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DIRECTV Announces Fourth Quarter and Full Year 2012 Results


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#1 ONLINE   Scott Kocourek

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Posted 14 February 2013 - 07:25 AM

DIRECTV Announces Fourth Quarter and Full Year 2012 Results

DIRECTV Adds 761,000 Net Additions in the Quarter Driven by DIRECTV Latin America's All-Time Record of 658,000.

For the year, DIRECTV Latin America sets record with 4.4 million gross additions and 2.4 million net additions while Sky Mexico adds 1.1 million net new subscribers.
DIRECTV U.S. adds 199,000 net new customers in 2012.
DIRECTV Fourth Quarter Revenue and Operating Profit before Depreciation and Amortization (OPBDA) Growth of 8% Drive Full Year Revenue to Nearly $30 billion and OPBDA to over $7.5 billion.

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#2 OFFLINE   Mike Greer

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Posted 14 February 2013 - 09:06 AM

199,000 net new customers in 2012? Not's not good right? I thought it would be more than that with all the 'Genie' fanfare.

#3 OFFLINE   tonyd79

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Posted 14 February 2013 - 09:14 AM

199,000 net new customers in 2012? Not's not good right? I thought it would be more than that with all the 'Genie' fanfare.


Better than losses.

Didn't the Genie fanfare start this year?
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#4 OFFLINE   RAD

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Posted 14 February 2013 - 09:30 AM

199,000 net new customers in 2012? Not's not good right? I thought it would be more than that with all the 'Genie' fanfare.


Compared to last year, nope not a great number, but as others have said, better then a loss. A bright note is that churn went down .09% from the prior quarter and they're over 20 million subs in the US.

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#5 OFFLINE   Justin23

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Posted 14 February 2013 - 09:59 AM

Compared to last year, nope not a great number, but as others have said, better then a loss. A bright note is that churn went down .09% from the prior quarter and they're over 20 million subs in the US.


But if you look at what D* has said is their long term strategy....the lower net sub adds in 2012 was expected.

#6 OFFLINE   raott

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Posted 14 February 2013 - 10:14 AM

199,000 net new customers in 2012? Not's not good right? I thought it would be more than that with all the 'Genie' fanfare.


Didn't the Genie marketing start in the 4th quarter? It looks like most of the net adds occurred in that quarter.

With that said, I think that for most people, the equipment is not a significant game changer between providers. The local cable company offers and markets a whole home package as does Dish. I think Directv's offering is head and shoulders above the cable company's offering but I bet, for the average person, the cable offering is "good enough" and is $20 cheaper. It'd be different if Directv was the only one offering a whole home solution, but they aren't.
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#7 OFFLINE   Satelliteracer

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Posted 14 February 2013 - 11:35 AM

199,000 net new customers in 2012? Not's not good right? I thought it would be more than that with all the 'Genie' fanfare.


Most distributors are losing subscribers....cable especially and DISH has been up and down the last few years. The Telcos have slowed as well and are not building out their footprint. The US is a mature television market now. D* announced early last year that pursuing gross adds in a way that was done in the past was going to change. Adding customers is still important, but equally important is adding the right kind and not just chasing a number. It's an expensive proposition to add customers and it takes several years to recoup that investment. So more than ever companies like D*, Dish, etc have to be smart about how much they spend to add customers and who they go after.
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#8 OFFLINE   mattgwyther

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Posted 14 February 2013 - 02:09 PM

On the call, sounds like a large number is budgeted this year for equipment upgrades for existing customers....

Thinking this might be a Genie deal for existing customer and incentives to get rid of more of those MPEG-2 receivers!
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#9 OFFLINE   jimmie57

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Posted 14 February 2013 - 03:37 PM

The market sure did not like it today.
It popped at the open and fell all day.

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#10 OFFLINE   hdtvfan0001

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Posted 14 February 2013 - 03:44 PM

The market sure did not like it today.
It popped at the open and fell all day.

That pretty much happened across the entire market...
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#11 OFFLINE   James Long

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Posted 14 February 2013 - 05:58 PM

199,000 net new customers in 2012? Not's not good right? I thought it would be more than that with all the 'Genie' fanfare.

DirecTV was at 96k net for the year in the first three quarters. The fourth quarter was over half of the year's net adds.

(Previous fourth quarters: 2011 125k of 662k net, 2010 289k of 663k net, 2009 119k of 939k net.)

BTW: 20 million subscribers includes "commercial equivalent viewing units" ... a calculation that converts commercial accounts into subscribers. If one is picturing 20 million homes with DirecTV service one is not seeing an accurate picture.

#12 OFFLINE   joshjr

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Posted 14 February 2013 - 09:47 PM

DirecTV was at 96k net for the year in the first three quarters. The fourth quarter was over half of the year's net adds.

(Previous fourth quarters: 2011 125k of 662k net, 2010 289k of 663k net, 2009 119k of 939k net.)

BTW: 20 million subscribers includes "commercial equivalent viewing units" ... a calculation that converts commercial accounts into subscribers. If one is picturing 20 million homes with DirecTV service one is not seeing an accurate picture.


