DirecTV presents to Morgan Stanley, May 14th, 8:45am

Discussion in 'DIRECTV General Discussion' started by bonscott87, May 14, 2008.

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  1. bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    Jan 21, 2003
  2. tcusta00

    tcusta00 Active Member

    7,911
    1
    Dec 31, 2007
    Listening to replay now... will pick out some points. Interview with Pat Doyle, CFO

    40% of user base has at least one advanced product.
     
  3. tcusta00

    tcusta00 Active Member

    7,911
    1
    Dec 31, 2007
    "D11 will go into service later in the summer"

    we'll be able to "easily do 130/140 HD channels"
     
  4. tcusta00

    tcusta00 Active Member

    7,911
    1
    Dec 31, 2007
    talking about the Bell South loss as a marketing partner... how to pick up customers in those markets in spite of that loss
     
  5. tcusta00

    tcusta00 Active Member

    7,911
    1
    Dec 31, 2007
    Delevering... more cash, what to do with it - wants to stay at 2.5-3.5x range. Will still use leverage and will still try to return cash to shareholders via repurchases, dividends, etc.
     
  6. tcusta00

    tcusta00 Active Member

    7,911
    1
    Dec 31, 2007
    Talking about owning the service network - wants to be more connected. Wants to make a "quantum leap in customer service". Going to have a big enough piece of that network to be able to improve the areas that they outsource.
     
  7. tcusta00

    tcusta00 Active Member

    7,911
    1
    Dec 31, 2007
    talking about CAPEX. STB costs to decline. Mentioned D12 in '09. After these costs go away their CAPEX will improve.
     
  8. tcusta00

    tcusta00 Active Member

    7,911
    1
    Dec 31, 2007
    DoD - Will formally come out of beta and launch at end of quarter. 3000 titles today. Will be able to push content to the DVR based on customer interests. "It's easy to navigate."

    We don't feel like we're at the disadvantage to cable. If our customers want DoD they can upgrade. Download times depend on customer's speed. It's not like they have to wait for it to download for an hour, they can begin watching after a little while.
     
  9. tcusta00

    tcusta00 Active Member

    7,911
    1
    Dec 31, 2007
    Questions from audience:

    Latin America/PanAmerican markets strong - self funding at this point, now focusing on growth and will start investing in it more aggressively. Pushing DVR. HD rollout in some markets will come.
     
  10. tcusta00

    tcusta00 Active Member

    7,911
    1
    Dec 31, 2007
    Double Play from cable/telecos: not going to bundle with someone we don't have a relationship with to detriment of the customer.
     
  11. tcusta00

    tcusta00 Active Member

    7,911
    1
    Dec 31, 2007
    Feel good about features in STBs today, connectivity to internet, VOD...

    DoD will be fully integrated with the install process... installer won't leave the house without integrating it if the customer has HSI.
     
  12. tcusta00

    tcusta00 Active Member

    7,911
    1
    Dec 31, 2007
    Wireless data strategy? Continue to look at wireless broadband, but nothing to date has interested them enough to invest in a nationwide network. Interested in talking to companies about technologies to market to customers though with reasonable cost/quality.


    That's it!
     
  13. tcusta00

    tcusta00 Active Member

    7,911
    1
    Dec 31, 2007
    Anyhow, nothing really new in the interview. Pushing content to the DVR can be annoying - using my bandwidth to give me stuff I probably won't want. If internet becomes metered anytime in the future this is a "feature" they will have to be able to turn off.
     
  14. rmullin

    rmullin Mentor

    38
    0
    Sep 6, 2007
    Thank you, tcusta00. I wonder what this will do to their stock price.
     
  15. tcusta00

    tcusta00 Active Member

    7,911
    1
    Dec 31, 2007
    Since no new information was disseminated, probably nothing
     
  16. syphix

    syphix Hall Of Fame

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    Jun 23, 2004
    The "pushed" content will be coming from the satellites (i.e., overnight recordings, similar to the showcases). Many trailers/clips for DoD titles are already on your box, I believe...and you don't even know it...;)
     
  17. tcusta00

    tcusta00 Active Member

    7,911
    1
    Dec 31, 2007
    Really? Because the whole pushed content thing was part of the DoD/internet connected STB discussion.
     
  18. syphix

    syphix Hall Of Fame

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    Jun 23, 2004
    Unless things have changed, this is what Earl said back in the DoD "First Look":
     
  19. tcusta00

    tcusta00 Active Member

    7,911
    1
    Dec 31, 2007
    Cool - glad it won't eat up our HSI bandwidth. Thanks for the link.
     
  20. smiddy

    smiddy Tain't ogre til its ogre

    15,654
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    Apr 5, 2006
    Thanks for putting this up and interjecting the fine points.
     
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