XM Hits Positive Cash Flow, Misses Guidance [Archive] - The Unofficial Opie and Anthony Message Board

Begbie

01-05-2007, 10:34 AM

The good news was expected...XM appears to have also reach positive cash flow for Q406, however, they were short about 75,000 and missed the low end of their guidance. Ouch. I was being optimistic and thinking they'd hit 7.7-7.8, but that was not the case.

http://news.moneycentral.msn.com/provider/providerarticle.aspx?feed=PR&Date=20070105&ID=6318019

XM Adds Nearly 1.7 Million New Subscribers in 2006 for Total of More Than 7.6 Million Subscribers, Achieves Positive Cash Flow From Operations During Fourth Quarter 2006

WASHINGTON, Jan. 5 /PRNewswire-FirstCall/ -- XM XMSR (http://news.moneycentral.msn.com/inc/news/quoteredir.asp?symbol=us:XMSR), the nation's leading satellite radio company, today announced that the company added more than 1.695 million new subscribers in 2006, ending the year with more than 7.625 million subscribers. Based on preliminary results, XM achieved positive cash flow from operations during the fourth quarter of 2006. XM added more than 442,000 new net subscribers during the fourth quarter of 2006. "XM completed another year of significant subscriber growth, despite retail softness, and did so with continued cost controls, achieving positive cash flow from operations during the fourth quarter," said Hugh Panero, Chief Executive Officer, XM Satellite Radio.

Clever1

01-05-2007, 10:42 AM

http://i11.tinypic.com/2l9h5pe.gif

DeanPipes

01-05-2007, 11:28 AM

Clever, I really hope that is a photoshop. On second thought it doesn't surprise me in the least if that's a real picture.

burky79

01-05-2007, 11:44 AM

got 5000 dollars got 5000 dollars!

good hope we can buy out hoo hoo and broadcast on si**us too

U_R_A_Tool

01-05-2007, 12:28 PM

Did the boys mention this today? I missed alot of the show.

PuddingChest

01-05-2007, 01:10 PM

Towelie

01-05-2007, 01:13 PM

You guys are ridiculous

Sure I got XM for O&A, but even if they got fired/quit/retired ect I would still not cancel it

I need the XM in the car for the amount of driving I do and I cant go back to terristrial at this point

N.Y. Johnny

01-05-2007, 01:15 PM

http://i11.tinypic.com/2l9h5pe.gif

This is just appalling. :icon_eek:

U_R_A_Tool

01-05-2007, 01:29 PM

Well they are down one more sub. After a long run, I just cancelled my XM. The move to Free FM was the worst thing that ever happened to the show. 90 minutes of O&A on XM is not cutting it. I have decided to use my $13 a month to support Free FM and they're great advertisers just as Opie asked. If you call to cancel your XM they will beg you to stay. They will offer you a few free months of service if you stay with XM. Give it a shot. It's just a matter a time before Ron & Fez pull an O&A.

Wow I can not tell if this is attention whoring or retardation.

If you do not like the free FM move why would you cancel XM with the intention to support free FM with your huge $13 a month?

If you are such a huge OnA fan and hate the free FM move why would you not still pay the $13 to XM for the extra OnA time and go out of your way to not support free FM advertisers?

If you have XM why do you even know who the FM advertisers are?

Chasboots

01-05-2007, 01:33 PM

If you are such a huge OnA fan and hate the free FM move why would you not still pay the $13 to XM for the extra OnA time and go out of your way to not support free FM advertisers?

Sounds more like a Howie troll who is trying to say O&A is failing again....

U_R_A_Tool

01-05-2007, 01:41 PM

Well could be that also.

chauncegardener

01-05-2007, 01:41 PM

Death Metal Moe

01-05-2007, 01:43 PM

I said it in the Sirius thread about positive cash flow and I'll say it here.

I don't care if Sirius overtakes XM one day. Stern is boring, the music stations have washed up jocks inbetween the songs and their playlists blow.

As long as XM gives me O&A and Ron & Fez I'm very happy.

