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Thread: Q2 Subs

  1. #1
    TSavery is offline
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    Joined: Jun 2007 Posts: 524

    Q2 Subs

    Q2 subs will be slightly better than Q1, which means a pretty hefty negative number.

    Please do not get caught up into thinking that there is any chance of a positive sub number. Any reasonable and realistic analysis points to a negative number.

    This site was the only place that warned of the bad number last quarter, and our track record is clear.

    Period...end of discussion.
    Tyler Savery
    Satellite Standard Founder

  2. #2
    JohnnyIrishXM is offline
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    Joined: Feb 2009 Location: Valley Forge ,PA Posts: 1,583
    Tyler ,know overall subs will be negative,but is their a chance of flat or slightly positive self pay subs...Churn should be better than 1Q without BK and Used car,Rentals(especially with Hertz already buying 16k Cars)and App adds of maybe 20k could offset neg 84k self pay sub loss in 1Q..

  3. #3
    TSavery is offline
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    Joined: Jun 2007 Posts: 524
    Quote Originally Posted by JohnnyIrishXM View Post
    Tyler ,know overall subs will be negative,but is their a chance of flat or slightly positive self pay subs...Churn should be better than 1Q without BK and Used car,Rentals(especially with Hertz already buying 16k Cars)and App adds of maybe 20k could offset neg 84k self pay sub loss in 1Q..
    Flat self pay subs is wishful thinking. Prmo subs lead to self pay subs. Withpromo subs still in the toilet, self pay will suffer. Self pay churn wouyld need to be at 1.6 or better to give net additons to the self pay category.

    What frosts me is how false expectations get built by people thinking there is even a chance of a net sub gain overall. It won't happen. Not even close. Investors need to stop singing kum-by-ya and look at reality! Sub nubers will be slightly better than Q1. Anyone saying otherwise is being irresponsible, or needs to lay off the kool aid.
    Last edited by TSavery; 07-06-2009 at 01:59 PM.
    Tyler Savery
    Satellite Standard Founder

  4. #4
    trippingthespeculatingpos is offline
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    Joined: Dec 2008 Location: San Antonio Posts: 2,884
    im with you this time tyler, negative numbers rgr that, car sales havnt improved enough iphone app didnt do enough still negative.

  5. Ad Fairy Senior Member

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