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LARadio guy

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  • Is Spotify A Threat To Pandora? [View article]
    correct, considering I just heard both the Black Keys and Coldplay on Pandora earlier today.
    May 29 04:30 PM | 1 Like Like |Link to Comment
  • Why The Pandora Earnings Report Doesn't Matter [View article]
    How is Manic allowed to make personal and frankly vulgar remarks on a financial website? I have had comments deleted for far less. Poking fun is one thing, and I think we all enjoy the banter, but this guy is just un-professional and obviously envious of Dgulick's, ummm, well I will leave it at that. Scream about how much you love shorting this stock, but leave people's junk out of it.
    May 6 08:55 AM | 1 Like Like |Link to Comment
  • Pandora Maintains Its Lead Over Apple, But For How Long? [View article]
    Troll... that word is not used often enough
    Apr 22 05:53 PM | 1 Like Like |Link to Comment
  • Pandora Maintains Its Lead Over Apple, But For How Long? [View article]
    if you think gambling in a casino is 50/50, i have an bridge in Brooklyn to sell you.
    Apr 22 05:52 PM | Likes Like |Link to Comment
  • Pandora Loses A Third Of Its Users In A Year [View article]
    luckily Pandora takes advertising dollars from radio and digital budgets as well... their "local" sales people going after the traditional radio advertiser, and "National" people going after digital dollars. they don't have to rely solely on the shrinking radio market (still, even if it's shrinking that's a lot of money)
    Mar 17 02:59 PM | 1 Like Like |Link to Comment
  • Pandora Loses A Third Of Its Users In A Year [View article]
    who is talking about paid accounts? I am talking about multiple accounts on FREE services from P, Spotify and others offering a "free" version and want to avoid commercials. No, i dont have to admit anything and i can't win this debate with you maybe, but it does not make you right. the entire point is that the title of your article is misleading AT BEST.
    Mar 17 02:57 PM | 1 Like Like |Link to Comment
  • Pandora Loses A Third Of Its Users In A Year [View article]
    you can't get out of your own way with this math issue. that is not at all how either of these figures (active listeners and 8% share) are calculated, but since this has been explained in detail (multiple times) and nothing is breaking through i am not even going to try.

    individual people may get counted more than once only if they are account hopping. Yes, it happens. Even if they are, the listening hours are not affected... no one is listening to multiple accounts at the same time. 1.5 billion hours is what it is... with 25 million users or with 75 million. So there goes that theory. to be fair, you might have to do the same math with Spotify, Rdio, iHeart Radio and every other service where someone can sign up for multiple accounts.
    Mar 14 04:50 PM | 1 Like Like |Link to Comment
  • Pandora Loses A Third Of Its Users In A Year [View article]
    <<"...users went down by 30%..." Where did you get that? >>

    Probably when you titled your article "Pandora loses a Third of It's Users in a Year. Sounds misleading, right? Sorry, should have said 33.33333%
    Mar 14 04:30 PM | Likes Like |Link to Comment
  • Pandora Loses A Third Of Its Users In A Year [View article]
    i am not dismissing the 8% that iTunes Radio has. that's a nice start. But you are completely ignoring P's 31% share of this universe. and i am not denying that iTunes Radio got to 20 million... congrats to them. they have a long way to go in order to catch up to P is was the point.
    Mar 14 04:29 PM | 1 Like Like |Link to Comment
  • Pandora Loses A Third Of Its Users In A Year [View article]
    the blasphemy of the bears on SA has reached an all time high with this one, Andrei. You're story has so many holes in it I don't even know where to begin. Let's start at the top.

    <<Pandora Loses a THIRD of it's Users in a Year>>
    WHAT??!?!!!??. You lose serious credibility on this one, even with people that are not long on P. While you are quick to point out 'registered users', Pandora prefers to tout (and usually only touts) the number that matters... Active Users (at 75.3 million in Feb. '14). So, your title is not only misleading but completely untrue. BUT, let's pretend, just for a minute, that it's true. even at 2/3 of the current "active users" P is still over DOUBLE the size of Spotify and iTunes Radio. I agree, there are definitely duplicate accounts out there. You would have to agree that the same case could be made against Spotify and other streaming offerings, correct? BUT, what you don't explain are the LISTENING HOURS. If the users went down by 30% in the last year, why are the Listening Hours up Year over Year? based on your math, the 70% of remaining Pandora users must have really cranked up the listening hours to make up for the millions that left, right? even if there are duplicate accounts, listening hours do not duplicate... no one is listening to BOTH their Pandora accounts at the same time. 1.5 BILLION hours is no joke, and the numbers are now accredited.
    <<Both iTunesRadio and Spotify added more users than Pandora since March 2013.>> of course they did... iTunes Radio started from ZERO when it launched in September and it had nowhere to go but up. And Spotify made their mobile offering free. What you fail to mention is that P STILL GREW ACTIVE USERS during this period IN THE FACE OF STIFF COMPETITION. This is no small feat. P also has over 3 TIMES the Active Users of both of these competitors. the 20 million "users" iTunes Radio touts counts ANYONE who opened iTunes Radio since iOS 7 was launched. not "active", but anyone who tuned in once since September. BTW, this has been the same 20 million users since they first started announcing their numbers, where is the growth here? 20 million does not seem so big considering how many people have iTunes accounts (500 million-ish?). Also, how many millions of these iTunes Radio users are inactive? I am one of them but still counted as a "user" even though I have not used the service since November. I tried the service and did not like it, so I would imagine there are many, many others out there. Also, despite all of the CarPlay PR out there right now, this is still a service in it's infancy and won't be in a significant number of cars anytime soon (starting only with Mercedes, Ferrari and Volvo). Not to mention take out 50% of the US population that uses an Android device. P is way ahead on the dashboard and in the car. If P was not a threat here, why does CarPlay offer Spotify but not Pandora? You keep your guns aimed at the top dog, and the top dog is Pandora. "Woof."
    <<More Americans use YouTube to listen to music than Pandora.>> YouTube is a monster, but look at the demographics (you stated them up there yourself). The majority of people listening to music on YouTube are teens or young adults. While P also reaches a large % of this demo, P's largest age cells are 18-24 and 25-34 (with plenty of room to grow in the 25-54 "money demo"). While teens is an important segment, it is hardly the "money demo" most advertisers are looking for. Also, as of right now, YouTube is not something that is consumed as most music listening is. 67% of P's usage is mobile (not sure what the % is for YouTube "music listeners" but I imagine it is much, much lower... and the growth opportunity for streaming right now is the Car. I am pretty sure people can't watch YouTube Videos and drive at the same time.

    take a look at the rest of the Edison research study you refer in your "story" (I say story because it is "fiction". It paints a much different picture when you don't take facts out of context as you did above (direct quotes below from the study)...

    - One third (31%) of all U.S. 12+ said they listened to Pandora last month. Pandora is miles ahead of any competitor. In size, it truly is the “Facebook” of streaming radio…nobody else comes close! This is up from 27% last year. iHeart is 9%, iTunes is only 8% and Spotify is only 6%
    - 22% of U.S. persons 12+ listen to Pandora on a weekly basis. iTunes is only 5%, iHeart is 5% and Spotify is only 4% on a weekly basis

    and as that study said (on slide 58 of 61 in "observations" section)... "even with new entrants, Pandora continues to flourish".
    Mar 14 10:08 AM | 9 Likes Like |Link to Comment
  • Pandora's Business Model Doesn't - And Can't - Work [View article]
    Sirius had a 15 yr head start... And behind P by about 50 million active users. And almost exclusively listened to in the car, so like radio, limited. Sirius who?
    Mar 13 09:16 AM | 1 Like Like |Link to Comment
  • Quick Analysis Of Pandora's Performance In 2014 So Far [View article]
    no ads FOR NOW on Samsung's Milk Music... they are doing this to make money and will be selling ads soon. and being limited to Samsung devices (while a large % of the Android world) will limit their scalability. Pandora works across all devices... including Consumer Electronic Devices like Sonos, Smart TV's, Verizon FiOS, etc.
    Mar 10 06:48 PM | 1 Like Like |Link to Comment
  • Pandora's CEO Presents at 2014 Morgan Stanley Technology, Media & Telecom Conference (Transcript) [View article]
    Manic, When you have to use the word "theoretically" when doing your math you might want to check the numbers again. If you don't believe dgulick that's fine... Look it up elsewhere. His media math is spot on.
    Mar 7 10:28 PM | 2 Likes Like |Link to Comment
  • Pandora's CEO Presents at 2014 Morgan Stanley Technology, Media & Telecom Conference (Transcript) [View article]
    It's like dealing with a child
    Mar 7 10:27 PM | 1 Like Like |Link to Comment
  • Spotify reportedly preps for IPO; sell-side defends Pandora [View news story]
    you heard it here... $8 says @manicdvin. Do you care to give us a prediction date if you are so confident?
    Mar 6 07:10 PM | Likes Like |Link to Comment
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