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ruckstande
02-14-2006, 12:18 PM
I thought the numbers for XM and Sirius were coming out yesterday and today but I haven't heard a thing.
ol' Cabey leg
02-14-2006, 12:29 PM
Xm is Thursday and Sirius is Friday
Chester'sLiver
02-14-2006, 12:30 PM
Xm is Thursday and Sirius is Friday
yeah Sirius always one day behind.
XM: 7,000,000,000
Siruis: uh uh uh uh 7,000,000,001....yeah thats it.
DjcmSS
02-14-2006, 01:02 PM
yeah Sirius always one day behind.
XM: 7,000,000,000
Siruis: uh uh uh uh 7,000,000,001....yeah thats it.
14 Billion subscribers :icon_eek:
Don't they come out quarterly?
Kurto2021
02-14-2006, 01:52 PM
I thought they came out quarterly and then whenever they hit a milestone they would put out a press release.
d0uche_n0zzle
02-14-2006, 01:53 PM
Yes. Conference Call is on the sixteenth.
NotYouStupid
02-14-2006, 02:17 PM
www.xmfan.com give a good estimate at the top of theor page... I have yet to find a ticker for sirius.
d0uche_n0zzle
02-14-2006, 02:18 PM
Is it possible to make a counter go backwards? :icon_mrgr
Chain Rink
02-14-2006, 05:13 PM
do you guys think sirius might be at 4 million or more at this time?
Baby Evil
02-14-2006, 05:14 PM
yeah Sirius always one day behind.
XM: 7,000,000,000
Siruis: uh uh uh uh 7,000,000,001....yeah thats it.
Wow 2 subscriptions for every man, woman, and waterhead on Earth.
Kurto2021
02-14-2006, 05:49 PM
do you guys think sirius might be at 4 million or more at this time?
It is possible but I doubt they added 1 million people in 2 months. They hit 3 shortly before Christmas and XM hit 6 million shortly after the new year.
If you look at the XM fan numbers they say 6.2 million currently. That means since the first week of January XM has added 200,000 subs. Over six weeks that gives XM an average of approximately 34,000 per week.
Sirius had an extra week and lets assume that they are adding subs 1.5 * as fast as XM (could be the case with the Howard Factor) that would give them 51,000 per week * 7 weeks 357,000.
If Sirius is at 4,000,000 that would mean they added about 145,000 subs per week which is almost 5* faster than XM. I doubt that is possible.
Chain Rink
02-14-2006, 06:00 PM
It is possible but I doubt they added 1 million people in 2 months. They hit 3 shortly before Christmas and XM hit 6 million shortly after the new year.
If you look at the XM fan numbers they say 6.2 million currently. That means since the first week of January XM has added 200,000 subs. Over six weeks that gives XM an average of approximately 34,000 per week.
Sirius had an extra week and lets assume that they are adding subs 1.5 * as fast as XM (could be the case with the Howard Factor) that would give them 51,000 per week * 7 weeks 357,000.
If Sirius is at 4,000,000 that would mean they added about 145,000 subs per week which is almost 5* faster than XM. I doubt that is possible.
Yeah. From what I heard is that the last quarter and the upcoming one they would have more additions than XM, but after that it would go back to XM.
generoso
02-14-2006, 06:06 PM
Yeah. From what I heard is that the last quarter and the upcoming one they would have more additions than XM, but after that it would go back to XM.
You could also say Sirius might beat XM in Q1 2006 as well because of the Hoo Hoo bump. But after that Xm has that Oprah bump or may I use moutian. I don't expect good things from the Q4 2005. But we will see Thursday..
cheese3119
02-14-2006, 06:16 PM
when will arbitron ratings for satellite come out? will 202 be included in this?
generoso
02-14-2006, 06:36 PM
when will arbitron ratings for satellite come out? will 202 be included in this?
I heard March don't what it will entail though...
d0uche_n0zzle
02-14-2006, 06:45 PM
Then Hoo Hoo's fan will be for a boat load of excuses when the truth hits, nobody is listening to him.
ruckstande
02-14-2006, 06:50 PM
My mistake then. I thought the announcements were one the 13th and 14th.
abudabit
02-14-2006, 07:02 PM
Who cares about these numbers? The fun ones are coming out in March. We could see O&A with higher listenership than Stern. It seems 50/50.
