Digital Radio Central - Sponsored by TSS Radio
  DRC Home Page DRC Forums Contact Us  
 
SIRIUS Backstage Forum
 
 
 
  Sirius Satellite Radio XM Satellite Radio iTunes/iPod Slacker Pandora  
 
 
FAQ Members List Calendar Search Today's Posts Mark Forums Read  
Go Back   SIRIUS Backstage Forum > >
Visit Digital Radio Central

Notices

The Street Converse with other investors about finance, economic and investment strategies. This is also the place to discuss SIRIUS XM company news and your favorite stocks.

 
 
Thread Tools Display Modes
 
 
Old 11-25-2003, 12:13 PM   #1
TubStain
Loyal Listener
 
Join Date: Nov 06, 2003
Posts: 153
TubStain is on a distinguished road
Default Well, if what Joe Clayton said at the meeting today is true

We can expect some new streams in the near future...one of them targeting young males!... now what could that be.

I like his approach to content quality being superior to XM's. The next year is going to be very exciting no doubt.

Here's what he said in summary:

1) Canada is in the works as a potential market, should be done in one year, signal is much stronger in Canada than in Mexico.
2) Mexico is longer terms and research has already been done... waiting to get a good partner in Mexico willing to share part of the investments.
3) Data and video are definitely in the research stages right now.
4) Hardware is going to get smaller and more portable...but thats not the current focus
5) Current focus is on getting superior content to XM, mostly in talk radio and sports.
6) New streams are being planned
7) The stock offering was mostly to push car dealers (ford) and help them with their R&D
8) Newer generations of shipsets will be developed, should hear news withing a year.
9) Boombox is currently being manufactured.
10) 5 deals/negotiations/agreements are in the works, some of them will be announced in January @ CES.
11) Marketing will be ramping up.
12) On target to beat estimates for subscribers for this quarter.
TubStain is offline  
 
 
Old 11-25-2003, 12:15 PM   #2
DAB
Site Editor / Moderator
Well, if what Joe Clayton said at the meeting today is true
 
DAB's Avatar
 
Join Date: Jan 08, 2003
Location: Louisiana
Posts: 20,013
DAB has a spectacular aura aboutDAB has a spectacular aura aboutDAB has a spectacular aura about
Default

Projected Outlook for 2004!

SIRIUS_ON
XM_OFF
FM_OFF
AM_OFF

__________________
DAB

Digital Radio Central (New Forum) http://www.digitalradiocentral.com/forum.php

Slacker G2 Premium (4gb-25 Stations), Home Dock
Delphi XpressRC with 2 Home, 2 Car Docks and XMBB1 Boombox
1st Gen, iPod Touch 32gb (Slacker and Pandora Apps) iKicker Boombox
DAB is offline  
 
 
Old 11-25-2003, 12:41 PM   #3
Manco
Top Dog Member
Well, if what Joe Clayton said at the meeting today is true
 
Manco's Avatar
 
Join Date: May 30, 2003
Location: Bay Area, CA
Posts: 15,450
Manco will become famous soon enoughManco will become famous soon enough
Default

Thanks for the summary

Are the new streams in addition to the current ones or will they change/replace a few?

The most significant news from your list is the stock offering procedes would be used to push dealers. Sounds like they are going to start paying dealers some real money to give them incentive to push Sirius.

I'm also glad to hear that "Marketing will be ramping up". I was starting to worry that they were already ramped in their own minds :\

New stream for young males? Not sure what that would be.

The 5 deals could be significant, let's hope and cross our fingers I would love to see Sirius as at least an option in Toyota's. If we lose toyota to XM, that would be a major blow.
Manco is offline  
 
 
Old 11-25-2003, 01:25 PM   #4
TubStain
Loyal Listener
 
Join Date: Nov 06, 2003
Posts: 153
TubStain is on a distinguished road
Default

Oh! and one more is that there is definitely going to be a device that allows those who have XM to switch to Sirius, just like XM has one for those with Sirius. In fact he kinda laughed when one stockholder asked him about it and said ofcourse...you think we wouldnt have one?! It's in the works.

