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  1. And that's it!

    And that's it!
  2. Last Q: Are you pursuing more initiatives to...

    Last Q: Are you pursuing more initiatives to retain subscribers?

    MW: Our spending on retention is down this year, but we've been focused on improving the customer experience, and it's paying off...
  3. (missed a question, sorry folks)

    (missed a question, sorry folks)
  4. Q: again on the NFL deal, can you give any time...

    Q: again on the NFL deal, can you give any time frame on when the current deal goes nonexclusive?

    MW: No comment.
  5. Q: Do you expect price increases to continue into...

    Q: Do you expect price increases to continue into July, and can you expedite retrans contracts ahead of time, before other players consolidate.

    BC: We hope not.

    MW: We're running our company...
  6. Q: What about mobile broadband in Latin America,...

    Q: What about mobile broadband in Latin America, and could you talk more about 4K?

    BC: We are continuing the plan we laid out. We're in 40 cities in Brazil, we're in Colombia, we expect to launch...
  7. Q: Could you explain your discount policy? BC:...

    Q: Could you explain your discount policy?

    BC: We've made a conscious decision to reduce discounts. We're migrating people to a more of a prepaid model.

    PD: What we're seeing is, there's a...
  8. Q: Are triple play offers driving higher...

    Q: Are triple play offers driving higher competitiveness or is it just pricing? Do you anticipate a movement more toward a "bring your own devices" model?

    MW: I think of it more like, everyone is...
  9. Q: Will Sunday Ticket be available to...

    Q: Will Sunday Ticket be available to non-subscribers? Are you seeing this already?

    MW: There is no change that I can see yet. There's a package we're marketing to ten college campuses, in that...
  10. Q: Can you talk about NFL Sunday Ticket? Can you...

    Q: Can you talk about NFL Sunday Ticket? Can you talk about the competitive landscape?

    MW: Every deal we do is incredibly complex. There are digital rights, rates, packaging... a lot of...
  11. Q: What about monetizing timeshifted viewing? ...

    Q: What about monetizing timeshifted viewing?

    MW: We're excited about our new political partnership with DISH. We can insert ads, on demand in a real-time way, but we don't think it's going to be...
  12. Q: What about the "PSS" idea with regard to...

    Q: What about the "PSS" idea with regard to Disney negotiation... also what about The Dodgers Channel?

    MW: PSS is a good idea, we see the opportunity, but right now it's way too overpriced. When...
  13. Man, this was a quick call. We're going straight...

    Man, this was a quick call. We're going straight to Q&A!
  14. PD: A few comments... We are on track to meet...

    PD: A few comments... We are on track to meet guidance. We continue to target growth in the mid-to-high single digits (excluding Venezuela of course.) 2014 is shaping up to be a solid year.
  15. (Now we're really deep into the financials....

    (Now we're really deep into the financials. Folks, if that's your thing, check our link to the full results. )
  16. PD: OPBDA growth was nearly 6%. Lower equipment...

    PD: OPBDA growth was nearly 6%. Lower equipment costs are driving the margin increases. This is the third consecutive year in year-over-year declines in costs. Content costs increased. Average costs...
  17. Pat Doyle: DIRECTV US delivered strong results...

    Pat Doyle: DIRECTV US delivered strong results beyond expectations. There was a net loss of 34k customer, but that's an improvement over year. Gross adds up 8%. Strong results from consumer...
  18. Panamericana! 7 BC: When you exclude...

    Panamericana! 7

    BC: When you exclude Venezuela, the numbers are very positive. Sky Mexico did ok too. Year to date, we've add over 900,000 subscribers. However, we may see negative net adds in the...
  19. Panamericana! 5 BC: Revenues increased 42% in...

    Panamericana! 5

    BC: Revenues increased 42% in local currency and a 23% increase in average revenue. OPBDA declined in real US dollars, due to many issues including the World Cup.

    Panamericana!...
  20. BC: We delivered the most extensive coverage of...

    BC: We delivered the most extensive coverage of the World Cup ever!

    Panamericana! 2

    BC: We had such a high reconnect rate that we had negative churn in pre-paid service.

    Panamericana! 3...
  21. Panamericana: 1!

    Panamericana: 1!
  22. BC: Brazil reached a new high in subscriber...

    BC: Brazil reached a new high in subscriber growth, driven by the world cup. In local currency, revenues grew about 15%. There was an 18% improvement in OPBDA.
  23. Bruce Churchill: Subscriber growth was above...

    Bruce Churchill: Subscriber growth was above expectation.

    (Mr. Churchill kind of mumbles, it's hard to understand a lot of it except when he says "Panamericana."
  24. And now, Bruce Churchill...

    And now, Bruce Churchill...
  25. MW: Second quarter results demonstrate the...

    MW: Second quarter results demonstrate the strength of our business. I'm excited about the AT&T deal. We have filed all of the documents required by US and foreign countries. We've gotten comments...
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