Chain Rink
02-14-2006, 09:24 PM
Who cares about these numbers? The fun ones are coming out in March. We could see O&A with higher listenership than Stern. It seems 50/50.
that would be hard proof that O&A can't be denied. I hope they are included. And do these numbers include DirecTV subs and audible downloads?
Scruluse
02-14-2006, 09:26 PM
I've heard that Howard invented satellite subscribers. (shrug)
Smelly
02-14-2006, 10:16 PM
I remember when I first subscribed to XM in October, they were running spots on the air of celebritys congratulating XM on 5,000,000 subscribers. So if the numbers show that they have added 2,000,000 subscribers in 5 months then I would say thats cause for celebration.
abudabit
02-14-2006, 10:26 PM
that would be hard proof that O&A can't be denied. I hope they are included. And do these numbers include DirecTV subs and audible downloads?
Just radio, most likely. Other surveys focus on tv and the internet.
Don West
02-15-2006, 12:13 AM
I wouldn't be surprised if XM comes out ahead the firs quarter. Look at how overwhelming the media blitz was during the holiday season. Now Howie's show has already started, it's getting lackluster reviews and everyone's not flocking to best buy to get in on the "revolution"
14 Billion subscribers :icon_eek:
You mean 14 billion and one
FreeTheCricket
02-15-2006, 12:34 AM
yeah Sirius always one day behind.
It was totally deliberate:
http://www.thestreet.com/_yahoo/stoc...FREE&cm_ite=NA
Sirius' Game of Chicken
By Scott Moritz
Senior Writer
2/7/2006 2:46 PM EST
Click here for more stories by Scott Moritz
When programming executives take charge, you can expect a little jockeying for exposure.
Analysts and investors have been awaiting fourth-quarter updates from satellite radio rivals Sirius (SIRI:Nasdaq - commentary - research - Cramer's Take) and XM (XMSR:Nasdaq - commentary - research - Cramer's Take). As earnings period rolled along and the companies remained mum on their reporting dates, speculation arose that Sirius chief Mel Karmazin didn't want to share the limelight with his rivals down in Washington.
That talk seemed to prove out Tuesday, as XM said it would post fourth-quarter numbers next Thursday and Sirius followed suit with plans to report the day after. Sirius committed to its Feb. 17 appointment less than four hours after XM announced the timing of its own release.
Observers suspect that XM may report the weaker numbers, with higher-than-expected costs per subscriber addition and possibly a slip in market share as Howard Stern pulled users to Sirius. Some momentum at Sirius certainly appeared visible last month, when the company surprised bystanders by outgaining its bigger rival for the fourth quarter on the subscriber rolls.
Sirius declined to comment and XM did not return a call seeking comment. But by holding onto its earnings report until after XM's delivery, Sirius may avoid any negative sentiment investors may feel about the whole cash-burning pay radio sector.
Some analysts also suggest that showbiz-conscious chief Mel Karmazin may prefer to have the stage to himself as he makes some sort of important announcement. There, the speculation has been swirling around the notion of another rise in subscriber growth guidance -- or, juicier still, perhaps a price hike.
Sirius has spent a fortune acquiring talent like Stern, and some investors are starting to want to see some payback on their investment. One analyst says it wouldn't be surprising to see Sirius raise its monthly rate $1 to $14. Consumers might not flinch if they think Sirius has better programming, and Wall Street can appreciate the move's boost to the top line.
Sirius shares jumped 19 cents to $5.68, while XM fell a penny to $23.54 in afternoon trading.
Ant's_rapier
02-15-2006, 12:37 AM
I'll be interested to see the next quarter after the Oprah factor is in effect.
budcrew08
02-15-2006, 12:32 PM
I think Sirius will see a bump in Q1 of 06, but after that, it's back downhill for the little doggy company, especially if the price for a Sirius sub is raised to $14.
Dickieboy
02-15-2006, 12:34 PM
I hope they have 2 million because some people were so disgusted with Hoo Hoo's show that they returned thier sub's to Sirius .
I have a feeling that Sirius might beat us again for this quarter...but next quarter is going to be a blow-out. The combo of Oprah on our side and no more people running to Sirius to listen to the "King of all Hacks" will be a winning formula for XM. I promise.
