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Discussion in 'DIRECTV General Discussion' started by cforrest, Jul 18, 2008.
Also, the LOWEST second quarterly churn rate in 4 years
Yep ... "Driven by Lowest Second Quarter Monthly Churn Rate in Four Years of 1.49%"
Looks a lot better than I thought it would.
Definately better than DISH (and a lot of other companies).
I guess D* is recession proof?
Commitments are recession-proof
Also the higher credit requirements D* put in place last year for new subscribers helps make D* insulated better from economic slowdowns, as we are experiencing. Looks like D* stuck it to E* pretty well comparing the numbers from both providers.
I missed my call on the SAC. It actually went down $5 to $707 per new account.
For those who don't understand why the up front costs and commitments, that number should tell you why.
For perspective, DISH Network's SAC rose to $699.
Did they break down voluntary vs. involuntary churn?
I should be able to blog part of this, listening to the hold music now.
And yes, the reason why DirecTV is doing well still is because of their being more stingy on who signs up. Dish laughed at them for doing that but look at what's happening to Dish. People are dropping it or getting dropped because they aren't paying their bills. DirecTV isn't encountering that all that much.
While sub additions were flat from last year and this includes losing 90K in Bell South territory so they feel real good there.
Side comment from me: 2nd quarter is typically the slowest quarter for adds.
Majority of lower churn was due to much lower involuntary churn.
Lower "first year" churn.
2nd half of the year is the goal to lower long term subscriber churn and their new loyalty rewards program is to address that.
Their goal is to keep churn around 1.5%
Added 3-4 times more HD and DVR subscribers then Comcast did in the same quarter.
A trend is to keep lowering up front fees for set top boxes.
Economy has had little effect on the business. Some yes, but limited unlike their competitors.
Status quo on their relationship with Liberty.
Question about growth and "high value" customers.
Feel they have a huge momentum in the market and really happy with their spot. However there is a lot more they can do.
They are not all that concerned totally with growth but creating a long term value money generator.
Ahhh, question on Dish finally. Question about how they can work with Dish.
Chase snickered a little.
Same old same old - they will keep on looking at things (as any business should do) but honestly there isn't a whole lot they are looking at.
Dish advertising more. How does that effect them.
Industry will keep getting more competitive and they need to keep raising their game. They like their competitive position.
Q: Dish has seems to close the gap in channel count, how does that effect them?
Not wanting to comment too much but there seems to be a bit weird thing with channel counts like one game a week being counted as a channel. DirecTV has solid 24x7 RSNs, sports packages in all HD, more HD LIL to over 80% of the country.
Q: Dish's 1080p channel the difference?
DirecTV has also announced 1080p. Overall DirecTV is very happy with their leadership position with HD.
Nice work on your "blog" updating Bonscott!
Dish Merger talk: They have nothing to say (and he laughed about it). Asked if the WSJ was just trying to sell papers.
Liberty merger: Nothing to report as Liberty is frozen from talking about it due to tax law until end of August (assuming there is any interest).
I'm pretty sure he basically just said the merger won't happen... by the way he answered that question...