Unlike DirecTV, which managed to post remarkable Q4 numbers across the board, DISH Network is only able to partially celebrate. You see, the satcaster did see profits in the fourth quarter rise some 24 percent, but at the same time, 102,000 (net) subscribers decided to head elsewhere. A recent report on the matter suggests that DISH is hurting from increased competition from main rival DirecTV, not to mention fiber-based entrants such as AT&T and Verizon. Of course, the general economic environment hasn't exactly helped matters, but DISH's smaller amount of high-def channels seems to be a magnified issue when money's tight. Oh, and if DirecTV is somehow able to integrate Sirius service into its pay-TV offering, we'd say DISH will need to think fast if it hopes to stop the bleeding of customers. Speaking of, have any of you recently jumped from DISH to DirecTV? Vice-versa?

[Image courtesy of PropertyWorld]

The major news outlets seem to think there's some sort of "recession" going on, but those with cash are still spending like it's 1999. D-BOX, the outfit famous for its rumbling theater seats and corresponding Motion Code system, has just reported its best ever quarter in terms of sales, notching revenues of $1,227,340 for the third quarter of its 2009 fiscal year. Sales increased some 29 percent year-over-year, and it's hoping to keep the momentum going with its comparatively affordable hybrid GPH-120 system ($2,999; available summer 2009) for gamers who love to rock. And to think, most of us laughed this company off. Kudos, D-BOX.

Who says there's no money in low-cost HDTVs? While mainstay after mainstay in the HDTV arena either folds completely, restructures their product portfolio or slashes production, VIZIO is riding high. After bucking the trend and showing growth in Q3, the company has delivered on its positive predictions for Q4. Now sitting as the second largest shipper of HDTVs in the US market, VIZIO saw sell-through increase some 52 percent during the holidays compared to the same period in 2007, and if you're looking for hard(er) numbers, try 1.2 million HDTV shipments in the fourth quarter of 2008. Laynie Newsome, VIZIO Co-Founder and VP Sales & Marketing Communications, was understandably jovial about the success, noting that "even during times when tier one competitors drop their prices (and lose millions of dollars in the process) the American consumer clearly recognizes VIZIO as a preferred consumer electronics brand." Laugh all you want, but VIZIO has a good thing going.

Make no mistake -- DirecTV had an amazing, if not unbelievable, fourth quarter of 2008. After reporting numbers that blew just about everyone away yesterday, analysts have been quick to pump out laudatory remarks. Sanford Bernstein's Craig Moffett noted that the satcaster "continued to defy gravity," and he suggested that "one could make a case that DirecTV has, at least so far, been as little impacted by the recession as any company in America." As for the company itself, it's looking to target "the middle market" going forward, which is a departure from its usual tactics of aiming straight for the higher-end. The outfit's CEO Chase Carey is anticipating Q1 2009 ARPU (average revenue per user) to grow around 2.5 percent, which makes sense given the upcoming price increases. Needless to say, DirecTV is on track for a very solid '09, and if you're interested in hearing more from both sides, just hop down to the links below.

[Thanks, Vanbrothers]

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Say what you will about the economy, but don't dare touch an American's television. Clearly bucking the trend is DirecTV, who managed to slip into rarefied air with outfits like Netflix by recording an absolutely marvelous Q4 2008. Beating analyst expectations by a solid mile, the satcaster added an amazing 461,000 new net subscribers in the quarter, with 301,000 -- the most in over three years -- coming in the US. DirecTV Latin America picked up the other 160,000, while a 1.47 percent churn rate was the lowest in nine years. In case you're scouting more good news, the company saw increased revenues in Q4 of 9 percent, while net income did slip 5 percent to $332 million. Of course, that may help explain the forthcoming price hike -- clearly it can charge more and get away with, so why not?

[Thanks, Vanbrothers]

AT&T's overall Q4 earnings may have dipped 23.6 percent, but its U-verse unit has a few things going for it. Aside from passing the coveted one million mark in customers during the course of last quarter, the company also added a best-ever 264,000 U-verse TV customers. Moreover, the build currently reaches some 17 million living units, but we are told a bit of unfortunate news in terms of future expansion. Remember those plans to "more than double U-verse TV availability by 2010?" Yeah, that has already slipped into 2011, barely a month after the 2010 date was frantically shot out. Alright Verizon, time to get your deployment teams out of Massachusetts and make AT&T regret this, wouldn't you say?

Analysts were already anticipating a killer Q4 for Netflix, and unlike practically every other company on the face of the planet, it delivered. The movie rental firm somehow managed to see net income rise to $22.7 million in the quarter, up from $15.7 million in Q4 2007. Revenue was also up by 19 percent, and subscriber growth was pegged at an amazing 26 percent. All told, the firm ended the quarter with 9.4 million subscribers, decimating its own forecast of ending Q4 with 9.15 million customers. Of course, some (Netflix included) are quick to assert that the recession has actually boosted business, with many consumers opting to stay home and rent versus taking the family out for a pricey night at the cinema. Netflix is now projecting to end 2009 with anywhere between 10.6 million to 11.3 million customers, and given all the hardware deals it keeps landing, we don't see a reason why it won't get there. Way to buck the trend, Netflix -- we needed some bright news today.