The new stream(s) are in addition to what is currently being offered, or atleast that's what I understood.

He said we got BMW on board 100% and is the most "tight" with Sirius so far... then Daimler Chrysler, mercedes and lastly ford. The money is going towards major improvements in content and OEM's with car manufacturers.

I'm sure there will be a transcript of the talk soon. Was very nice and he handled the stockholders questions very well. I'm sure he could tell the general discontent, but managed to change their viewpoint. It was evident he could have said a lot but couldnt because of corporate secrecy from competition. Most of the answers to questions about products etc was stuff like "wait a few months", "within a year" etc...

One guy even congratulated JC for his stock being up 200% since he bought in march.
TubStain is offline  
 
 
Old 11-25-2003, 01:26 PM   #5
SatRadioRules
Sirius Star
 
Join Date: Jul 24, 2003
Posts: 2,418
SatRadioRules will become famous soon enough
Default

I'm in a bad mood today, so forgive my analysis:

1) Canada is in the works as a potential market, should be done in one year, signal is much stronger in Canada than in Mexico.

XM may be ahead here for Canada -- it will be interesting how much they are ahead (if the reports are true)

2) Mexico is longer terms and research has already been done... waiting to get a good partner in Mexico willing to share part of the investments.

No word from XM on this, so Sirius could have the upper hand. However, Canada is mostly English speaking; Mexico is less so.

3) Data and video are definitely in the research stages right now.

My thoughts -- put your dollars on the music and forget the data and video -- it's RADIO!!

4) Hardware is going to get smaller and more portable...but thats not the current focus

Why is it NOT a focus -- I still think the PNPs are too big -- is this a sign that the chipsets, which run hot, cannot be made smaller anytime soon?

5) Current focus is on getting superior content to XM, mostly in talk radio and sports.

Is this an admission that Sirius thinks XM is better in these areas (I only listen to music, so I have no idea about the sports and talk)?

6) New streams are being planned

Manco hit this one -- new is good, but don't take away the ones we love

7) The stock offering was mostly to push car dealers (ford) and help them with their R&D

No comment -- sounds good

8) Newer generations of shipsets will be developed, should hear news withing a year.

This ties into the smaller unit comment -- seems like an awful long time (another year) to get a newer (and likely smaller) chipset.

9) Boombox is currently being manufactured.

Good, of course -- but "being manufactured" does not sound encouraging to beat XM with its new box -- I wish he had said "is expected in stores in early December"

10) 5 deals/negotiations/agreements are in the works, some of them will be announced in January @ CES.

Sounds good -- can't wait to hear

11) Marketing will be ramping up.

This is what they told us in January -- we saw some ads for a few weeks, then not much after that. Let's hope they mean it this time.

12) On target to beat estimates for subscribers for this quarter.

This one BETTER be right -- we can't afford another bad quarter. However, Sirius is on target for the adjusted target (remember, they lowered the expectation after a bad quarter).

All in all, there is some good news, but still too much that is not said.

Okay, my mood really sucks today -- perhaps I am being too harsh. Sorry. Don't bash me.
SatRadioRules is offline  
 
 
Old 11-25-2003, 02:28 PM   #6
dot
Channel Surfer
 
Join Date: Nov 25, 2003
Posts: 62
dot is on a distinguished road
Send a message via ICQ to dot
Default

Quote:
Originally Posted by SatRadioRules
3) Data and video are definitely in the research stages right now.

My thoughts -- put your dollars on the music and forget the data and video -- it's RADIO!!

4) Hardware is going to get smaller and more portable...but thats not the current focus

Why is it NOT a focus -- I still think the PNPs are too big -- is this a sign that the chipsets, which run hot, cannot be made smaller anytime soon?
Think bigger! Data and *VIDEO* along with smaller hardware and new streams for young males -- HOOTERS TV in your car! Wooowho! Put it right were testosterone levels are their highest!

