As recently as two weeks ago, David Frear, the CFO at Sirius, stated that 8 percent of their "subscribers" were vehicles on the lots of OEMs and dealers. Assuming they were at about 5 million subscribers at that time, that's 400,000 "subscribers" that don't even have posession of their vehicles yet.
When combined with the number sold over the course of the last year, it does become a very significant proportion of their total subscriber count.
Well.. I can appreciate you concern over SIRI's OEM program.
It has absolutly nothing to do with the question at hand.
Which was..
Content is an entirely different argument and if you want to go there, I would ask that you simply describe, in what way, Sirius has "better" content. It is highly subjective and certainly transitory, but SIRI's content is getting lousier by the month, while XM's is getting better.
It is obvious by the data points that your OPINIOS are incorrect. SIRI outsells XM by a wide margin at retail. At retail, the customer has a choice based on equipment and content. And the majority of retail subscribers chose SIRI.
Then to carry that fact even further. Those same subscribers deactivate their service at a sharply lower rate than that of XM. The price point is the same. You even claim XM's User Terminals are superiour to SIRI's.. Yet, more potential subscribers with a choice choose SIRI over XM.
So you have two FACTS.. Higher Customer Satisfaction as displayed through the overall CHURN metrics, and the fact that more consumers that HAVE A CHOICE appear to choose SIRI over XM. What would cause a consumer to choose SIRI over XM??
I mean David tells us that SIRI user terminals underperform XM's. Yet if we grant him his OPINION as FACT. The retail subscriber still overwhelmingly chooses SIRI? The only thing that is left... IS CONTENT!!
And those folks... ARE THE UNDENIABLE FACTS!! One can attempt to splain their way around them, or attempt to explain why THEY ARE NOT FACT, and then claim that no on can "pick apart their Logik™".... But, at the end of the day. These data points are starring you right in the face in the SEC statements.
And so it goes,
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