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DirecTV 1st Qtr 2009 Results and Call - Added 460K subs

Discussion in 'DIRECTV General Discussion' started by bonscott87, May 7, 2009.

  1. May 7, 2009 #61 of 116
    bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    Q: Are you lowering costs when you renegotiated local carriage.

    A: It's more negotiating a new deal at the end of a current deal. But doesn't want to get into details. But they always try to drive costs down.

    Q: What % of customers are coming from Dish?

    A: They feel they are competing effectively with Dish and hard to tell how AT&T deal switch effected it.
     
  2. May 7, 2009 #62 of 116
    bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    Q: Home whole experience still on track for 2010?

    A: Moving forward.
    2nd half of 2009. 1st iteration is to have the various boxes to talk to each other. 1st generation of it.
    2010 is the next generation where the boxes are a true media center.
    So still on track.
     
  3. May 7, 2009 #63 of 116
    bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    And with that, it's over.

    Whew!

    Wow, that was a lot of questions.
     
  4. May 7, 2009 #64 of 116
    bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    So, I think a couple of the big things of most interest to us is:

    1) More HD is coming, although not as soon as many would like. He did not rule out more HD now, but made mention a couple times to an HD push once the new sat is up and running later this year.

    Personally I've had the feeling that they have been "holding back" some as a safety measure. Why fill up what they have now if D12 fails then they may not have the mix of channels they want with no room to add any more. So get D12 up and running then add the ones they want in the right mix. In other words why fill up now with Grass Growing HD channel when there may be "better" HD channels available later on and then they can't add those if D12 has problems. Better safe then sorry which has been DirecTV's mantra for many years.

    2) Whole home DVR/Media Center is on track. We're testing the 1st part (MRV) now in CE. New boxes built to be media centers coming in 2010.
     
  5. May 7, 2009 #65 of 116
    Doug Brott

    Doug Brott Lifetime Achiever DBSTalk Club

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    Scott,

    Thanks for the great coverage ..

    Highlights I thought were:

    • HD & Advanced Products above 60%
    • Better terms on programming costs to help keep subscriber costs down
    • Expecting 2009 sub growth to exceed 1 million
    • Expecting to continue as "strong leader in HD" with launch of new satellite
    • Whole Home Experience still on track for 2010
     
  6. May 7, 2009 #66 of 116
    Colby

    Colby Cool Member

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    As always, thank you you two for transcribing this on the fly!
     
  7. May 7, 2009 #67 of 116
    Steve

    Steve Well-Known Member

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    Lower...
    So, (18 million subs) x (60% HD) x (1/2 are HR2x users?) x (average 2 DVR's per household?) = 10,000,000+ HR2x's out in the field. That's a lot of HR's!!!

    I suspect more than 1/2 the HD subscribers have HR's, but just trying to be conservative. :) /steve
     
  8. May 7, 2009 #68 of 116
    Mike Bertelson

    Mike Bertelson 6EQUJ5 WOW! Staff Member Super Moderator DBSTalk Club

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    Thanks Scott? :)

    It seems that we won't see many new HD channels prior to D12 going up.

    I doubt that means a complete hold but time will tell.

    Mike
     
  9. May 7, 2009 #69 of 116
    Newshawk

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    Broken...
    What I picked up on was that the 60% advanced product "take" was on new subscribers. Chase still didn't give a hard figure on just how many subscribers overall have advanced products, and how many of that are HD products. Also, DirecTV is actually taking steps to moderate new subscriber growth. They apparently don't want to grow too fast and overwhelm the installation/service infrastructure as well as keeping costs constant.
     
  10. May 7, 2009 #70 of 116
    bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    In their 4th quarter call he stated that nearly half of their subscribers have HD/DVR products.
    Now with 60% of new subs taking HD/DVR I'd assume that half the subs if not more still have HD/DVR products. He also mentioned a higher uptake of current subs upgrading to HD which impacted their ARPU so that helps solidify these numbers.
     
  11. May 7, 2009 #71 of 116
    ncxcstud

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    Does the 'holding back' of HD channels until D12 goes up more applicable to national HD channels or does it include future local HD channels as well?
     
  12. May 7, 2009 #72 of 116
    Doug Brott

    Doug Brott Lifetime Achiever DBSTalk Club

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    yeah you are probably right here ..
     
  13. May 7, 2009 #73 of 116
    Doug Brott

    Doug Brott Lifetime Achiever DBSTalk Club

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    HD Locals have expanded a lot this year. Much of the growth has been added channels in existing markets and it's happened so often that we don't even have all of the information here. One thing is for certain .. HD locals are becoming less and less of an issue, but if it's affecting you personally I can see how it's hard to accept that as an answer.
     
  14. May 7, 2009 #74 of 116
    David MacLeod

    David MacLeod New Member

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    there are about 6k people right here in my area that can never have fios due to a telecom (TDS) owning the lines and refusing access to all carriers. there are many areas like this up here, no cable in many of them either. so its antenna or a dish.
    these are the #'s that fios can't affect.
     
  15. May 7, 2009 #75 of 116
    ncxcstud

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    Yep that answer definitely doesn't please me :)

    Still waiting for one of the top 100 TV markets (Columbia, SC) to finally get local HD channels from DirecTV....I thought it would come a lot quicker once Dish rolled them out last year...but my antenna works splendidly for now...just wish I didn't have to use it.
     
  16. May 7, 2009 #76 of 116
    harsh

    harsh Beware the Attack Basset

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    From Scott's reporting, this 60% was of the new customers. In the past the number that had been reported was a percentage of the entire subscriber base.

    Given that the advanced receiver penetration in the entire customer base was over 50% at EOY 2008, I'm surprised a little that the percentage of new customers with advanced equipment wasn't much higher; especially if DIRECTV's HD programming is as big a draw as some make it out to be. It only takes one DVR or HD receiver to put you in the advanced receiver camp and you're only a virgin once.
     
  17. May 7, 2009 #77 of 116
    Packersrule

    Packersrule AllStar

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    I agree - I went to the Honda dealship - You can pick any type or color and have 4 people help you.
     
  18. May 7, 2009 #78 of 116
    Doug Brott

    Doug Brott Lifetime Achiever DBSTalk Club

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    Yes, and I believe I've already issued my "oops" above ...
     
  19. May 7, 2009 #79 of 116
    Ken S

    Ken S RIP

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    So, from a subscriber's (as opposed to shareholder) point of view.

    1. Less deals/discounts
    2. They want us to pay more per month (ARPU increase) (even though their costs are decreasing)
    3. More sales effort on premium channels.
    4. No/Few new HD channels until D12 launches.
    5. Home Media Server is coming (of course that's been said since 2006).
     
  20. May 7, 2009 #80 of 116
    Shades228

    Shades228 DaBears

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    Sounds the same even as a shareholder.
     

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