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DirecTV 4th Quarter Financial Call

Discussion in 'DIRECTV General Discussion' started by RAD, Jan 28, 2009.

  1. Feb 10, 2009 #21 of 110
    Albie

    Albie Godfather

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    I believe those were FIOS only numbers
     
  2. Feb 10, 2009 #22 of 110
    abierce512

    abierce512 New Member

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    So those great numbers for them equals price increase for us next month.
     
  3. Feb 10, 2009 #23 of 110
    Stuart Sweet

    Stuart Sweet The Shadow Knows!

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    I don't think the two are related.
     
  4. Feb 10, 2009 #24 of 110
    Jhon69

    Jhon69 Hall Of Fame

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    Central San...

    Well it is a proven fact the best DirecTV subscribers are previous Dish subscribers.:sure:
     
  5. Feb 10, 2009 #25 of 110
    Ken S

    Ken S RIP

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    Yes, it does. If price increases (2008) get them more subscribers they will feel free to continue to increase prices.
     
  6. Feb 10, 2009 #26 of 110
    bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    Ok, conference call time. I kicked a guy out of my cube so hopefully he'll stay away and I can blog the good stuff. As always I try my best with this. Should have full transcript on seeking alpha in a few hours.
     
  7. Feb 10, 2009 #27 of 110
    bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    Chase is on.

    Happy of course with their results and despite their competitors having problems due to the economy and other factors but they continue to do well, especially with new offers they have made.

    Really emphasized much of their sub growth due to quality subscribers and advanced product.
    Churn, same thing and now half of their subs have an advanced product (HD and/or DVR).

    Mentioned putting in HD DVR box in homes instead of an SD DVR so that an HD upgrade wouldn't require a new box or visit. (R22? no details, could be just putting in HR boxes in homes instead, which is part of their long term goal anyway)
     
  8. Feb 10, 2009 #28 of 110
    bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    Update on advanced products for current customers is high which is driving up profits and average spent.
     
  9. Feb 10, 2009 #29 of 110
    bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    Pat is up.

    Subscribers, pleased with very strong demand for DirecTV. 6% increase despite competition from FIOS and Uverse, best results in 15 months. Last time they grew so much was before their tighter credit policies. Dealers also helping a lot.

    Overall quality subs is high. 55-60% are now signing up for HD/DVR services. Now over half of all their subs have HD and/or DVR services.
     
  10. Feb 10, 2009 #30 of 110
    bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    Involuntary churn way down due to tighter credit policies.

    Their increase was over 50% more then FIOS and Uverse combined from 3rd to 4th quarter. Seems like the telco's are taking subs more from cable and Dish then they are from DirecTV.
     
  11. Feb 10, 2009 #31 of 110
    Matt9876

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    A lot of this expansion is due to SWM,Well to do cable customers can now have the best HD/DVR around.

    SWM should just be the way thing will be done from now on.:)
     
  12. Feb 10, 2009 #32 of 110
    bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    ARPU talk. It's down a bit.

    Lower setup box costs is allowing them to offer more free boxes.
    They also really jacketed up their offers to gain more market share.
    Also started a new long term customer loyalty program.

    {Lots more financial stuff}
     
  13. Feb 10, 2009 #33 of 110
    bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    More aggressive movers program since it costs less to keep a customer that moves then to sign up a new sub.

    They've been spending more money on dish and other hardware (non receiver) upgrades due to the high uptake in HD.
     
  14. Feb 10, 2009 #34 of 110
    bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    Chase up.

    3 priorities.

    1) Continue to add to their leadership. New sat this year for more HD. VOD will expand and get faster and better. More enrichment on the DVR like Quick tune.

    Whole Home Experience rolling out 2nd half of the year!
    {I read this as MRV at the least}

    2) Sign up more high quality subs and expand with AT&T. Mobility expansion with telcos (no further details).

    3) Need to really better their customer service including installers.
     
  15. Feb 10, 2009 #35 of 110
    Steve615

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    The local telco in my area,DTC Communications,began offering IPTV on a distance limited basis a few months ago...I am eligible to receive their service,based on the distance factor.
    One of the local office managers calls me once a month,trying to sell me on it.
    The last time he called,I told him I would consider it when they had 100+ HD channels to offer in their lineup.
    He asked why would I wait for such a "crazy number of HD channels"...I told him that I'm not,I have DirecTV. :sure: :D
     
  16. Feb 10, 2009 #36 of 110
    bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    Getting lean and mean with capital projects and staff just in case.

    Continue to see growth like they had in 2008. Expect somewhat higher sub growth and higher ARPU.

    SAC costs should be similar but lower.

    Programming costs going up 5-6%. {And there is why our packages going up $3 bucks}
     
  17. Feb 10, 2009 #37 of 110
    bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    And that was his quote, not mine. I'm trying to put my own personal comments in {braces}
     
  18. Feb 10, 2009 #38 of 110
    bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    Q&A now. Hopefully we'll get more then just boring numbers questions. :D
     
  19. Feb 10, 2009 #39 of 110
    Steve615

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    Just expanding on the talk about the telcos taking more of cable's and Dish's business,that's all. :grin:
     
  20. Feb 10, 2009 #40 of 110
    bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    Just some Liberty talk, nothing interesting.

    Question on the wireless/telco deals: He doesn't have much detail, just a general comment as more and more people go wireless for media experience. Looking for richer content like the DVR scheduler. Very early days {but they have it on their radar basically} and they are looking to expand their relationships. Mobility becomes a more important and value added.

    Mentioned more and more people going wireless only and cutting the land line.
     

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