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DIRECTV 1st quarter conference call/web cast Thursday at 14:00 EDT

Discussion in 'DIRECTV General Discussion' started by RAD, May 5, 2010.

  1. Sixto

    Sixto Well-Known Member

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    His reaction to the TiVo question was classic. Certainly seemed like he hadn't given it much thought. :)
     
  2. Doug Brott

    Doug Brott Lifetime Achiever DBSTalk Club

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    Last Question ..

    Q: Thoughts on gross adds .. What about 3rd & 4th Q compared to last year?

    A: Not guidance given .. expect things to be down year over year as we go through the year. Q1 was the toughest (Digital transition), but year will be down (US Business).

    LA business will be "terrific"
     
  3. Doug Brott

    Doug Brott Lifetime Achiever DBSTalk Club

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    Yeah, finally after how many quarters, we get a TiVo question .. Part of the response seemed to be (I'm reading between the lines here) .. 'I saw a demo and it looks just like what we have.'

    The times reported also lend even more credence to the notion of Q1/2011 for street availability .. :eek:
     
  4. David Ortiz

    David Ortiz Save the Clock Tower!!

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    It sounds like the HMC will be available before the TiVo box. Not something I would have predicted a year ago.

    Thanks Doug for all the transcribing.
     
  5. Sixto

    Sixto Well-Known Member

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    One could certainly get the impression that it's not that important to him. :)

    We can dig through the exact transcript later, but it was humorous to hear his response.
     
  6. Sixto

    Sixto Well-Known Member

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    Yes, thanks Doug.

    It's not easy transcribing that stuff.

    Thank you.
     
  7. dcowboy7

    dcowboy7 Hall Of Fame

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    Why cant they ask a question like:
    "other than the announced 30 how many more channels will directv add on D12" ?

    Not that they would give a real good answer but would just like to see what they say.

    Just to press the issue other than that 160 channel remark they give now.
     
  8. Sixto

    Sixto Well-Known Member

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    I'd also love to hear the answer, but not an interesting topic to analysts and business people.

    What matters is financial performance.

    Most everything is related to financial performance, quarter-by-quarter, with year-to-year comparisons.

    How D12 gets utilized, and exactly when, will be directly related to how the business folks feel it will help financial performance.
     
  9. evan_s

    evan_s Hall Of Fame

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    My guess is that it will be KaHi and BSS destined for 99. This will allow them to add some Conus tps that everyone will be able to access right away and meet their requirement to start using bss at 99.
     
  10. Sixto

    Sixto Well-Known Member

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    Certainly a good possibility, with use of the RB-1 license recently approved and paid for.
     
  11. RAD

    RAD Well-Known Member

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    Dripping...
    I was sort of bummed about the answer to the new satellite question. They're going to get one new sat on order and to me it sounded like there wouldn't be another placed until that sat went up, the always have one sat in the pipeline comment.
     
  12. Sixto

    Sixto Well-Known Member

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    With this economy, dollars are VERY tight these days.

    With most major corporations, every expense $ is being tightly analyzed and re-analyzed.
     
  13. jefbal99

    jefbal99 Hall Of Fame

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    Agreed on both points.

    Based on the answer, I wouldn't expect anything great, grand, or new from the Tivo box that DirecTV won't already have in their IRDs.
     
  14. RAD

    RAD Well-Known Member

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    Dripping...
    But they do have enough money to buy back billions of dollares of stock to make their stock holders happy. Just hope they're not being short sighted and not spending money on infrastructure.
     
  15. Alan Gordon

    Alan Gordon Chancellor

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    Interesting!

    So... it appears the HMC may be a different "beast" than the HR2x line?!

    ~Alan
     
  16. harsh

    harsh Beware the Attack Basset

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    The monumental question here is which frequency band. I'm pretty sure they must declare that tidbit early on in the process.
     
  17. harsh

    harsh Beware the Attack Basset

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    +1
     
  18. Sixto

    Sixto Well-Known Member

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  19. harsh

    harsh Beware the Attack Basset

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    How DIRECTV is measured as a company should be based largely on meeting their business plan goals. If their plan calls for turning up x number of channels by a date and they make it, it is a positive indicator that they're in control. If the date slips, not so much.
     
  20. harsh

    harsh Beware the Attack Basset

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    The profit numbers would seem to contradict this.

    Much of the happy news from this report, as it was last quarter, came from their Latin American operations. I suspect that management has recognized the higher return available there.
     

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