In five years will there still be Sirius and XM? Two national services providing virtually identical programming at the same price all supported with pre-internet bust financials doesn't bode well. Can the two survive as now designed or will we see consolidation or other parties getting in the mix and cause one or both to go away? I've made money off of Sirius stock a few years ago and am currently a subscriber but rarely listen to it. I don't have a bone to pick with either company. Looking forward to hearing your thoughts...
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Predictions
- Thread starter ricksegers
- Start date
> In five years will there still be Sirius and XM? Two
> national services providing virtually identical programming
> at the same price all supported with pre-internet bust
> financials doesn't bode well. Can the two survive as now
> designed or will we see consolidation or other parties
> getting in the mix and cause one or both to go away? I've
> made money off of Sirius stock a few years ago and am
> currently a subscriber but rarely listen to it. I don't have
> a bone to pick with either company. Looking forward to
> hearing your thoughts...
>
All these high rights fees They are paying out for sports and such concern me,They are able to attract customers,but are still losing money.They seem to be spinning their wheels in the mud.
I wonder if maybe just having 80-90 music channels(whatever bandwidth allows)and going after the people not served by terrestrial radio(MetalHeads,Ethnic,Oldies,Classical,Dance)would be a better way to go.
They might not have huge subscriber numbers,but operating costs will be much lower also.
Has the Sirius and XM's excellent adventure in Canada produced any results?
Of course if they are able to solve the bandwidth issue which crippled both services pre-birth this will also help.
> national services providing virtually identical programming
> at the same price all supported with pre-internet bust
> financials doesn't bode well. Can the two survive as now
> designed or will we see consolidation or other parties
> getting in the mix and cause one or both to go away? I've
> made money off of Sirius stock a few years ago and am
> currently a subscriber but rarely listen to it. I don't have
> a bone to pick with either company. Looking forward to
> hearing your thoughts...
>
All these high rights fees They are paying out for sports and such concern me,They are able to attract customers,but are still losing money.They seem to be spinning their wheels in the mud.
I wonder if maybe just having 80-90 music channels(whatever bandwidth allows)and going after the people not served by terrestrial radio(MetalHeads,Ethnic,Oldies,Classical,Dance)would be a better way to go.
They might not have huge subscriber numbers,but operating costs will be much lower also.
Has the Sirius and XM's excellent adventure in Canada produced any results?
Of course if they are able to solve the bandwidth issue which crippled both services pre-birth this will also help.
I don't think it's safe to make many predictions about ANY entertainment products. Who really saw in 1998 that music downloading would be so huge, or even in 2001 that so many folks would want an iPod? That said I'll offer my guess:
As the technology tweaks keep coming, I'm guessing that Sirius and XM will face one of their biggest threats from cell phones -- look for a convergence with both companies merging not with each other but with the major cell companies. People don't want to have to carry multiple portable devices. I'm betting cell phones will also develop the storage capacity of current iPods. One device for phone, web, and portable audio and video! The marketing advantage for the sat rad companies over iPods continues to be passivity -- most people in the potential market still won't want to be bothered coming up with versatile playlists of their own everyday.
As the technology tweaks keep coming, I'm guessing that Sirius and XM will face one of their biggest threats from cell phones -- look for a convergence with both companies merging not with each other but with the major cell companies. People don't want to have to carry multiple portable devices. I'm betting cell phones will also develop the storage capacity of current iPods. One device for phone, web, and portable audio and video! The marketing advantage for the sat rad companies over iPods continues to be passivity -- most people in the potential market still won't want to be bothered coming up with versatile playlists of their own everyday.
3
3DXJDawg
Guest
Personally, I see them both surviving, just as both Direct TV and Dish Network, along with regualr cable (and soon to be national, USDTV, already available in Vegas, ALberque, Salt Lake and now Dallas-Ft. Worth) survice the general public. Sure there are folks out there that will resist, just as some have with the above mentioned services I mentioned. But not enough to kill the medium.
> In five years will there still be Sirius and XM? Two
> national services providing virtually identical programming
> at the same price all supported with pre-internet bust
> financials doesn't bode well. Can the two survive as now
> designed or will we see consolidation or other parties
> getting in the mix and cause one or both to go away? I've
> made money off of Sirius stock a few years ago and am
> currently a subscriber but rarely listen to it. I don't have
> a bone to pick with either company. Looking forward to
> hearing your thoughts...
>
> In five years will there still be Sirius and XM? Two
> national services providing virtually identical programming
> at the same price all supported with pre-internet bust
> financials doesn't bode well. Can the two survive as now
> designed or will we see consolidation or other parties
> getting in the mix and cause one or both to go away? I've
> made money off of Sirius stock a few years ago and am
> currently a subscriber but rarely listen to it. I don't have
> a bone to pick with either company. Looking forward to
> hearing your thoughts...
