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DIRECTV Announces Conference Call & Webcast for Second Quarter 2008 Financial Results

Discussion in 'DIRECTV General Discussion' started by cforrest, Jul 18, 2008.

  1. DodgerKing

    DodgerKing Hall Of Fame

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    Also, the LOWEST second quarterly churn rate in 4 years
     
  2. Sixto

    Sixto Well-Known Member

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    Yep ... "Driven by Lowest Second Quarter Monthly Churn Rate in Four Years of 1.49%"
     
  3. ATARI

    ATARI Hall Of Fame

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    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?
     
  4. hancox

    hancox Godfather

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    Commitments are recession-proof :)

    :soapbox:
     
  5. cforrest

    cforrest Icon

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    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.
     
  6. harsh

    harsh Beware the Attack Basset

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    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.
     
  7. Ken S

    Ken S RIP

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    Did they break down voluntary vs. involuntary churn?
     
  8. bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    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.
     
  9. bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    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.
     
  10. bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    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%
     
  11. bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    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.
     
  12. bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    Economy has had little effect on the business. Some yes, but limited unlike their competitors.
     
  13. bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    Status quo on their relationship with Liberty.

    Q&A begins.
     
  14. bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    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.
     
  15. bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    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.
     
  16. bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    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.
     
  17. bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    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.
     
  18. hdtvfan0001

    hdtvfan0001 Well-Known Member

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    Nice work on your "blog" updating Bonscott! :)
     
  19. bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    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).
     
  20. Greg Alsobrook

    Greg Alsobrook Lifetime Achiever

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    I'm pretty sure he basically just said the merger won't happen... by the way he answered that question...
     

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