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Guest Message by DevFuse

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DirecTV 3rd Quarter Results Conference Call


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41 replies to this topic

#26 ONLINE   Stuart Sweet

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Posted 06 November 2012 - 09:54 AM

I think it's an improvement over last quarter and I'm willing to bet they are the only MSO in the top 10 with any net adds, possibly the only one with net profit.
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#27 OFFLINE   dcowboy7

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Posted 06 November 2012 - 09:58 AM

I think it's an improvement over last quarter and I'm willing to bet they are the only MSO in the top 10 with any net adds, possibly the only one with net profit.


Fios added 119,000 3rd qtr.

#28 ONLINE   RAD

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Posted 06 November 2012 - 10:00 AM

I think it's an improvement over last quarter and I'm willing to bet they are the only MSO in the top 10 with any net adds, possibly the only one with net profit.


And this was the quarter that the Viacom dispute was in which probably had an impact on those numbers.

See post My Setup for configuration info.


#29 OFFLINE   sigma1914

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Posted 06 November 2012 - 10:01 AM

Fios added 119,000 3rd qtr.


TV, Internet, phone...?
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#30 OFFLINE   sigma1914

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Posted 06 November 2012 - 10:03 AM

And this was the quarter that the Viacom dispute was in which probably had an impact on those numbers.


The Pac12 Network supporters were sure they'd have net loss...oops.
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#31 OFFLINE   kick4fun

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Posted 06 November 2012 - 10:21 AM

The Pac12 Network supporters were sure they'd have net loss...oops.


Did I miss something? Have we seen the results yet?

#32 ONLINE   Stuart Sweet

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Posted 06 November 2012 - 10:23 AM

Yes, several sites have posted them.
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#33 ONLINE   Stuart Sweet

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Posted 06 November 2012 - 10:23 AM

Fios added 119,000 3rd qtr.


Well I guess I lose that bet then :)
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#34 OFFLINE   harsh

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Posted 06 November 2012 - 10:35 AM

Fios added 119,000 3rd qtr.

So much for that theory.

Given how much FIOS had been scaling back and the stagnation in channel adds, I'm more than a little surprised by this.

I think the most telling statistic in the FIOS numbers is that even with most of their customers subscribing to relatively high speed broadband, their ARPU is only $7 more than that of DIRECTV. DIRECTV would seem to be pretty firmly established as the leader in high fee TV. Great for the company but not so much for the subscribers.

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#35 OFFLINE   harsh

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Posted 06 November 2012 - 10:37 AM

Did I miss something? Have we seen the results yet?

The press release went out before The Bell this morning:

http://investor.dire...eleaseID=718849

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#36 OFFLINE   dcowboy7

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Posted 06 November 2012 - 11:56 AM

TV, Internet, phone...?


"....said that its FiOS TV service added 119,000 pay TV subscribers in the third quarter."

#37 OFFLINE   sigma1914

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Posted 06 November 2012 - 11:59 AM

"....said that its FiOS TV service added 119,000 pay TV subscribers in the third quarter."


Thanks dcowboy.
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#38 OFFLINE   inkahauts

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Posted 06 November 2012 - 03:03 PM

The Pac12 Network supporters were sure they'd have net loss...oops.


What will be most interesting is how bad churn is in la for this quarter especially if they never pick up the lakers channel. I never thought that the pac12 by itself could cause major issues but I full well believe it combined with the lakers channel will cause them major churn increases and likely a sub loss in at least the California market if not flat growth for the company.

I see the larger problem of not picking up either of these channels being that at some point people in la are found to be less likely to even consider dtv and that in the long run will hurt them, especially on churn I think.

#39 ONLINE   RAD

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Posted 06 November 2012 - 03:26 PM

What will be most interesting is how bad churn is in la for this quarter especially if they never pick up the lakers channel. I never thought that the pac12 by itself could cause major issues but I full well believe it combined with the lakers channel will cause them major churn increases and likely a sub loss in at least the California market if not flat growth for the company.

I see the larger problem of not picking up either of these channels being that at some point people in la are found to be less likely to even consider dtv and that in the long run will hurt them, especially on churn I think.

White on the call said they watch churn numbers every day and the reason why. So I'd guess if there was a major increase in the LA market they might be more flexible. But White also said the current RSN model is broken, doesn't like how the teams start up a new channel repackaging some existing programming and want a big increase.

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#40 OFFLINE   sum_random_dork

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Posted 06 November 2012 - 04:30 PM

White on the call said they watch churn numbers every day and the reason why. So I'd guess if there was a major increase in the LA market they might be more flexible. But White also said the current RSN model is broken, doesn't like how the teams start up a new channel repackaging some existing programming and want a big increase.


I think we need to take his comments with a grain of salt...remember DirecTV owns Root Sports. He doesn't like the fact teams are starting their own networks...with the help of the likes of Comcast/TWC. DirecTV sees teams they had deals with hin the past leaving to better offers from another provider. Most of the "new" channels started up were with the help of another provider CSN Houston (Rockets Astros) and TWC (Lakers). I highly doubt he'd be saying the system was broken if Root went into a market and started up a channel with the help of a major sports franchise. I don't think they Dodgers have signed a new deal yet, I am sure Root would love to be a player with the Dodgers if/when they start up their own network.

#41 ONLINE   RAD

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Posted 06 November 2012 - 05:18 PM

I think we need to take his comments with a grain of salt...remember DirecTV owns Root Sports. He doesn't like the fact teams are starting their own networks...with the help of the likes of Comcast/TWC. DirecTV sees teams they had deals with hin the past leaving to better offers from another provider. Most of the "new" channels started up were with the help of another provider CSN Houston (Rockets Astros) and TWC (Lakers). I highly doubt he'd be saying the system was broken if Root went into a market and started up a channel with the help of a major sports franchise. I don't think they Dodgers have signed a new deal yet, I am sure Root would love to be a player with the Dodgers if/when they start up their own network.


I thought the Root channels were a rebranding of channels they got when they did the deal with Liberty to get majority ownership, along with GSN channel?

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#42 OFFLINE   Bambler

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Posted 08 November 2012 - 08:34 AM

Surprising results, but actually after more thought, I guess it wasn't unexpected.

Any fallout, if any at all, probably won't be felt until the fourth quarter or first quarter of next year for a number of reasons.

1. People were still hoping DirecTV would pick up the PAC-12 network through the end of September as the rhetoric wasn't completely sour back then as it is now and many still had hope.

2. I'm not sure when Dish picked up the pac-12 network, but it may have been at about the quarterly transition, so the bulk of the jumpers, if any, won't show up until the fourth quarter.

3. The lakers deal is still in flux and people are waiting. IF DirecTV doesn't carry this channel, the affects, if any, probably won't be felt until next year.




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