SIRI Monthly Thread August 2015

Here are the real numbers -

Net subscriber losses were up sharply at DirecTV – which completed its $48.5 billion merger with AT&T on July 24 – to 133,000 in the period, more than double analysts’ estimates and nearly four times the 34,000 loss in the same period of 2014. Coupled with Dish Network’s loss of 81,000 net subscribers in the period – and adding an estimated 70,000 additional subscribers attributed to Sling TV -- and total satellite TV subscriber declines in the period were 284,000, nearly four times the 78,000 lost in the second quarter of 2014.

Telco TV companies like Verizon and AT&T lost a collective 2,000 subscribers in the period, compared to a gain of 29,000 customers a year ago.

Cable companies actually fared better – the sector lost about 280,000 customers in the period, almost half the 534,000 shed a year ago. At about 1.9%, the rate of decline for the cable sector dipped below 2% for the first time in seven years, according to Moffett.

- See more at: http://www.multichannel.com/news/cab....VWjpOzUO.dpuf

Thanks for the info... we agree muscle, I just think we say it differently.

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Originally Posted by midas360

Thanks for the info... we agree muscle, I just think we say it differently.

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I really don't think we agree at all. I believe Cable is going to thrive and Sat TV is going the way of the old roof antenna.

You are talking about a method of distribution then. I might agree with you there. I believe the same is going to happen to Sirius XM too. :) Maybe Sirius XM should be strictly a content business and leave the distribution up to another provider?

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Originally Posted by MUSCLE13

I really don't think we agree at all. I believe Cable is going to thrive and Sat TV is going the way of the old roof antenna.

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Originally Posted by midas360

You are talking about a method of distribution then. I might agree with you there. I believe the same is going to happen to Sirius XM too. :)

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Originally Posted by MUSCLE13

I really don't think we agree at all. I believe Cable is going to thrive and Sat TV is going the way of the old roof antenna.

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lol....funny he thinks you agree...how could he arrive at that statement? You have been crystal clear on your position that cable companies will clearly dominate! funny tho. :)

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Originally Posted by midas360

You are talking about a method of distribution then. I might agree with you there. I believe the same is going to happen to Sirius XM too. :) Maybe Sirius XM should be strictly a content business and leave the distribution up to another provider?

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No I am talking about video and broadband packaged together with cable at gigabit speeds and integrated under the X1 platform vs one way Sat TV.

For Sat radio Sirius already competes inside the car with 200,000 smartphones in this country and has already announced SXM 17 its plans to integrate sat and internet radio into a seamless experience in the car.

Radio and TV are 2 very different businesses concerning both content costs and distribution methods.

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Originally Posted by MUSCLE13

I really don't think we agree at all. I believe Cable is going to thrive and Sat TV is going the way of the old roof antenna.

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FWIW, I think you guys are saying the same thing but coming from different perspectives.

I dunno....Cable companies like ESPN are so....1980's. I watch my fair share of sports but I can't remember the last time I tuned into ESPN or one if it's related channels. If I want to watch MLB, I go to the MLB.com app on my phone/laptop. If I want to watch golf I go to the Golfchannel.com app, etc. - and I can cast it to my tv with Apple TV or Chrome Cast or whatever - I actually have three different devices for that. If want to see a movie or some TV show content I prefer to use Netflix. Sure, some first run movies I'll pay up for or a couple of baseball games each season I'll go down and see, but I actually prefer to watch from the comfort of my own home vs. actually going to the sports event or movies. With the new HD large screen TV's I get that movie quality in my living room.

I think Sirius XM satellites will go by the waste side and they will strictly provide their service via the internet one day. I mean they kind of already do.

Bundling is nothing new and yes it does work for everyone in the business.

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Originally Posted by MUSCLE13

No I am talking about video and broadband packaged together with cable at gigabit speeds and integrated under the X1 platform vs one way Sat TV.

For Sat radio Sirius already competes inside the car with 200,000 smartphones in this country and has already announced SXM 17 its plans to integrate sat and internet radio into a seamless experience in the car.

Radio and TV are 2 very different businesses concerning both content costs and distribution methods.

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Originally Posted by user34615145

FWIW, I think you guys are saying the same thing but coming from different perspectives.

I dunno....Cable companies like ESPN are so....1980's. I watch my fair share of sports but I can't remember the last time I tuned into ESPN or one if it's related channels. If I want to watch MLB, I go to the MLB.com app on my phone/laptop. If I want to watch golf I go to the Golfchannel.com app, etc. - and I can cast it to my tv with Apple TV or Chrome Cast or whatever - I actually have three different devices for that. If want to see a movie or some TV show content I prefer to use Netflix. Sure, some first run movies I'll pay up for or a couple of baseball games each season I'll go down and see, but I actually prefer to watch from the comfort of my own home vs. actually going to the sports event or movies. With the new HD large screen TV's I get that movie quality in my living room.

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Good Lord. I said cable companies (ie Comcast Charter etc) The distribution of video cable/broadband vs Sat TV

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Originally Posted by MUSCLE13

Good Lord. I said cable companies (ie Comcast Charter etc) The distribution of video cable/broadband vs Sat TV

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Good lord....what knuckleheads!!