This is good for Sirius in the end. This means that the subs that are joining now are joining for Sirius and not Howie. Howie will fade away soon enough but if people continue to sign up for Sirius because they like Sirius it will add to the long term success of the company.

To the tune of "Sailing Away": "I'm fadinnnnnng awayyyyyyy!" -Howard Stern

While there will be some Stern fans that will wait for the holidays, the largest influx of fans has already happened. I think the Stern Effect is over -- if they haven't come over by now, they have found someone else to listen to, or just don't care that much. It does show that people are signing up for Sirius for more than Stern, which is probably better for Sirius.

Hopefully, both companies will have big seasons -- they both need to do so for this industry to survive.

Wasnt Bridge off by a HUGE amount at the end of last year---and then quickly adjusted their numbers when the real stats were announced? hmmm.

I can't STAND Stern, but your comment to Inside Radio was funny... And true.

His impact is less than before, but the chart does show some steadiness. I think that will drop off signifigantly after the holidays. After one year on Sirius, people are either going with him or not. The novelty is about gone. He is no longer "Formally of Terrestrial" he is now Sirius.

They need something over there. XM Stock is rising and Sirius is slightly down, around $4.07 (XM is about $13.90, still down from around $16 months ago)

I think what they are saying is that month after month, the number of people who are buying Sirius to listen to Howard is dropping off. If thats what they are saying, then they are not off. The numbers have gone down in all but 2 months and then last month it was at its all time low.
He just doesnt have the buzz that is needed to get those people who just casually listened to him to go. Just wait until after the so called "hardcore" group is used up and im sure those numbers will be much lower than they are now.

Actually, XM is down from 30 something last year. Sirius is only down from 7. So who truly has more ground to make up?

I know a guy who bought both during the 7 an 30 range. He is pissed now...

But according to Howard & his fans every single Sirius sub is directly attributed to him. Either the company is now doomed or Howard likes to blatantly lie to his listeners. This chart only shows 1.5 million subs in 2 years (the year he was on FM promoting his move and his one year on Sirius). Howard claimed 3 million new subs before he even came over. This report is obviously flawed and another attempt by the media to attack Stern.

I love people who do not understand percentages. Even using the cowards numbers with XM's high of 30 and Sirius at 7, the difference XM is down over Sirius is 9%. Wow. Huge number, idiot.

So many bullshitters. So little time.

What Mr. Stern is, is a tie breaker. Send 10 people into BB and about 6.5 of them come out with Sirius despite what they knew of either brand prior.

Now consider that HS is responsible for about 18% of Sirius known retail purchases.

Know what that means ? ... XM would be winning the retail segment if Sirius didn't have HS.

It's not how many people he brings in anymore. It's all about that the ones he brings in WOULD HAVE purchased XM without him.

Bridge is bunk.

no pockpie!
if sirius has over spent on a market that is softening , they will never climb out of the hole they made . as XM will slowly cross the finish line and become profitable .

Who is talking percentages here? When one counts how much money they lose they are not concerned with percentages. You either lost $20 per share on XM, or $4 per share on Sirius. That is the main point in my statement. I could care less about it only being 9%.

$20 is a huge lose per share for anyone to feel!!! And it doesn't take a deep understanding of percentages to see that, History Guy!

By your reasoning, there is nobody that would subscribe to Sirius w/o Stern and the numbers you are throwing out as facts are completely contrary to all published industry reports. Retail is a very small segment of the market, the vast majority of sat radio is in OEM. Perhaps retail isn't an area where XM wants to spend their money. Perhaps they feel it would be better to concentrate on OEM deals. I know you like Howard as do I but you don't seem to get that more people are turned off by him than not. There's a strong argument to be made that people come into the store to buy Sirius, see that Howard's on the service and instead buy XM just because they hate him. You think people that will be listening to catholic programming @ Sirius want Stern on their service?

Pfreak,

I don't understand your logic.

Let's forget preferences for a moment.
Sirius had 14% of the market three years ago.
Sirius had 21% of the market two years ago. Sirius had 30% only one year ago. Sirius has 41.6% of the market today.

Additionally, for the year I think retail represents about 40-45% of all adds... no small feat.

Your opinion is that retail isn't important and that HS doens't drive growth. Your opinion is not supported by facts in light of this data.

Lastly, Bridge reports suggest that people DO NOT come into a BB to buy Sirius or Stern but in fact do so after leanring of the services, equipment and prograamming.

You need to either read more, or be more objective. IMHO.

You are dismissed now.

Goodbye, and Happy Thanksgiving.

History Guy ... give up on coward. I only wish he were one of my clients. I love people who don't understand math. They pass out cookies, make posters and have meetings.

OEM is by far the largest growth factor in SATRAD...

But are we really to think it is SATRAD that is seeling the car? No, of course not. It is the car that sells, and people get the satellite as a bonus. If you are a Ford or Chrysler fan you get Sirius, if you are a GM fan you get XM. These are just a bonus on the vehicle purchase. SATRAD will never sell a car, so all subscribers are getting the unit because it was free and they had no choice on which to get. When people actually have a choice on which service to buy, they buy Sirius 65% of the time. That says a lot. Especially when the take rate on OEM is only in the 50% range, and Retail is in the 90's.

