King of All Trades » Media Companies

Mel Karmazin and Greg Maffei Add Flavor to Sirius XM’s Future

king1 — Thu, 05 Jan 2012 15:42:52 +0000

Yesterday CITI had a Global Entertainment and Media Conference, in which Mel Karmazin, CEO of Sirius XM Radio (NASDAQ:SIRI) and Greg Maffei, CEO of Liberty Media (NASDAQ:LINTA) spoke. There was no formal presentations by these gentleman but they were on board for answering some really good questions. This conference helped answer some important questions investors had about the company. Greg and Mel were very frank and offered valuable information investors can use to make better decisions about their investment with the company. First let us look at what Mel had to say. The first thing Mel offered was information on Q4 subscriber totals.

Mel Karmazin and Greg Maffei Add Flavor to Sirius XM’s Future King of All Trades

Sirius XM vs. Pandora/Internet Radio: Apples and Oranges?

king1 — Mon, 03 Oct 2011 19:44:09 +0000

Sirius XM Radio (NASDAQ:SIRI) has many competitors. In this series of articles, first of which was Sirius XM vs. HD Radio, I look to find which competitors are valid and which are fiction. I was going to write individually about Pandora (NYSE:P), Spotify and I Heart Radio, but I decided there is no point. In 6 months I'd have to talk about another start up or existing internet service that is going to "crush Sirius XM". So in lieu of rewriting this article every 2 weeks, I have decided to just include all internet services in this comparision. First we must clearly define what this segment of the competition offers.

Sirius XM vs. Pandora/Internet Radio: Apples and Oranges? King of All Trades

Sirius XM vs. HD Radio: The Battle For the Dashboard

king1 — Wed, 21 Sep 2011 20:18:45 +0000

Sirius XM Radio (NASDAQ:SIRI) has many competitors. Some are valid, some are fiction. In this first installment of this article series discussing all Sirius XM competitors, I’d like to take a moment out of your day to try to find out which one of these HD radio falls into. Even on Sirius XM SEC filings they list HD radio as a competitor. So they are worth a look. HD Radio after all was helpful in getting the merger approved, ironically. Sirius XM simply used their own bullishness on the product against them to show how the struggling duopoly needed to be one company. But is there any fact in the argument? Let’s examine HD Radio closely to determine whether HD radio as a competitor for Sirius XM is a fact or a myth.

Sirius XM vs. HD Radio: The Battle For the Dashboard King of All Trades

What Exactly Does Sirius XM’s 2012 Guidance Actually Mean

king1 — Tue, 20 Sep 2011 15:08:53 +0000

Sirius XM Radio (NASDAQ:SIRI) CEO Mel Karmazin on September 14 announced during the BOA Media Conference their guidance for 2012. His presentation was almost entirely new information, which was a bit of a surprise to the media present and investors who were listening. In years past these conferences held tidbits and hints of information but this time Mel was candid and forthcoming with news on Sirius 2.0, the upcoming price increase, plans for the future, and in fact guidance for 2012 earlier than promised. Mel had stated that guidance for 2012 would come during the third quarter conference call in November. Why did Mel release this information earlier than planned? I’m sure at the time Mel knew he was presenting at the Bank of America conference. It could be possible Mel was so excited about the news of 2012 and what it meant for the company (2012 was a targeted crucial year in Sirius XM’s recovery) going forward. Apparently from the lack of upgrades, price target increases, and general malaise about the presentation, I apparently am needed to explain just what exactly Sirius XM is guiding. It is more than just some numbers on a piece of paper. But first let us address some of the other aspects of the conference and what we learned from his discussion other than guidance.

What Exactly Does Sirius XM’s 2012 Guidance Actually Mean King of All Trades

SIRIUS XMs Bullish Future

Andrew Montero — Mon, 19 Sep 2011 13:52:36 +0000

Several days ago on September 14th Sirius XM’s(NASDAQ: SIRI) Mel Karmazin presented at the Bank of America/Merrill Lynch Media, Communications and Entertainment conference. What was remarkable about that presentation was the fact that Karmazin, the CEO of Sirius XM was willing to lay out guidance for 2012 quite early compared to other years. As both a subscriber to the service and an investor I found that willingness to be a very bullish sign with regard to the stock