Would I like to see Howie fail? Sure, becaue he failed me. He became everything he used to speak out against back when he was funn and relevant but he doesn't have as much to do with Sirius doing well as he'd like to think. The entire Satellite Radio industry has a lot of room to expand. He helped Sirius out a lot but as with all things that leaves his mouth, he's responsible for much less than he says he did.

PCLoadLetter

01-05-2007, 01:52 PM

I need the XM in the car for the amount of driving I do and I cant go back to terristrial at this point
Surely you have a tape/CD/minidisc/MP3 player in your car/truck/work vehicle...

If O&A leave the XM platform, the amount of time that it will take me to cancel my XM subscription will be recorded as the shortest measure of time ever seen. I am not sold on satellite radio as anything other than a vehicle for me to listen to O&A, and to be honest I don't even listen to XM much as I listen to O&A via downloads. I could drop XM right now and never really miss it.

IBrokeMyLegDude

01-05-2007, 01:56 PM

Sounds more like a Howie troll who is trying to say O&A is failing again....
Yes, it does. They are bored this week. Hoo Hoo put in a grueling three day work week after having over two weeks off

Death Metal Moe

01-05-2007, 01:56 PM

Surely you have a tape/CD/minidisc/MP3 player in your car/truck/work vehicle...

If O&A leave the XM platform, the amount of time that it will take me to cancel my XM subscription will be recorded as the shortest measure of time ever seen. I am not sold on satellite radio as anything other than a vehicle for me to listen to O&A, and to be honest I don't even listen to XM much as I listen to O&A via downloads. I could drop XM right now and never really miss it.

I agree with most of that.

To be honest, I'm keeping XM out of respect for Ron and Fez and O&A. I konw where to go get the shows if I wanted them. I like paying the artists who entertain me, and the 24 hour replays all week and weekend are a plus too.

But the music does nothing for me most of the time, I have an iPod so I hear what I like. I don't discover new music with it.

wakeboardfit

01-05-2007, 01:59 PM

Dear Pudding Chest,
I bought my gf xm for her car and my roomate got it for his gf. So they lost you and got +2, leaving +1 difference. You are an idiot if you think anyone here or at xm cares that you left or what you think of the move to free fm. You will not be missed. Bye-bye.

Towelie

01-05-2007, 02:25 PM

godojo

01-05-2007, 02:39 PM

Bottom line:

XM..........1.7 million new subscribers in 2006

Sirius.......2.7 million new subscribers in 2006

Both companies got to positive cash flow for the first time in the fourth quarter.

Sirius wins 2006.

Stern effect is over, lets see what happens in 2007. This year the score will be settled at the car dealerships instead of Best Buy and Circuit City.

When looking at these stats, remember that Sirius and XM don't count subscriptions the same way. Sirius counts unsold vehicles with pre-installed Sirius units in them as subscriptions, while XM does not. So if new cars were manufactured with Sirius units pre-installed, are these counted as "new" Sirius subcriptions?

It would be nice to see some corrected totals for Sirius subcriptions.

BeltOfScotch

01-05-2007, 02:54 PM

I don't care if Sirius overtakes XM one day. Stern is boring, the music stations have washed up jocks inbetween the songs and their playlists blow.

As long as XM gives me O&A and Ron & Fez I'm very happy.

Here's the concern. 2005 was a great year for the two companies and suggested that both could do well in the market. 2006 was a bad year for both, but a much worse year for XM. If anything, 2006 suggested that companies that only do satellite radio may not be viable and there may not be room for two companies in the marketplace.

Just look at subscriber additions over the last two years.

Sirius
December 31, 2004 - 1.1 million
December 31, 2005 - 3.3 million (total increase of 2.2 million, a 200% increase)
December 31, 2006 - 6.0 million (total increase of 2.7 million, an 82% increase)

XM
December 31, 2004 - 3.2 million
December 31, 2005 - 6.0 million (total increase of 2.8 million, an 88% increase)
December 31, 2006 - 7.6 million (total increase of 1.6 million, a 27% increase)

The reason why I care about the XM-Sirius stuff is becasue it is entirely possible that only one of these companies is going to survive. If I had to pick one right now, I think I might go with Sirius as being the one who would make it if only one is going to make it. Obviously, a huge driver of the numbers I threw in above was the Stern effect, which is gone now, but I don't think that automatically means that 2007 will see a return to XM taking over the lead in new subscriptions that Sirius now has.

