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Technology Stocks : XM Satellite Radio Holdings Inc. (XMSR)
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To: i-node who wrote (2234)2/17/2006 5:56:42 PM
From: pcstel  Read Replies (2) of 3386
 
The biggest problem these companies have, IMO, is keeping churn under control, once they get to making money. REAL churn, though -- paying subs leaving. And that is running 1.5% now.

But again, the 1.5% is not a TRUE CHURN rate. It is HIGHER than that as real subscriber models go. The difference is. XM management has decided that a trial subscriber was not really a subscriber. Even though they counted them as a subscriber when calculating CPGA.

It is simply a shell game. And the only one it hurts is the shareholder who isn't smart enough to understand the financial destruction that CHURN creates.

So you can take you choice. Either CPGA is higher than they report. Or CHURN is higher than they report.

Sitting here claiming that everything is fine helps no one, as the bean counters take note of the problems.
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