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Good Morning All, :sunny:
Another week, another penny. Who knows what will
happen this week.
Maybe this is where the saying The Dog days of summer
came from. Our dog has been lying low this summer. :rolleyes:
Speaking of dogs, Johnny has a new dog to admire,
compliements of Charles. They'll be no mixing our
posts up anymore. Johnny's glad. :p
Hope everyone has a great week,
And our dog gets off it's butt.
Julie
Notice the theme is Dogs this week. Nothing else to write. :D
Dont be surprised if we hit around 50 million volume, FOR THE WEEK. The range will be very tight. Probably 6-8 cents.
Good morning Socal,Quote:
Originally Posted by socalrunningfool
Up early in California. The sun must be in your eyes, woke you up. :sunny:
I don't have that problem here. :D
Enjoy your day!
Julie
main complaint from reviewer seems to be "lack of complete line-up" for the price paid
http://www.usatoday.com/tech/columni...nia-baig_N.htm
Good Morning everyone and yes Julie the dogs are out in force,mangy and stingy with this SP so far this summer..:)
Cpo program seems to be going great and almost all auto companies involved are on board,but as Tyler said in his article it will be a slow but very important metric to watch as newer penetration rates of last year and going forward begin to show up in the pipeline,future looks very bright for Auto Subs.
Good Morning Best And Brightest!
BMW news is good. Don't look for immediate impact, but instead an overall build of the OEM channel which now has two prongs of supply rather than one. The news is good, and will help the promo sub numbers, but the impact will take time to build.
Tyler,do you think the company will continue to break out the sub numbers like last CC and include $2.99 on-line feed takes and I-Phone App subs full and partial,plus CPO subs?
Also i've never seen a breakdown of Retail subs,Car versus home and portable?
Reason i ask is,am surprised to see 9mil OEM subs and 9mil Retail subs from last Q report..Retail has been hemoraging big time,is this Cars or other?
Thanks if you have some insite..
Hey Tyler, How do you like that C short so far? What did I tell ya...
This is only the beginning.
what I do like about the CPO channel is this . . if you say the OEM channel will do 10mm units this year . . and the CPO channel will do 2mm units (aggressive rounding) . . . you are really talking about an effective run-rate of 12mm vehicles from a satellite radio perspective . . not too badQuote:
Originally Posted by TSavery
now granted, all of this doesn't happen in Year 1 . . but going forward, CPO will be an increasing part of total dealer-unit-sales
dealers are still selling cars and people are still buying them! CPO has simply become a larger part of the equation; some of the industry trade publications are referring to this as "displacement" of new car buyers
this is a GREAT silver lining to weak OEM sales . . especially because of the greater flow-through to our bottom line . .
1. They will only iTunes app if the number is huge. I do not think the iPhone app generated many new subs. Thus, I doubt they break it out.Quote:
Originally Posted by JohnnyIrishXM
2. CPO subs always lag. The company is footing the bill, so they are not counted in the sub numbers (as a general rule)
Relmor.....Quote:
Originally Posted by relmor2003
There are a lot of advantages to the short market overall right now. C will likely take a beating. Just my opinion, and I have no position in C
para 5, sent 2 in "OEM" article tyler (am not good with pm's yet)
Got it. Thank you. The correction has been madeQuote:
Originally Posted by Sirius Roadkill
Would be nice to have marketing materials going to to the general used car lots that are not CPO because Sirius would likely give a free promo to anyone that has it installed in a vehicle. The car dealer could just give SXM the buyers name, address and phone # and turn on a 3 month promo.
post deleted
Quote:
Originally Posted by aosborn
There are problems with that first of all if they dont have a deal with the OEM of the CPO then they are going to be reqired to pay the OEM for the free trial period. It is the same reason that when people think it would be soooo simple to just offer a free ad based subscribtion to all the inactive radios. those people forget that the OEM will have to get paid. As an example the GM old contract is something like 5 dollars each month for each active radio GM put in their models.
from "Auto Remarketing"
Continuing on, analysts argued that the surge in asset-backed securities and improvements in retail auto loan approval rates likely means that consumers now have greater access to credit to purchase cars.
"Automotive asset backed securities issuance, a critical source of capital for captive automotive finance companies, spiked in June and July to $7 billion and $8 billion per month, respectively," KeyBanc explained.
"This represents a material improvement from the $1 billion per month issued from October 2008 to February 2009, as well as a return to the $8 billion per month averaged from 2000-2007," they continued.
True, but thats the old contract. Isnt it possible, that the new GM deal changed some of that, or affected even radios currently "in play". Im just hypothesising, Im not sure of course if that would be possible. But at least assume the new deal eliminates this aspect, or at least reduces this dramatically.Quote:
Originally Posted by john
The radio is already in the used car so it doesn't cost the car dealer or the customer if they just turn on the promo subscription in exchange for the customers information to market a self paying subscription to the used car buyer.Quote:
Originally Posted by john
here’s some very detailed data on CPO sales by brand through June:
http://www.autoremarketing.com/ar/ne...y.html?id=9710
so far, looks like annualized CPO sales pace of 1,631,786 but that figure is impaired by GM/Chrysler reorganization and is not seasonally adjusted . . .