Here are some 1st qtr finacial numbers to back up Greg's statement:
D* E*
Revenue $3.5B $2.64b
ARPU $73.40 $64.17
Net Income $336mil. $157mil
Time to give Charlie some props
- Thread starter TomD
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Here are some 1st qtr finacial numbers to back up Greg's statement:
D* E*
Revenue $3.5B $2.64b
ARPU $73.40 $64.17
Net Income $336mil. $157mil
Ive seen the numbers, most have. What they have to do with the post you are quoting which is his reply to me I have no idea, considering it was about net subscribers(not income
) which E* has been adding more of the last 5 qtrs than D*.I understand, elwaylite, but realize that Curtis0620 is pointing out exactly what I was talking about. DirecTV made the realization over 18 months ago that they no longer wanted "low-end" subscribers; instead, DirecTV said they'd try to concentrate on acquiring higher-end subscribers and manage churn. And from DirecTV's financials, it seems they are on the path to accomplishing that goal.
They've been trying to grow their net income, not their subscriber base.
Remember that all subscriber acquisition costs (SAC) comes right out of the profits. So even by adding a ton of subscribers in any given period, it affects the net income. The only way to manage that is to have less churn. Hopefully, both providers can manage their churn in the face of the triple-play bundles and the looming telephony television offerings.
They've been trying to grow their net income, not their subscriber base.
Remember that all subscriber acquisition costs (SAC) comes right out of the profits. So even by adding a ton of subscribers in any given period, it affects the net income. The only way to manage that is to have less churn. Hopefully, both providers can manage their churn in the face of the triple-play bundles and the looming telephony television offerings.
Ah, I understand the point. Ive had too much coffee today, firing off in all directions.
Im curious to see how net sub additions are effected (if at all) in the coming qtrs by D*'s flood of ads and E*'s lack there of. I do agree with your statement that their brewing hd race is good for us.
And trust me, I give props to the Dish Network executive management team. They've done very well keeping up with the demand in new subscribers. They've done well with increasing their revenues. And they've managed to do this while putting out the lawsuit fires such as the distant network service and TiVo patent litigation. And we now know about some HD plans thanks to Scott that we hadn't heard before.
Sounds like the ship is on the right course to me!
Sounds like the ship is on the right course to me!
They really haven't put out the lawsuit fires - they are just going thru their natural steps. They are still out there and could be troublesome.
Well something is different- DTV is making money. That was a rare thing under GM/Hughes. Whether it's due to "subscriber management" or other factors, they appear to have turned a corner.
The first MLB EI invoice probably hasn't come in yet.
Totally agree.Also the subscribers that D* has added thanks to MLB EI hasn't been added yet either.
The first MLB EI invoice probably hasn't come in yet.
How bad are they actually taking a hit on the MLBEI?
So You Know
Well said. Dish is still paying for the Cricket World Cup, which was a MAJOR bust.Totally agree.Also the subscribers that D* has added thanks to MLB EI hasn't been added yet either.
Enough already. Charlie earned 150 mill - Ruppert earned over 300 mill. BOTH of them are laughing all the way to the bank - at US!