LOL

dot
dot is offline  
 
 
Old 11-25-2003, 02:31 PM   #7
TubStain
Loyal Listener
 
Join Date: Nov 06, 2003
Posts: 153
TubStain is on a distinguished road
Default

Hey SatRadioRules,... in reply:

I'm not sure how far XM is in Canada, but Sirius is "close" and Joe Clayton seemed really confident about stressing that signal is excellent there and wont need to rely on too many repeaters etc. He also stated that it's a much greater priorty market wise than mexico and is moving along very quickly. They are just waiting to get clearance from the canadian quivalent of the FCC.

Data and video will always be a longer term project that clayton himself said will need more powerful satellites, definitely long term, but in the research stages. It's radio with a twist. Plus most of the TV stuff I suspect will be in a partnership...he did insinuate some friend he made in DirectTv etc... not too sure what to make of it.

Hardware will be "within" the year. He admitted that XM is a whole chipset generation ahead and we will followtune with similar devices as the commander etc. (he mentioned the commander).

Can't say much about the boombox, he said manufactured, so I'm just quoting him on that, it might be in stores for christmas, cant say anything though.

Ragarding marketing, he talked about the Dog and the idea behind the logo, it's cuteness etc as well as the name being spread out in the sunday papers and that nascar advertising was just to get the logo seen, since the product was not available then.

He did not give details, since many of the deals he's working are secret stuff, makes sense. You dont want to display your cards to the competition. He seemed really happy and told shareholders that if everything goes according to plan, they will be very happy shareholders.
TubStain is offline  
 
 
Old 11-25-2003, 03:41 PM   #8
thexmdabster
Loyal Listener
 
Join Date: Jun 09, 2003
Posts: 113
thexmdabster is on a distinguished road
Default

Is it my imagination or did he say that they were 18 months behind xm on chipsets?
thexmdabster is offline  
 
 
Old 11-25-2003, 03:51 PM   #9
Manco
Top Dog Member
Well, if what Joe Clayton said at the meeting today is true
 
Manco's Avatar
 
Join Date: May 30, 2003
Location: Bay Area, CA
Posts: 15,450
Manco will become famous soon enoughManco will become famous soon enough
Default

Quote:
Originally Posted by thexmdabster
Is it my imagination or did he say that they were 18 months behind xm on chipsets?
Probably your imagination.
Manco is offline  
 
 
Old 11-25-2003, 04:00 PM   #10
Joshua Clinard
Sirius Star
 
Join Date: Apr 15, 2003
Location: Abilene, Texas
Posts: 1,513
Joshua Clinard is on a distinguished road
Send a message via AIM to Joshua Clinard
Default

A lot of good news is in there. Hopefully most of it will pan out. I like the fact that they are using the shelf registration money to push OEM sales. Hopefully they will start advertising Sirius as a feature in new auto commercials.
Joshua Clinard is offline  
 
 
Old 11-25-2003, 04:40 PM   #11
TubStain
Loyal Listener
 
Join Date: Nov 06, 2003
Posts: 153
TubStain is on a distinguished road
Default

Quote:
Originally Posted by Manco
Quote:
Originally Posted by thexmdabster
Is it my imagination or did he say that they were 18 months behind xm on chipsets?
Probably your imagination.
I dont quite remember that number...he did admit to being behind XM, but I dont remember him stating a number. He did say that hardware improvements will keep coming and will get smaller and more power efficient etc.

Currently the market is like how cell phones used to be...big and clunky..
TubStain is offline  
 
 
Old 11-25-2003, 07:54 PM   #12
Manco
Top Dog Member
Well, if what Joe Clayton said at the meeting today is true
 
Manco's Avatar
 
Join Date: May 30, 2003
Location: Bay Area, CA
Posts: 15,450
Manco will become famous soon enoughManco will become famous soon enough
Default

There are some major initiatives that are "Imminent" and the recent stock offering will go to fund some of these things according to Clayton. Out of 5 major Initiatives under negotiation, he expects to close 2 or 3 and they will be revealed or announced at CES.
Manco is offline  
 
 
Old 11-25-2003, 08:29 PM   #13
chromudgeon
Channel Surfer
 
Join Date: Sep 17, 2003
Posts: 39
chromudgeon is on a distinguished road
Default

Quote:
Originally Posted by DAB
SIRIUS_ON
XM_OFF
FM_OFF
AM_OFF
You missed one:

TV_OFF
chromudgeon is offline  
 
 
Old 11-25-2003, 08:54 PM   #14
Joshua Clinard
Sirius Star
 
Join Date: Apr 15, 2003
Location: Abilene, Texas
Posts: 1,513
Joshua Clinard is on a distinguished road
Send a message via AIM to Joshua Clinard
Default

I have a few other comments.

