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Thread: Siri Stock Thread March 2011

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  1. #11
    Sirius Roadkill is offline
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    Internet Radio Round-Up – Pandora, Spotify, MOG, QTrax, Limewire, Beyond Oblivion and More

    siriusperspective says:
    March 9, 2011 at 11:25 am
    Spencer, I was curious what you thought about Bob Pittman of Clear Channel on CNBC last week when he commented that he wasn’t sure you could make money on these services.He didn’t know if they were a free standing business. Sounds like everyone’s trying to make something stick to the wall. I want sirius/xm to provide a custom play-list service but I am glad they already have content first. I hear tivo is great but it is not t.v. On the other hand, how long before these services have enough money to sign deals with a NFL,CNN, FOX etc…

    sirius roadkill says:
    March 9, 2011 at 4:22 pm
    Don’t hold your breath waiting for that answer on Bob Pittman . . Spencer will not address it because it doesn’t fit his thesis . .

    the same way he touts Pandora’s # of “Registered Users” and monthly revenue but never provides an ARPU calculation;

    the same way he fails to mention that Pandora has never posted full-year profitability;

    the same way he fails to mention that 86% of Pandora’s revenue is derived from advertising;

    the same way he fails to mention that TSL (Time Spent Listening) has continued to decline as smartphone penetration has increased;

    the same way he fails to mention that Pandora’s auditing process has material defects;

    the same way he fails to distinguish between curated music and a playlist service.

    Today’s article merely highlights the profound absence of any real barriers to entry and the severe fragmentation within the sector . . but hey, why let a few inconvenient facts get in the way of a good story!
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    Last edited by Sirius Roadkill; 03-09-2011 at 08:38 PM.

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