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Technology Stocks : XM Satellite Radio Holdings Inc. (XMSR)
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To: i-node who wrote (3285)2/26/2007 12:13:42 PM
From: pcstel  Read Replies (1) of 3386
 
You are and you haven't.

You're in denial boy!! You projected profitability years ago at much lower subscriber marks... I told you these were just like SATELLITE TV. The content costs would rise dramatically, and the CHURN would eat you alive.

XM trimmed its operating loss by more than $150 Million this year.

Yeah! Down to only 403 Million! LOL!!. But the revenues were up over $450 million dollars Y/Y.

So to recap.. Revenue up almost 400 million Y/Y, loss down ~150 million. Like I said.. Every new subscriber is a money losing proposition.

And don't forget that equity was diluted by 33% last FY.

Just look at that revenue share and royalties?? Wow! 149 million dollars, up almost 60 million dollars Y/Y. And how many net subscribers did they add? 1.7 million? That's $3 a month in reveune share and royalties for the new 2006 adds.

And look at that customer care and billing.. A whopping 105 million dollars That a buck fifteen a month per subscriber.

Interest expense was another 120 million, or a buck thirty.

Man. Them popsicle's are really melting fast.

But, of course.. The person who really has a clue, and has really done his homework stated..

The business, once these startup commitments are fulfilled, is one of the biggest cash cows you'll ever lay eyes on.

Message 18262544

Back to "managerial accounting 101" for that ole' boy.

PCSTEL
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