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DirecTV's Q12007 Results and WebCast

Discussion in 'DIRECTV General Discussion' started by Earl Bonovich, May 9, 2007.

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  1. May 9, 2007 #1 of 66
    Earl Bonovich

    Earl Bonovich Lifetime Achiever

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    The DIRECTV Group Announces First Quarter 2007 Results

    See the rest of the announcement at: DirecTV Investor Relations

    ----------------------------------------------------

    DIRECTV Announces Conference Call and Webcast for First Quarter 2007 Financial Results and Outlook

    See the rest of the announcement at: DirecTV Investor Relations
     
  2. May 9, 2007 #2 of 66
    jcrandall

    jcrandall Godfather

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    Wow, lowest churn in 3 years, good profits growth. Guess the 'futuristic' ads are working. I would imagine that 2008 Q1 will be very special with their HD growth plans.
     
  3. May 9, 2007 #3 of 66
    Earl Bonovich

    Earl Bonovich Lifetime Achiever

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    But I thought the change from TiVo was going to be the end of DirecTV?
    Or was it the lack of HD?
    Or was it the introduction of the Lease?
     
  4. May 9, 2007 #4 of 66
    mhayes70

    mhayes70 New Member

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    :lol: It's always going to be something that is the end of Directv.
     
  5. May 9, 2007 #5 of 66
    harsh

    harsh Beware the Attack Basset

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    The lease is surely a big reason that the churn has dropped. Having many customers bound to commitments is going to have that kind of effect. What happens when these people are freed is the other shoe. It is notable that the churn numbers from Q1 2006 were 1.45%, so this may not be a huge win in the context of a more "committed" customer base.

    In wonder if these numbers are apples to apples with last year's numbers. I notice the inclusion of the "before depreciation and amortization" caveat which will likely reduce some key number; especially in view of the increased leased receiver inventory.

    The ARPU number reflects the importance of NFL ST on revenues. The Q4 2006 ARPU was 10% higher at $80.70

    The Echostar Q1 2007 report comes out tomorrow for perspective.
     
  6. May 9, 2007 #6 of 66
    sorahl

    sorahl Godfather/Supporter DBSTalk Gold Club

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    It was Pinky!!!!! Pinky saved DirecTV and now they killed him!!!
     
  7. May 9, 2007 #7 of 66
    say-what

    say-what Active Member

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    The commitments existed long before D* switched to leasing, so there goes that theory.
     
  8. May 9, 2007 #8 of 66
    Herdfan

    Herdfan Well-Known Member

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    Teays...
    Not really. Before all you had to do was pay a pro-rated $150/300 to leave. Now you have to either ship back receivers or pay a much higher fee.

    So someone half way into a 2-year commitment with an HD DVR that was looking at a $150 penalty to make a clean break ( an amount that many cable companies will refund in service credits), now has the $150 plus either having to ship back their receiver and hope D* gets it or have something like $500 charged to their credit card.
     
  9. May 9, 2007 #9 of 66
    Mark20

    Mark20 Godfather

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    But doesn't D* send a pre-paid recovery kit? So the biggest effort is stopping at a UPS or FedEx (or whatever) shipping place if you can't drop it in the pick-up pile at your work.
     
  10. jackmacokc

    jackmacokc Cool Member

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    Joking aside, I think you're right on earl. Just goes to show how despite the "issues" people want good TV..and theres no doubt DirecTV is the best.

    Evan the die hard TiVo fanboys are starting to use the HR20...I know, because I'm one of them. :grin:
     
  11. mobbo

    mobbo Cool Member

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    May 8, 2007
    Hmmm... wonder if buying stock is a good idea before the big HD lineup comes out. I know no cable provider in my area is going to match them, if they pull through that is.
     
  12. topcats69

    topcats69 AllStar

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    Don't even have to that just call the 800 number and fedex will pick up at your door. very simple I just did that on a box.
     
  13. MikeR7

    MikeR7 Icon

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    They said the actual cost of an HR20 is now $400, but it will be coming down by $100 due to efficiencies being gained later in the year.
     
  14. Earl Bonovich

    Earl Bonovich Lifetime Achiever

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    Did I just hear correctly, that they are planning 75 more HD Local markets by Years end?
     
  15. morbid_fun

    morbid_fun Godfather

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    No, they are targeting a total of 75 markets. That is, at least, what I heard.
     
  16. MikeR7

    MikeR7 Icon

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    yes, planning targeting, what's the diff
     
  17. Earl Bonovich

    Earl Bonovich Lifetime Achiever

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    Guess we will have to wait for the archived version to play it back.
     
  18. morbid_fun

    morbid_fun Godfather

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    How many markets do they have now?
     
  19. Earl Bonovich

    Earl Bonovich Lifetime Achiever

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    59
     
  20. Earl Bonovich

    Earl Bonovich Lifetime Achiever

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    MRV was just hinted at.
     
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