   Ken S

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Posted 06 November 2008 - 06:52 PM

It should be noted he talked about DVR to DVR and not DVR to receiver.

#60 OFFLINE   Sixto

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Posted 06 November 2008 - 08:31 PM

Here you go ... word for word ...

http://seekingalpha....nscript?page=-1


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