XM Satellite Radio Holdings Inc. (XMSR) Message Board

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Technology Stocks : XM Satellite Radio Holdings Inc. (XMSR)

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To: DaveMG who wrote (2169)	2/16/2006 12:50:18 PM
From: i-node	Read Replies (2) of 3386

I thought programming costs for the quarter were quite low. Does anyone have a handle on what ongoing programing costs are likely to be given all the content deals already announced? Exactly. XM's content deals have not materially changed these costs -- Oprah will add $17 million/year, but will be offset by half the ad revenue from the channel. Losing NASCAR saves $5M/year, but they're likely to spend that getting beefed up content for a NASCAR presence going forward. The effects of MLB and most of the other content items is already reflected in the financials. They had to spend $100M more than expected in Q4 to compete against Stern, and I hate it, but it should be a one-quarter affair.

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