Wall Street waking up on Sirius - Barclays ups target from $4 to $4.60
http://sleekmoney.com/sirius-xm-hold...s-siri/419358/
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Wall Street waking up on Sirius - Barclays ups target from $4 to $4.60
http://sleekmoney.com/sirius-xm-hold...s-siri/419358/
@muscle... I really hate to ruin your Sunday like this but the "Fantastic Four" is gonna be a drag on earnings this quarter. :rolleyes:
Good to see you again Waldo! What are your thoughts about the new Apple TV "set top box" they are talking about for this Falls event? I remember they said they were working with telcos and cable companies in Canada and US to offer a new service. They opened the Apple TV developer program about what 2 years ago?
Just as predicted - Straight Outta Compton absolutely dominated the box office this weekend
http://variety.com/2015/film/box-off...ce=twitterfeed
Universal debuts Ride Along 2 trailer for Straight Outta Compton weekend.
https://www.youtube.com/watch?v=iWfmmwdCHTg
Freakin Hilarious
ZULILY GETS A BAILOUT: Gets sold for $18.75 after going public at $22 a share
Read more: http://www.businessinsider.com/liber...#ixzz3j4wxojSx
@Muscle... guess who is buying them? :)
Article from SF on SA for SB...
Sirius XM: Please Tell Me Again About The Big Bad Connected Car
http://seekingalpha.com/article/3443...-connected-car
I find it hilarious when people talk about Sirius XM and the Connected Car, they fail to mention the partnerships that help them get to that point. Get a clue.
"AT&T*, the leader in emerging telecommunications services, today announced an agreement with Sirius XM Radio (NASDAQ: SIRI) to provide mobile connectivity to support a suite of security and additional services for Nissan automobiles in North America.SiriusXM’s in-vehicle telematics solution will provide Nissan vehicle owners 24/7 emergency support for accidents, stolen vehicle tracking and roadside assistance, along with a host of additional services to be announced at a later date.
“Your future car is going to be a smartphone with four wheels with powerful capabilities specifically built for a safe and enhanced customer experience,” said Glenn Lurie, president of AT&T Emerging Enterprises and Partnerships Organization. “By adding fast, reliable and built-in mobile internet for SiriusXM’s forthcoming in-car experience, we are powering a connected experience inside Nissan automobiles for both drivers and passengers.”
More SF on SA for SB...
OK, I'll Say It: Sirius XM Had A Great Quarter
http://seekingalpha.com/article/3444...-great-quarter
@User... more OLD news on AT&T and Sirius XM and the Connected Car. Another example of people not understanding how the Connected Car works. :)
Subaru announces AT&T 4G LTE and Sirius XM Connected Vehicle Services for 2016 models
Read more: http://www.digitaltrends.com/cars/su...#ixzz3j5R2WgFT
Great news on that front. If I only went with my gut feeling on Sprint. Damm
Promising for Sprint that's for sure. With my i6 through Verizon I had to pay $200 upfront and a two year commitment for them to subsidize the rest ($400+) and I own the phone. With the $22/month iPhone forever that's $264 in the first year the customer pays so even if they just keep it for 1 year Sprint is recouping an extra $64 over the standard subsidy....and they get the phone back which they can refurbish/resell. If the customer keeps the phone for two years, which is pretty standard, Sprint recoups $528...almost the entire cost of the phone.
I would agree though that many many people will opt for paying an extra $22/month vs. parting with $200 up front.
Now that the articles are saying that Comcast Watchable will compete with YouTube, Facebook video and such, and Comcast has investments in Vox, Buzzfeed and Hulu -which competes with Netflix, I decided to look at EBITDA valuations.
Comcast compared to Netflix......
Comcast is trading at about 8 times current EV/EBITDA and Netflix is trading at about 128 times current EV/EBITDA. So Netflix EBITDA multiple is 16 times higher than Comcast. If Comcast were to trade at the same EBITDA multiple as Netflix it would be valued at $960 a share instead of $60. LOL Funny! Here is to hoping Netflix keeps rising. It only makes Comcast which is entering the streaming video business look that much more attractive.
Nice move by DIS today. Good to see something moving north.