Concall Transcript - Dish TV
Concall Transcript - Dish TV
Concall Transcript - Dish TV
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DISH <strong>TV</strong> INDIA LTD 4Q FY2010 TELECONFERENCE MAY 10, 2010<br />
Jawahar:<br />
Aditya:<br />
Rajeev:<br />
Aditya:<br />
Jawahar:<br />
Aditya:<br />
Moderator:<br />
Nitin:<br />
The rupee appreciation has been one factor and the second is that<br />
the money spent on advertisement in the quarter is lower while the<br />
numbers of subscribers acquired are higher and hence the average<br />
SAC is lower.<br />
Sir, can you give me the split between the cost of CPE and<br />
commission and marketing in this 2383<br />
Around Rs. 1700 is attributable to hardware and the balance is<br />
selling & distribution and advertisement<br />
And sir, what do you think would be the impact on the subscriber<br />
acquisition cost and the ARPUs given the subscriber growth due to<br />
the quantum of sporting events next year <br />
One good thing which has happened in the industry last year is that<br />
nobody has acquired subscribers at the basic pack (Rs.125) and<br />
everybody has moved from Rs.150 to Rs.200 for customer<br />
acquisition. In <strong>Dish</strong> <strong>TV</strong> also we had made our basic silver pack as<br />
a doormat pack in the month of March itself. The upside is that the<br />
subscription revenue and ARPU etc. will go up. And if you<br />
consider the last two years, the category acquired 6-7 million and<br />
8.5 million subscribers respectively, on an average. We will not be<br />
surprised if it is 11 million this year.<br />
Alright thank you sir.<br />
Thank you. The next question is from the line of Nitin Mohta from<br />
Macquarie, please go ahead.<br />
Thank you. My question was with relation to the cost side, on the<br />
programming cost we did hear last time that you had the non linear<br />
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