Siri Stock Thread Nov 2011

[Sirius Roadkill]

Spencer says:
November 4, 2011 at 2:25 pm
You missed the entire point of the article. You need to look at the absolute numbers

Reply


sirius roadkill says:
November 4, 2011 at 7:32 pm
” — on our second quarter earnings call, we raised our subscriber guidance for the year to 1.6 million net adds, which we expect to meet. This means, we anticipate adding about 440,000 net subscribers in the fourth quarter, up about 34% from subscriber growth in the fourth quarter of 2010.

Self-pay subscriber performance in the third quarter was excellent. We grew our self-pay subscriber base by 364,000 subs to an all-time new third quarter record. These third quarter self-pay net adds were up 41% from third quarter of last year, and represented the best single quarter since we completed the merger of SiriusXM in the summer of 2008.”

Mel Karmazin
November 1, 2011
http://money.msn.com/business-.....d=14465758

[Sirius Roadkill]

Growing EBITDA is really a precursor to driving free cash flow, which we believe is the primary driver of SiriusXM's value.

Mel Karmazin
November 1, 2011

[Sirius Roadkill]

Mel Karmazin
November 1, 2011

" . . . on our second quarter earnings call, we raised our subscriber guidance for the year to 1.6 million net adds, which we expect to meet. This means, we anticipate adding about 440,000 net subscribers in the fourth quarter."



Official September Auto Sales Have Sirius Impact
October 4, 2011 (12:54 am) Spencer Osborne

"I feel that Sirius XM’s guidance of 1.6 million new subscribers in 2011 is very safe."



October 2011 Auto Sales – Mixed Bag For Sirius XM
November 3, 2011 (9:35 pm) Spencer Osborne

"As of right now Q4 has started off weaker than Q2 and Q3. This will apply more pressure on the company to meet their 2011 subscriber guidance of 1.6 million."

[Sirius Roadkill]

Japanese Earthquake Impact on Auto Sector Quantified
April 18, 2011 (8:00 am) Spencer Osborne

The March 11, 2011 earthquake and Tsunami that devastated Japan is something that will take the country years to recover from. Even today, over a month later, we are seeing headlines relating to the subject. As sad as these events are, we must look at the potential impacts that they could have here in the United States, and in particular as it relates to the auto sector.

The auto sector provides Sirius XM Satellite Radio (NASDAQ:SIRI) with the vast majority of their subscriber base. It is through the auto sector that most consumers first experience satellite radio with promotional trials ranging from 3 months to a year. Over the past few weeks we here at SiriusBuzz have kept readers informed on the potential impacts. We stated early on that the impacts would be small ripples readily absorbed by the company and that the effects would take at least six months to fully pan out. We still maintain that stance today.



Official September Auto Sales Have Sirius Impact
October 4, 2011 (12:54 am) Spencer Osborne

The real Sirius XM story in Q3 auto sales actually happened in Q1. It was March of 2011 that an earthquake and Tsunami struck Japan. At the time I predicted that the impact would have a ripple effect that would play out over the following two quarters.



Auto Sales – Mixed Bag For Sirius XM
November 3, 2011 (9:35 pm) Spencer Osborne

The first thing to understand is that the auto sector is finally getting to a point of full recovery after the March Earthquake and Tsunami disaster in Japan, but, despite that, the tenor of the auto sales market is not quite what analysts had hoped for. Simply stated, auto sales are not climbing at a pace that gives Sirius XM the opportunity to deliver growth numbers that impress the street.

[Sirius Roadkill]

What do David Bank & Spencer Osborne have in common?

[Sirius Roadkill]

One man runs around writing about a big SAC . . . the other man runs around writing about a mixed bag.

[SiriusBuzz]

Remember back when people actually came here to chat and share ideas? Those were the days.

[SiriusBuzz]

13 days of crickets.

[john163888]

13 days of crickets.

I have been over at the "gbtv.com", I have followed glen beck for at least as long as Tyler and missed writting back and forth with him.