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Discussion in 'DIRECTV General Discussion' started by Curtis0620, Nov 5, 2013.
DirecTV added 139,000 U.S. subscribers in the third quarter, and average revenue per customer rose 6.2% to $102.37. Revenue per customer rose because the DirecTV collected higher fees for its advanced receivers, increased pricing on its programming packages, charged higher warranty fees and experienced higher pay-per-view revenues. The total U.S. subscriber count rose from 19.98 million to 20.16 million in the 12 months to September 2013.
The ARPU growth is especially amazing. Conventional wisdom is that ARPU can't be higher than $100 or customers will churn out. In the conference call Mr. White said that ARPU growth was partially due to more people taking advanced services.
On the other hand, this means that ARPU is now much higher for DIRECTV than for any other service and that could come back to bite them.
And that big bad cable company lost about that many....
Wow that is really good!
I always love reading the QA portion. Here's a link to the QA transcript if desired:
Some pretty interesting tech tidbits in there as well.
ARPU figure of $102 is for 3rd quarter only. ARPU to date (9 months) is $99..still, quite impressive. Let's hope the (supposedly defunct) Hulu negotiations + Aereo work out. Will need a full time internet solution (national partner? buyout?) to keep riding the wave, though. Otherwise, implosion imminent?
"..driven by the lowest third quarter churn in 6 years."
This may be due to continued and ever-increasing customer service levels--especially US based. The focus on "customer experience" is HUGE (and expanding). Although not an overnight sensation, the wheels turn and small improvements in many areas create a higher overall success rate.
Unlike so many other things in life, excellence is the new normal..not mediocrity..
Lowest churn is also a result of not accepting lo and no pay customers, which I presume rests largely on credit screening.
The fact that they gave away a lot of free Genie's probably didn't hurt either.
DirecTV lost more subscribers 3Q 2013 than they have in any quarter in the last eight years - except 3Q 2012. They gained about the same number of customers as they did a year ago. The net is good, especially after a 84k net loss in 2Q. They will need to net 123k this quarter to beat last year's dismal 199k net adds for the year (for those who care about subscriber count).
For profitability it was DirecTV's best 3rd quarter ever. (There have been six better quarters, but this was their best 3rd quarter.)
When you jack the prices up on 19.9 million customers you tend to make more money.
So again it makes me ask the question, why the rate increase?
Just to make more profit, not to cover the claimed increasing out of control cost of the networks obviously.
Why, in the economy we've had, and what other providers are showing, is a net add of about 200,000 "dismal"?
Verizon Fios is $112.
Wireline Financial Highlights
Consumer revenues were $3.7 billion, an increase of 4.3 percent compared with third-quarter 2012. Consumer revenues have grown more than 4 percent year over year for five consecutive quarters. Consumer ARPU for wireline services increased to $112.86 in third-quarter 2013, up 8.7 percent compared with third-quarter 2012.
FiOS revenues grew 13.4 percent, to $2.8 billion in third-quarter 2013, compared with $2.5 billion in third-quarter 2012.
Wireline Operational Highlights
In third-quarter 2013, Verizon added 173,000 net new FiOS Internet connections, up 27.2 percent from third-quarter 2012 -- and 135,000 net new FiOS Video connections, up 13.4 percent. Verizon had a total of 5.9 million FiOS Internet and 5.2 million FiOS Video connections at the end of the quarter, representing year-over-year increases of 12.6 percent for each.
FiOS penetration (subscribers as a percentage of potential subscribers) continued to increase. FiOS Internet penetration was 39.2 percent at the end of third-quarter 2013, compared with 37.0 percent at the end of third-quarter 2012. In the same periods, FiOS Video penetration was 34.9 percent, compared with 32.9 percent. The FiOS network passed 18.3 million premises by the end of third-quarter 2013.
Fios added 135,000 TV customers, I'd say thats better then Directv , considering they only have a 1/4 of the coverage and 1/4 of the customers as Directv.
U-verse Reaches $1 Billion a Month in Revenues and 10 Million Subscribers 13 Strong subscriber gains continue
•655,000 U-verse high speed broadband net adds, record third quarter
•Second best U-verse TV net adds ever – 265,000 – to reach 5.3 million
•Largest telco video provider with long runway for growth First billion-dollar revenue month for U-verse
•Wireline consumer revenues up 2.4 percent year over year
•Total U-verse revenues up 28.1 percent
•U-verse revenues now 54 percent of consumer wireline revenues
Certainly it's a much bigger percentage growth, but directly related to humongous capital costs.
U Verse Added 265 million in 3rd quarter.
Same economy same country less coverage.
I don't agree with James that often, but he has a point.
Yep Comcast lost a bunch of TV customers, but still had a net gain of 337,000 as a company.
Uverse and Verizon should add more simply because of their bundle intro packages... you can save a boatload with them. Is Verizon's $112 ARPU for all wireline connections... video, net and landline? If so, it's incomparable to DirecTV because the customers are getting more for their money.
I agree, But just wanted to state, Directv is not the Highest.
They probably are if we had video only sub ARPU.