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DirecTV reports much better Q3 results than DISH

Discussion in 'General Satellite Discussion' started by ScoBuck, Nov 10, 2007.

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  1. ScoBuck

    ScoBuck Banned User

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    DISH for Q3 = 110,000 net new subs, a drop of 62.7% from last year
    DirecTV for Q3 - 240,000 net new subs, an increase of 45% from last year

    DISH for Q3 = churn rate of 1.94%, DirecTV for Q3 churn rate of 1.61%

    Also, the tone of the two press announcements is totally different, DISH presenting a pessimistic view, DirecTV presenting a very positive view.
     
  2. jtn

    jtn Banned User

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    Maybe it's time for a marriage of the two companies.
     
  3. ScoBuck

    ScoBuck Banned User

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    And let's not forget that DirecTV said about 60% of its new subs took advanced products (HD and or DVRS), and that DirecTV has an upfront lease fee while DISH gives them away.

    I am not pretending to have the anwers as to why (I surely can guess), but those trends don't look very good for DISH at the moment.
     
  4. RAD

    RAD Well-Known Member

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    Dripping...
    I'm going to be curious to see what the 4th qtr numbers will look like since the 3rd qtr only covered a couple weeks of the HD rollout.
     
  5. Lord Vader

    Lord Vader Supreme Member DBSTalk Club

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    Indeed, RAD. Also, the holiday season comes into play, and its impact upon D*'s numbers ought to be interesting.
     
  6. tonyd79

    tonyd79 Hall Of Fame

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    Why?
     
  7. TermiNader

    TermiNader DIRECTV since 1997

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    If they do, DIRECTV better get a real good pre-nup. :D
     
  8. RandCfilm

    RandCfilm Godfather

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    :lol:
     
  9. Ken S

    Ken S RIP

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    What I find interesting is the difference in ARPU between the two.

    Dish ARPU approx $66
    DTV ARPU approx $80
     
  10. tonyd79

    tonyd79 Hall Of Fame

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    Does this surprise you? Dish always sold itself as the less expensive alternative and doesn't have EI or ST. DirecTV has always courted the bigger spenders.
     
  11. saleen351

    saleen351 Godfather

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    Did they add 110k total or added 110k minus the churn which equals?
     
  12. krock918316

    krock918316 Hall Of Fame

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    Gross additions minus churn equals Net Subscriber additions.
     
  13. jtn

    jtn Banned User

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    DirecTV will have higher earnings since they are a bigger company, and have more revenue, customers than Dish Network.
     
  14. ScoBuck

    ScoBuck Banned User

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    Frankly, this is not good news for ECHOSTAR - as it comes in the quarter BEFORE the new DirecTV programming will play a substantial part - and as it is already HALFWAY thru the 4th Quarter, and DISH has not made any matching HD programming additions - or announcements of any to come, they could have a pretty bad 4th Quarter as well.
     
  15. RAD

    RAD Well-Known Member

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    Dripping...
    The did add some, like TBS-HD. ;)

    To be honest E* did add some new HD like BTN with all the alternatives and some more RSN's, just not channels like USA, Sci-Fi or FX which looking at some of the E* customers responses since they're not 24x7 HD they don't want them anyway.
     
  16. itguy05

    itguy05 Legend

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    Which I don't get - when I compared Dish to DTV, here's what I found:

    DTV Plus HD/DVR - $59.99 (1-12 mo), $69.00 (13-24 mo)
    Dish Everything 250 + HD + DVR = $63.97 (1-18 mo), $83.97 (19-24 mo)

    Surely not the less expensive alternative for these things.
     
  17. ScoBuck

    ScoBuck Banned User

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    We are talking about growth - new subscribers. DISH has had more adds in the past couple of years than DirecTV - so this is a bit different than recent results.
     
  18. jtn

    jtn Banned User

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    Alright, but remember DirecTV has atleast 4 million more customers than Dish.
     
  19. JLucPicard

    JLucPicard Hall Of Fame

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    I think a big part of D*s ARPU being higher is the sports subscriptions that people get through D*. Base packages may be higher on E* before adding on ST, EI and the like to the D* base sub.
     
  20. ScoBuck

    ScoBuck Banned User

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    They have 3 million more not 4. (at least until 6 months from now).

    That has nothing to do with who signs up today. When I signed up I didn't know AND DIDN'T care how many subs DirecTV (or DISH) had. That means NOTHING to a new subscriber.
     
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