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DIRECTV 3rd Quarter Conference Call scheduled


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106 replies to this topic

#26 OFFLINE   bonscott87

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Posted 05 November 2009 - 01:26 PM

Questions.

Q: What do all these new advanced boxes, how will that effect SAC (amazing it's kept so low so far).

A: There will be a bit more commitment into products into the home so it will put upward pressure a bit but also opportunity for revenue such as installation costs.

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#27 OFFLINE   bonscott87

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Posted 05 November 2009 - 01:27 PM

Q: Ongoing ARPU bump with these new boxes?

A: Looks to be a monthly charge for whole home MRV viewing so that will be ongoing revenue. Also those connected to broadband tend to buy more services.

#28 OFFLINE   Doug Brott

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Posted 05 November 2009 - 01:27 PM

Streaming NFL games to cell phones is much more popular then they thought.


Mobile views of NFLST this year is double the PC views of NFLST last year.
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#29 OFFLINE   hdtvfan0001

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Posted 05 November 2009 - 01:31 PM

Q: Ongoing ARPU bump with these new boxes?

A: Looks to be a monthly charge for whole home MRV viewing so that will be ongoing revenue. Also those connected to broadband tend to buy more services.

Here's a potential area of concern...hmmm...unless they're talking about installs and equipment only....
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#30 OFFLINE   bonscott87

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Posted 05 November 2009 - 01:33 PM

Q: How are they able to buck the trend in programming expenses.

A: Some of it is because premiums don't have as much uptake but a lot of it is in good negotiations. But a lot of it is that we are still growing while others are flat or losing subs. Also a lot of costs that others are running into now DirecTV already went thru the past few years.

No big retrans agreements coming up until after 2010.

#31 OFFLINE   hdtvfan0001

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Posted 05 November 2009 - 01:34 PM

Q: How are they able to buck the trend in programming expenses.

A: Some of it is because premiums don't have as much uptake but a lot of it is in good negotiations. But a lot of it is that we are still growing while others are flat or losing subs. Also a lot of costs that others are running into now DirecTV already went thru the past few years.

No big retrans agreements coming up until after 2010.

That's good news!
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#32 OFFLINE   bonscott87

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Posted 05 November 2009 - 01:35 PM

Here's a potential area of concern...hmmm...unless they're talking about installs and equipment only....


He pretty much said that there would be a monthly charge for MRV (paraphrasing). My guess is maybe like the DVR fee? There were no other details, no prices listed and no followup question on it. It was just a quick "yea we're looking at monthly fees for the mutli room whole home DVR thing that will offset some of the costs to SAC".

#33 OFFLINE   hdtvfan0001

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Posted 05 November 2009 - 01:37 PM

He pretty much said that there would be a monthly charge for MRV (paraphrasing). My guess is maybe like the DVR fee? There were no other details, no prices listed and no followup question on it. It was just a quick "yea we're looking at monthly fees for the mutli room whole home DVR thing that will offset some of the costs to SAC".

Thanks for the added info....a new fee for that would not be welcome by many folks, as you all know...;)

They could also make $$$ from installs and setups, as well as equipment.
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#34 OFFLINE   bonscott87

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Posted 05 November 2009 - 01:37 PM

Q: Churn was up a bit, is that just due to the on purpose slow down, and will that continue.

A: Expect churn to be a bit up in the 4th quarter from last year 4th quarter. Many of it due to continued credit tightening, not bringing on questionable customers, looking for high quality customers.

#35 OFFLINE   bonscott87

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Posted 05 November 2009 - 01:39 PM

Q: Still on track to break even or slight profit on Sunday Ticket?

A: Had a very good season so far and exceeded their expectations by far with the number of subs taking it along with Superfan. Very strong demand for it still. Still a lot of years left on the contract but it's going well so far.

#36 OFFLINE   Crow159

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Posted 05 November 2009 - 01:41 PM

Thanks for the added info....a new fee for that would not be welcome by many folks, as you all know...;)

They could also make $$$ from installs and setups, as well as equipment.


I think it all depends on what the fee is. If it's $5.00 a month per account (comparable to the DVR fee) I think a lot of people would jump on it. The big problem is that when someone pays for something, they expect it to work perfectly, every time. With it being free, people are more willing to cut them some slack as to the quality since it's just an added benefit.

