DISH Network Reports Fourth Quarter 2007 Financial Results and Conf call Thread.
- Thread starter Scott Greczkowski
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Damn it, I didn't realize there were TWO calls today, one for Dish Network and the Other for Echostar.
I am trying to get in on the Dish Network call now. Waiting for the operator.
I am trying to get in on the Dish Network call now. Waiting for the operator.
Ummm, I think they're some people posting in this thread who don't get sarcasm
One can not always claim sarcasm as his defense whenever holes are poked in his theories
One must stand on very solid ground and be very good at it before he can be considered funny.
Charlie says that competition was a factor in their numbers for this quarter. He says he likes the competition.
Charlie says the potental to gain from slow churn is possable today as D* showed low churn while growing in slow economy.
Thats old news, it just means that the Bell South areas are dropping DirecTV for Dish Network.
mpeg 4 transition is tied to satellite launches, While its beginning this year, next year they will be more agressive with it.
Charlie: We expect to be competitive with HD. With the 100 channels we expect to lauch. 70's national channels now. (Goaliebob note:Enron counting). 34 local markets For HD LIL. Future HD Dependant upon satellite launches.
Charlie: We have appealed the TIVO ruling. 120 Mil + Interest. set aside for tivo. We have designed non infringing software and we have filed for a patent for that new software, and have downloaded it to DVR's
Charlie says: Competitors are rolling out fiber to the curb and fiber to the home in upper class residences, and more opportunity in the MDU market with new Ruling. Opportunities in Digital conversion's. We didnt stack up like against others in the q4 like how we wanted to.
Side Note: Uverse is rolling out in all class residence's here in the Chicago area.
Side Note: Uverse is rolling out in all class residence's here in the Chicago area.
Part of it has to do with the success of FiOS; the other part having to do with super discounted cable triple play; but DirecTV having 200K move subscribers is all about marketing savvy. Has anyone seen D*'s new Mysery commerical...classic!
YouTube - DirecTV "Misery"
AMC 14 lauching next month. Targeted to go to 61.5. This satellite is a SATS launch under the Echostar brand. Echo 11 is a Dish Satellite launch, Ceil 2 is a Dish satellite, Launcing this year to increase HD and HD LIL. Page 7 of the 10K.
DVR penitration: Numbers not given out.
DVR penitration: Numbers not given out.
Still doesn't explain why he couldn't throw a couple of channels up in good faith!
Charlie: Satellite is going to stack up very well against VOD and with our VOD offerings. VOD is retention strategy for cable. We have an unlimited VOD play with the INTERNET.
Uverse is way behind on the HD curve (one HD stream at any given time) but their price is so attractive they can really eat into the lower end market, which Charlie will be impacted much more than DirecTV.
I don't think ATT/DISH bundle much of an advantage at all when ATT is seriously investing in and rolling out Uverse itself.
Charlie: AMC 14 will allow us to add 10 local markets a month until the end of the year. HD is bigger this year than last year. Directv had a great marketing Campaign and lead in the public eye as the HD Leader. We can do better there.
Then the call got cut off...! Operator comes on and says they will resume ASAP.
Then the call got cut off...! Operator comes on and says they will resume ASAP.
