DirecTV 3rd Quarter Results

[harshness]

Originally Posted by rad

And the economy was in a lot different shape back then now wasn't it.

Don't bother trying to convince Red Box and Netflix of that.

One theory holds that as people can't afford to go out, they "view in".

We are witnessing the viewing model in transition and it is moving toward one that doesn't fetch $5-12/movie. The satellite providers (all of them) need to wake up and smell the microwave popcorn.

[stonecold]

You just tried to compare an apple to an orange.

Red box and Netflix , are not even in the same thing as directv. Movie rental service vs tv service. netflix can be had for 9 dollars a month which is alot eaiser to sell someone on then 55.99 dollar a month tv service. Now I think your right about the comparing redbox/netflix to Directv Cinema option. But no fair to compare netflix growing subs to the lower number of new net gains by directv in this bad economy.

Personally I like to see ppv become cheaper as i know I wont pay 5.99 for a movie via directv when i have my next flix sub.

[harshness]

Originally Posted by stonecold

You just tried to compare an apple to an orange.

That was my goal so I'm glad that at least one person recognized it.

My point was that the models for accessing content are changing as a result of the "economic downturn" and some of the "old school" models (apples) like asking $5.99 for a PPV are decidedly less attractive given the newfound alternatives (oranges).

Just as video rental stores (apples) are dropping like flies and being replaced by kiosks and subscription services (oranges), the satellite providers are going to have to adapt to address the new content acquisition model or see those revenue streams disappear.

[harshness]

To support understanding of the fiber delivery subtopic, here's a list of definitions: What is FTTP, FTTH, FTTB, and FTTD? Fiber Optic Tutorial Series Four