James, dont be a hater just because DirecTV has more subs.
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#13 OFFLINE   James Long

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Posted 14 February 2013 - 10:17 PM

James, dont be a hater just because DirecTV has more subs.

No hate ... I've just heard the x million homes thing too often. I'd like to think that the people on our site can be better educated than that. Some people read just the snips posted online, others read the press releases linked, others actually read the SEC filings with the details. "Commercial equivalent viewing units" have been in the SEC filings for years and yet I still see people talking as if every subscriber was an individual home or business.

#14 OFFLINE   Hoosier205

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Posted 14 February 2013 - 10:56 PM

No hate ... I've just heard the x million homes thing too often. I'd like to think that the people on our site can be better educated than that. Some people read just the snips posted online, others read the press releases linked, others actually read the SEC filings with the details. "Commercial equivalent viewing units" have been in the SEC filings for years and yet I still see people talking as if every subscriber was an individual home or business.


Let's just say that DirecTV has far, far....far more customers than Dish and leave it at that. Probably, I would guess, in the neighborhood of 19 million residential and around 1 million commercial.

Edited by Hoosier205, 14 February 2013 - 11:21 PM.

DTV = Digital Television

#15 OFFLINE   raott

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Posted 15 February 2013 - 07:30 AM

DirecTV was at 96k net for the year in the first three quarters. The fourth quarter was over half of the year's net adds.

(Previous fourth quarters: 2011 125k of 662k net, 2010 289k of 663k net, 2009 119k of 939k net.)

BTW: 20 million subscribers includes "commercial equivalent viewing units" ... a calculation that converts commercial accounts into subscribers. If one is picturing 20 million homes with DirecTV service one is not seeing an accurate picture.


So Directv uses "Howard Stern math" to count subscribers?
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#16 OFFLINE   woj027

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Posted 15 February 2013 - 09:43 AM

DirecTV was at 96k net for the year in the first three quarters. The fourth quarter was over half of the year's net adds.

(Previous fourth quarters: 2011 125k of 662k net, 2010 289k of 663k net, 2009 119k of 939k net.)

BTW: 20 million subscribers includes "commercial equivalent viewing units" ... a calculation that converts commercial accounts into subscribers. If one is picturing 20 million homes with DirecTV service one is not seeing an accurate picture.


I wonder why they just can't say # of accounts? seems like an easy number to come up with. That to me would get you the closest to a useful number here.

curious, how does Dish count subscribers?

#17 OFFLINE   Hoosier205

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Posted 15 February 2013 - 09:53 AM

curious, how does Dish count subscribers?


On their hands and feet. :)
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#18 OFFLINE   jimmie57

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Posted 15 February 2013 - 11:10 AM

I think it is more accurate to count like they are doing now.
If the stores / bars/ etc. are paying a lot more for the service than a household does it stands to reason that more people are watching it.

Bottom line is the Revenue and the EPS.

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#19 OFFLINE   Satelliteracer

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Posted 15 February 2013 - 11:27 AM

The market sure did not like it today.
It popped at the open and fell all day.


Venezuelan current devaluation hit the stock because of the Latin American presence. At least that's what analysts are saying
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#20 OFFLINE   cypherx

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Posted 15 February 2013 - 04:06 PM

Nice, full transcript here too..

http://seekingalpha....call-transcript

Sounds like going forward DirecTV will be busy. Continuing to invest in infrastructure improvements for the TV Everywhere initiative for one.

Something I've noticed is that TV Everywhere, (at least the live TV on iPad/iphone) is only HD channels. Maybe more channels will go to HD and that is the prerequisite to get its feed split out and over to the TV Everywhere system. Mike White also said "increase the penetration of our new Whole-Home Genie service and continue to improve our world-class user interface across all devices, with a special emphasis on search, Discovery and social networking. And with the future in mind, we're also investing in satellites, related broadcast infrastructure and developing foundational technologies to ensure we continue to deliver the best and highest quality video experience possible."

To me that says:
-Free or outstanding upgrade incentives for Genie (both New and current subs)
-Look for more channels available for live streaming.
-Look for continuing improvements to the UI on the set top and mobile apps.
-Look for potential new TV Apps system that harnesses Social Networking.
-Future in mind.. MPEG2 is NOT the future. If enough people upgrade maybe we can finally think about phasing out MPEG2?
-Look for more HD as it is the highest quality video experience possible.

Also $100 million in upgrades to the El Segundo campus.

Edited by cypherx, 15 February 2013 - 04:23 PM.

- > Link to my setup thread< -

My  DirecTV HD WISHLIST:  NickJR, Nicktoons, Revolt.TV, FXM, We, Oxygen, The Hub, Fuse, GSN, Sprout, GAC, Esquire, MTV2, BBC World News, Ovation, Reelz , Sundance, Up, Music Choice Play HD (formerly SWRV), Al Jazeera America, Military Channel, NASA

My DirecTV SD WISHLIST: MTV Hits, MTV Jams, Music Choice, Youtoo TV

 

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