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Spencer Osborne

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  • Shifting Gears On Arena [View article]
    Bazooka....

    Directors selling stock? Not recently. Revenues will come in and should be comfortably above $100 million, but the valuation does have challenges. This is why it is my opinion that investors should watch the timing closely.
    Mar 15 07:31 AM | 4 Likes Like |Link to Comment
  • Shifting Gears On Arena [View article]
    The classification could have been issued at any time after March 4. Typically the classification is not finalized until 30 days later. Eisai as requested that the 30 days be waived, and in many cases this request is honored. The issue is that if this dies not happen soon we run the risk of seeing ths as a Q 2 event rather than a Q1 event
    Mar 15 07:27 AM | 1 Like Like |Link to Comment
  • Sirius XM: Take Rates In Connected Cars 'Higher' [View article]
    Bluejay.....

    Did I say that ARPU will continue to decline. NOPE

    In fact, now with the royalty fee increase ARPU will go up again.

    Out of a $1.50 increase in price are you aware that we have seen less than a 50 cent increase in ARPU? What does that tell you?
    Mar 14 06:40 PM | Likes Like |Link to Comment
  • Sirius XM: Take Rates In Connected Cars 'Higher' [View article]
    Bluejay....

    In Q3 66% of the sub base had been exposed to the new price increase. That meant that 34% of the sub base was going to still see price increase impacts. The strategy for discounting may not have changed (i.e. If someone wants to cancel offer a discount), but indeed more people must have requested a discount.

    How do you account for the seasonality in 1 quarter vs. another. It is not easy. By all meaningful history ARPU should have gone up in Q4. Now we will see the new increase in royalty fees helping to bolster ARPU.
    Mar 14 06:35 PM | Likes Like |Link to Comment
  • Sirius XM: Take Rates In Connected Cars 'Higher' [View article]
    tiger....

    That is exactly the point that most entering the flawed data plan debate seem to forget.

    If half of the listening is on wifi, the impact on a data plan is even less.

    Pandora has stated that only 4% of the 67 million go over 40 hours of mobile listening.
    Mar 14 06:29 PM | Likes Like |Link to Comment
  • Sirius XM: Take Rates In Connected Cars 'Higher' [View article]
    halito....

    There is stickiness and Sirius XM will do fine. There is some stickiness that is coming via discounting.

    If I sell Pizza for $3.00 per slice and have a loyal following, but another shop is selling for $2.50, then there are some things that happen. If you come in and say that the other shop is selling for $2.50 and ask me to match the price, and I do, I still have the same number of customers, but instead of averaging $3.00 per slice I am now averaging $2.95 or so.

    Regarding wwt comments.

    Sirius XM can know the take rate. They can know if the user is paying. They can not know whether or not you are listening. The satellite service is 1 way only. They can get more data from their IP side. They have NO WAY to know the adoption rate and user rate of other services. That is the truth and the facts.
    Mar 14 01:41 PM | Likes Like |Link to Comment
  • Sirius XM: Take Rates In Connected Cars 'Higher' [View article]
    mir....

    The take rate used to be up at 47 and 48%. They are now at 44%. It may not seem like a lot, but it is going down.

    In addition, the take rate can be propped up by the company by offering discounts. ARPU went down last quarter. This means the company is getting less money by discounting. If those discounts are going to get someone to convert, that is a good thing to know.
    Mar 14 01:17 PM | Likes Like |Link to Comment
  • Sirius XM: Take Rates In Connected Cars 'Higher' [View article]
    no attitude....just pointing out that the functionality is identical
    Mar 14 12:12 PM | Likes Like |Link to Comment
  • Sirius XM: Take Rates In Connected Cars 'Higher' [View article]
    PRMK....

    You perhaps need to go to a toyota dealer and experience this for yourself. It is just as easy to set up any of these services as it is Sirius XM. In fact, it is actually easier in that you do not need to call anyone and offer up a credit card.

    You buy a Toyota. You link your phone to it (something you are likely to do anyway for hands free calling.) You touch the Pandora icon, and you are listening. It is that simple. The next time you get in your car all you have to do is touch the pandora icon on the dash. In fact, the Pandora icon is actually easier to get to than the Sirius XM icon. You need to scroll to another screen to get to Sirius XM and touch the icon.

    Functionality is virtually identical.

    http://bit.ly/Z6ucs0
    Mar 14 11:57 AM | 1 Like Like |Link to Comment
  • Sirius XM: Take Rates In Connected Cars 'Higher' [View article]
    90210 / Blue Waters....

    There is nothing to "give away". Just because some people look at both the good and the bad in an investment, the positives and negatives of a service, and the entire competitive landscape does not mean that they are bearish.

    By ytour definition the entire country is bearish on satellite radio because most people elect not to have it.
    Mar 14 11:42 AM | 1 Like Like |Link to Comment
  • Sirius XM: Take Rates In Connected Cars 'Higher' [View article]
    user.....

    Sirius XM can figure out its own take rate, but that does not mean anything. I am a huge satellite radiuo fan but also a big user of Slacker and now Aha as well.

    Sirius XM has no way to identify the take rate of other services, just as other services have no way to independently identify the take rate of Sirius XM
    Mar 14 11:40 AM | Likes Like |Link to Comment
  • Sirius XM: Take Rates In Connected Cars 'Higher' [View article]
    halito....

    It appears that 90210 and Blue Waters may indeed be one in the same. Very interesting for readers to know, and very careless and embarassing for 90210/BlueWaters
    Mar 14 11:37 AM | 2 Likes Like |Link to Comment
  • Sirius XM: Take Rates In Connected Cars 'Higher' [View article]
    heligator....

    I would have simply asked if the company is anticipating a lower take rate due to the reality of connected cars, and what the possible strategies will be to keep the take rate at current levels.
    Mar 14 10:03 AM | 3 Likes Like |Link to Comment
  • Sirius XM: Take Rates In Connected Cars 'Higher' [View article]
    tiger.....

    Those that are subscribers to Sirius XM...Like you and me are probably very much the same. People are creatures of habbit. If you like Sirius XM, then that will likely be the only thing you use. In fact, there are probably only 6 stations that you listen to with regularity within the SiriusXM service.

    Just as you or I would say that the only thing we typically do is listen to Sirius XM, there are some that will stay faithful to their terrestrial statiions, and others that will say Pandora is the choice
    Mar 14 09:35 AM | 1 Like Like |Link to Comment
  • Sirius XM: Take Rates In Connected Cars 'Higher' [View article]
    90210....

    I realize you love to label me as a closet bear, but what about the above do you disagree with? Come on 90210....get some guts and do some actual dialogue
    Mar 14 09:32 AM | 3 Likes Like |Link to Comment
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