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DIRECTV

5/22/2013, 9:04 AM ET

Quote & Headlines Market Currents StockTalk

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| Earnings
| Dividends
| M&A
| On the move

Friday, May 17, 4:11 PM DirecTV (DTV) has joined the ranks of companies weighing a bid for Hulu (DIS, NWS, CMCSA), with an eye towards expanding its arsenal of TV Everywhere content, the WSJ reports. The scoop shortly follows a report Time Warner Cable and other MSOs are talking about a possible bid. Comment! [Tech, Consumer, M&A]
Wednesday, May 15, 11:50 AM Seth Klarman added two new positions to Baupost in Q1, with Elan (ELN) now 3.5% of his portfolio and DirecTV (DTV) 0.38%. He added to already major positions in BP, AIG, ROVI, and IDIX, and completely sold out of GNW, and ANV. 1 Comment
Monday, May 13, 8:20 AM DirecTV (DTV) plans to float bonds in euros for the first time as the widening yield spread between euro-denominated corporate bonds and dollar notes continues to attract the attention of U.S. companies. Ford, Microsoft, and AT&T are just a few of the large firms raising funds by taking advantage of rock-bottom euro corporate bond rates. Comment! [Consumer]
Friday, May 10, 2:18 PM The Television Consumer Freedom Act backlash: 1) The bill introduced by Sen. John McCain is getting lots of attention from the cable industry, uniting big cable giants such as Comcast (CMCSA) and Time Warner Cable (TWC) with smaller regional cable companies. 2) Beyond just attempting to force a la carte cable pricing, the legislation also seeks to bar broadcasters from converting to cable networks to avoid tech upstarts like Aereo. 3) The icing on the cake might be what McCain wants to do with sports. The bill calls for banning sports blackouts (bad for DirecTV's (DTV) Sunday Ticket?) and would create havoc with new "super" conferences that are banking on big cable revenue for bundled access (bad for Time Warner (TWX) and New Corp (NWS)?) 2 Comments [Consumer]
Wednesday, May 8, 7:53 AM Sports were a big topic of conversation during the DirecTV's (DTV) earnings call. Renewing the contract with the NFL for the firm's NFL Sunday Ticket programming and striking a carriage deal for the new Time Warner Cable L.A. Dodgers network look intriguing, but could be too costly either now or in the future. CEO Mike White on sports programming costs: "Just because you ask for triple the fees doesn’t mean you’ll receive triple the fees." (transcript) Comment! [Consumer]
Tuesday, May 7, 9:13 AM Premarket gainers: SNTS +11%. ALU +11%. CVLT +8%. HIMX +7%. NSM +7%. FOSL +6%. DTV +6%.
Losers: RKUS -24%. ARUN -17%. AKRX -7%. PAL -6%. 1 Comment [On the Move]
Tuesday, May 7, 7:54 AM More on DirecTV (DTV): Subscriber growth in Latin America paced the company's overall revenue gains with the DirecTV Latin America unit adding 583K subscribers in the quarter to pass the 16M mark for total subscribers. In the U.S., average monthly revenue per subscriber rose 4.4% Y/Y. DTV +3.5% premarket. (PR) Comment! [Consumer, Earnings, On the Move]
Tuesday, May 7, 7:33 AM DIRECTV (DTV): Q1 EPS of $1.43 beats by $0.33. Revenue of $7.58B (+8% Y/Y) beats by $0.06B. (PR) Comment! [Earnings, Breaking News]
Tuesday, May 7, 12:05 AM Notable earnings before Tuesday’s open: ACM, AFAM, AKRX, ALLT, ARCC, ARIA, BCRX, CHTR, CMLP, CNK, CQB, CRZO, CVLT, DFT, DISCA, DTV, DWRE, EMR, ENDP, FE, FOSL, HCN, HFC, HPT, HSIC, KWK, LPX, NRG, NRGY, NVAX, OAK, OMX, PQ, PRGO, RIGL, SHOO, TA, TAP, TDG, TGH, TICC, TRGT, TW, WRES, XEC 2 Comments [Earnings]
Monday, May 6, 5:30 PM Notable earnings before Tuesday's open: ACM, AFAM, AKRX, ALLT, ARCC, ARIA, BCRX, CHTR, CMLP, CNK, CQB, CRZO, CVLT, DFT, DISCA, DTV, DWRE, EMR, ENDP, FE, FOSL, HCN, HFC, HPT, HSIC, KWK, LPX, NRG, NRGY, NVAX, OAK, OMX, PQ, PRGO, RIGL, SHOO, TA, TAP, TDG, TGH, TICC, TRGT, TW, WRES, XEC Comment! [Earnings]
Thursday, April 25, 1:16 PM Time Warner Cable (TWC -0.2%) CEO Glenn Britt delivered a sobering thought for media concerns during the company's earnings call (transcript). The exec says if Aereo becomes legal it would have a "significant impact" on the future of transmission fees. The quick uptake is that the development would be good for cable/satellite players (CVC, DTV, CHTR, DISH), but bad for broadcasters (DIS, CBS, CMCSA, AMCX, NWS) (h/t Rich Greenfield BTIG) 2 Comments [Consumer]
Wednesday, April 17, 9:31 AM The Seattle Mariners purchase a controlling stake in a new regional sports network in the Seattle area that it plans to run with DirecTV (DTV). Under terms of the deal, the network will carry Mariners games until 2030. The big picture: The development is another move in regional sports programming toward the shared-risk, shared-reward model whereby cable/satellite operators offload risk to sports teams wanting a bigger piece of the revenue pie. Comment! [Consumer]
Wednesday, April 17, 8:07 AM Stifel Nicolaus launches coverage on DirecTV (DTV) with a Buy rating while slotting peer Dish Network (DISH) at Hold. The stance falls in line with a generally cautious vibe on Wall Street to Dish Network's aggressive bid for Sprint. Comment! [Consumer]
Monday, April 15, 9:24 AM Sprint (S) +15.6%, Clearwire (CLWR) -2.8%, Dish Network (DISH) -1.7%, and DirecTV (DTV) -1.1%, as the Street mulls the implications of Dish's $25.5B offer for Sprint (S). Dish, which has been looking for a partner for its 4G spectrum, claims a merger will result in $13B in cost/capex synergies, and yield a company with 20% EBITDA growth. Dish would fund the $17.3B cash portion of the deal using $8.2B in existing cash + debt, and foresees debt ratings of B1/B+. Sprint shareholders would own 32% of the company. No one ever accused Charlie Ergen of thinking small. (offer letter) (Dish fact sheet) (Clearwire spectrum offer) (Dish/Clearwire) 3 Comments [Tech, M&A, On the Move, Consumer]
Wednesday, April 3, 10:16 AM The growing pile of cash accumulating at Dish Network (DISH -1.4%) continues to attract attention as the guessing game over what kind of M&A play the company might make heats up again. After today's launch of new bonds, the company will have close to $9B in cash even before the free cash flow from Q1 is added to the pot. Earnings call flashback: It should be remembered that CEO Charlie Ergen said Dish Network would "have to consider" a deal with DirecTV (DTV -1.6%) due to the synergies a merger could create. (transcript) 1 Comment [Consumer, M&A]
Tuesday, March 26, 5:23 PM While there’s been a lot of insider selling recently - SandRidge (SD), DirecTV (DTV), Lowe's (LOW) and Starbucks (SBUX), just this month - it’s not enough to concern investors, InsiderScore says. An uptick in selling during the first and fourth quarters is normal because insiders cash in shares for tax purposes during Q4 while restricted stock and options often vest during Q1. 9 Comments [Quick Ideas]

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