• Andrei Volgin
    $P proudly announced 250m registered users. They don't even understand how embarrassing this number is.
    3/1/14
    Reply (12)
    • Andrei Volgin: At 70m users, it means that 180m dropped it. And since 250m is more than the number of adults in the U.S., where new users will come from?
      3/1/14
    • dgulick: P only reports if for comparison purposes, because total users (not active) is the only number that their competitors ever report.
      3/2/14
    • dgulick: But yes, it is a less useful metric to "active" users, which is why they only report it at milestone numbers
      3/2/14
    • dgulick: (last update was at 200M over a year ago). Bigger question is: why competitors *only* report total registered users?
      3/2/14
    • dgulick: Answer: because it inflate their perceived usage.
      3/2/14
    • dgulick: And it doesn't mean <<180M dropped>>, there is large churn as listeners try out competitors, or buy music
      3/2/14
    • dgulick: then come back to P for new discovery. Growth will come from more usage per listener and also higher active/total user usage
      3/2/14
    • Andrei Volgin: 250m - 70m = 180m, no matter how you spin it. They exhausted the U.S. market.
      3/2/14
    • dgulick: No. P is up from 7% of the US radio market last summer to 8.6% today. This is a larger share than SIRI, which commands 3x P's market cap.
      3/3/14
    • dgulick: By my calcs that leaves >11x in the US of possible growth.
      3/3/14
    • dgulick: <<exhausted the U.S. market>> Not even close, Andrei.
      3/3/14
    • Andrei Volgin: If $P had 70m users and 70m registered accounts, I would agree. At 250m accounts, everyone who could already tried Pandora.
      3/3/14
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