Oh my holy god.

PANERO is a fucking ASSHOLE. I could run the company better.

And what's this? Another director resigning?

Westfall

Fuck.

XM needs to get rid of Panero before Panero gets rid of XM.

Westfall

How did that happen?

Ryan,

Are gross subscriber addition figures available? I thought you had a good point last quarter: as the subscriber base increases, it becomes harder and harder to overcome the defections of the 1-2% who leave.

What last quarter's numbers are saying, IMO, is that people were wrong about that exponential growth curve lasting for a few more years. There might just not be 60 million people in this country interested in pay-radio. Which is fine as long as you're getting a healthy percentage of the people who are, and XM is doing just that.

I think subscriber totals are increasingly irrelevant anyway. Nobody's obsessing over how quickly DirecTV is adding people; as satellite radio transitions to a more mature market, it will be less and less about how many people you sign up and more about how profitable you are with the people who you have.

XM, to its credit, appears to be aware of this and is already sacrificing "hard to get" subscribers for the sake of the bottom line. At this point the financial numbers are *everything* unless the subscriber counts start actually decreasing. Growth is nice but it isn't what'll keep XM around ten years from now.

this is disgusting. XM removed 20,000 rental cars and took a hit. Sure they came in well below Sirius but look carefully before claiming sirius the winner again. XM's Sub gain are true subscribers. Whilesirius and by their own admission they count unsold cars that before I thought were only about 50,000 cars but now appears to be 8% of the total. Thats 408,000 subscribers that are not real. Now lets not forget that there are also 1.25 million or more "subscibers" in OEM or Unchurnable for 17 months at a minimum. This padds the total number by another 400,000 subscribers. All of this aside.. it was a lousy Q for both XM and Sirius.

lets hope the housewives get xm for xmas . its time for Oparh to turn another business into gold .

No gross numbers yet. Will post more info as it becomes available.

Looks like there is little need of Siri buying XM when it's kicking XM's ass right down the proveribial street.

IF they were going to merge, the selling price just dropped a ton.

PANERO WILL BE GONE IN

Judging from the numbers, it looks like XM had more gross adds than Sirius yet again.

Westfall

Ouch.

65%/35%.

441k vs 285k

am i seeing this right. was it that bad for XM?

but of course the dillusions will come. Claims of phantom subs, churn, net adds, gross adds.

spin it how you want XM is in trouble and needs to do something fast.

You know...I wont take these numbers seriously until both companies remove OEM numbers from the subscriber numbers.

Both companies disclose those figures THEM. Just wait for each Investor CC.

pockpie,
sirius is in 2nd place not 1st . your victory dance is about 3 years too early . alot could change in that amount of time .