SIRIUS XMs Bullish Future King of All Trades

Liberty Starz Battle with Netflix Could Have Larger Ramifications to the Future of Media

king1 — Thu, 08 Sep 2011 14:10:43 +0000

Is Netflix(NASDAQ:NFLX) now officially “dying”? The first mortal wound on a paper tiger has been struck. And look at who is in the center of it all. John Malone, Founder of Liberty Media (NASDAQ:LINTA). Since 40% of Sirius XM is owned by Liberty Capital (NASDAQ:LCAPA), Sirius XM (NASDAQ:SIRI) investors always try to listen to what Liberty Media is saying about their company and Liberty’s future plans. Well one of those plans became painfully obvious to those here at KOAT, even before Malone offered a bare bones explanation. Starz Media has declined to be part of Netflix going forward, as of right now, in any form. Money was no option. Netflix offered 10 TIMES the old contract price and still Starz said no thank you. You’re no longer going to compete with our services by allowing us to give you our exclusive content at wholesale rates. Your nothing but a monster that was created by one instant in times collective greed by content providers. Did they envision what Netflix would become? I seriously doubt it, or these media companies never would have signed the original agreements. No existing content provider creates a Netflix on purpose. They would have said, why didn’t we just do that? Dahh!! Ya, exactly idiots, why didn’t you? Well someone has finally taken a stand and said no more. You offer NOTHING we can’t offer people at some point in the future. Hence bye bye.

Liberty Starz Battle with Netflix Could Have Larger Ramifications to the Future of Media King of All Trades

Radio Wars Movie Will Enlighten The New Generation

king1 — Tue, 06 Sep 2011 13:12:08 +0000

Ever wonder how our media world arrived at where it is today? Just how did TV, radio, and other media forces arrive in this current social structure? Every wonder where technology will lead us? Ever wonder what technology could actually kill a business? In Radio Wars, directed by Sandra Mohr, you will get answers to all these questions and more. Want to see the one movie no big media wants you to see? Why would the traditional media be afraid of some of these subjects? Radio Wars tackles these and other tough and compelling questions. To know the future of media, first you must know and understand its past.

Radio Wars Movie Will Enlighten The New Generation King of All Trades

Sirius XM Shifting Gears on Subscriber Metrics

king1 — Mon, 22 Aug 2011 12:44:17 +0000

Sirius XM Radio (NASDAQ:SIRI) is the king of the dashboard. No other company has a greater presence there. Ford Sync and other automaker gadgets that allow easier access to the internet isn’t really designed to benefit any one company. AM/FM radio in the car benefits a large multi company conglomerate of terrestrial radio stations, but no one company. Sirius XM has much of their success tied directly to the automobile dashboard and the “drive time” consumer. Sirius XM is in over 60% of every vehicle sold in the USA and has deals with every major car manufacturer. This is all great and good for the new car market, but what about all those used cars on the road and on lots with radios in them that are not activated. Can Sirius XM create a “second net” to catch even more subscribers than simply from a new car purchase? Can we start to see proof of success in the Q2 filings?

Sirius XM Shifting Gears on Subscriber Metrics King of All Trades

Google Purchase of Motorola Mobility Shakes Up Media and Technology Sectors

king1 — Mon, 22 Aug 2011 05:55:53 +0000

Google (NASDAQ:GOOG) announced yesterday it offered Motorola Mobility (NYSE:MMI) 12.5 billion dollars in a buyout offer. This is good for $40 a share and the offer was accepted by the board. It was a 60% premium on the current trading price. What does this mean for the cell phone space? Does this move have media and other technological competitive implications? Where does this lead us in 2 years? 5 years? Will Sirius XM Radio (NASDAQ:SIRI) be affected by this in any way? What about Research In Motion (NASDAQ:RIMM) and HTC? Should Apple (NASDAQ:AAPL) worry?

Google Purchase of Motorola Mobility Shakes Up Media and Technology Sectors King of All Trades

KOAT Blog Talk Radio To Discuss Sirius XM Conference Call In Depth

king1 — Tue, 09 Aug 2011 14:55:37 +0000

Join Kingofalltrades.com for a 2 hour live call in show discussing market topics, the debt situation, and Sirius XM's Q2 filing that was released after last weeks show. Join Relmor, Asm, and JohnnyirishXM as we tackle the issues of the day and put a light on the recent filing involving Sirius XM Radio.

KOAT Blog Talk Radio To Discuss Sirius XM Conference Call In Depth King of All Trades