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Guest Message by DevFuse

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DIRECTV to Present at Citi's Global Internet, Media & Telecommunications Conference


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#1 OFFLINE   coolman302003

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Posted 06 January 2013 - 10:26 PM

DIRECTV will present at Citi's 2013 Global Internet, Media & Telecommunications conference on Tuesday, Jan. 8, 2013 at 12:45 p.m. PT. 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 webcast will also be available on this website.

Date: Tuesday, Jan. 8, 2013
Time: 12:45 p.m. PT / 3:45 p.m. ET
Speaker: Michael White, Chairman, President & CEO
Webcast: www.directv.com/investor


Full PR can be found here: http://dtv.client.sh...eleaseID=731411

List of networks with HD VOD content available on DIRECTV  DIRECTV Customer Service Live Online Chat (available from 7am-12:30am ET)  DIRECTV Regional Sports Network (RSN) fee lookup tool (zip code required)

DIRECTV Premium Channel Pricing: 1=$13.99 ($17.99 for HBO) | 2=$25.99 ($30.99 with HBO) | 3=$36.99 ($41.99 with HBO) | 4=$45.99 ($50.99 with HBO) | All 5=$57.99 per month

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#2 OFFLINE   hdtvfan0001

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Posted 07 January 2013 - 06:07 AM

Thanks for the info and link.
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#3 ONLINE   Tom Robertson

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Posted 08 January 2013 - 02:51 PM

And we're waiting for the webcast to start.

Peace,
Tom

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#4 ONLINE   Tom Robertson

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Posted 08 January 2013 - 02:54 PM

We have warm up music. :)

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#5 ONLINE   Tom Robertson

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Posted 08 January 2013 - 02:56 PM

Had a good quarter, final results in February.
100,000 net adds in US

Latin America also exceeded expectations.

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


#6 ONLINE   Tom Robertson

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Posted 08 January 2013 - 02:57 PM

By 2016 want to take 10 basis points out of churn.

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#7 ONLINE   Tom Robertson

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Posted 08 January 2013 - 02:58 PM

New "Genie Box to launch this year, 1/3 less expensive", lowering SAC.

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#8 ONLINE   Tom Robertson

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Posted 08 January 2013 - 02:59 PM

"Not a CEO in the US who doesn't think their stock is undervalued" and DIRECTV is definitely buying stock.

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#9 ONLINE   Tom Robertson

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Posted 08 January 2013 - 03:06 PM

Hope to reduce call volume by 20M each year (currently 125M/yr.) @$4-5 per.

Will continue to increase offers to existing customers.

Including a new box every two years for PP customers.

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 ONLINE   Tom Robertson

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Posted 08 January 2013 - 03:10 PM

Downplays any talk of merging. Still major portions of country with minimal competition.

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#11 OFFLINE   George_T

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Posted 08 January 2013 - 03:11 PM

Hope to reduce call volume by 20M each year (currently 125M/yr.) @$4-5 per.

Will continue to increase offers to existing customers.

Including a new box every two years for PP customers.


What does the abbreviation "PP Customers" mean?

And please, people, no jokes about the abbreviation "PP", OK. :lol:

#12 OFFLINE   Curtis0620

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Posted 08 January 2013 - 03:11 PM

What's the abbreviation "PP Customers" mean.

And please, people, no jokes about the abbreviation "PP", OK. :lol:


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#13 OFFLINE   George_T

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Posted 08 January 2013 - 03:13 PM

Thanks!

#14 ONLINE   Tom Robertson

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Posted 08 January 2013 - 03:13 PM

In about 20% of America, RSN costs are out of control. Currently have a surcharge of $2 or so for some new customers.

Will continue to work on controlling costs or carefully, selectively passing costs on. (Hard to have national pricing with certain RSNs trying to ask for lots of money.)

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#15 ONLINE   Tom Robertson

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Posted 08 January 2013 - 03:15 PM

Still some large areas that have large market share upside potential in Latin America. Had some great successes in some countries, expects to extend that to rest of Pan-Americana (South American less Brazil.)

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)


#16 ONLINE   Tom Robertson

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Posted 08 January 2013 - 03:17 PM

Goals are to double subs and double income in 5 years. So far on track at this point. (Plan is much of growth via Pan-Americana.

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)


#17 ONLINE   Tom Robertson

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Posted 08 January 2013 - 03:19 PM

Brazil is very competitve and always has been. DIRECTV is working hard to beat the competition, using similar means as the US.

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)


#18 ONLINE   Tom Robertson

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Posted 08 January 2013 - 03:21 PM

Time for Q&A

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#19 ONLINE   Tom Robertson

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Posted 08 January 2013 - 03:30 PM

Questions about Latin America and how to decide when to expand there.

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#20 ONLINE   yosoyellobo

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Posted 08 January 2013 - 03:31 PM

Looking forward to this.

The genie at 1/3 cost that is.

Edited by yosoyellobo, 08 January 2013 - 03:32 PM.
Forgot the quotes.


#21 ONLINE   Tom Robertson

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Posted 08 January 2013 - 03:35 PM

Sorry, no other major announcements or news.

The planning on spending more for existing customers sounds cool. The tease of a new, lower cost Genie box has to be interesting for us. :)

And on any talks of merger, Mike White basically said, "sure it might save based on some synergies, but that is a long way from actually even discussing such." Large hurdles to cross. Plus the effect of a new anti-monopoly chief in the FCC(?) I did not hear anything that indicated Mike White was pursuing any form of merger talks.

Peace,
Tom

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#22 ONLINE   Tom Robertson

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Posted 08 January 2013 - 03:37 PM

Looking forward to this.

The genie at 1/3 cost that is.


Remember, this is an investors conference. The costs mentioned are to DIRECTV, not necessarily to the end customer. At least not initially. Especially as each new box has the initial costs of new software, verifications, etc. So yes, it is great news in the long run. :)

Peace,
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)


#23 ONLINE   Tom Robertson

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Posted 08 January 2013 - 03:44 PM

In listening to the replay, Mike mentioned that some ownership in RSN gives them a great insight into their operation and costs for strategic advantage while in negotiations.

"In some areas of the country, RSNs are $4-5 of the bill...in some more metropolitan areas it can be as much as $18-20." Might try some very "laser focused, geographically" cost surcharges for RSNs if needed. They are watching how the market is playing out as one competitor is already doing some surcharging in areas.

Peace,
Tom

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#24 OFFLINE   woj027

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Posted 08 January 2013 - 03:44 PM

I like the every two years new boxes for PP customers. I wonder if that's retroactive? Maybe an upgrade fee from a HR 20 to a HR 34/44?

#25 OFFLINE   dpeters11

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Posted 08 January 2013 - 03:47 PM

At least we know now that Texas really was a pilot.




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