That's My Story, and I'm sticking to it.

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04-01-2009, 11:41 PM
Brandon Matthews

That's My Story, and I'm sticking to it.

OEM January February March Q1Totals Install Rate(assumed)OEM Promo's

GM 128198 126170 155334 409702 70.00% 286791
Ford 93041 99400 131101 323542 70.00% 226479
Chrys 62157 84050 101001 247208 70.00% 173046
BMW 14329 15805 21125 51259 80.00% 41007
Daimler 12224 15614 17348 45186 80.00% 36148
Audi 4622 4653 6433 15708 80.00% 12566
Porsche 1658 1518 1749 4925 80.00% 3940
VW 17559 13660 15720 46939 80.00% 37551
Mitsu 4730 4484 4620 13834 50.00% 6917
Acura 7856 7659 9005 24520 50.00% 12260
Subaru 12194 13089 16249 41532 50.00% 20766
Nissan 53884 54249 66634 174767 50.00% 87384
Suzuki 3655 3495 7981 15131 50.00% 75565
Mazda 15420 16401 21974 53795 50.00% 26898
Kia 22096 22073 24724 68893 100.00% 68893
Hyundai24512 30621 40721 95854 100.00% 95854
Honda 71031 71575 88379 231985 50.00% 115992
Toyota117287 109583 132802 359672 50.00% 179836
Gross Subscriber Additions 1507858
Deactivated 1285000
Retail -100000

Net Additions 122858

Total Subscribers 19126714
04-02-2009, 12:09 AM
trippingthespeculatingpos

so your saying we will have more net additions than 4q 2008?
04-02-2009, 12:15 AM
Brandon Matthews

Quote:

Originally Posted by trippingthespeculatingpos

so your saying we will have more net additions than 4q 2008?

There. I just fixed it. Apparently I cannot upload an XLS file on to this site.
04-02-2009, 12:16 AM
relmor2003

Wow Brandon, nice work. This is good news. Where the hell are you getting the retail figures? And the deactivations also?
04-02-2009, 12:16 AM
Brandon Matthews

Quote:

Originally Posted by trippingthespeculatingpos

so your saying we will have more net additions than 4q 2008?

I would hope so. Install rates have increased.
04-02-2009, 12:19 AM
Brandon Matthews

Quote:

Originally Posted by relmor2003

Wow Brandon, nice work. This is good news. Where the hell are you getting the retail figures? And the deactivations also?

Retail is estimated. Let's just say I low-balled the deactivations on the many posts that claimed sirius was sending out warning letters but not deactivating people. I happen to have been one of them. I took care of my bill though before the end of the month, but I think they let "a few" go until the quarter ended..
04-02-2009, 12:20 AM
trippingthespeculatingpos

that would be good news for sure, and asia is up big right now, hopefully it carries over tommorow in the us and siri can get off it's ass and take part.
04-02-2009, 12:23 AM
Brandon Matthews

needless to say guys, I'm exhausted after that. Now I have to figure out how to make an article on it tomorrow.
04-02-2009, 12:27 AM
relmor2003

Quote:

Originally Posted by Brandon Matthews

needless to say guys, I'm exhausted after that. Now I have to figure out how to make an article on it tomorrow.

Work late. Drink coffee. Take one for the team!!! If your accurate, then are you not retracting your negative sub prediction for 09 now? If penetration rates are where you say they are, Obama's car incentive program, might combine to just squeak out a net gain for the year. Id be impressed with just 500k for the entire year. Still think its 50-50 on adding positive subs for the year. I would be happy with just not losing any in this year of crap. Although if the Iphone app was sucessful, and it does launch, etc... I suppose I might have to amend my prediction. Thats the wild card here. And how many cancelled due to internet charge. We have no clue right now on these topics.
04-02-2009, 12:40 AM
Brandon Matthews

Quote:

Originally Posted by relmor2003

Work late. Drink coffee. Take one for the team!!! If your accurate, then are you not retracting your negative sub prediction for 09 now? If penetration rates are where you say they are, Obama's car incentive program, might combine to just squeak out a net gain for the year. Id be impressed with just 500k for the entire year. Still think its 50-50 on adding positive subs for the year. I would be happy with just not losing any in this year of crap. Although if the Iphone app was sucessful, and it does launch, etc... I suppose I might have to amend my prediction. Thats the wild card here. And how many cancelled due to internet charge. We have no clue right now on these topics.

