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published:
08-Nov-07
territories:
USA
categories:
Market data analysis, General market development
Revenues up, but churn also higher for DirecTV
US satellite operator DirecTV has seen its US operational revenues jump by 14 per cent from the second quarter 2007, reaching $3.9bn in the three months leading up to October. ARPU also showed an increase, fuelled by raises in channel package prices and by better take-up of DirecTV's advanced services--its PVRs and HDTV offerings. Churn however, increased in the period, hitting 1.61 per cent monthly, and while still down on the same period in 2006, DirecTV has seen a consistent trend of it increasing through 2007, having started the year at a low of 1.44 per cent.
However, despite the higher churn exhibited this quarter, net additions were greater than in previous periods, and almost 50 per cent larger than those seen in the third quarter 2006. The company reported that the increase was primarily due to the demand for its advanced services, with half of all new customers taking a PVR and/or HDTV. This is a marked contrast to the same period last year, when fewer than 30 per cent of new customers were taking the services. This has had an impact on subscriber addition related costs, which increased from $325m in the third quarter 2006 to $417 in the same period 2007. DirecTV now has a US customer base of nearly 16.6m.
Our take...
The quarter's results were a mixed bag for DirecTV, as while revenues have continued to soar, they have had little effect on overall profitability, with operating profits actually down slightly on 2006. The steadily increasing churn is also a little worrying for the company, seeing as its current strategy rests with attracting high-value low-churn customers; however, in light of the recent price increases, too much shouldn't be read into this result. The company's current market position does seem to be working though, with extremely strong net additions in a quarter which saw cable operator Comcast add only 11,000 TV customers, and Time Warner Cable shed a further 83,000. DirecTV's main challenge now is to maintain or increase its profitability in the face of rising subscriber addition costs--further decreasing its churn rates will be key to this.
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Analyst, market intelligence & notices
Reports
(2) 1-2 showing
HDTV 2008: Global uptake, strategies and business model...
This new HD report focuses on business models, costs and benefits derived from HD services, notably from a pay TV operator perspective. The report is mostly centred on broadcast HDTV and pay HDTV across all platforms (satellite, terrestrial, cable, IPTV) but it is also looking at the overall migration to HD in all audiovisual services and devices (displays, set-top boxes, online HD, hi-def video, hi-def gaming, hi-def VOD).
published:
01-Jul-08
territories:
Albania, Austria, Belgium, Canada, China, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hong Kong, Hungary, Iceland, Ireland, Italy, Japan, Korea. Rep [S], Mexico, Netherlands, New Zealand, Norway, Poland, Portugal, Romania, Russian Federation, Singapore, Slovakia, Slovenia, South Africa, Spain, Sweden, Switzerland, Thailand, Turkey, UK, USA - Asia-Pacific, Benelux, Central and Eastern Europe, Europe, Africa and Middle East, Nordic Region, North America, Regional Totals
Vincent Létang
The Business of Children's Television
Covering Western Europe, North America, Australia and New Zealand, this report includes comprehensive data on spending on originated and acquired children's programmes, together with the value of the home entertainment market and licensing. The report also details hours of children's programmes transmitted over the last five years, the number of theme channels, and viewing by the children's audience. Profiles of the 25 leading players in the business are provided, including production and exploitation strategies, financial results and key properties.
published:
20-Jul-07
territories:
Belgium, Denmark, Finland, France, Germany, Italy, Netherlands, Norway, Spain, Sweden, UK, Canada, USA, Australia, New Zealand, Japan
Guy Bisson
Tim Westcott
Articles
FCC bonanza in spectrum auction
Contenders have bid $20bn for frequencies released bythe forthcoming analogue switch-off. Verizon bid the most money, AT&T secured the most licences
published:
23-Apr-08
territories:
USA - North America
Ronan de Renesse
Advertising market under pressure
Advertising market under pressure: TV ad revenues will struggle to match an already sluggish GDP growth in the next five years in Europe and the US. 2008 in particular is uncertain, between 'quadrennial' drivers (Sports, US elections) and adverse economic conditions
published:
23-Jan-08
territories:
France, Germany, Italy, Spain, UK, USA - North America, Western Europe
categories:
Market data/forecast revision, General market development
Vincent Létang
Prospects for growth on Mobile TV
An analysis of brusiness models and structure of the value chain. Operators have experimented with a variety of business models. TV on mobile can be paid per day, per week, per month, per megabyte, per minute, per channel and per package. Technology limitations, the pre-pay and contract subscriber base, usage patterns and types of content are key metrics for the selection of a suitable business model for consumers. We examine and assess the options available to operators in the mobile TV field.
published:
01-Dec-07
territories:
Australia, Austria, Belgium, Canada, Czech Republic, Denmark, Finland, France, Germany, Greece, Hungary, Ireland, Italy, Japan, Korea. Rep [S], Netherlands, Norway, Poland, Portugal, Slovakia, Slovenia, Spain, Sweden, Switzerland, UK, USA - Asia-Pacific, Europe, North America
Ronan de Renesse
Funding of public broadcasting
In 25 countries surveyed, public funds worth þ22.3bn in 2006
published:
01-Nov-07
territories:
Australia, Austria, Belgium, Canada, Czech Republic, Denmark, Finland, France, Germany, Greece, Hungary, Ireland, Italy, Japan, Netherlands, New Zealand, Norway, Poland, Portugal, Slovakia, Spain, Sweden, Switzerland, UK, USA - World
Tim Westcott
Free-to-air mobile TV market grows
More than 15m people in Asia subscribe to free-to-air mobile TV services
published:
01-Nov-07
territories:
Austria, Belgium, Canada, Czech Republic, Denmark, Finland, France, Germany, Greece, Hungary, Ireland, Italy, Japan, Korea. Rep [S], Netherlands, Norway, Poland, Portugal, Spain, Sweden, Switzerland, UK, USA - World
Ronan de Renesse
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Western Europe
ARPU
