The Sirius XM Subscriber Challenge

It has been an interesting year to be a Sirius XM investor.   The company has had their ups and downs, as have investors.  There is uncertainty in the air relating to Liberty media, and an ever evolving audio entertainment landscape that has several “mediums” competing for the ears,… → Read More

SiriusBuzz Used Car Report 12-26-2011

The used car market has made up a growing segment of the overall subscriber picture for Sirius XM.  This holds especially true with the advent of deals struck with GM and Nissan whereby consumers get a three month trial to Sirius XM on ANY used car sold at… → Read More

JD Power Says December 2011 Auto Sales Will Be 1,230,000

Auto sales in December have seen a distinct improvement from November, but were slightly off pace with initial projections, which were as high as 1,273,000 in a mid-month forecast presented by auto tracking website Edmunds.  Yesterday Edmunds lowered their forecast to 1,230,000, and today JD Power seems to… → Read More

Edmunds Lowers December Auto Expectations By over 40,000

Well, it seems that the past week did not do the auto sector any favors.  Edmunds, which last week estimated December 2011 auto sales to be 1,273,000 units with a SAAR of 13.7 million has now adjusted sales guidance down to 1,230,000 with a SAAR of 13.4 million. … → Read More

Judge Hearing Sirius XM Case Rejects CitiGroup Settlement

While a massive settlement by an investment bank would send ripples through the market, the recent rejection of an SEC vs. Citigroup settlement may be of particular interest to investors in Sirius XM.  In a scathing decision, Judge Jed S. Rakoff rejected a proposed $285 million settlement between… → Read More

Sirius XM Used Car Market Report

A while back I had initiated coverage on the used car channel in an effort to aggregate data that may become useful.  The used car market was materializing slowly and in the end the numbers were not moving the needle in a substantial manner so I put the… → Read More

December Auto Sales Shaping Up For Good Month – What Does It Mean For Sirius XM

We are seeing the first indications of what December 2011 will bring in terms of auto sales.  The good news is that, according to Edmunds.com, we are on a pace for 1,273,000 for the month.  Such a number would put the quarterly total to somewhere around 3,287,000 units,… → Read More

Understanding the Auto Sector and How It Relates To Sirius XM

If you are invested in Sirius XM (NASDAQ:SIRI) it is important that you keep tabs on the automobile  channel, as it is the largest contributor to the subscriber pool, and it is through subscribers that Sirius XM grows.  For many years I have tracked the auto sector in… → Read More

Citi Launches SIRI Coverage with a Buy Rating

Earlier this morning, Citigroup began coverage of Sirius XM with analyst Jason Bazinet labeling the stock a Buy with $2.20 price target. In his note Bazinet says that he expects “many years” of subscriber growth coming from the used car market with a potential 2.6 million gross additions… → Read More

A Response To Those That Question

Since I am once again being attacked by Brandon Matthews, and since he is submitting that attack to sites such as Trefis, I will respond. In preparation for the outline below, readers should first understand the back story by reading or re-reading the following articles: November Auto Sales… → Read More