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Discussion in 'DIRECTV General Discussion' started by Stuart Sweet, Jun 24, 2010.
I read somewhere that the new HD Tivo unit was code-named KS25-700.
The problem with that threshold is that consumers very often will "think" they were paying for whatever they wish was offered to them, rather than what was actually offered to them. It's this tendency that prompts airline passengers to get irate when they end up with different seat assignments on an airline flight because of a change of equipment, and prompts cable television subscribers to get irate when their favorite channel is moved to a higher tier of service: They thought they were paying for X when in reality they were paying for a lot less.
The prevailing threshold for what consumers should get is what they were actually promised, not what they thought they were promised.
But didn't they pay a transfer fee? It was a while ago so I don't recall it clearly.
Honestly, neither do I. What I do recall is that months prior to the release of TiVo S3, TiVo chose to remove Lifetime as a subscription option. It caused an uproar at TCF. When they released the S3, I think they came to understand that lack of Lifetime could hurt sales for those who aren't hard-core TiVotees, so they offered a limited Lifetime transfer plan for $199, but it did make quite a few folks gun shy since, coupled with the cost of the S3, it totaled ~ $1,000. I just recall a couple of posters here, probably @ TCF as well, looking to meet the Dec. 31st deadline.
My google alert caught an investor report at schaeffer research (I'm not allowed to post URLs yet, but if I could, it might look like schaeffersresearch, dot, com, slash, commentary, slash, observations.aspx?ID=101475) about increased options activity on both Tivo and Directv. The report (whose URL I can't post) says in part,
and going on to describe trading on TiVo stock using language I frankly don't understand (anyone want to translate it?).
The report also notes increased options activity on DirecTV but relates it to the earnings report expected today (8/5), with quite of bit of "shorting" meaning investors betting that earnings will not be good.
I tend to discount anything approximating technical information obtained through financial analyst posts. These guys are paid to make good predictions. Most make so many predictions that some have to be correct, out of sheer statistical inertia.
Well the ones who went short on DTV expecting earnings below expectations -- were wrong. Per the earnings call transcript (whose URL I'd post if I were allowed, but it's easy to find) they added lots of subscribers, lost fewer than before, and cash flow and revenue increased year-over-year and beat expectations.
There's a lot of talk about how they "manage" the "churn" which is interesting in the light of several people on this thread who've talked about leaving DTV for Uverse, FIOS &etc. Apparently DTV has placed emphasis on trying to retain the "high-value" customers who call in to cancel -- meaning the ones with lots of options and a DVR. Apparently they've had results from this emphasis.
There's even a note in the earnings call about Michael White being on "Undercover Boss" next season.
But nothing at all was said about Tivo in this call.
Tivo's Q2 earnings call is scheduled for 8/25.
I didn't get a chance to listen to the Earnings Call this time (very busy this past week), but I'm not surprised that TiVo never came up. DIRECTV is already getting what they want out of this deal regardless of when the new TiVo shows up.
The folks here cannot be construed to be a representative sample.
No, not hardly! However, they are pretty much exactly what the DTV people described as "high value" customers: with DVRs and HD and other options. What they meant by "managing the churn" was that they were having their service reps try harder to retain those high value types, and just say "ok, sorry, bye" to the low-value leavers. So knowing that this is the policy, the high-value subscriber can count on having good leverage when calling with a complaint.
Sometimes being very technical doesn't make you high-value. Sometimes it makes you a smart shopper and likely to spend less.
I never owned a Tivo. I owned two Replay units, in fact was a very early adopter to that platform and because of that I always received excellent pricing from them, which kept me loyal. I disliked Tivo because, IMO, their slick marketing undermined Replay's superior technology.
With all of that said, I wonder just what might be the experience of a D* Tivo vs. Replay vs. a HR2x?
FWIW, I've tried asking about D* and ReplayTV, but I get the impression that D* bought ReplayTV for it patents.
I agree, D* could benefit from the ReplayTV UI.
To bad we can access content on our ReplayTVs from our networked D* receivers and vice versa...
I wouldn't be surprised but I think it's premature to make that call.
Nah, they are working on it...though the last thing I heard was they are working a lot of the T's and C's and the expectation is sometime 1Q 2011 from one source, though another source said they would be here as of the Summer of 2010...but the summer is running out.
At this point my prediction of 1Q11 is beginning to seem far-fetched, since we haven't seen so much as a prototype.
Stuart, since you've been a better predictor than I on this matter, I may have to just follow the leader this time.
Still valid, IMHO. Just remember that '11' could be '2111'
TiVo's 2Q11 just ended.