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DIRECTV HD Receiver with TiVo (Official Q3 2010 Thread)

Discussion in 'DIRECTV General Discussion' started by Stuart Sweet, Jun 24, 2010.

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  1. Brennok

    Brennok Legend

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  2. Sixto

    Sixto Well-Known Member

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    Today:
    "On top of all this notable momentum in the U.S., our plan remains to launch DIRECTV by year end and we are very excited about the impact of this launch of our sub trends."

    "It is also worth pointing out that our software is being ported onto set-top boxes from multiple device manufacturers including Cisco set-top boxes for both ONO and Virgin and Technicolor Thomson set-top boxes for DIRECTV and others, and there are additional set-top box providers showing significant interest in similar relationships."

    http://seekingalpha.com/article/222314-tivo-ceo-discusses-f2q2011-results-earnings-call-transcript
     
  3. Hoosier205

    Hoosier205 Active Member

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    Regardless of when they arrive, I simply wonder how far behind the times they will be.
     
  4. bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    Hmmm, so did he read this from his 2009 presentation by mistake? ;)
     
  5. fornold

    fornold Legend

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    Later he did use the word "hope" in answering a question.

    Time will tell.
     
  6. fernly

    fernly Cool Member

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    According to the transcript I read, Rogers responds to a Q&A with this (quoted partially above):
    He also refers to the DirecTV launch as something he expects to have an impact on income. To say that in an earnings call, without a realistic belief it would happen, would be to invite later investor lawsuits.
     
  7. Stuart Sweet

    Stuart Sweet The Shadow Knows!

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    "we hope to be able?"

    Sounds rather limp to me. Folks, I hope to be able to win the lottery. Doesn't mean it's going to happen.
     
  8. fornold

    fornold Legend

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    Of course he believes it will impact income. They wouldn't be working on it if it wouldn't provide income. Besides it is a forward looking statement that is covered in the normal Safe Harbor declarations, so if for some reason it doesn't come out they will be fine.

    The use of the word "hope" just gives them wiggle room if (or maybe when) it does slip to next year.
     
  9. Steve

    Steve Well-Known Member

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    Lower...
    "Former" is the operative word in that statement by Mr. Rogers, who apparently is either not familiar with his own company's subscriber numbers, or is trying to paint a different picture. I say that, because you can see by the attached snip from the 12/06 10Q TiVo filed, DirecTiVO subs appear to have peaked in April '06 at 2,875,000.

    According to the latest 10k (snip #2 below), they now have a total of 1,018,000 subs from all MSO's. That includes RCN, Cox, Comcast and DirecTV. Even if DirecTV still accounts for 75% of those, or 760,000 subs, I'm pretty sure that means they've lost over 2,000,000 DirecTV subs since 2006! If I'm wrong, someone please correct me. But if I'm right, how many of those, if any, does TiVO realistically expect to get back? :scratchin
     

    Attached Files:

  10. CuriousMark

    CuriousMark Icon

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    Reading between the lines, I would say that means that of the 2 million that dropped TiVo on DirecTV, half a million left DirecTV completely and are not included in Rogers list of candidate DTV subscribers that might be interested in picking up the new DVR because they were already familiar with TiVo.
     
  11. Steve

    Steve Well-Known Member

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    Well don't forget, he's including the remaining 750k DirecTiVO users (my estimate) in that 1.5 million, so that leaves 1.4 million unaccounted for.

    I'm not sure how he'd be privy to data on which TiVO subscribers are no longer D* subscribers. E.g., I switched my HR10-250's for HD DVR's back in 4/07. How does TiVO know if I left or not?
     
  12. bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    He was just pulling a number out of his butt of how many *used* to be DirecTivo subs and thus speculating that all of those would immediately come back to Tivo (and DirecTV if needed) just to get the new DirecTivo. Pretty big stretch frankly. But gotta say what you gotta say to keep the stock price up.
     
  13. wingrider01

    wingrider01 Hall Of Fame

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    I sem to recall that TIVO considers this 2011 by their fiscal year, so do they mean late 2010 by the calendar or late 2011 but their fiscal year?​
     
  14. Doug Brott

    Doug Brott Lifetime Achiever DBSTalk Club

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    speculation like this is always based on the Gregorian calendar, not the fiscal one.
     
  15. ejjames

    ejjames Icon

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    Whatever. Look, just tell this "Greg" guy to let me know when the tivo will be ready. :)
     
  16. ATARI

    ATARI Hall Of Fame

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    Sad news to report -- Greg died 425 years ago.


    ;)
     
  17. joed32

    joed32 Hall Of Fame

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    A moment of silence please.
     
  18. Carl Spock

    Carl Spock Superfly

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    I've never owned a TiVo but I really like the ones I've used. From this latest reading of the tea leaves, maybe this piece will be a reality by the time my commitment renews in the fall of 2011.

    <ducks>
     
  19. Doug Brott

    Doug Brott Lifetime Achiever DBSTalk Club

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    I used to think before the end of this year (no longer do) .. but end of 2011 is probably still doable.
     
  20. hdtvfan0001

    hdtvfan0001 Well-Known Member

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    I know just the perfect skeptic to have as a tester....cause if they can turn that person around into a fanboy - they've struck gold with a product. ;)
     
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