DirecTV: Controlled Growth Strategy Might Work

/by

DirecTV (DTV) shares are up about 3% in response to a solid quarterly earnings report. My key takeaway is that the street is beginning to respond favorably to the company’s transition to a controlled growth strategy where EBITDA and free cash flow growth is paramount and subscriber growth is secondary. The street is also pleased […]

Read more

DirecTV: Not Interested In Getting Long

/by

DirecTV (DTV) reported slightly disappointing 3Q05 results primarily due to higher than expected churn and retention marketing. Revenue of $3.2 billion was a little shy of estimates while EBITDA of $365 million was a more significant shortfall. Gross and net adds don

Read more