White Ninja

01-05-2007, 03:14 PM

is it xm blew it with their sh*tty advertising right after stern signed or is it 'cause sirius just has more market awareness

deadfruitvirus

01-05-2007, 03:26 PM

is it xm blew it with their sh*tty advertising right after stern signed or is it 'cause sirius just has more market awareness

Sirius does appear to have greater market awareness because Howard has talked it up for the past 2 years. People know what's on Sirius, but not so much what's on XM.

When looking at these stats, remember that Sirius and XM don't count subscriptions the same way. Sirius counts unsold vehicles with pre-installed Sirius units in them as subscriptions, while XM does not. So if new cars were manufactured with Sirius units pre-installed, are these counted as "new" Sirius subcriptions?

It would be nice to see some corrected totals for Sirius subcriptions.

Even if they took out those empty vehicle subscriptions, that's only about a couple hundred thousand subs.

SlimeyGoatFuckr

01-05-2007, 03:34 PM

Well they are down one more sub. After a long run, I just cancelled my XM. The move to Free FM was the worst thing that ever happened to the show. 90 minutes of O&A on XM is not cutting it. I have decided to use my $13 a month to support Free FM and they're great advertisers just as Opie asked. If you call to cancel your XM they will beg you to stay. They will offer you a few free months of service if you stay with XM. Give it a shot. It's just a matter a time before Ron & Fez pull an O&A.

I love XM and 202. i have had 5 XM subs for over a year, but the time has come to change that to only two. Why?

I have a one year sub to Audible, I can download the show now without commercials. I can use one Inno for Ron & Fez.

The pad data sucks for channel 202. When they get that fixed, I'll add my other subs back.

Good job though XM, getting positive cash flow.

DaTruck

01-05-2007, 03:59 PM

Sirius is more appealing to FM fans. Its much the same, shallow playlists and garbage music. XM has more variety in music, but that's not what mainstream america listens to. They have been brainwashed by the clear channel machine. Mel has turned Sirius into much the same thing. Also, Sirius is 12+ months behind XM which means the problems with saturating their retail market and increasing churn may soon be problems for them as well. That and someone said they estimated the "parking lot" subs for sirius to be around 600k, thats a lot of subs that can't cancel. If they merge I'm torn as to what I'll do. If XM gets to program the music i'll probably stay, but I know I won't hear stern. Tried that when i was stuck with sirius for over a month this past summer while my car was in the shop. Their whole platform has nothing to offer for me. Maybe 2 channels are decent but again, that shallow playlist gets in the way.

P.S. I may be biased so take it for what its worth.

JSHAW

01-05-2007, 04:06 PM

People know what's on Sirius, but not so much what's on XM.

How fucking difficult is it to go to Best Buy, Circuit City, Target, OR xmradio.com and look at XM's channel lineup card?

Anybody looking to make the step to satellite radio should do some simple research with both companies and see which one appeals to them the most.

chauncegardener

01-05-2007, 04:14 PM

When looking at these stats, remember that Sirius and XM don't count subscriptions the same way. Sirius counts unsold vehicles with pre-installed Sirius units in them as subscriptions, while XM does not. So if new cars were manufactured with Sirius units pre-installed, are these counted as "new" Sirius subcriptions?

It would be nice to see some corrected totals for Sirius subcriptions.

Irrelevant number when looking at 2006 net subscriber additions.

End of 2005, approximately 200,000 cars sitting on the lot counted as subscribers. During 2006, those cars were sold and became legit subscribers or cancelled. End of 2006, approximately 200,000 unsold cars sitting. The actual number of unsold cars could be higher or lower than the previous year, but the change isn't significant enough to affect the net subscriber additions.

