The NPD data for January 2008 has been released. The NPD Group is the leading global provider of consumer and retail market research information for a wide range of industries. They provide critical consumer behavior and point-of-sale (POS) information and industry expertise across more industries than any other market research company.
The January data shows that overall satellite radio retail sales are still down on a year over year comparison basis. For Sirius January NPD tracked sales were down 36% as compared to January 2007. For XM December NPD tracked sales were down 46%. This translated into sector sales being down 40% on a January year over year basis. Sirius has maintained an NPD share advantage for 29 consecutive months.
YEAR OVER YEAR COMPARISON (JAN 08 vs. JAN 07)
SIRI - Down 36%
XMSR - DOWN 46%
SECTOR - DOWN 40%
MONTH OVER MONTH COMPARISON (JAN 08 vs. DEC 07)
SIRI - DOWN 86% (this is expected because December reatil is the strongest month for SDARS retail sales)
XMSR - DOWN 83% (this is expected because December reatil is the strongest month for SDARS retail sales)
SECTOR - DOWN 85% (this is expected because December reatil is the strongest month for SDARS retail sales)
The NPD tracked sales for Jauary 2008 are the weakest retail performance by either company in about three years. While "merger concerns" may account for a part of this, the retail channel has not seen improvement even when the comparisons should be getting easier. The OEM channel is still the driver of subscribers.
Position - Long Sirius, Long XM