SATWAVES

Sirius XM Auto Numbers: They’re Real, And They’re Spectacular!

By Brandon Matthews The February 2010 auto sales results are in, and if  ''old man winter" slowed auto sales down as reported, it is going to be a great year for Sirius XM Radio (Nasdaq: SIRI). Not only have light vehicle sales surpassed the record lows of last year at this time, there has been a significant sales shift in favor of Sirius XM's most important OEM partners. As we reported previously, Sirius XM has deals with every auto manufacturer, yet there are simply some deals that are more...

December Auto Sales Likely Positive For Sirius XM Radio

By Brandon Matthews As expected, December auto sales numbers came in stronger than expected. Despite headlines that point to year-over-year decreases for nearly every auto manufacturer, December turned out to be the strongest sales month of year for many auto makers. These include Acura, Audi, BMW, Buick, Cadillac, GMC, Infiniti, Lexus, Lincoln, Mercedes and Porsche. As I stated yesterday, these high end sales are good for Sirius XM Radio (NASDAQ:SIRI) as they result in higher penetra...

August Auto Sales Should Boost Sirius XM Subscriber Numbers

By Brandon Matthews The august sales data is in, and one real winner will no doubt be Sirius XM Radio (SIRI).  The numbers simply do not lie. The market chooses to focus on year over year numbers when it comes to U.S. auto sales, but for Satellite Radio investors the incremental increases in month to month sales have never been so important, as the subscriber breakeven point seems to hover near the current rate of auto sales. The combined numbers put auto sales on a pace this quarter to exce...

Sirius XM’s Potential Q2/09 Subscriber Numbers

By Brandon Matthews Now that the June 2009 auto sales data has been released, it's time once again for me to go out on the proverbial limb in keeping with the long standing tradition of estimating Sirius XM's (SIRI) quarterly subscriber numbers. Despite the fact that the Sirius XM story is that of revenue growth rather than subscriber growth these days, there is a certain aspect of the media that refuses to let go of the past, present company included. The difference is that at Satwaves, we d...