Begbie

01-05-2007, 04:14 PM

Sirius does appear to have greater market awareness because Howard has talked it up for the past 2 years. People know what's on Sirius, but not so much what's on XM.

Even if they took out those empty vehicle subscriptions, that's only about a couple hundred thousand subs.

It's "rumored" to be in the 400K-600K range. Sirius exec David Freer has stated that it's like 10% of their total. It's substantial in that 6 million sounds way better than 5.5, but it's about 1/10th of their reported figures. The only thing I question is where XM would be had they used the same practice of counting subs.

XM has had a firm grip on OEM car deals in the past, but with the big deals with Toyota, Hyundai, and Honda in 2007, this could be an important step in the right direction for XM. Retail has been soft for both companies and it's believed that Sirius got a good boost from DCX, Ford, etc car buyers. XM may see a similar boost with Toyota, Honda, Hyundai, GM, etc this year. However, this year, Sirius faces the difficult task of holding onto these subscribers that are still on free trials. They're not all gonna come back and plunk down $12.95 month. I still don't think this is the end of the world for XM, nor Sirius.

I don't get the whole, "XM was short of their guidance, so I'm gonna cancel my sub" bullshit. Satellite radio, for most people, is a much better alternative for music listening, talk radio, and especially sports. When FM radio builds a 10 mile high antenna, starts carrying all of my hockey and baseball games, and goes uncensored and commercial-free...then maybe I'll consider cancelling my XM. But it just won't happen. And even if Sirius does become the stronger of the two companies, which by the way it hasn't yet, I will still think XM offers the better receivers, technology, and better content...unless of course, that changes.

d0uche_n0zzle

01-05-2007, 04:16 PM

XM has been netting customers who PAY for the service, while SIRI has been GIVING away their service. Look at the SAC for each one and the truth will be seen.

chauncegardener

01-05-2007, 04:24 PM

It's "rumored" to be in the 400K-600K range. Sirius exec David Freer has stated that it's like 10% of their total. It's substantial in that 6 million sounds way better than 5.5, but it's about 1/10th of their reported figures. The only thing I question is where XM would be had they used the same practice of counting subs.

XM has had a firm grip on OEM car deals in the past, but with the big deals with Toyota, Hyundai, and Honda in 2007, this could be an important step in the right direction for XM. Retail has been soft for both companies and it's believed that Sirius got a good boost from DCX, Ford, etc car buyers. XM may see a similar boost with Toyota, Honda, Hyundai, GM, etc this year. However, this year, Sirius faces the difficult task of holding onto these subscribers that are still on free trials. They're not all gonna come back and plunk down $12.95 month. I still don't think this is the end of the world for XM, nor Sirius.

I don't get the whole, "XM was short of their guidance, so I'm gonna cancel my sub" bullshit. Satellite radio, for most people, is a much better alternative for music listening, talk radio, and especially sports. When FM radio builds a 10 mile high antenna, starts carrying all of my hockey and baseball games, and goes uncensored and commercial-free...then maybe I'll consider cancelling my XM. But it just won't happen. And even if Sirius does become the stronger of the two companies, which by the way it hasn't yet, I will still think XM offers the better receivers, technology, and better content...unless of course, that changes.

Even if it is 400K - 600K, the real number you need is the difference between unsold car total December 31, 2005 versus the unsold car total December 31, 2006. Whatever the difference is is what affects the net subcriber additions.

I realize that the total subcribers number may be high, but the net additions is what I'm looking at.

You're right though, FM radio content blows. I will always have satellite radio, at least in my car and online streaming for my office. Its worth paying for better content and I don't always feel like programming my IPOD.

N.Y. Johnny

01-05-2007, 04:32 PM

It's "rumored" to be in the 400K-600K range. Sirius exec David Freer has stated that it's like 10% of their total. It's substantial in that 6 million sounds way better than 5.5, but it's about 1/10th of their reported figures. The only thing I question is where XM would be had they used the same practice of counting subs.