>
3
3DXJDawg
Guest
The point you bring up about the sports end makes partial sense. YEs, they are paying high dollar for the rights. However, something else you bring up ties into the Sports Deals. In this day and age of transplanted fans, the sports packages give those fans the ability to listen to their local teams, outside of a few times a year as offered on terrestrial radio/individual team packages. For example, I live in las Vegas and all the teams I follow are based in Atlanta and Miami. So if it wasn't for the packages that satellite offers, I would only be able to listen to my teams when they were part of the national broadcast or when they play a team which a local station here has the rights to. Orlook at the miletary personell who maybe away frm home. Somone I know lived iN Colorado (he was recently shipped to Iraq) and was a Philly sports fan-he listened to his teams via satellite radio. As stated above, I understand your concern about the higher rates to pay for these packages, but it is worth it in the long run. Personally, I ahve both Sirius and Xm partially for the reason I mentioned above and that you are concerned about-sports packages. I have the nFL and NBA with Sirius, MLB and NAscar with XM and NHL with both (for now, Xm takes over exclusively come 07)
> > In five years will there still be Sirius and XM? Two
> > national services providing virtually identical
> programming
> > at the same price all supported with pre-internet bust
> > financials doesn't bode well. Can the two survive as now
> > designed or will we see consolidation or other parties
> > getting in the mix and cause one or both to go away? I've
> > made money off of Sirius stock a few years ago and am
> > currently a subscriber but rarely listen to it. I don't
> have
> > a bone to pick with either company. Looking forward to
> > hearing your thoughts...
> >
> All these high rights fees They are paying out for sports
> and such concern me,They are able to attract customers,but
> are still losing money.They seem to be spinning their wheels
> in the mud.
> I wonder if maybe just having 80-90 music channels(whatever
> bandwidth allows)and going after the people not served by
> terrestrial
> radio(MetalHeads,Ethnic,Oldies,Classical,Dance)would be a
> better way to go.
> They might not have huge subscriber numbers,but operating
> costs will be much lower also.
> Has the Sirius and XM's excellent adventure in Canada
> produced any results?
> Of course if they are able to solve the bandwidth issue
> which crippled both services pre-birth this will also help.
>
> > In five years will there still be Sirius and XM? Two
> > national services providing virtually identical
> programming
> > at the same price all supported with pre-internet bust
> > financials doesn't bode well. Can the two survive as now
> > designed or will we see consolidation or other parties
> > getting in the mix and cause one or both to go away? I've
> > made money off of Sirius stock a few years ago and am
> > currently a subscriber but rarely listen to it. I don't
> have
> > a bone to pick with either company. Looking forward to
> > hearing your thoughts...
> >
> All these high rights fees They are paying out for sports
> and such concern me,They are able to attract customers,but
> are still losing money.They seem to be spinning their wheels
> in the mud.
> I wonder if maybe just having 80-90 music channels(whatever
> bandwidth allows)and going after the people not served by
> terrestrial
> radio(MetalHeads,Ethnic,Oldies,Classical,Dance)would be a
> better way to go.
> They might not have huge subscriber numbers,but operating
> costs will be much lower also.
> Has the Sirius and XM's excellent adventure in Canada
> produced any results?
> Of course if they are able to solve the bandwidth issue
> which crippled both services pre-birth this will also help.
>
I
Ivan
Guest
> I don't think it's safe to make many predictions about ANY
> entertainment products. Who really saw in 1998 that music
> downloading would be so huge, or even in 2001 that so many
> folks would want an iPod? That said I'll offer my guess:
> As the technology tweaks keep coming, I'm guessing that
> Sirius and XM will face one of their biggest threats from
> cell phones -- look for a convergence with both companies
> merging not with each other but with the major cell
> companies. People don't want to have to carry multiple
> portable devices. I'm betting cell phones will also develop
> the storage capacity of current iPods. One device for phone,
> web, and portable audio and video! The marketing advantage
> for the sat rad companies over iPods continues to be
> passivity -- most people in the potential market still won't
> want to be bothered coming up with versatile playlists of
> their own everyday.
>
I believe SatRad as it is today will not exist. There will be a tie-in with cell phone. I can tell you that I have had XM since a few months after the beginning. But when Cingular offers music channels (which is coming soon) I'll be very interested in that.
> entertainment products. Who really saw in 1998 that music
> downloading would be so huge, or even in 2001 that so many
> folks would want an iPod? That said I'll offer my guess:
> As the technology tweaks keep coming, I'm guessing that
> Sirius and XM will face one of their biggest threats from
> cell phones -- look for a convergence with both companies
> merging not with each other but with the major cell
> companies. People don't want to have to carry multiple
> portable devices. I'm betting cell phones will also develop
> the storage capacity of current iPods. One device for phone,
> web, and portable audio and video! The marketing advantage
> for the sat rad companies over iPods continues to be
> passivity -- most people in the potential market still won't
> want to be bothered coming up with versatile playlists of
> their own everyday.
>
I believe SatRad as it is today will not exist. There will be a tie-in with cell phone. I can tell you that I have had XM since a few months after the beginning. But when Cingular offers music channels (which is coming soon) I'll be very interested in that.
> I believe SatRad as it is today will not exist. There will
> be a tie-in with cell phone. I can tell you that I have had
> XM since a few months after the beginning. But when Cingular
> offers music channels (which is coming soon) I'll be very
> interested in that.
>
I think we are still a couple of technological breakthroughs away from using cell phones as a viable portable music system, the biggest being lack of bandwidth and battery longevity. I'm quite confident they'll get these worked out eventually, but for now they are not close to replacing portable music devices or portable sat rad.
> be a tie-in with cell phone. I can tell you that I have had
> XM since a few months after the beginning. But when Cingular
> offers music channels (which is coming soon) I'll be very
> interested in that.
>
I think we are still a couple of technological breakthroughs away from using cell phones as a viable portable music system, the biggest being lack of bandwidth and battery longevity. I'm quite confident they'll get these worked out eventually, but for now they are not close to replacing portable music devices or portable sat rad.
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