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Guest Message by DevFuse

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DirecTV to present at Citi Conference 1/7


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59 replies to this topic

#1 OFFLINE   RAD

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Posted 06 January 2009 - 10:06 AM

DIRECTV(NASDAQ:DTV) will present at Citigroup's 19th Annual Entertainment, Media and Telecommunications (EMT) Conference on Wednesday, Jan. 7 at 8:00 a.m. PT/9:00 a.m. MT/11:00 a.m. ET. The presentation will include an update and outlook on the DIRECTV businesses. A live webcast of the presentation will be available at www.directv.com/investor and an archive of the presentation and webcast will also be available on this website.


Date: Wednesday, Jan. 7, 2009


Time: 8:00 a.m. PT/9:00 a.m. MT/11:00 a.m. ET


Speaker: Chase Carey, President & CEO, DIRECTV

Webcast: www.directv.com/investor

Full press release can be found at http://dtv.client.sh...eleaseID=357738

See post My Setup for configuration info.


...Ads Help To Support This SIte...

#2 OFFLINE   Tom Robertson

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Posted 06 January 2009 - 10:51 AM

Thanks, RAD.

Happy Twelfth Night!
Tom

Go Packers!

My real treasures: 5 Grandchildren - S, D, M, M, C ; Now 5! Great-Grandtibbers - B, H, J, A, and M (Born 7/31/2011)


#3 OFFLINE   bonscott87

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Posted 06 January 2009 - 02:17 PM

So far I have no meetings scheduled for this time so hopefully I can blog it. I doubt we'll get much info other then financial and numbers *but* we may get some more info on their cancellation of capital projects. Also if the new Tivo box is still on track for end of this year you'd think that DirecTV would finally acknowledge it in public beyond the one small press release 6 months ago and silence ever sense. We'll see.

#4 OFFLINE   Adam Richey

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Posted 06 January 2009 - 02:55 PM

Does anybody else besides me wonder why CitiGroup got one of the largest bailouts, and yet I STILL see major sponsorships and they still put their name on damn near everything except the loans they were supposed to offer with the money? I won't say anymore than that because that comment itself will probably open up a can of worms, but I SERIOUSLY hope this little conference is being funded by sponsorships and NOT from their very large amount of taxpayer money.
Anybody else wonder just how horrible WWE's "wrestling" is gonna get?

#5 OFFLINE   I8AZuk

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Posted 06 January 2009 - 05:37 PM

Does anybody else besides me wonder why CitiGroup got one of the largest bailouts... hope this little conference is being funded by sponsorships and NOT from their very large amount of taxpayer money.


Actually I wonder why we haven't see Chrysler and GM announce that they'll be eliminating their racing budgets entirely. But I guess that belongs on a different forum. :grin:

#6 OFFLINE   Sixto

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Posted 06 January 2009 - 08:09 PM

Also if the new Tivo box is still on track for end of this year you'd think that DirecTV would finally acknowledge it in public beyond the one small press release 6 months ago and silence ever sense. We'll see.

Tom Rogers TiVo CEO also presenting at same conference same day 90 minutes later:

http://www.veracast....09/84205111.cfm


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#7 OFFLINE   dclarke

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Posted 06 January 2009 - 09:34 PM

must see tv, better clear some hard drive space on my dvr

#8 OFFLINE   TheRatPatrol

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Posted 07 January 2009 - 07:36 AM

Will this webcast be available to view at a later time? It would nice if they could DL it to the DVR's and put it in the Top Movies tab.

#9 OFFLINE   Tom Robertson

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Posted 07 January 2009 - 10:00 AM

Does anybody else besides me wonder why CitiGroup got one of the largest bailouts, and yet I STILL see major sponsorships and they still put their name on damn near everything except the loans they were supposed to offer with the money? I won't say anymore than that because that comment itself will probably open up a can of worms, but I SERIOUSLY hope this little conference is being funded by sponsorships and NOT from their very large amount of taxpayer money.


This is a part of their investment business activities. Remember, this is an analyst press conference.

Cheers,
Tom

Go Packers!

My real treasures: 5 Grandchildren - S, D, M, M, C ; Now 5! Great-Grandtibbers - B, H, J, A, and M (Born 7/31/2011)


#10 OFFLINE   bonscott87

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Posted 07 January 2009 - 10:01 AM

Logged in and waiting...

#11 OFFLINE   Tom Robertson

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Posted 07 January 2009 - 10:02 AM

Standing by...

#12 OFFLINE   bonscott87

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Posted 07 January 2009 - 10:04 AM

And we are live!

#13 OFFLINE   jefbal99

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Posted 07 January 2009 - 10:05 AM

Standing by...


Still standing?
Receiving Equipment: AU9 Slimline w/Zinwell WB68 & SWM 8 | Winegard MS-2000 w/PS-1503 Power Injector
Living Room: HR22-100 w/AM-21 | Samsung HL-S4266W (HDMI) | Ethernet MRV | Pioneer HTS-GS1 5.1 | Yamaha DV-S6160 (Component/Digital Coaxial)
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#14 OFFLINE   bonscott87

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Posted 07 January 2009 - 10:06 AM

Key priorities:

Feel good about their position and momentum and build on a great TV experience.

HD isn't the only thing, sports, overall content, shows like Friday Night Lights.

Service still not where they should be. They are better then their competitors but need to improve.

Next step is a whole home experience.

Big competitive advantage is that when they have a new technological advance it's available nationally unlike cable or telcos.

#15 OFFLINE   bonscott87

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Posted 07 January 2009 - 10:12 AM

AT&T and direct sales will continue to push great gross adds (subs) in the short term.

#16 OFFLINE   bonscott87

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Posted 07 January 2009 - 10:17 AM

Headway on churn.

Involuntary is people that don't pay.
Voluntary is people that make a choice to leave.

They really lowered involuntary churn with their focus on tighter credit requirements and focusing on the "high end" subscriber.

Keep offering content and services to get that high end.

Actually mentioned people that call every 3 months for a deal and maybe they just need to let those people go vs. a long time customer that doesn't call in for a deal all the time. (funny one based on recent threads)

#17 OFFLINE   bonscott87

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Posted 07 January 2009 - 10:19 AM

Churn was up just a bit in 3rd quarter. Not immune to the economy but they haven't been hugely effected. But certainly the economy is putting more pressure.

#18 OFFLINE   RAD

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Posted 07 January 2009 - 10:21 AM

Heard Chase say that HD customers were 30%, first time I've heard HD broken out, it's always been HD/DVR combined.

See post My Setup for configuration info.


#19 OFFLINE   bonscott87

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Posted 07 January 2009 - 10:22 AM

Discussion on SAC (subscriber acquisition costs). HD bumping 30-40% of customers and may double in the next couple years so that will keep it up a bit but SAC should flatten out.

HD DVR was over $400 a couple years ago but now even with bigger disks are nearing $200. So that will help it stay level or go less hopefully.

#20 OFFLINE   bonscott87

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Posted 07 January 2009 - 10:24 AM

Heard Chase say that HD customers were 30%, first time I've heard HD broken out, it's always been HD/DVR combined.


Yea, I couldn't tell if he said 30% or 30-40. But yea, nice number finally.

So even at 30% that means nearly 5.5 million HD subs. And obviously nearly all of them have an HR2x or H2x and *not* a Tivo. This is what I keep saying there is no great pressure to get out a Tivo unit to "save" DirecTV. ;)




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