Well Oprah is coming in Sept? So hopefuly those housewives are signing up early...
badcellphoneguy
02-15-2006, 05:21 PM
yeah Sirius always one day behind.
XM: 7,000,000,000
Siruis: uh uh uh uh 7,000,000,001....yeah thats it.
remember to use your howie math
Towelie
02-15-2006, 05:52 PM
Hey BadCell what part of Wantagh are you from?
krispykreme
02-15-2006, 07:23 PM
I have a feeling that Sirius might beat us again for this quarter...but next quarter is going to be a blow-out. The combo of Oprah on our side and no more people running to Sirius to listen to the "King of all Hacks" will be a winning formula for XM. I promise.
Well Oprah is coming in Sept? So hopefuly those housewives are signing up early...
His "publicity bubble" will have an effect on the 4th quarter, possibly into the 1st quarter as well. I don't expect his going to have legs unless he can manage to get himself into the papers once a week. To do that, he might have to do something original. If Sirius sub growth is down 1st quarter, which is possible, it would be a huge blow. 4th, the little doggie will kick our asses. Thats ok though, the effect will be temporary.
stinkbag
02-15-2006, 09:22 PM
for sure. the howie effect will not be everlasting.
ick. a guy in my office who just got sirius thinks the un-edited pat o'brien tapes are the funniest thing ever. they were pretty funny, what, four months ago?
the XM/oprah contract is a huge win (obviously) into the future as well. let's say oprah figures out that she's underpaid...XM has her by the cooch cuz all of her fans went out and got XM. She won't make her housewives buy another radio. I think it's pretty much a guarantee that Oprah will bring in more subs than hoo hoo.
jimmystcells
02-15-2006, 09:36 PM
Ok.....so i am new to wackbag but have been a fan since the Boston day but i cant post this as a new item but it goes with this one....... 1st off i am so glad i got XM over dogshit company. For the last 18months driving and hour to work is not that bad when you have O&A.
Right on MSN main page XM vs Lil Doggie
see link http://moneycentral.msn.com/content/P144534.asp
read it it kinds starts of with HOWARD but turns to say XM is the better company, on the down side they do say Sirius has Howard and XM has Oprah, but in the end the say XM is the better pick.
"Considering its growth prospects, the signing of media mogul Oprah Winfrey, more disciplined management and the relative discount in its valuations (to Sirius anyway) investors looking to play the growth in satellite radio would be wise to pick XM over Sirius. Neither will be profitable anytime soon, but with Winfrey on board, XM has improved its chances of getting there first.
I’ll place my bets with Oprah and XM myself by adding the stock to my Street Patrol portfolio." - Robert Walhberg MSN Street Patrol.
Don West
02-16-2006, 12:41 AM
I think Sirius will see a bump in Q1 of 06, but after that, it's back downhill for the little doggy company, especially if the price for a Sirius sub is raised to $14.
That analyst says he expects a 1$-14$ RAISE in rates on top of the current $13/month. Can you imagine $27 a month to listen to an irrelevant hypocritical egomaniacal hack on a fake portable radio:icon_eek: :icon_eek: :icon_eek:
reefdweller
02-16-2006, 07:15 AM
XM Satellite Radio Holdings Inc. Announces Fourth Quarter and Full Year 2005 Results; XM to Exceed Nine Million Subscribers and Reach Cash Flow Break-Even By Year-End 2006
Thursday February 16, 7:00 am ET XM Adds Over 2.7 Million Net Subscribers in 2005; 2005 Subscription Revenue More than Doubles to $503 Million
WASHINGTON, Feb. 16 /PRNewswire-FirstCall/ -- XM Satellite Radio Holdings Inc. (Nasdaq: XMSR (http://finance.yahoo.com/q?s=xmsr&d=t) - News (http://finance.yahoo.com/q/h?s=xmsr)) today reported financial and operating results for the fourth quarter and full year ended December 31, 2005. XM reported sharply higher 2005 revenue, and the Company said it expected to report positive cash flow from operations in the fourth quarter of 2006.
Full article... (http://biz.yahoo.com/prnews/060216/nyth061.html?.v=44&printer=1)
MilkmanDan
02-16-2006, 08:37 AM
do you guys think sirius might be at 4 million or more at this time?
