SIRI Monthly Thread October 2015 (with NFL Chat)

Sirius XM raises 2015 revenue forecast on strong auto sales

http://finance.yahoo.com/news/sirius...112016186.html

Guess they ain't worried about new car sales slowing down anytime soon. :)

Quote:

---

Originally Posted by dm_4

They increased guidance

3.98 in pre

CHURN 1.9....higher than i expected....i expected 1.8 but its still between normal ranges.

SAC down from 35 to 34

New vehicle consumer conversion rate 41% remained the same.

ARPU up 12.67 v 12.47

---

Looks pretty good to me but I'm not going to get too excited. The 3¢ (inline) is what I thought, but not what I had hoped for. seems all is inline or a little better. At this point, in order for Sirius to see any substantial sustained increase, we have to see nothing short of a WTF blowout quarter on ALL counts. Being inline is the same as saying "acceptable" but not "exceptional". Without a doubt, Sirius is a great profitable company, but as an investment, it's just been bitch slapped one too many times.
This is my down side.
On the up side, we have gone yet another day without being destroyed by aliens!

Quote:

---

Originally Posted by bdp.

Looks pretty good to me but I'm not going to get too excited. The 3¢ (inline) is what I thought, but not what I had hoped for. And the higher churn... In order for Sirius to see any substantial sustained increase, we have to see nothing short of a WTF blowout quarter on ALL counts. Being inline is the same as saying "acceptable" but not "exceptional". Without a doubt, Sirius is a great profitable company, but as an investment, it's just been bitch slapped one too many times.
This is my down side.
On the up side, we have gone yet another day without being destroyed by aliens!

---

Good Am Bdp...agreed. Hoping this gets some more juice at the open.

Quote:

---

Originally Posted by bdp.

Looks pretty good to me but I'm not going to get too excited. The 3¢ (inline) is what I thought, but not what I had hoped for. seems all is inline or a little better. At this point, in order for Sirius to see any substantial sustained increase, we have to see nothing short of a WTF blowout quarter on ALL counts. Being inline is the same as saying "acceptable" but not "exceptional". Without a doubt, Sirius is a great profitable company, but as an investment, it's just been bitch slapped one too many times.
This is my down side.
On the up side, we have gone yet another day without being destroyed by aliens!

---

bump

Sirius XM Holdings (SIRI) Q3 2015 Results - Earnings Call Webcast 8.00 a.m. Est std.

http://seekingalpha.com/article/3588...s-call-webcast

Agree, #s were strong but my nipples aren't hard, therefore I am not too excited. I'll take a column of Xs at this point that doesn't disappear. Not even sure that will happen but we'll see what Meyers has to say.

BTW, Midas, DM..you guys are crazy man and you too BDP :) Enjoyed the fun thread from last night....GL All

Quote:

---

Originally Posted by denco1

Agree, #s were strong but my nipples aren't hard, therefore I am not too excited. I'll take a column of Xs at this point that doesn't disappear. Not even sure that will happen but we'll see what Meyers has to say.

BTW, Midas, DM..you guys are crazy man and you too BDP :) Enjoyed the fun thread from last night....GL All

---

Good AM Denco! Me and Midas CRAZY???? Nooooooooooooooooooooooooooooooooooooooooooooooooo ooo ;)

Cash is getting low, as I mentioned expect a new issuance soon. 152 mil this Q compared to 294 mil last Q.

What that means, the company will not be participating as much in a buyback, especially at higher levels, until they re-fill the coffers. They can, but should not be using the revolver for the buyback. Meant for short-term funding.

The other thing that stands out is the statement:''Free cash flow and free cash flow per share for the third quarter of 2015 exclude the effect of SiriusXM's settlement of certain pre-1972 recordings litigation.' Which means we should hear more about this on the CC, after that the spin commences. Its an event WE all knew about, but its never good to have a negative headline especially if you want a breakout.


This a real solid Q, but it might not be enough for me to get my trade.

Quote:

---

Originally Posted by denco1

Agree, #s were strong but my nipples aren't hard, therefore I am not too excited. I'll take a column of Xs at this point that doesn't disappear. Not even sure that will happen but we'll see what Meyers has to say.

BTW, Midas, DM..you guys are crazy man and you too BDP :) Enjoyed the fun thread from last night....GL All

---

I'm with you Denco, re. not being too thrilled by the numbers. I have to differ with you however on your statement regarding the amuzement displayed by the Dan and Dave comedy duo. I frankly think it has lost its entertainment value and might be better suited in some other venue.


PS. Waldo, I need to ask for further definition of your term "bump".

PPS. Bassman, now that is one heck of a neat instructional site, and cursor hover trick to quickly illustrate the chart pattern. Nice going.

Good morning ladies!!! :) Everyone seems a little disappinted in the #'s.