[Steve615]

DirecTV will present at the Liberty Media Investor Day,scheduled for Friday,Sept. 26,2008 at approx. 9 AM ET.
Chase Carey is scheduled to be the speaker at the event.
The presentation will include an update and outlook on the DirecTV businesses.

http://investor.directv.com/releasedetail.cfm?ReleaseID=336562

A live webcast of the event will be available at:

http://www.directv.com/investor

An archive of the presentation and webcast will also be available at the second link provided in this post.

 

[Steve615]

Giving this a nudge to keep it on the first page of threads.

 

[bonscott87]

Hey, I found the thread. I've been bombed at work so far today but I'll try to blog. But I may not need to as much since this looks to be a straight presentation and a PDF of the slides with all the talk points is available. More of the same from what I saw in the slide deck so main points will be their advantage, growth, high quality customers better shielded from the economy and so forth.

Webcast page which includes the slide deck: http://dtv.client.shareholder.com/eventdetail.cfm?EventID=60073

 

[bonscott87]

Just a whole lot of Liberty financial stuff. This is to be expected, it is a Liberty call afterall.

The schedule is for Chase to talk DirecTV next. Then they will talk about their sports properties which may be interesting for those that have RSNs owned by Liberty.

Ahhh, he just mentioned DirecTV. He said part of the reason for Liberty Entertainment doing well is the strength of DirecTV in a really tough market.

 

[Sixto]

interesting to get details on page 26 ...

 

[bonscott87]

interesting to get details on page 26 ...

Nice catch. A bullet point on next gen hardware and whole home experience. Could be talking about Tivo here at least an update on the whole home DVR thing.

Looks like Chase is up.

 

[Sixto]

Nice catch. A bullet point on next gen hardware and whole home experience. Could be talking about Tivo here at least an update on the whole home DVR thing.

Looks like Chase is up.

Yep, I'm listening too if you get tied up ... Chase speaking ... thanks for the blogging!

 

[bonscott87]

No problem. Feel free to jump in.

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

Chase's typical rambling. Ummmm, ummmmm.

He once again mentioned that service is not where it should be. (Hopefully one of these days it will actually get better.)

 

[bonscott87]

Focus on high quality subscribers.

(They are killing Dish and cable in growth. FIOS is only thing greater then them, but to be expected since FIOS is so new)

 

[bonscott87]

Adding another 40 local HD markets by year's end.

 

[bonscott87]

Nice chart on Churn. Down big time. It breaks out voluntary vs. involuntary churn.

Another nice chart on their tighter credit policies the past few years and how it's effected churn going down.

 

[bonscott87]

Overhauled communications to customers in the past 6 months and introduced a loyalty program for long term customers.

 

[bonscott87]

A nice chart breaking down ARPU.

(I'm really liking a lot of these charts. Answers a lot of questions people always have about the details.)

 

[bonscott87]

HD and DVR pentration up to 41%, 6.6 million people.
It's expected to go up to 75% in the next few short years.

And again, adding high quality subscribers with lower risk to leave.

 

[bonscott87]

HD channel count slide. LOL.

Dig on calling a show a "channel". Chart also mentioned that game only RSNs and VOD is not counted.

DirecTV - 130, Dish 75 and so forth.

 

[bonscott87]

Diversifying beyond Sunday Ticket but it's still their flagship. Determined to be the sports leader and remain that. If a fan wants sport they want to be with DirecTV.

 

[Sixto]

their desire/goal: "If you're a sports fan then you gotta have DirecTV"

 

[bonscott87]

Interactive. Mostly sports but launching local on the 8s for the Weather Channel (which we know just started a couple days ago).

 

[bonscott87]

Developing a next generation UI with customization and advanced search interfaces. (Maybe our boolean search terms will get a UI).

 

[bonscott87]

Improve reliability of set top boxes, still got some way to go.
Upgradable such as a software download to make an SD DVR able to do HD (R22 I'd guess).

Largest thing coming up next is the whole home experience. One hard disk and pull up a program on any TV or PC. (MRV and whole home server coming!)

(No mention of Tivo).