XM has had a firm grip on OEM car deals in the past, but with the big deals with Toyota, Hyundai, and Honda in 2007, this could be an important step in the right direction for XM. Retail has been soft for both companies and it's believed that Sirius got a good boost from DCX, Ford, etc car buyers. XM may see a similar boost with Toyota, Honda, Hyundai, GM, etc this year. However, this year, Sirius faces the difficult task of holding onto these subscribers that are still on free trials. They're not all gonna come back and plunk down $12.95 month. I still don't think this is the end of the world for XM, nor Sirius.

I don't get the whole, "XM was short of their guidance, so I'm gonna cancel my sub" bullshit. Satellite radio, for most people, is a much better alternative for music listening, talk radio, and especially sports. When FM radio builds a 10 mile high antenna, starts carrying all of my hockey and baseball games, and goes uncensored and commercial-free...then maybe I'll consider cancelling my XM. But it just won't happen. And even if Sirius does become the stronger of the two companies, which by the way it hasn't yet, I will still think XM offers the better receivers, technology, and better content...unless of course, that changes.

I believe this is where I have never heard a point for either service. The fact you can get this service COAST to COAST and all over without *many drop outs and without having to be in the Terrestrial area only.

I would cancel XM only if I couldn't get the Yanks baseball games in the Summer down here in Texas. There's no way I'd ever hear or follow a game with the Yankees down here unless it was nationally televised or I had the MLB Satellite Package. Of course O&A would be easier to find online or download eventually somewhere, but I don't want to hear a recorded Red Sox v Yankees game from a week ago.

I also think, and this is from browsing alot of forums and seeing what people write down, Price is what drives some folks away. Some aren't prepared to pay $12.95 for the music and talk on there or renew a free trial for that reason. Maybe XM should have 2 tiers or different tiers of prices, for some people that might want just some music or some talk, charge them $9.99 or whatever. If some want just MLB just charge for a sports package only or
the Entire platform for $12.95, do it like Satellite TV does it with different packages.

I realize it may not be possible at all, I don't know I'm just thinking here, but why not?

Bill Lehecka

01-05-2007, 04:46 PM

Here's what I've noticed... Every car commercial I see always has some moron listening to a Sirius unit. Sirius is doing really well at piggy-backing on Auto Commercials and getting, in essense, a free commercial. I rarely, if at all, see GM advertising that you can get XM free in your car. I only seem to see a glut of XM Commercials during baseball games. While this makes sense, I should be seeing them during everything I watch.

This needs to be rectified soon.

SuperMatt

01-05-2007, 05:24 PM

Even with FM syndication for OnA and possibly RnF in the future, XM still delivers both shows to every state and every market and fucking Canada. Why would OnA and RnF not keep a deal with both? The more platforms the better and I'm sure the two shows don't mind the extra money coming in. It makes no sense to me why the two shows would drop off the XM platform. Plus I won't drop the service because when the Yanks are away, I can listen to people other than John Sterling and Suzyn Wladman and that is worth 13 bucks a month.

godojo

01-05-2007, 05:47 PM

Is a "subscriber" the same as a "listener". I know both companies bump their numbers up by estimating a small number of listeners per unit (like 1.5 or 2.5). I'm not sure if these listener numbers are used find subcription numbers, or vice versa, or if they are both equal.

d0uche_n0zzle

01-05-2007, 05:52 PM

I believe XM counts a sub as one radio ID with a payment for the subscription (either main or family plan.)

Listeners are calculated on a per unit basis, (either 1.8 or 2 listeners per unit.)

iSpeakEloquent

01-05-2007, 06:27 PM

Craskill

01-05-2007, 06:45 PM

Honestly, I think the problem for XM is that they are not known is certain parts of the country. In lancaster PA, and the surrounding areas, most people who have SIRIUS never even heard of XM. I think Thier problem is local advertising.

mendozathejew

01-05-2007, 07:08 PM

Im still hoping for xm to merge with another company, other than sirius. another company who knows how to build and market.

RePlayListener

01-05-2007, 07:13 PM

Why would you want XM to waste advertising money on cars that XM comes in? People aren't going to buy a car just for XM, or Sirius for that matter. So I think that it is good that they are not spending there money there, but I do think that they need to advertise more though, just not with the car companies.

