Conference Call Dish Network

[armymp30]

Can we expect better performance this time around?

DISH Network Corporation Announces Conference Call for Fourth Quarter 2008 Financial Results

 

[jdmacor]

I don't have a good feeling about it. But who knows. Maybe their marketing campaigns have paid off...

 

[Laddyboy]

With both D* and Fios expanding sub numbers significantly and with the loss of the AT&T agreement, I have a feeling E*'s sub numbers will be poor as they have been the last year.

 

[jdmacor]

My left field prediction: $11.6mm in revenue. Net loss in subs.

 

[damjr]

I predict somewhere between 40-50,000 net subscriber loss for the quarter.

 

[Juan]

With both D* and Fios expanding sub numbers significantly and with the loss of the AT&T agreement, I have a feeling E*'s sub numbers will be poor as they have been the last year.

fios would be eating D* not E* cus D* has a deal with Verizon

 

[Laddyboy]

fios would be eating D* not E* cus D* has a deal with Verizon

What on earth are you talking about?

 

[Poke]

At this point most all providers are about the same overall. Most of the Telcos are spending allot of money just to get their stuff up and running..

 

[FitzAusTex]

What on earth are you talking about?

Canabalizing D*s base. Aside from FiOS TV, Verizon has a Double/Triple/Quad Play partnership with DirecTV.

 

[Laddyboy]

Canabalizing D*s base. Aside from FiOS TV, Verizon has a Double/Triple/Quad Play partnership with DirecTV.

Yes, they've had an agreement like that for a while. I don't see how D* gets cannibalized. D* will get Verizon customers with the tie-in who don't have Fios available which is most of them. Stop to think about it. D* isn't going to enter an agreement with another company unless it expects to gain by doing so. When Fios enters a market, it picks up from the cablecos, D*, and E*, not just one provider. Now D* also has an agreement with AT&T. Is it going to be cannibalized by AT&T U-Verse now? If they are getting cannibalized they must be adding them faster by other means given their subscriber growth.

 

[Juan]

What on earth are you talking about?

Verizon has a triple play bundle with D* For every fios going in more than likely 1 D* customer going away

 

[Laddyboy]

Verizon has a triple play bundle with D* For every fios going in more than likely 1 D* customer going away

Or an E* or cableco customer. You're ignoring the fact that most Verizon customers do not have access to Verizon Fios. D* is picking up subs from Verizon bundling in the nonFios areas or they wouldn't have an agreement. Same with the new AT&T agreement and U-verse. Why would D* enter into agreements that were adverse to them with not one but two very large telcos? Have densely populated areas since the advent of Fios and U-verse or even large bundling cablecos ever been prime subscriber territory for DBS?

 

[db2]

Expect a net loss is subs and Charlie it on the economy.