No. I'd be surprised if they are actually at 3 million. Considering they count unsold cars and from what someone else said, they count people that take the 3 day trial period as a subscriber.
fandango86
02-16-2006, 08:47 AM
I found this to be the most interesting number on the report: XM paid the same amount for ALL of their programming last year as Sirius is paying for Stern:
Programming &
content 101,008,000
The boys get a pay raise! The boys get a pay raise! Don't make a fucking maniac out of me...
bubbawadd
02-16-2006, 09:03 AM
http://today.reuters.com/news/NewsArticle.aspx?type=businessNews&storyID=uri:2006-02-16T134911Z_01_N16409530_RTRUKOC_0_US-MEDIA-XMSATELLITE-EARNS.xml&pageNumber=1&summit=
Interesting stuff.....does this show a lack of direction between the Board of Dirs and Management?
agentjmw
02-16-2006, 09:07 AM
Todays going to be a motherfucker. XM is going to get hammered. Decision time. DO I let my 100 shares ride, or double down if it gets close to 22? Ill be a fucking maniac by the end of market close today. It will be....
RAMOOOONE , Get Me a PISTOL
YourAmishDaddy
02-16-2006, 10:49 AM
Some of the news today isn't good. But we'll see...
Suicidebree
02-16-2006, 11:10 AM
Correct me if I'm wrong sir, but didnt it simply say that they spent alot on advertising this quarter to compete against the one time event of Howard Stern going to Sirius. The board member left becasue he disagreed witht this strategy which obviously worked if they hit their quota. Their profits doubled and they added nearly a million listeners.
TankRizzo
02-16-2006, 11:13 AM
I found this to be the most interesting number on the report: XM paid the same amount for ALL of their programming last year as Sirius is paying for Stern:
Programming &
content 101,008,000
The boys get a pay raise! The boys get a pay raise! Don't make a fucking maniac out of me...
Which article did you read that in?
reefdweller
02-16-2006, 11:14 AM
They actually fell short of their projections. I think Wall Street has been blowing this way out of proportion for a while. I think they're believing the Howard hype and not seeing the service as a whole.
That said though, and I said this in another thread, they're marketing for the service overall is awful. Not to mention their promotion of O&A, they're promotion of themselves need to get stepped up.
budcrew08
02-16-2006, 11:36 AM
An article saying that XM is in "Crisis".... sounds like a scary news tease to me
http://www.msnbc.msn.com/id/11383797/
budcrew08
02-16-2006, 11:39 AM
That analyst says he expects a 1$-14$ RAISE in rates on top of the current $13/month. Can you imagine $27 a month to listen to an irrelevant hypocritical egomaniacal hack on a fake portable radio:icon_eek: :icon_eek: :icon_eek:
I don't think it was $1 to $14... I think it said a $1 raise up to $14.:icon_lol:
oaswallow
02-16-2006, 11:46 AM
The sad thing about this news is Hoo Hoo is getting all kinds of press. The satellite wars are all about Howard and how XM signed Oprah to battle Howard. O&A get no mention in any articles. Hoo Hoo must have a hard on about this today. [Hoo Hoo Voice] Hey Robin I have wood. Come make me quiver. Hoo Hoo /[Hoo Hoo Voice]
Scuba Steve
02-16-2006, 01:03 PM
This article was on the front of drudgereport today.
Direct Quote From the Article
"In addition, XM said that a company director, Pierce Roberts, has resigned from the board because he saw "a significant chance of a crisis on the horizon" and was "troubled" about XM's direction."
http://news.yahoo.com/s/nm/20060216/bs_nm/media_xmsatellite_earns_dc_2
What are your thoughts? I can not figure out why some one would jump ship. sure the company lost money but in its earnings report were on target for a break even year soon. I wish people would hang in their and give it time.
Three Testies
02-16-2006, 01:18 PM
The sad thing about this news is Hoo Hoo is getting all kinds of press. The satellite wars are all about Howard and how XM signed Oprah to battle Howard. O&A get no mention in any articles. Hoo Hoo must have a hard on about this today. [Hoo Hoo Voice] Hey Robin I have wood. Come make me quiver. Hoo Hoo /[Hoo Hoo Voice]
Not quite sad, I can't wait to hear his name associated with a losing company. Plus if someone dont know he is on sirius by now they have no pop culture or current events knowledge whatsoever.