#37 OFFLINE   ffemtreed

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Posted 05 November 2009 - 01:43 PM

I think it all depends on what the fee is. If it's $5.00 a month per account (comparable to the DVR fee) I think a lot of people would jump on it. The big problem is that when someone pays for something, they expect it to work perfectly, every time. With it being free, people are more willing to cut them some slack as to the quality since it's just an added benefit.


I would rather pay a higher up front cost for the box rather than an ongoing nagging fee. If DTV starts nickle and dimeing me over features i'll be considered churn.

#38 OFFLINE   Crow159

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Posted 05 November 2009 - 01:45 PM

As always, Thanks Bonscott. You do a great job with these. I always look forward to these type of threads.

#39 OFFLINE   hdtvfan0001

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Posted 05 November 2009 - 01:45 PM

I think it all depends on what the fee is. If it's $5.00 a month per account (comparable to the DVR fee) I think a lot of people would jump on it. The big problem is that when someone pays for something, they expect it to work perfectly, every time. With it being free, people are more willing to cut them some slack as to the quality since it's just an added benefit.

So if someone would be paying $5.00 per DVR now, $10.00 for HD service, and then have to pay $5.00 for MRV in addition, that would be OK?

Not sure how well received that would be...just sayin....
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#40 OFFLINE   bonscott87

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Posted 05 November 2009 - 01:45 PM

Q: about SWM8

A: SWM is being used on all installations starting in 4th quarter. Just makes it so much easier on installs and will help next year with MRV.

#41 OFFLINE   bonscott87

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Posted 05 November 2009 - 01:48 PM

Q: How has VOD been working and any plans?

A: Any given time about 500K-600K connected online with VOD and they do tend to buy PPV services. Continue to make it robust and the user experience better. Hope that "DirecTV Movies" will continue that next year.

#42 OFFLINE   bonscott87

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Posted 05 November 2009 - 01:50 PM

With D12 sat there will be much stronger push capability with movies/PPV.

#43 OFFLINE   bonscott87

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Posted 05 November 2009 - 01:52 PM

Q: What about the TV Everywhere concept

A: They are very active in talking with the content providers about it. So they are in a good position to be ready along with the other distributors that they can authenticate subs.

#44 OFFLINE   Crow159

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Posted 05 November 2009 - 02:00 PM

So if someone would be paying $5.00 per DVR now, $10.00 for HD service, and then have to pay $5.00 for MRV in addition, that would be OK?

Not sure how well received that would be...just sayin....


Oh, I'm not happy about it, but the cat is out of the bag now. They admit they are charging for it. I'm just trying to picture what I would do if I'm going to charge.

Unfortunately, my picture realistically has me charging more than that due to the support and installation of all these Moca networks for the people that will get it. I certainly wouldn't want my support staff having to troubleshoot problems with the customers existing home network. I would insist on having my own installed network for some amount of control over a fee generating feature.

#45 OFFLINE   bonscott87

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Posted 05 November 2009 - 02:00 PM

Still going, just boring financial questions or on Latin America.

#46 OFFLINE   bonscott87

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Posted 05 November 2009 - 02:04 PM

And with that, the call is over.

#47 OFFLINE   hdtvfan0001

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Posted 05 November 2009 - 02:04 PM

Oh, I'm not happy about it, but the cat is out of the bag now. They admit they are charging for it. I'm just trying to picture what I would do if I'm going to charge.

I thought they are considering if/what/how to charge...not a sure thing....
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#48 OFFLINE   bonscott87

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Posted 05 November 2009 - 02:04 PM

For a financial call a lot of good nuggets and quite a few good questions too.

#49 OFFLINE   bonscott87

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Posted 05 November 2009 - 02:06 PM

I thought they are considering if/what/how to charge...not a sure thing....


We'll have to wait until Seeking alpha gets the transcript up but I thought he said they were "looking" at charging for MRV. But again, let's wait for the transcript to see the exact wording and not take apart my live typing which may not be 100% accurate. :D

#50 OFFLINE   bonscott87

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Posted 05 November 2009 - 02:07 PM

Biggest new things for me were:

1) Confirmation of new hardware/receivers coming out that will support MRV and networking built in. HR30 perhaps?

2) Whole new search overhaul coming. Much needed. And seeing as they mentioned it on this call as part of the presentation that certainly makes it a big high visible item.




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