Dish Earnings Call Could Result in Reporting Sub Loss for Q1

[jansan]

Dish issued a press release informing everyone their 100/100 plan with addition of 2 HD local markets.

Dish Network may report a lost in video subscribers on 05/13/2008 according to my estimates and a financial analyst.

Here are the numbers released this month.

Cablevision gain 2,000
Comcast lost 57,000
DirecTV gain 275,000
DISH ?
FiOS gain 263,000
TimeWarner gain 55,000
U-Verse/ATT gain 148,000

http://online.wsj.com/article/PR-CO-20080508-906643.html?mod=wsjcrmain
http://www.multichannel.com/index.asp?layout=article&articleid=CA6559281

 

[jacmyoung]

Dish issued a press release informing everyone their 100/100 plan with addition of 2 HD local markets.

Dish Network may report a lost in video subscribers on 05/13/2008 according to my estimates and a financial analyst.

Here are the numbers released this month.

Cablevision gain 2,000
Comcast lost 57,000
DirecTV gain 275,000
DISH ?
FiOS gain 263,000
TimeWarner gain 55,000
U-Verse/ATT gain 148,000

DISH Network Expands Local High Definition Markets - WSJ.com
http://www.multichannel.com/index.asp?layout=article&articleid=CA6559281

Really, I thought the analysts latest estimates were 250,000 for D* and 125,000 for E*, they were pretty close about D*.

 

[Curtis0620]

Really, I thought the analysts latest estimates were 250,000 for D* and 125,000 for E*, they were pretty close about D*.

Analyst's estimates for D* were 180,000.

DirecTV profit rises 10 pct on US subscriber growth: Financial News - Yahoo! Finance

This increase over estimate is why 1 analyst is making this loss prediction.

 

[jacmyoung]

Analyst's estimates for D* were 180,000.

DirecTV profit rises 10 pct on US subscriber growth: Financial News - Yahoo! Finance

This increase over estimate is why 1 analyst is making this loss prediction.

The 250,000/125,000 was estimated by some analysts, if some others estimated 180,000/80,000 then I can see why they tried to explain it was not their fault when they were way off on D*, the difference must have come from E*.

DISH may very well come in with a bad number, we will find out next week.

 

[Peter Parker]

I don't undertand the title of this thread. How would lower earnings result in lost subs? The other way around woudl make sense but I must be missing something.

 

[ScoBuck]

I don't undertand the title of this thread. How would lower earnings result in lost subs? The other way around woudl make sense but I must be missing something.

Title slightly changed - THANKS

 

[jansan]

Thanks. Makes sense. It is coming to be a bad quarter.

 

[tomcrown1]

If anyone is going to Team Summit I would like to know Charlie the Tuna spin an what looks like to be a high Churn Rate

 

[Peter Parker]

I will really be surprised if there is a net sub loss but we will see.

 

[jacmyoung]

I will really be surprised if there is a net sub loss but we will see.

Though anything is possible, it will have to be a major bad DISH quarter of historical proportion to make the analyst prediction so wrong. But the perception of what DISH had to go through in the past few months was as bad as I could remember.