Begbie

01-05-2007, 08:21 PM

I also think, and this is from browsing alot of forums and seeing what people write down, Price is what drives some folks away. Some aren't prepared to pay $12.95 for the music and talk on there or renew a free trial for that reason. Maybe XM should have 2 tiers or different tiers of prices, for some people that might want just some music or some talk, charge them $9.99 or whatever. If some want just MLB just charge for a sports package only or
the Entire platform for $12.95, do it like Satellite TV does it with different packages.

I realize it may not be possible at all, I don't know I'm just thinking here, but why not?

Price is huge issue with satellite radio. That classic comment I always hear..."I'm not gonna PAY for radio!". One of the big problems I noticed (and I think it was mentioned during the holidays) is that satellite radio really isn't an easy gift to give to people. I would love to give XM to my Dad, brothers, and friends, but it's like giving a gift thats free for awhile...then the person has to pay for it. It's not very practical, and I think that's a good reason why the focus on OEM is necessary in the future...and XM clearly has the upper hand, with Toyota, Honda, GM, Nissan, and Hyundai in the fold.

thelord68

01-05-2007, 08:44 PM

To people unfamiliar with XM or Sirius - they usually just refer to it as 'satellite radio' and don't really differentiate between the two nor understand the difference. When they walk into the store - it's the sales people and displays that have total control over what they buy.

My sister's friend went to a store to look at satellite for her husband's Christmas gift. The idea appealed to her because they live in Vermont and have few options for regular radio. The clerk basically told her to get Sirius, but gave her little other info. She saw my Inno and asked me about it. Once I explained the differences, she realized she wanted to get him XM (especially for baseball). She definitely wasn't going to buy from the store.

I think this is kinda of the same issue with satellite TV - I don't think most people really care (at least initially) if they're getting DirectTV or Dish, they're getting something other than cable. Not having either one, I couldn't really tell you the difference with looking it up.

Freese

01-05-2007, 09:51 PM

I've said it before and I'll say it again.

I'll suck cock on a street corner before I listen to shitty ottawa radio again. "Another 9 in a row"? "The top 6 at 6"? Go suck a cock Stuntman Stu and Cub Carson! Go eat a dick Mauler and Rush. I don't know how bad free FM is in your town, but up here, it's so bad that you might get 6 songs an hour...10 if you are lucky.

Satilite Radio has no/very few commericals and I get to listen to MUSIC. That's why people switch, because they don't like commericals and they don't mind paying money to not hear them. Sirius or XM, it doesn't matter. The better run company will prevail. But for the record, I hope XM wins and the hoo hoo man dies of some large uncut black man ****** his pooper hole.

no homo.

TeenBungle

01-06-2007, 12:43 AM

if o and a ever left xm and went all free fm i would not only keep my xm but i would stop listening to o and a for good. i'm really getting tired of the three of them, especially jimmy, bad mouthing fm and whining about the sheer amount of dump outs on their fm show. sure its not the fcc guidelines dumping them most of the time its a panicky FreeFM. however they knew things were this bad before they signed up to FM. you did it for the money, which is fine by me i'd do the same move, so stop whining about the censorship. sorry this wasn't even what this thread is about but i had to get that off my chest.

Ol'BloodyBottom

01-06-2007, 01:30 AM

Does anyone think that NFL has a huge market and people will buy Siruis just for that?

SuperMatt

01-06-2007, 02:00 AM

Begbie

01-06-2007, 02:32 AM

Does anyone think that NFL has a huge market and people will buy Siruis just for that?

Football is played on weekends and some weeknights. Majority of the football fans have access to a television and they make sure that they're planted in front of it when they're team is playing. Baseball is probably the best sport on the radio...so many fuckin games a year...some during weekday work hours when people are not in front of a TV. Hockey and basketball are pretty good radio sports as well.

The main benefit I can see is dedicated sports talk, and that might attract some subscribers. However, ESPN radio and other sports radio shows consistently focus on the NFL, MLB, and college, so people can go elsewhere for talk. Except for hockey, which has non-existent talk here in the States, so, me being a huge hockey fan gets alot of use out of 204.

