We can all agree this WILL be a FCF qtr but how much in FCF $25M,$50M,100M? We need $140M to enter 09 with half a billion on the books! Will the following get us there?
Best of both is big, not the $4 but the ability to get paid now on new "contract" vs waiting for current contract to renew.
LIFETIME SUB bad for future earnings as we will lose $ on these subs but GREAT for upfront cash!
synergies, synergies, synergies!!
HUGE decline in $$ spent on advertising (SIRIXM has finally been able to take foot off the pedal of growing revenue at all cost). WE HAVE THE REVENUE!!!
We will obviously be hurt on sub # With slowdown in auto production hence goal is 19.1M subs. IMHO, this will benefit cashflow as less upfront cash we have to pay to put in factory install subs. (I WISH this was not the case as subs are important but like LIFETIME SUB this should help CASHFLOW)
I would like to see $500M COH & 19.1M subs JAN 1, 2009!!!!