The NPD data for August 2007 has been released. The NPD Group is the leading global provider of consumer and retail market research information for a wide range of industries. They provide critical consumer behavior and point-of-sale (POS) information and industry expertise across more industries than any other market research company.

The most recent data shows that retail sales are seeing some slight improvement on a year over year comparison basis. Sirius showed sequential growth on a month over month basis. XM's NPD number for August is suggestive that XM's retail net additions for Q3 could be minimal, and unless there is a stark improvement in September a negative NET retail number could be in the cards for the quarter. Thankfully, XM's OEM partners are ramping up, and that should offset the retail channel.

MARKET SHARE FOR AUGUST 2007

Sirius - 64%
XM - 36%

YOY COMPARISON (August 2007 vs. August 2006)

Sirius - Down 22%
XM - Down 35.5%

MONTH OVER MONTH (August 2007 vs. July 2007)

Sirius - Up 4%
XM - Down 4%

YEAR TO DATE MARKET SHARE

Siri - 62%
XM - 38%

august2007npd.JPG

Position - Long Sirius, Long XM