Tom Taylor's article make one ponder this. Getting down to the basics of media - What will people pay for? One thing - Unique content. Music has become so easily available everywhere there is nothing...
Type: Posts; User: MUSCLE13
Tom Taylor's article make one ponder this. Getting down to the basics of media - What will people pay for? One thing - Unique content. Music has become so easily available everywhere there is nothing...
From Tom Taylor's newsletter
Excerpt, Bolding for emphasis -
Thumbplay made its fortune selling ringtones and then tried cracking the online music-rental market using a cloud-based technology....
I am at $2.78 on my 1 year target. You can look at the EV/EBITDA analysis here.
...
Spencer writes
Whether or not these services make money is not really the issue. The fact that they exist and can bring in consumers is why we need to monitor them.
Then a poster answers him,...
I have very little doubt you will continue to see headlines with dollar signs next to it just like this here
http://siriusbuzz.com/how-smart-phones-can-become-sirius-xms-growth-story.php
There...
More headaches for the internet radio
(Reuters) - A Verizon Communications (VZ.N) executive hinted at a new version of the iPhone and said Verizon Wireless will replace its unlimited mobile data...
Pittman (the guy who just bought Thumbplay) comments on Pandora -
“Pandora is a great feature rather than a business. And we want to have all these features and add to the service continually.”
...
All things Digital excerpts -
I’m told that Clear Channel will be buying a business that only managed to sign up 20,000 subscribers, who pay $10 a month for unlimited music, since March 2010.
...
More problems for internet radio
http://siriusbuzz.com/audio-entertainment-landscape-sees-more-change-clear-channel-rhapsody.php
The flood has just begun. There will be hundreds of thousands...
I assume Spencer will take these moves by Google and Apple as competition for Sirius. I hope he doesn't. They are really not that at all. They are an excellent opportunity and I will explain after...
Has anybody made money at internet radio in 17 years? Name a company that succeeded in becoming a cash flow machine.
I don't think they are wrong at all. Was Mark Cuban wrong?. Of course not . He...
Venture capital. Very similar to the 90s internet boom and bust. Smartphone radio apps will be no different. If I am Pandora I would IPO as soon as possible - Before 2.0 and before Spotify gets here....
More problems for internet radio - Spotify is coming
http://siriusbuzz.com/spotify-raises-100-million-plans-expansion-into-u-s.php
There will be plenty more to come. No barrier to entry is...
Looks like Slacker is going to a subscription model. More internet radio problems
Excerpt -
Slacker Raises $3 Million, Preps On-Demand Launch
Slacker has raised $3 million in debt funding...
It is probably the worst part of the model. Even worse than the streaming and royalty expenses. Eventually all those stations will be on smartphones and cause fragmentation of the internet radio...
Charles there are close to 1 million internet radio stations today. And that number is growing. There is no barrier to entry. Its the single biggest reason nobody made a business of it online with...
Charles what you just wrote was the opinion of many in 1994 when internet radio started. Mark Cuban got out with about 5 billion from Yahoo for Broadcast.com. Of course they never made any real money...
Excerpt-
Pandora Files for IPO, But Can It Ever Make Money?
Pandora mostly has been unprofitable.
That’s not totally a surprise, of course. The music royalty fees long have been a question...
My wife as well has an internet only subscription. There is no doubt more and more people are going that route. But contrary to what you and Spencer think, that doesn't make the internet model more...
Sirius primarily uses the internet as a churn reducer and ARPU enhancer for it regular sat subs. It is not its main business and it was not designed to be as Mel has mentioned many times on the...
Not a problem Charles. The thesis is what I am after. Spencer is not a stupid guy, and even though his love of the internet radio model is beyond anyone I have ever encountered, he has to begin...
I see you posted you must have missed this from the S-1
In addition, we expect to invest heavily in our operations to support anticipated future growth and public company reporting and compliance...
I won't take up anymore of your time Spencer. You know how much I have completely disagreed with you on your internet radio thesis because of the standalone free business model. I don't believe it...
Also found this in the S-1 -
Our total revenue has grown from $14.3 million in fiscal 2008 to $55.2 million in fiscal 2010 and $90.1 million in the nine months ended October 31, 2010. At the same...
I want to see you justify the riches of internet radio concerning this matter -
Excerpt -
This offers the first public look at the company's finances -- and Pandora isn't yet profitable. The...