It's good that marketing is going to be ramping up. Hopefully this means more commecials! One commecial a week on MNF is a good way to get your foot in the door, but once you have product in stores, you need to really get the word out. It appears that the product is now in stores, so it's time to air more commercials. Commercails every day, on all the major networks. And they need to shoot more commercials that tout the service, instead of Pam's Contest.

Boomboxes should be shipping already, if they are to be in stores by Christmas, so I don't see them hitting shelves until Jan. Although I do have to say they sped up the process with the SRS 2. Much better time that the SRS1.

Good to hear that Video is a long way away. It appears that they will upgrade the "bandwidth" or something before this happens, so that is a good thing. I still don't see the point of video in the car. Just pop a DVD in your portable player for the kids. Let them watch a Disney movie.

He didn't say smaller hardware is not a focus, he said it's not the CURRENT focus. They have bigger fish to fry at the moment, such as getting enough hardware in stores to fully meet demand. (And marketing.)

Good news on the 5 deals. Hope they come to fruition. Maybe a new hardware partner? Sony, or Pioneer, maybe? Either one would be great.

On the new streams, I know they will continue to tweak the programming to best meet our needs. The recent survey should help them determine that. As far as news and talk programming, it could use some improvement.
Joshua Clinard is offline  
 
 
Old 11-25-2003, 09:23 PM   #15
TulaneJeff
Backstage Creator
Well, if what Joe Clayton said at the meeting today is true
 
TulaneJeff's Avatar
 
Join Date: Sep 20, 2002
Location: New Orleans
Posts: 7,888
TulaneJeff will become famous soon enough
Send a message via AIM to TulaneJeff Send a message via Yahoo to TulaneJeff
Default

Retail consumer marketing is the most important issue going foward. I'm glad that they actually acknowledged the frustrations of the speakers, that they simply aren't doing enough to get the brand out there, and what they have done has been mediocre at best.

It was interesting that they finally admitted that Nascar was a stalling campaign until the hardware was available. Still seems like a big waste in my book. The response from that demographic has been paltry for the millions poured into it.

What puzzles me most, is after all sorts of hype and bruhaha in January and February about Sirius launching their first big ad effort, we then hear today that the first ad campaign was just launched in Q4. Apparently they aren't acknowledging their past. The 'its_ON' and digital graffiti stuff was underwhelming and disappeared within weeks. Sweep it under the rug and pretend it never happened?

Quote:
SIRIUS is launching today its largest and most provocative national brand advertising campaign ever.

"The SIRIUS campaign is unlike anything you've ever seen on television before. The spots are guaranteed to evoke emotion, stimulate discussion and ultimately, we hope, open minds and of course drive demand for SIRIUS."
The supporters of the and the call for better and more frequent ads was reassuring. Let's hope they're back at the drawing board as we speak to make sure we don't have another dud of a marketing effort.

Jeff
TulaneJeff is offline  
 
 
 

Go Back   SIRIUS Backstage Forum > >


Digitalradiocentral.com




Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off

Forum Jump


All times are GMT -5. The time now is 04:29 AM.
Powered by vBulletin® Version 3.8.11
Copyright ©2000 - 2020, vBulletin Solutions Inc.
Search Engine Optimisation provided by DragonByte SEO v2.0.39 (Pro) - vBulletin Mods & Addons Copyright © 2020 DragonByte Technologies Ltd.
All Content Copyright SIRIUS Backstage. All Rights Reserved. SIRIUS and registered trademarks are the property of SIRIUS Satellite Radio, Inc. The opinions posted on SIRIUS Backstage website and forums are those of the individual posters and/or this website and are not necessarily the opinions or positions of SIRIUS Satellite Radio, Inc.