I'm a lot more bullish with the Obama Drama plan. Some estimates are now calling for over 14 million units to be sold this year. That puts sirius well into the black.
04-02-2009, 01:18 AM
relmor2003

Quote:

Originally Posted by Brandon Matthews

I'm a lot more bullish with the Obama Drama plan. Some estimates are now calling for over 14 million units to be sold this year. That puts sirius well into the black.

Sounds like good news. Maybe we can see this reflecting in the stock price. If SiriusXM can add subs this year of all years, that might amaze a lot of doubters. Not only didnt they go BK, they grew, and cut more costs than expected. Plus they added a powerful ally. Internet radio is on life support... Iphone app... Now hit the marketing campaign of all campaigns, with ingenious ads. Call me Mel, Ive got a hundred ideas. Get the lint out of your ears, and listen to Malone too.
04-02-2009, 01:24 AM
SiriusHope

relmor...
Call me Mel, Ive got a hundred ideas. Get the lint out of your ears, and listen to Malone too.[/QUOTE]

you need to send them a certified letter with your 100 ideas.
04-02-2009, 01:46 AM
DOG STAR

forgive me if this a stupid question.. but... do autos in europe and other countries like asia have sirius? and if not is it possibile in the future?
04-02-2009, 02:52 AM
Newman

Dog star: It is a bit of a stupid question if you follow the business aspect of the company at all, yet one that is asked all the time, so fear not. XMs satellites are stationary over the US and parts of canada, and Sirius' satellites are in an orbital pattern that covers north and south america. Currently, the company only has licences to broadcast to US and Canada.

The only way they could broadcast via satellite in europe and other countries is to launch sattelites in those areas, petition the governments to allow them to do business there, and buy the licences. Or buy WorldSpace and pick up their crap, but they don't have the moeny right now.
04-02-2009, 04:14 AM
tim wallick

Quote:

Originally Posted by Newman

Dog star: It is a bit of a stupid question if you follow the business aspect of the company at all, yet one that is asked all the time, so fear not. XMs satellites are stationary over the US and parts of canada, and Sirius' satellites are in an orbital pattern that covers north and south america. Currently, the company only has licences to broadcast to US and Canada.

The only way they could broadcast via satellite in europe and other countries is to launch sattelites in those areas, petition the governments to allow them to do business there, and buy the licences. Or buy WorldSpace and pick up their crap, but they don't have the moeny right now.

to late, it already sold for the bargain price of just "28 million US"

Internet service is coming to the auto sooner then many understand and hopefully they enable some gateways via telematics platforms for global features for content. which many travelers would find useful and comforting during extended stays in other countries...I think there is a big market for this area of direct to consumer content sales on a global basis.

I think the oem auto makers and device industry need to consolidate the dashboard telematics concept on a global basis first, to help drive unit cost lower along with reducing time to market to one year for a device in dash from the current three years. which at least a couple of major industry working groups are currently working toward. based on what i have read.

but even with that effort completed only thing i have been wondering about would be the real effect of royalty demands on content and music rights, across boarders. which could lead to a real lag on this type of service ever being activated.

one of the chips nex has being developing for SDR has many of the global standards included for audio, video and IP they indicate they have plans to move to include sdars at some point in the future. these are the people that worked with Sirius for backseat-TV as i recall.
04-02-2009, 08:48 PM
Joeboo1

Quote:

Originally Posted by relmor2003

Sounds like good news. Maybe we can see this reflecting in the stock price. If SiriusXM can add subs this year of all years, that might amaze a lot of doubters. Not only didnt they go BK, they grew, and cut more costs than expected. Plus they added a powerful ally. Internet radio is on life support... Iphone app... Now hit the marketing campaign of all campaigns, with ingenious ads. Call me Mel, Ive got a hundred ideas. Get the lint out of your ears, and listen to Malone too.

Damn Rel! After that post I just cancelled my "play with" block of Siri to sell at .45 . Have you ever considered a career in marketing?

:clap: