yoyoYO

Sirius/XM Merger: What Happens if It Doesn’t Happen?

getting a little more accurate...in error, my post above, lumped all the "special customers" (oem promo, rental and data) into the $12.95 bucket. correcting that below...

basic svc - $12.95 - 26% (plug)
myp svc - $10.32 - 45%
fam svc - $6.99 - 24%
oem promo - $5.60 - 4% (mix is an assumption)
rental svc - $6.27 - 0.5% (mix is an assumption)
data svc - $35.34 - 0.033% (mix is an assumption)
...generates an average of $10.04 in subscription revenue.

if you ham-handedly multiply that avg across 9.33M subs for the quarter (which they didn't have for the entire quarter...only at the end), you come up with $281M in subscription revenue...

in general, that's substantially close to the $275M reported in XM's 10-Q...or a "reasonable conclusion" for anyone that's finished an elementary math class above the 5th grade.