Again people 18% might have signed because of stern, but direct effect of stern signing with sirius has never been studied.

run a study:

first ask if they signed because of stern.

then ask the people if they did not sign because of stern "how did you hear about sirius"

you will see that the majority of the people heard of sirius BEACAUSE OF STERN.

now how much of that can stern take credit for? how much of the brand name "sirius" is know because of "stern".

raw sub numbers who signed up for sirius because of stern is not the whole story of the stern effect.

OEM is by far the largest growth factor in SATRAD...

THIS is the winning post and has been my contention.

While I wish Sirius was the one that has the OEM majority of 59/41% ( as XM does now ) that doesn't mean that at the end of the day, noting XM's churn, that Sirius doesn't retain a larger share of their OEM listeners.

Right on AC....

Retail won't rank in 2-3 years for more than 10-15% of the total market, but it is 45-50% of the market today.

Pockpie, you really are a speculating dummy. I know you like to jerk off to your Sirius unit and no one is doubting they are doing much better but you continue to state "facts" using numbers from Sirius PR releases to back up your claims. And for the record I have both services, have for over three years and love them both but there is no doubt that XM has better hardware and reception, content is a personal opinion, I don't really have a preference for one over the other, just what's on when I want to listen.

Every industry report contradicts every number and argument you make. Try Forbes or Business Week or Media Week or Ad Week or Ad Age or any industry publication and you'll see the percentages of people who will not get Sirius because of Stern. You'll see numbers of people who bought XM simply to not have Stern. You'll see independent analysis as to how high Sirius's churn is expected to rise in the next few quarters. You'll see how much they are losing to sign people up. You'll see the true numbers of subs that are sitting in parking lots. You'll see how little retail factors into revenue and growth for either company.

You want facts but you don't provide any, just your opinions. "I think" is not a fact. You like to use percentages but only when they work in your favor. Sirius has 65% of retail and it becomes a big deal. XM has 60% of OEM but that's not a big deal. The beauty of OEM is that you buy a car, you have the radio. Retail relies on people that really want it of which, unfortunately, there aren't many. Even if only 50% of OEM's keep their sub, that's a huge number compared to retail. Hell, if only 25% kept their subs it would be a much bigger amount than retail. I'm not providing opinions, just facts. Maybe you should do some reading during Thanksgiving instead of touching your underage relatives.

And Sirius PNess, you're not allowed to speak at home are you? As for the direct effect of Stern never being studied, are you kidding? It's been studied and dissected a million different ways by everyone involved in any way with the industry. Every question you pose has been asked and analyzed to death.

Why is it that this board is full of nothing but Sirius vs XM, Howard vs O&A fanboys? I thought it was a SAT radio site.

" As for the direct effect of Stern never being studied, are you kidding? It's been studied and dissected a million different ways by everyone involved in any way with the industry. Every question you pose has been asked and analyzed to death"

SHOW ME.

every study has ask if they purchased "FOR" stern, not because of "BRAND NAME" and how that "BRAND" was to become known by said purchaser.

again 18% of the purchases were BECAUSE THEY WANTED STERN...ask the question to the other 82%

-how did they hear about SIRI?

i bet most can be directly related to the brand name and publicity created by stern.

now how much of that "brand" name can be attribuited to stern, even if said purchase was not because of stern...that is a hard answer.

with siri brand name being so powerful you gotta give stern at least 50% of that credit, fan boy or not?

As for me talking at home i would agree the wife is in charge here.

You continue to attack people here personally while providing no facts or links. You cry about other people being fan boys with no substance but then provide none.

i am asking questions, stating my opinion..and you sir are just a dick who likes to attack people. And to think i thought i was the biggest prick here..

Sorry little PNess, I provided 5 sources for my comments. You want links, look them up yourself. I have the actual publications. I read. You on the other hand provide no sources just an "I think" here and an "I bet" there.

And how am I attacking people? By questioning your comments and asking for sources for your ramblings? You state a bunch of numbers but don't say where you got any of them.

Questioning why this board has become nothing more than a fanboy XM vs Sirius, Howard vs O&A site isn't attacking, it's asking for it to stop. If you have a comment on Sat Radio post it but don't post misinformation simply to advance your agenda.

And if your wife really is in charge I'm sorry. I thought with your misogynist screen name you were a man.

Pfreak,

Seldom have I seen so little said, in so many words.

My numbers come from Q10 filings.

To your only interesting point.... why do I underestimate XM's OEM market ?

Answer: Because XM can't hold on to their subs.

It doesn't matter if XM has 80% of the OEM market if those users don't subscribe.

Content will always be King buckaroo.

People will always be at each others' throats. i'm guilty of that, so are many here. it is also fun, but very annoying as well. pfreak, your are in deed a dick because you insult people, as do i. maybe i will stop and disagree like an adult. you're obviously intelligent, most of the stuff you say isn't retarded, just don't be mean to people when they disagree and people shouldn't be mean to you if they disagree with you. i know i'm a pussy for being a fucking counselor.

pockpie has a valid point that net numbers are the only thing that matters. xm pulled in almost a million gross subs last quarter and left with a quarter of that in net gains.

Siting churn as a huge problem at XM is incorrect. They are the market leader w/more subs, of course they will have more churn. The more subs Sirius adds, the higher their churn will become also. Verizon dwarfs both companies combined in their churn, does that mean they are not doing well? No, it means they are the market leader w/many more customers than their rivals so they will lose a higher number of subs. Percentage wise, both companies lose about the same.

I'm only "mean" to the same group of people that are posting bullshit constantly. This site has great sat radio info but the XM vs Sirius stuff is tiresome.