Oh, and GO PACKERS. Next year of course, we will pretend this season never happened. What part of WI u from?
FellowTraveler
02-16-2006, 02:03 PM
Well this was to be expected, althought the "crisis" sounds like when experts were predicting gas at $5.00 a gallon. We had a bad quarter, wait to see what the doggie company is at. If they do better, then we have lost but one small battle in a larger war that we are winning.
ThaPplsChoice
02-16-2006, 02:15 PM
I think the backlash from the press worries me a little more than the actual direciton of the company. I buy the explanation about the marketing push to combat Stern being the major reason for the increased loss. However, it seems more damaging when the word "CRISIS" headlines stories about the lost money. I think a lot of people are going to look at that (the media is a lot more powerful than anyone gives them credit for) rather than make an educated decision regarding programming, technology, or overall business model. Q1 2006 is critical for the long term once you have a quarter of:
- no Stern migration dominating the news
- the actual paying out of the Stern contract
- the Oprah effect
- more modest spending as it pertains to advertising and talent acquisition
I think we all had a feeling that XM was gonna get their ass kicked, but the XM board member resignation and sensationalist media coverage doesn't help things.
HumpX
02-16-2006, 02:15 PM
Sirius spent a small fortune in advertising over the holidays coupled with the fact of Stern showing his mug on every talk show on TV just before his show started is going to have an effect. Brokers already predicted a drop in revenue from the whole Stern thing. If Stern was putting on a show worth listening to there would be reason for concern but given the utter shiite he is giving his audience I wouldn't worry about XM getting back to its former position.
JonnyRobinson
02-16-2006, 02:24 PM
Oh Im sure the doggie and howard will be praising their one quarter victory tomorrow. Let the spin begin!
Id like to know what kind of "crisis" that guy is talking about if XM is expecting to break even at the end of the year. How can you just through out something like "crisis" and not explain further?
mascan42
02-16-2006, 02:26 PM
Don't think for a second that the Nose won't be on tomorrow crowing about how XM's going down the tubes, and it's all because of him. And then watch him shut the fuck up when the doggie's figures come out tomorrow and they're even worse.
mascan42
02-16-2006, 02:28 PM
Id like to know what kind of "crisis" that guy is talking about if XM is expecting to break even at the end of the year. How can you just through out something like "crisis" and not explain further?
I'm not sure if it's the guy or the news that used the word "crisis". If it was the guy, then he had a serious problem with the company and wanted to make as much trouble for them as possible when he left. If it's the news, then they're just doing their usual sensational headlines crap.
ThaPplsChoice
02-16-2006, 02:34 PM
Sirius spent a small fortune in advertising over the holidays coupled with the fact of Stern showing his mug on every talk show on TV just before his show started is going to have an effect. Brokers already predicted a drop in revenue from the whole Stern thing. If Stern was putting on a show worth listening to there would be reason for concern but given the utter shiite he is giving his audience I wouldn't worry about XM getting back to its former position.I thought about this before -- it may be possible that Sirius may have spent a lot more than XM did in Q4 05 solely on Stern advert, although I'm sure the revenue from the new subs and new advertisers might close that gap somewhat. We won't know until tomorrow, I guess.
BTW, nice sig. Is that the comic that the Arabs are getting huffy about?
thirdmikefan
02-16-2006, 02:58 PM
Maybe Joe Shareholder was right...
XM Satellite Radio Posts
Wider Loss on Higher Costs
Director Resigns Over Strategy,
Warns of a Looming 'Crisis'
A WALL STREET JOURNAL ONLINE NEWS ROUNDUP
February 16, 2006 2:28 p.m.
XM Satellite Radio Holdings Inc. posted a wider fourth-quarter loss on significantly higher marketing expenses, touching off a debate on its board that prompted a key director to resign.
The Washington, D.C.-based company disclosed Thursday that Pierce J. Roberts Jr. stepped down as a director, unhappy with the company's strategy to focus on growth over profitability. In a letter to the board, Mr. Roberts warned of a looming "crisis."
