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Old 11-02-2005, 11:35 AM   #1
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Default How come nobody is talking about XM and Nissan!?!?!

I think this is a big win for XM and hurts SIRIUS severly. That makes another automaker exclusive for factory installs for XM. SIRIUS always gets the stupid dealer installed options. The only way SIRIUS can combat this is by getting Toyota to be exclusive factory installs with them. Other then that after the Stern hype is gone, SIRIUS is done for in the OEM category.

XM-GM, Honda, Nissan & Infinity, and Hyundai as a standard.

SIRIUS-Ford (give me a break, I could of factory installed more radios by now), Chrysler, Mercedes, and BMW.

Toyotoa and Audi go both ways with dealer options.

What are your thoughts.

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By the way Im not a basher of SIRIUS. I hate XM. I own stocks in both companies, but a large stake in SIRIUS.
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Old 11-02-2005, 11:41 AM   #2
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are you 100% sure its "exclusive"?? Its "sounds" like it but i dont see it anywhere mentioned on the press release and because the PR machines are working overdrive now, wording can be misleading as we all know on BOTH sides--
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Old 11-02-2005, 12:32 PM   #3
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First, neither XM or SIRIUS can make "exclusive" contracts with specific auto manufacturers anymore. An auto manufacturer may only provide one of the two services though.

And according to Nissan's website, http://www.nissanusa.com, it is the way it has been, your choice of XM or SIRIUS.
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Old 11-02-2005, 01:29 PM   #4
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im not so sure about the above statement since XM is exclusive to GM/Honda and Ford/Chrysler are to Sirius
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Old 11-02-2005, 02:19 PM   #5
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Quote:
Originally Posted by scb147
And according to Nissan's website, it is the way it has been, your choice of XM or SIRIUS.
I think the difference is that starting in 2008, XM will be offered factory-installed, rather than dealer-installed. It's unclear whether or not Sirius will still be available as a dealer-installed option after 2008.
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Old 11-02-2005, 05:11 PM   #6
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Funny, but just about everything I've been hearing and reading lately about OEM installs--indicates that both Ford and Daimler-Chrysler are beginning to pick it up a notch regarding Sirius OEM installs. Most of the predictions are that Sirius will cut into XM's lead over the next year or so.

XM fanboys claim that XM is blowing Sirius away in this category, but according to my sources, Sirius CURRENTLY has 40% of the OEM market. I don't consider a 40/60 split to be a blowout. And if Ford and D-C do as predicted, Sirius could reach parity in the near future. Especially considering that XM stalwarts GM and Delphi are financially on the rocks.
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Old 11-02-2005, 05:36 PM   #7
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its going to take a few years for sirius oem partners to really kick it up
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Old 11-02-2005, 05:44 PM   #8
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Quote:
Originally Posted by garypl
its going to take a few years for sirius oem partners to really kick it up
Where've you been?

Ford and D-C have both announced that they're already kicking it up for the current 06 model year.
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Old 11-02-2005, 06:46 PM   #9
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i meant REALLY kick it up... 500k for Ford isnt in my opinion(still higher though) I think Chrysler is stepping up more though
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Old 11-02-2005, 06:50 PM   #10
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Quote:
Originally Posted by Renaissance Man
Sirius CURRENTLY has 40% of the OEM market.
I believe it's 32%:
Code:
          Total    Retail       OEM  
XM      617,152   305,284   311,868 68%
SIRI    359,294   209,920   149,374 32%
====================================
Total   976,446   515,204   461,242
This, of course, assumes that OEM = Total - Retail...
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Old 11-02-2005, 07:29 PM   #11
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Quote:
Originally Posted by Amnesia
I believe it's 32%:
Code:
          Total    Retail       OEM  
XM      617,152   305,284   311,868 68%
SIRI    359,294   209,920   149,374 32%
====================================
Total   976,446   515,204   461,242
This, of course, assumes that OEM = Total - Retail...
Your figures are only for the last QUARTER.

I was referring to the OVERALL OEM install percentage. Meaning the total percentage of installs from the beginning of both services to the present date. A period of a few years, not three months.

Considering XM had a one year headstart, 40% is actually pretty respectable. Not to mention that GM owns 15% of XM stock, which gives them a definite financial incentive to go full steam ahead on installs.
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Old 11-02-2005, 07:29 PM   #12
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Quote:
Originally Posted by Amnesia
Quote:
Originally Posted by Renaissance Man
Sirius CURRENTLY has 40% of the OEM market.
I believe it's 32%:
Code:
          Total    Retail       OEM  
XM      617,152   305,284   311,868 68%
SIRI    359,294   209,920   149,374 32%
====================================
Total   976,446   515,204   461,242
This, of course, assumes that OEM = Total - Retail...
I think he is referring to "potential" if all the exclusive partners such as Ford actually installed something.
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Old 11-02-2005, 08:42 PM   #13
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There is no way possible Sirius is at 40% for the overall OEM counts since inception. XM is dominating that category. Sirius at 32% for the prior quarter is an excellent improvement, but they still have a long way to go.
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Old 11-02-2005, 08:52 PM   #14
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Quote:
Originally Posted by joesal905
There is no way possible Sirius is at 40% for the overall OEM counts since inception. XM is dominating that category. Sirius at 32% for the prior quarter is an excellent improvement, but they still have a long way to go.
Source?

You could be right, but I'd sure like to see you provide verifiable documentation.
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Old 11-02-2005, 08:56 PM   #15
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Quote:
Originally Posted by Manco
I think he is referring to "potential" if all the exclusive partners such as Ford actually installed something.
He did say "currently".

Currently, XM has a 79% share of OEM installs. XM has 2,165,967 OEM subscribers and Sirius has 581,988.

Sources:
XM 10-Q filing says that they had 1,535,991 at end of Q1. Q2 Financials says they added 315,888 (net) in Q2. Q3 Financials says they gained 314,088 (net) in Q3. 1,535,991 + 315,888 + 314,088 = 2,165,967.
Sirius 10-Q says they had 432,988 at end of Q2. Q3 news release says they gained 149,000 (net) in Q3. 432,988 + 149,000 = 581,988.
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