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DIRECTV and Tivo to Launch new HD DVR in 2010

Discussion in 'DIRECTV General Discussion' started by Tom Robertson, Sep 3, 2008.

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  1. Mar 2, 2009 #2241 of 3658
    Steve

    Steve Well-Known Member

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    I think you can hear it by registering here. /steve
     
  2. Mar 2, 2009 #2242 of 3658
    Sixto

    Sixto Well-Known Member

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    3/2/2009: "Additionally, we continue to work on our new DIRECTV HD DVR. The new HD DVR will include popular TiVo broadband features, and will be immediately accessible to DIRECTV's entire national customer base on day-one of the launch. We have had a very successful history with DIRECTV and those subscribers are some of our most loyal customers. Now, as these customers look to upgrade from standard definition programming, they will have the option to choose the TiVo experience to help them truly get the most out of their high definition viewing experience."

    http://investor.tivo.com/releasedetail.cfm?ReleaseID=368436
     
  3. Mar 2, 2009 #2243 of 3658
    ATARI

    ATARI Hall Of Fame

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    But no date for launch?
     
  4. Mar 2, 2009 #2244 of 3658
    DarinC

    DarinC Hall Of Fame

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    Interesting couple of sentences. Although you can't read too much into these things, the first one makes it sound like a new box, and the second one makes it sound like software that can be downloaded onto existing hardware.
     
  5. Mar 2, 2009 #2245 of 3658
    MattDing

    MattDing AllStar

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    Good to hear. :biggthump

    Thanks for the info, Sixto. :)
     
  6. Mar 2, 2009 #2246 of 3658
    Sixto

    Sixto Well-Known Member

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    1. that's the official earnings press release.

    2. next is the conference call in a little while.

    3. and then they'll be the official SEC filing this week.

    little by little ... :)
     
  7. Mar 2, 2009 #2247 of 3658
    Sixto

    Sixto Well-Known Member

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    it may just be a reference to the fact that any DirecTV subscriber will be able to order the new box on day-1 of the launch. time will tell ...
     
  8. Mar 2, 2009 #2248 of 3658
    Steve

    Steve Well-Known Member

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    Given what we know from their November comments, I interpret that statement to mean "new" as a TiVo product offering, but not necessarily new hardware.

    /steve
     
  9. Mar 2, 2009 #2249 of 3658
    Steve

    Steve Well-Known Member

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    What's interesting are the numbers filed with the SEC. In spite of new subs from their Comcast deal, monthly service revenues have declined 14% from the same quarter last year. They also sold 34% less hardware and "TiVo-Owned subscription gross additions for the fourth quarter were approximately 59,000, compared to 109,000 gross additions for the year-ago period."

    I would think getting those lost DirecTV subs back on the balance sheet is job #1 at TiVo. If it wasn't, and I was a TiVo shareholder, I'd be very upset. /steve
     
  10. Mar 2, 2009 #2250 of 3658
    Sixto

    Sixto Well-Known Member

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    3/2/2009 - Tom Rogers (TiVo CEO) ... opening comments ... read the exact same words from the press release ... no reference to a date (yet).
     
  11. Mar 2, 2009 #2251 of 3658
    bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    Which means it's obviously delayed I'd think. See if anyone asks for specifics. Prior to this they were talking dates all the time. Now not even the vague "2nd half 09".

    I just got on the call and can only listen for another 10 minutes or so but hopefully others are.
     
  12. Mar 2, 2009 #2252 of 3658
    Sixto

    Sixto Well-Known Member

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    no problem ... i'll be on for entire call ...
     
  13. Mar 2, 2009 #2253 of 3658
    Sixto

    Sixto Well-Known Member

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    Tom Roger's opening comments (20 mins) complete ... no other reference to DirecTV.
     
  14. Mar 2, 2009 #2254 of 3658
    Tallgntlmn

    Tallgntlmn Icon

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    Just mentioned churn for D* users. Sounds like they want to start to stop that. At least that's how I heard it.

    And one could read into the statement "continue to lose D* subscriptions until D* releases our hardware." as being it's going to happen. Who knows. I just wanna know when already.
     
  15. Mar 2, 2009 #2255 of 3658
    Sixto

    Sixto Well-Known Member

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    "continue to see DirecTV churn, and will continue to see DirecTV churn until new box" ... remarks concluded. Q&A starting!
     
  16. Mar 2, 2009 #2256 of 3658
    Sixto

    Sixto Well-Known Member

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    Q: legal costs ...

    A: periods of spiking legal $ ... echostar hearings in q1 ... significant costs ... future benefit $ if they win again ...
     
  17. Mar 2, 2009 #2257 of 3658
    Sixto

    Sixto Well-Known Member

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    Q: channel ... direct? retail?

    A: not much change online/retail ... online 30% ... circuit city effect ... increase with best buy ... bundle with TV ... HD theme ... happy with comcast ... focused on DirecTV "later part of the year"
     
  18. Mar 2, 2009 #2258 of 3658
    Sixto

    Sixto Well-Known Member

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    Q: Cox trials (timing of rollout)? ... Stopwatch details (revenue detail)?

    A: Cox rollout 1st half 2009 ... 100,000 TiVo homes in StopWatch (Nielson is only 4,000 homes), TiVo 25x, great strides with research community.
     
  19. Mar 2, 2009 #2259 of 3658
    Sixto

    Sixto Well-Known Member

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    that's it ... no more questions!
     
  20. Mar 2, 2009 #2260 of 3658
    Sixto

    Sixto Well-Known Member

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    only 4 analyst questions. "tough weather day" he said.
     
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