See a transcript3 of XM's conference call in which executives discuss the quarterly results and Mr. Roberts's departure, provided by Thomson StreetEvents (www.streetevents.com4). (Adobe Acrobat Required5.)XM's shares slipped $1.12, or 4.4%, to $24.13 in afternoon trading on the Nasdaq Stock Market.
XM's net loss widened to $286.3 million, or $1.22 a share, in the fourth quarter from $188.2 million, or 93 cents a share, for the year-earlier period. Revenue more than doubled to $177 million from $83.1 million.
Total marketing costs were $195.5 million in the quarter, up from $107.9 million in the year ago quarter.
XM, the larger of the two satellite-radio providers in the U.S., ended 2005 with 5.93 million subscribers, up 84% from a year ago but slightly below previous expectations of more than six million subscribers. XM said it expects to exceed nine million subscribers by the end of 2006.
Mr. Roberts, a former telecom investment banker with Bear Stearns, had served as an XM director for five years and sat on all of the board's major committees. In his letter to XM Chairman Gary Parsons, Mr. Roberts said he was "troubled'' by the company's current path.
"Given current course and speed there is, in my view, a significant chance of a crisis on the horizon,'' Mr. Roberts wrote. "Even absent a crisis, I believe that XM will inevitably serve its shareholders poorly without major changes now.''
The company said in a statement that its management and other directors disagreed with Mr. Roberts over how to balance growth versus cash flow, believing that it was important for the long term to keep up its rapid growth rate.
"Frankly, based on the numbers from the fourth quarter, we did grow strongly, but we failed to do so as economically as we had expected or planned to," said Mr. Parsons in a conference call with investors and analysts.
In the fourth quarter, XM's cost per gross addition - referred to as CPGA - was $141 per user, up from $104 per user a year ago, as XM spent heavily on marketing and hardware discounts.
XM and its smaller rival, Sirius Satellite Radio Inc., are locked in a vicious, expensive battle to line up listeners and programming for their pay radio services, which currently cost about $13 a month and require a special receiver. Both have also racked up significant losses as they build their businesses, signing big-ticket contracts for programming with shock jock Howard Stern, Major League Baseball, talk show host Oprah Winfrey and others. Sirius will report its fourth-quarter results Friday.
On a conference call Thursday, XM Chief Executive Hugh Panero said the company expects subscriber acquisition cost "to decrease significantly" from the fourth quarter. "For the 2005 holiday season, we increased our media spending to counter the one-time media public relations blitz surrounding Howard Stern," who moved his radio show to rival Sirius. XM also cut prices on radio equipment with significant promotions, which added cos
slunt
02-16-2006, 11:27 PM
Correct me if I'm wrong sir, but didnt it simply say that they spent alot on advertising this quarter to compete against the one time event of Howard Stern going to Sirius. The board member left becasue he disagreed witht this strategy which obviously worked if they hit their quota. Their profits doubled and they added nearly a million listeners.
Not exactly correct. Like Sirius, XM doesn't have any profits, and although XM didn't release any new subscriber numbers today, current estimates are that XM has added about 200,000 new subscribers since the first of the year. What was announced today was that despite adding a record number of subscribers, XM's losses increased, and to make matters worse, their losses were more than 30% greater than what Wall Street analysts were expecting, and on the day this was announced, one of XM's board members quit and issued a statement saying that XM's current financial problems may turn into a "crisis" if they aren't corrected. Not surprisingly, XM stock got hammered today on all this news.
slunt
02-16-2006, 11:39 PM
Xm is Thursday and Sirius is Friday
Financial results are due to come out this week, not sub numbers. While either company is free to release sub numbers whenever they feel like it, they usually only do it quarterly or when they reach a significant milestone such as the next incremental multiple million sub mark. XM did not release any sub numbers with their financial results today.
uptown
02-16-2006, 11:40 PM
Looks like Barclays is expecting good numbers from Sirius tomorrow:
http://yahoo.businessweek.com/investor/content/feb2006/pi20060216_289144.htm
XMScott
02-16-2006, 11:45 PM
People (like Barclays) are basing Sirius buys on :
The S50
OEM deals.
What OEM deals? Mitsubishi and Rolls Royce
Please, the future for XM holds Toyota, Hyundia and Nissan. Hardware? We all know whats coming. And we all know whats out.
