SATWAVES

Liberty CEO: Sirius XM To Be Very Profitable, NOL’s Will Be Consumed By Earnings

By Brandon Matthews Liberty Media (NASDAQ: LMDIA) President and CEO Greg Maffei presented at the Citi 20th Annual Global Entertainment, Media, and Telecommunications Conference Wednesday, January 6 from the Palace Hotel in San Francisco, California. In 2009, Liberty Capital (NASDAQ: LCAPA) took a 40% stake in Sirius XM Radio (NASDAQ: SIRI). Since the time of Liberty's investment into Sirius XM, many have speculated that the target of Liberty's acquisition were the $7 Billion in net operati...

Sirius XM And The Not-So-Smart Phones

By Chris Stepanik The critics of Sirius XM Radio (Nasdaq: SIRI) have finally come full circle. Seven years ago, I began following the Satellite Radio provider. As the company neared its first one million subscribers, the "glass half empty" critics began to emerge and brilliantly announced through anonymous message board postings, that Internet Radio and 2G/3G cell phone technology would be the demise of any competing entertainment medium. According to their calculations, Satellite Radio was d...

The Next Great SIRI Crisis & A Few Forgotten Facts

By Whitney a.k.a. "The Duke" If you read the financial writers or analysts, SIRI is like some drunken sailor lurching from one crisis to another. Solve one crisis and another one immediately pops up. Sixteen months ago, people were counting down the days until SIRI got a delisting notice. Then the NAZ suspended the delisting rules. Twelve months ago, we were reading that BK was coming on Feb. 15th because SIRI could not pay its bonds due on that date. Enter John Malone and no BK. The BK argu...

Exclusive: Murray Arenson Discusses Sirius XM Radio (SIRI)

By Brandon Matthews In another exclusive Satwaves Radio interview, Senior Analyst Murray Arenson of Janco Partners called in to discuss the reasons for the firm's resumption of coverage of Sirius XM Radio (SIRI), with an accumulate rating and .80 price target. Mr. Arenson brilliantly ran a gauntlet of questions as he highlighted both the pros and cons of Sirius XM Radio's business model. Arenson began by discussing the positive momentum trends seen in 2009 including growing free cash flows...

Malone Sees Cross Marketing Potential of Sirius XM and Direct TV (SIRI, DTV)

By Brandon Matthews In the following video interview, CNBC's David Faber goes one on one with Liberty Capital (LCAPA) CEO, John Malone. When asked about the potential of a partnership between Sirius XM Radio (SIRI) and Direct TV (DTV), Mr. Malone explains that he is willing to bring the management of the two companies together to look at cross marketing opportunities between the two companies, referring to such a move as "logical." Mr. Faber notes that the potential for more may exist between...