I agree, so might say passionate.
Printable View
I agree, so might say passionate.
The fact that some people have multiple subs is not speculation. There is some number and investors should account for it. To think that there are none would be irresponsible from an investing point of view.Quote:
Originally Posted by trippingthespeculatingpos
You can't listen to what Sirius says as gospel, they are looking out for themselves... not you. It is merely guidance.
im not saying there are 0 people who have more than 1 subscription i just hate when he says every1 i know has multiple subs, the same way you hate it when i say every1 i know has 1 sub, k so we agree on that one. Im saying how many people have multiple subs compared to how many have just 1 sub is speculation. Cant deny that, you dont know that figure only sirius does and no matter how many poll's you do it isnt gonna matter.
It doesn't bother me at all that you don't know people with multiple subs. Of course there are going to be a ton of subscribers with one subscription.Quote:
Originally Posted by trippingthespeculatingpos
I guess you are missing my point because I have never said that any specific figure is fact. I have said time and again that there is some number and that investors should consider that number. I also said that I would not be surprised if that number was over 25%... I made sure to make it clear that I was not sure what the number was but that I wouldn't be surprised if it was that high.Quote:
Originally Posted by trippingthespeculatingpos
The thing you can't deny is that Sirius XM will not give up these numbers. Why do you think that is?
because they dont feel obligated too?
You are right Tripp, they are not obligated too! However I do believe their is some level of fear about the negative implications that would surround the company/stock if these numbers were released... With that said they will hold onto these numbers tight!
whatever as long as revenue > operating cost i could care less
what fear? who cares if they got 20 million all from idviduals or from family plans along with rental cars who cares how the fact is 20 million people have a radio and listen. maybe 20 million arent paying a full sub fee to listen but they have a radio either through a family plan or whatever!
soon to be 20 million actually.
I agree with you Tripp,
All in all their are close to 20 million active radios with people listening to them. I just believe that the street would find some way just as they always do to spin this in a horrible negative way, Mel & Co. do not want to give them that opportunity! I am your side with this issue, and agree with your argument.
Now slightly off topic, all these life time subs that are signing up, how do they plan to generate future revenue from these subs. I see the lifetime option as a great deal for consumers but if they continue this trend it "could" be detrimental to future revenue! Or is it a plan to gain a huge subscription base and then find some alternate way to generate revenue from them???
Also how long has the lifetime option been available? Do they plan to keep this as a future promotion? What do you guys think the percentage is that choose the lifetime option?
I have contacted Sirius Canada, and they have offered it from the first sub and plan to continue to offer it. IMO it seems like a great way to get your feet off the ground but long term seems harmful for the business model.
IMO~~~
Charles
My only point of contention was that SXM went from 7-8 all the way to 12-14 or something like that. 7-8M is about 40% individual subs. 12-14M is 65-70% individual subs. Is the number 20-25% family subs only Sirius knows. Could easily be 30%.
For the record, I do not own a sub at this time, never have...contemplating buying XMP3 or Iphone if app approved. Several friends own subs. Most only have 1, one however has 3 or 4. so what does that mean...absolutely nothing.
This poll is worthless...cannot extrapolate anything meaningful from it.
Hopeful
Lifetime sub promo I believe was just brought back a couple of month's ago...probably to generate cash flow....I agree..long term..hurts revenue...short term..saves companies ass! Also, believe it was only for existing subs..could be wrong!!
Sirius Canada offers it to anyone, and to be honest it seemed as if they were pushing it... That's kind of weird IMO :confused:
they are getting the same revenue yes slightly less but instead of over 3 years they get it right off the bat, so its three years worth of some1 paying a sub without having to wait 3 years, and there wont be enough takers for this to really do damage in the way your saying. Its only for the lifetime of the radio as, and any replacement is 50 bucks or soemthing close to that up to 3 replacements.
well siri canada is still rather new isnt it? when siri was new they did this deal alot more as well if i remember right.
Yes I believe Sirius Canada is new. I was also not aware that is was only the lifetime of the radio. So if you sell your car and buy a new one with a different radio you lose your sub? After three times...?
no its only replaced if ur radio shits out due to no fault of your own.
Really? I can extrapolate a lot from it. I put that poll in place to poll my readers and to gather information about my websites visitors. I would say it's pretty valuable.Quote:
Originally Posted by just sirius
AGAIN, the numbers aren't as good as everyone thinks. Of course they are not obligated to give those numbers but, if they were good, I would think that they wouldn't have such a problem making them public.
That being said, forget the poll, forget all of the guessing, forget the speculation... I don't care what anyone thinks the number might be ALL I AM SAYING IS THAT THERE IS SOME NUMBER. To ignore that number along with all of the parking lot subs is IRRESPONSIBLE INVESTING.
Charles the company (XMSR) has made it pretty clear that they are not up to 25% as of the 2nd quarter CC. They are the ones that stated that they would like to get that number higher because they believe it would lower their Churn. My point here is that if what they say is true then they would Skew their number to show a higher family plan % then they did, if SirusXMinvester or you are correct about your analysis. Your analogy saying the company wants to show a lower number of family plans then they have fly in the face of logic (because of what the company has stated that, they would like the family plans to be higher). The other factor is the ARPU and as long as that stays were it is, they would love to say they have a much higher number of family plans. This was also discussed in the CC a analyst ask well wouldn't that bring down your ARPU. The response was, well yes but we feel that the churn rate would be alot less, to more then make up for the lower ARPU.
Charles
I can agree that yes there is a number and it cannot be ignored. that was not the meaning of my post that started alot of this. what i meant was that the same person simply cannot start throwing out numbers without anything to back it up. Especially when the numbers went from 7M all the way up to 12M+. As far as this poll goes, I guess that you can use the data, but it is seriously flawed.
I think you can throw numbers around though, and people should because, as an investor its all that you have. You have to conservatively speculate. If you think the number is conservatively at least 5% then you should use that number. You SHOULD NOT sit back and say, well, I have no idea what the number is so, I am going to ignore it.
I have no idea what the corner gas station is charging per gallon today or what the stock price of SIRI is but, I bet I can make an educated guess that is pretty damn close. Because I don't know for a fact, I should just shut up and toss my logic and education to the weeds?
For the purpose of my website the data is in no way flawed.
Charles
I think it is perfectly ok for you to believe what you believe. As well as what john thinks the number is. Thats fine. All I have been saying is that 1 guy throwing out random numbers that are so far apart is absurd. If he thinks closer to 7M great that is his opinion. Or 12M thats fine too! But he can't have them both..is it 7M or 12M. that 5M is a large difference.