context is everything
I'm saying that you are speculating.
your original question related to what people-who-do-not-want-to-pay will listen to . . as long as the others you mention...
Type: Posts; User: Sirius Roadkill
context is everything
I'm saying that you are speculating.
your original question related to what people-who-do-not-want-to-pay will listen to . . as long as the others you mention...
"That is exactly the type of moves Pandora and Slacker have already shifted to.”
sorry Charlie (or should I say Edgar Bergen) . . . misleading
speculation
http://siriusbuzz.com/spotify-raises-100-million-plans-expansion-into-u-s.php#respond
just finished reading the latest installment of Tyler's Internet Radio Blog on the main page . . . I wonder...
While my post to Spencer's recent news story is awaiting moderation, I have taken the liberty of copying it here as a back-up . . . in the unfortunate event that something should accidently happen to...
Hi Dave . . was just hoping to see what your charts were saying going into the Siri conference call . . . I couldn't get a good feel from the newsflow . . most of which I figured might be baked-in to...
JANCO Partners Upgrades Sirius XM Radio (SIRI) to Buy, Price Target $2.10
JANCO Partners upgraded shares of Sirius XM Radio (NASDAQ: SIRI) to a Buy rating from their previous rating of Accumulate...
I stand corrected . . Tyler has correctly identified the most important take-away from the CC . . FCF.
http://siriusbuzz.com/sirius-xm-recovers-quickly-testing-52-week-high.php#comments
As to...
you have to wonder how RBC can justify keeping David Bank on the payroll
hmmmmm . . . anybody know what this relates to?
"On the G&A front, you should really think of it as litigation spending. We've got -- as we've disclosed before, we've got some suits out there that...
David Gober - Morgan Stanley
"One on the top line and one on the cost structure. In terms of the subscriber guidance, [indiscernible] a little bit conservative and I know you guys have been...
Barton Crockett - Lazard Capital Markets LLC
"And then switching gears a little bit, given that we are right here on the cusp of Pandora's IPO filing, Tyler Savery was wondering if you could talk...
Mel Karmazin
"I think date for Liberty is March of 2012, when that gets triggered. And regarding what exactly we're going to do, obviously, that will be a board decision. We have already had a...
"Since December, we've also bought back $131 million of debt, including the remaining $37 million of the 11 1/4% Notes and $94 million of the 3 1/4% converts due in October 2011. We now have only...
"As a result of the successful launch of XM-5, we no longer believe SIRIUS-4, which we've kept as a ground spare, will be used in our satellite operations. As a result, we have recorded a $56 million...
"Long term, we expect to maintain some debt leverage at SiriusXM. As a subscription based business, we can probably tolerate a significant amount of leverage but just assume we keep leverage at a...
"So the obvious question that arises from this is what will we do with the cash that we accumulate over time. There are only three things a company can deal with a significant amount of excess cash,...
"As those investors who have known me for a long time appreciate, the most important measure of a business' success to me is free cash flow. It's free cash flow that enables you to pay down debt,...
Sirius XM ends the year with $587 million in available cash. "With only $104 million of debt maturing before 2013, declining capital expenditures and growing free cash flow, our financial strength...
Mel's modus operandi has been to under-promise/over-deliver . . much like the past year. I for one like that approach . . it presents opportunity for those who follow the company closely to...
Subscriber Statistics
During the fourth quarter of 2010, SIRIUS XM added 328,789 net subscribers, which raised the company’s total subscriber base to 20,190,964 at the end of December 31, 2010. Of...
Special Notice: All Sirius XM Investors! Conference Call to announce Full-Year and Q-4 operating results, tomorrow 2/15. I encourage all SB regulars to tune-in and listen to the call for...
Quoting Mel Karmazin, "It would be helpful if we dealt with the facts." An inconvenient fact omitted from Tyler's Pandora story is Pandora's declining TSL. Apparently the author didn't think it...
The following post is copied here as insurance (in the unfortunate event that something should accidentally happen to it under the related news story):
sirius roadkill says:
February 14, 2011...
When the reports say "remains unprofitable" I interpret that to mean on a year-over-year or year-to-year basis rather than on a quarterly basis.
Groupon might make for good discussion in the...
Well, I just popped the hood . . looks like this baby has a few leaks . .
Associated Press
Pandora tunes up for IPO, looks to raise $100M
By RACHEL METZ , 02.11.11, 07:27 PM EST
The...