[Via AP]

So, apparently sales of Blu-ray players and DTV converter boxes are on the up and up now that the format war is over and the DTV transition is quickly approaching in the USA -- who would've thunk it? According to reports, Funai's latest quarter saw an operating income increase of 108.8%, and it didn't hesitate to thank sales of Blu-ray players and DTV converters for such a surge. The outfit also proclaimed that sales of CRT TVs and DVD decks were down, and even though the boost from converter boxes will be short lived, it's hoping a deeper adoption of BD and sales of Philips-branded LCD TVs will compensate in 2009. Godspeed, we say.

[Via VideoBusiness]

There aren't too many firms out there posting awesome Q3 reports, but DTS is one of the rare exceptions. Recently, the firm reported a net income of $2 million on revenues of $14 million, though $1.6 million of those revenues were in the form of royalties. CEO Jon Kirchner was quoted as saying that "overall, we remain cautious about the near-term industry outlook, but we continue to believe in the attractive long-term prospects for the Blu-ray format and for our business." Guess that's assuming Blu-ray adoption picks up in Q4 and beyond, huh?

While many mega-corps are struggling just to make ends meet, DirecTV is basking in the glow of a rather awesome Q3. The satcaster proudly announced that it saw revenues increase by 15% to $4.98 billion, all while operating profit scooted up 16% to $658 million and net income shot up 14% to $363 million. As has been the trend of late, a fair chunk of its good fortunes came from subscribers opting for "premium" services, which is a fancy way of saying that customers are totally digging HDTV, HD DVRs and video-on-demand. Oh, and now that HD is live in Latin America, we actually wouldn't be surprised to see a fruitful Q4 just a few months from now. Recession? What recession?

[Image courtesy of DayLife]

In case it's not glaringly apparent to you: price matters. And it matters a lot. While most other HDTV manufacturers are sobbing at sales figures (or the lack thereof) right now, Vizio is grinning from ear-to-ear. The outfit's low-cost flat-panels have evidently struck a chord with bargain-minded consumers, as the privately-held company has confessed to having a profitable Q3. Of course, it won't be releasing actual numbers due to its private status, but according to business operations and marketing VP Jeff Schindler, the firm has "never had an unprofitable quarter." Furthermore, the company is expecting even more growth in Q4 as consumers look to get the most bang for their buck when buying new sets. Can't say we doubt its optimism.

Man, this is just downright eerie. If you'll recall, AT&T managed to add 232,000 net U-verse subscribers in Q3. Lo and behold, its biggest fiber rival (that'd be Verizon) added 233,000 net new FiOS TV customers in the same quarter. Coincidences aside, Verizon's pretty proud of its current position in the market, now claiming 1.6 million FiOS TV subscribers and offering the service for sale to 8.2 million premises in the United States. Just for comparisons sake, the outfit only had 700,000 subs at the end of Q3 2007, and it added just 176,000 newcomers in Q2 2008. In related news, it also managed to acquire 225,000 net new FiOS internet customers, and with cable companies jacking up rates left and right, we wouldn't be shocked at all to see even more frustrated pay-TV users make the leap to fiber in Q4.

In Q2 of this year, AT&T finally surpassed the half million subscriber mark with its fiber-based U-verse TV service. Now that Q3 has come and gone, it's proudly announcing that it saw a net gain of 232,000 customers over the past three months. As it stands, the provider has 781,000 paying U-verse TV users, and AT&T has personally confirmed to us that it intends on meeting or exceeding the goal of one million by the year's end. In other words, expect some serious sales pitches if you're residing in a U-verse TV area (and aren't already a sub).

During a recent earning call, Netflix CEO Reed Hastings said that about 500,000 subscribers would be paying the new $1 Blu-ray fee. This is about six percent of Netflix's customers -- up from one percent 18 months ago -- and a number we're actually surprised with. The reason why we find it surprisingly low is because according to the Nielsen VideoScan numbers, Blu-ray sales have managed to steal away closer to 10 or 12 percent from DVD and we just figured there were more renters than buyers. The apparently incorrect reasoning was simple, it is a new format and renting is a the safer bet. Because as in any packaged media ecosystem, you spend way more money on the discs than on the player and we assumed consumers we're hedging their bets by renting. So while the so called Netflix effect isn't there, these numbers do show us some insight to the Blu-ray customer base, and we'll be looking forward to the next Netflix earnings call for indications of Blu-ray growth.

[Via Format War Central]

The current marketplace as a whole may be shaky, but while others are hanging their heads as they mumble about Q3 downfalls, Netflix is grinning from ear-to-ear. Citing lower subscriber costs, the rental outfit proudly announced a 30% increase in profits today while slightly reducing its Q4 revenue estimate. During Q3 2008, the company earned $20.4 million compared with $15.6 million a year ago while revenue rose from $294 million to $341.4 million. In related news, it also said that it "expects about 500,000 of its 8.7 million subscribers [to] be Blu-ray subscribers in the current quarter," meaning that around 5.7% of its customers would be voluntarily paying the $1 monthly premium to keep BD flicks coming. Good on you, Netflix.

[Image courtesy of Flickr]

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