Satellite TV operator DIRECTV Group
Where rival Dish Network
This quarter, DirecTV reported GAAP earnings of $0.32 per share, up from $0.27 a year ago. Revenue ballooned by 17% despite just about a 5% increase in customer count -- that's the magic of getting us to upgrade to high-def and DVR services. Monthly churn is down to 1.36%, a 10-year low that compares very nicely to other customer-centric subscription services:
Company |
Latest Subscriber Count (millions) |
Monthly Churn (%) |
---|---|---|
Verizon |
67.2 |
1.19 |
DirecTV |
17 |
1.36 |
Netflix |
8.2 |
3.9 |
TiVo |
3.95 |
1.5 |
DirecTV has invested a lot in its HD infrastructure, and it looks like the strategy is paying off now. All those satellite launches and beefier set-top boxes that can handle more efficient video compression standards were necessary in order to fuel the current high-def revolution.
Competing with established TV service providers like Comcast
Further Foolishness: