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DIRECTV 3rd Quarter Conference Call scheduled


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106 replies to this topic

#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.

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#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.


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#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.

#51 OFFLINE   hdtvfan0001

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Posted 05 November 2009 - 02:08 PM

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

Thought so....thanks.

Great job on the notes!
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#52 OFFLINE   bonscott87

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Posted 05 November 2009 - 02:09 PM

Also curious:

No mention of Tivo in the presentation OR by any questions.

Almost makes you wonder if it's still on their radar.

#53 OFFLINE   bobnielsen

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Posted 05 November 2009 - 02:09 PM

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.


Certainly the churn potential will figure into any future fees and they certainly don't want a wholesale exodus. Based on what has been said in the past, I envision the whole home scenario as a "super DVR" with more capability than current DVRs plus satellite boxes without tuners (network connection only, using DECA or ethernet). The "super DVR" would have a higher up front fee while the satellite boxes would be fairly inexpensive, but they still would have a monthly per-box fee, which could provide the return they are looking for, hopefully without a MRV charge for the current boxes.

#54 OFFLINE   hdtvfan0001

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Posted 05 November 2009 - 02:09 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.

Biggest news to me was re: MRV and the fact they will now roll out SWM as the standard new install method.
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#55 OFFLINE   Doug Brott

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Posted 05 November 2009 - 02:11 PM

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


I really thought I heard "Probably" with respect to charging. We should wait for the transcript to be certain though unless there is a replay and someone want to listen through that part again.
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#56 OFFLINE   Doug Brott

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Posted 05 November 2009 - 02:57 PM

The two notable quotes all in response to one person's question.

"Will mainly charge for the installation of those services" (Re: MRV)

"We'll probably add monthly charge for the 'whole home solution' which would include MRV & Broadband connectivity." (paraphrased)
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#57 OFFLINE   DodgerKing

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Posted 05 November 2009 - 03:01 PM

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


Does this mean they are going to be adding even more PPV with D12?

#58 OFFLINE   hdtvfan0001

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Posted 05 November 2009 - 03:01 PM

The two notable quotes all in response to one person's question.

"Will mainly charge for the installation of those services" (Re: MRV)

"We'll probably add monthly charge for the 'whole home solution' which would include MRV & Broadband connectivity." (paraphrased)

OK - that has different implications than simply charging for the service on a blanket basis.

Thanks for clarifying.
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#59 OFFLINE   ffemtreed

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Posted 05 November 2009 - 03:04 PM

The two notable quotes all in response to one person's question.

"Will mainly charge for the installation of those services" (Re: MRV)

"We'll probably add monthly charge for the 'whole home solution' which would include MRV & Broadband connectivity." (paraphrased)


What I am reading is they are going to charge to keep your ethernet port active.

So all this stuff we have now, like using TVersity to share my music, hooked up to the net for VOD, some secret squirrel stuff for MRV, TVapps we are going to have to pay for in the future?

#60 OFFLINE   ffemtreed

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Posted 05 November 2009 - 03:08 PM

Does this mean they are going to be adding even more PPV with D12?


And they are going to charge us to have broadband hooked up so we can order the PPV.




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