Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : XM Satellite Radio Holdings Inc. (XMSR) -- Ignore unavailable to you. Want to Upgrade?

To: pcstel who wrote (2251)	2/17/2006 9:38:03 PM
From: i-node	Read Replies (1) \| Respond to of 3386

As in "someone who is actually paying for the service. Which BTW, those Promo Subscribers haven't actually paid for the service. Exactly. But you think it makes sense to treat subscribers who bought and paid for the service the same as those who got it, never wanted it, never had any plan to pay for it? But, you argue that they should be included in the subscriber numbers because they are paying customers. Not because THEY are paying customers. Because their subscription isn't free. These trial subscriptions are paid for by the OEMs. The problem with your scenarios (A & B) is that NEITHER accomplishes the stated intent of both the churn and the CPGA computation. XM's current reporting allows both figures to do their jobs, and allows anyone who wants to compute the figures using the convoluted definitions to do so. It is really hard to find anything to complain about. If someone WANTS to know what the churn is counting those who never subscribed to the service, it is a simple matter to determine what it is. Although, I must say, in my mind it is not meaningful and I would never be one to make that computation. Likewise, if someone WANTS to compute a convoluted CPGA, they can do that as well.