Jerry1

01-06-2007, 04:10 AM

Little bit of an update here....

XM's subscriber total tops 7.6 million Fri Jan 5, 10:37 AM ET

WASHINGTON - XM Satellite Radio Holdings Inc. said Friday that it added almost 1.7 million new subscribers last year, bringing its total to more than 7.6 million subscribers.
The satellite radio company said it added more than 442,000 new subscribers in the fourth quarter.
Earlier this week, rival Sirius Satellite Radio Inc. said it finished the year with more than 6 million subscribers, adding nearly 905,000 during the fourth quarter.
"XM completed another year of significant subscriber growth, despite retail softness, and did so with continued cost controls, achieving positive cash flow from operations during the fourth quarter," XM Chief Executive Hugh Panero said in a statement.
Free cash flow represents the cash that a company is able to generate after laying out the money required to maintain or expand its asset base. Free cash flow is important because it allows a company to pursue opportunities that enhance shareholder value.
XM plans to report its fourth-quarter and full-year results in February. No specific date has been released.
The company — which offers more than 170 digital channels that offer commercial-free music, sports, news and other programming — broadcasts from studios in Washington, New York, Chicago, Nashville, Toronto and Montreal.
Through deals with automakers such as General Motors Corp., Honda Motor Co. and Toyota Motor Corp. — XM offers satellite radio in more than 140 vehicle models.
In morning trading, shares of XM Satellite fell 20 cents to $14.78, while Sirius Satellite shares lost 2 cents to $3.75, both on the Nasdaq.

Pappagiorgio

01-06-2007, 04:12 AM

Earth2murf

01-06-2007, 09:46 AM

I'll suck cock on a street corner you are from Canada

Freese

01-06-2007, 09:52 AM

you are from Canada

not this again...

yellowstonesteve

01-06-2007, 10:41 AM

XM has been netting customers who PAY for the service, while SIRI has been GIVING away their service.

my dad hasn't paid for his Sirius sub in nearly 3 years, but still gets service. my friend had a $10 balance on his XM account, they shut it down. as a listener, sure it sounds great getting free satelite radio, but as an investor, I'd be concerned about a company of that size having no control over their A/R and service, especially since my dad isn't the only person I've heard of that gets free service.

Bill

01-06-2007, 01:45 PM

IMO, XM's biggest problem this year was the fact that they had to pull some units off the market until they fixed the FM transmitter problem. This caused some stores to only have Sirius units in stock when people went to buy "a satellite radio".

okterrificsk2

01-06-2007, 02:09 PM

Well they are down one more sub. After a long run, I just cancelled my XM. The move to Free FM was the worst thing that ever happened to the show. It's just a matter a time before Ron & Fez pull an O&A.

Somebody's not been paying attention.

notalentassclwn

01-06-2007, 02:41 PM

I like toast

weeniewawa

01-06-2007, 03:38 PM

Xm has GM, Toyota, Honda, and others. Sirrius has ford and Chrysler. Ford has trouble giving cars away,and their stock shows it. Gm is still doing pretty good especially with higher end vehicles such as Cadillac and large pickups where the people are spending big money and 12.95 a month is not too much to ask. Toyota is about to be the biggest car maker in the world and is the company to be tied in with and they are ahead of the rest with sales to the youngins' with the Scions and Steve C's Prius. The younger generation will more likely be using the newer technology like satellite radio and gps and such. Football is a TV sport, unlistenable on radio and games are played when the majority of people are home and able to watch it with the exception of a very few truckers. Nascar the same thing, has anyone here tried to listen to a race on the radio? It is like listening to radio coverage of a parade. I think XM did the right thing by letting Sirrius "take" Nascar from them, I just hope they bid it up higher just to cost Sirius more money.

MrTubbs

01-06-2007, 04:29 PM

http://i11.tinypic.com/2l9h5pe.gif

I thought jews weren't allowed in heaven?