I would kill to see solid numbers on how many S50 were sold this past year.
Valued Listener
02-17-2006, 12:12 AM
It is possible but I doubt they added 1 million people in 2 months. They hit 3 shortly before Christmas and XM hit 6 million shortly after the new year.
If you look at the XM fan numbers they say 6.2 million currently. That means since the first week of January XM has added 200,000 subs. Over six weeks that gives XM an average of approximately 34,000 per week.
Sirius had an extra week and lets assume that they are adding subs 1.5 * as fast as XM (could be the case with the Howard Factor) that would give them 51,000 per week * 7 weeks 357,000.
If Sirius is at 4,000,000 that would mean they added about 145,000 subs per week which is almost 5* faster than XM. I doubt that is possible.
Well! NO Shit!:clap: Super math bro, looks right to me.
BillyDubbs
02-17-2006, 12:47 AM
that barclays is rediculous. they are upgrading sirius based on their strong growth, in the fourth quarter? The conservative estimate they have for sub growth for sirius is the same amount that xm is conservatively estimating for themselves. Yet they are saying that XM is mismanaged, for doing the same thing they are praising sirius for? fuck that.
slunt
02-17-2006, 12:47 AM
People (like Barclays) are basing Sirius buys on :
The S50
OEM deals.
What OEM deals? Mitsubishi and Rolls Royce
No, Ford and Chrysler who have exclusive deals with Sirius, and just the other day, and Ford was issuing press releases claiming that it has passed Cheverolet as the best selling automobile in America.
Please, the future for XM holds Toyota, Hyundia and Nissan. Hardware? We all know whats coming. And we all know whats out.
Toyota is a huge seller, but Toyota isn't XM exclusive. Toyota lists Sirius as an option on their web site:
http://www.toyota.com/solara/accessories.html
I would kill to see solid numbers on how many S50 were sold this past year.
It's not very many. The initial production run for S50s was very small and the S50 was out of stock in most stores until recently.
BitWrecker
02-17-2006, 12:56 AM
hey, the stock price is at a year low, I know what I am doing tommorrow morining!!!!
(not that I wanted to see that)
Kurto2021
02-17-2006, 02:43 AM
No, Ford and Chrysler who have exclusive deals with Sirius, and just the other day, and Ford was issuing press releases claiming that it has passed Cheverolet as the best selling automobile in America.
While that may be the case it doesn't mean Ford is putting more radios out. GM still kicks Fords ass in total sales so when you talk Ford vs Chevy in this case you can't forget about.
Buick
Pontiac
GMC
Cadillac
Hummer
Saturn
Saab
Mercury
Lincoln
Jaguar
Mazda
Volvo
Land Rover
Aston Martin
Just to let you know Ford didn't just overtake Chevy. The last time GM's Chevrolet division eclipsed Ford as the top-selling U.S. brand was in 1986 and currently both companies are staking a claim to the most in 2005.
King Flapjack
02-17-2006, 11:19 AM
http://www.businessweek.com/ap/financialnews/D8FQSVOG0.htm?campaign_id=ap_news_up&chan=db
Sirius manages to lose about $40 mil more than XM last quater.
Jerry1
02-17-2006, 12:41 PM
http://www.businessweek.com/ap/financialnews/D8FQSVOG0.htm?campaign_id=ap_news_up&chan=db
Sirius manages to lose about $40 mil more than XM last quater.
Nice to see!
Well XM may have gotten some losses from rising costs and Stern in the last quarter. Sirius put on a big promotion campaign for Stern in the last few months of 2005. So I can't wait til this summer when I know another big campaign is gonna start for someone new coming to XM. Oprah.
Hell, XM won't really need to spend a dime. Oprah is probably gonna promote the hell out of it through her show.
Should be interesting to see.....
illbri
02-17-2006, 03:53 PM
Oh if you guys want to give Sirius subscribers a hard time....Check out the yahoo finance message board for Sirius. Constant bickering back and fourth between XM and SIrius subscribers. I drop in little diddy's heere and there.
Im not new!! I just haven't posted much!!
abudabit
02-20-2006, 10:06 PM
Bad news, Arbitron delayed thier satellite numbers to Summer. Although they will still have thier test numbers finished in March, I don't know if those will be released.
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