SI
SI
discoversearch

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 (2856)9/23/2006 2:40:52 AM
From: i-node  Read Replies (1) | Respond to of 3386
 
>> Doesn't matter.. SIRI's business model is Retail Heavy.

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.



To: pcstel who wrote (2856)9/23/2006 1:58:01 PM
From: kovachs  Read Replies (2) | Respond to of 3386
 
Pctel,
We are talking about your belief that Sirius has a higher OEM conversion rate than XM. Please show us where you found this information to make this statement.

from your previous post: By the numbers provided in the SEC statements. It appears that a larger percentage of overall initial subscribers decide to remain subscribers at SIRI vs. XM.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News