MrTubbs

01-06-2007, 04:34 PM

Is Sirius really worth getting for the NFL? I hardley ever listen to a football game on the radio. I'm usually at home or at a bar watching the game. Since football is weekly event not like baseball I don't think the NFL is a big enough draw. But that's my dimes.
I don't think NFL is great to listen to on the radio. However, what I wonder is now that XM has lost Nascar, how many people are jumping over to Sirius just for that or subscribing to BOTH services. There are alot of Nascar fans that now have both Sirius and XM because XM let Nascar go.

d0uche_n0zzle

01-06-2007, 04:39 PM

I don't think NFL is great to listen to on the radio. However, what I wonder is now that XM has lost Nascar, how many people are jumping over to Sirius just for that or subscribing to BOTH services. There are alot of Nascar fans that now have both Sirius and XM because XM let Nascar go.

Haven't seen any articles going one way or the other on NASCAR.

Can't fault NASCAR for going with the highest bidder, but I don't think a Chevy fan is going out and buying a Ford because of it.

MrTubbs

01-06-2007, 04:41 PM

On the whole OEM car market for satellite, I personally like Ford over GM due to bad service. But if I was to buy a Ford or Chrystler/Jeep, I can't do the factory direct because of there contract with Sirius. If XM would come out with a radio that had a factorylike interface that would be great.

d0uche_n0zzle

01-06-2007, 05:01 PM

You can have your Ford or Chevy, I'll make mine a Toyota. :action-sm

Begbie

01-06-2007, 09:47 PM

Here are the vehicle partnerships:

XM
Toyota/Lexus (standard on 1 Lexus model, closer with XM)
Honda/Acura (Exclusive, standard on all Acura models)
Nissan (Exclusive)
Infiniti (may become exclusive soon with XM/Nissan partnership)
Hyundai (Exclusive, standard on four 2007 models)
General Motors Corp (Exclusive)
Subaru
Harley Davidson (Exclusive)
Suzuki (Exclusive)
Lotus
Porsche (Exclusive)

Sirius
Ford (Exclusive)
Daimler Chrysler (Exclusive)
Kia (Exclusive)
BMW (Exclusive)
Audi/VW (Exclusive)
Mitsubishi (Exclusive, Standard on 4 models)
Toyota/Lexus (Optional, slowly moving to XM)
Infiniti (XM partnership with Nissan may pull Infiniti to XM)
Subaru

XM clearly has the upper hand in vehicle partnerships. Of the top 5 auto corporations (Ford, GM, Toyota, Honda, Nissan), XM is exclusive with three and may soon lock up Toyota. Sirius' lone exclusive partner in that top 5, Ford, is struggling to sell vehicles.

The big problem with Sirius and their OEM deals in 2006...they offered too many long term free trials. So when alot of them end and the Ford/Chrysler/VW drivers decide they don't wanna pay $12.95 month, Sirius' subscriber numbers won't be so inflated.

Begbie

01-06-2007, 09:51 PM

I thought jews weren't allowed in heaven?

No, you're wrong...ya see, Howard invented Heaven, so even though he's Jewish...which happens to be another thing he invented, he still gets to go.

Tell'em Fred.

Freese

01-06-2007, 10:22 PM

The big problem with Sirius and their OEM deals in 2006...they offered too many long term free trials. So when alot of them end and the Ford/Chrysler/VW drivers decide they don't wanna pay $12.95 month, Sirius' subscriber numbers won't be so inflated.

So is it safe to say we are going to see a big drop in Sirius subs in 2007 once those free trials are up?

Begbie

01-06-2007, 11:02 PM

So is it safe to say we are going to see a big drop in Sirius subs in 2007 once those free trials are up?

Depending upon the direction Sirius goes and what they do...I would expect Sirius' subscriber adds will lessen very slightly since retail usually dips a bit in the first two quarters, BUT they will face more cancellations which will drive their numbers down.

With a better focus on vehicle OEM from Toyota and Nissan, etc, XM's subscriber adds will improve and their subscriber cancellations will probably remain or lessen slightly.

If that all happens, and this is just a pure guess, I would put XM at 9.3-9.6 million and Sirius at 7.5-7.9 by the end of 07.