SiriusXM Preparing For a Big Meltdown

What kind of b.s. is SiriusXM peddling these days?

They talk about the future like they have one, but satellite radio is ready for its big meltdown based on metrics, generational changes and the one new competitor they can’t even see coming after them.

I’ve got the weaknesses they are trying to cover up for you.

And you’ll be the first to know who is going to knock satellite radio off.

No, it isn’t terrestrial radio.  Come on.

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  1. There’s trouble ahead with paid subscriptions – the kind SiriusXM relies on for most of its revenue.  Here’s what kind of trouble they’d rather not talk about.
  2. Former SiriusXM CEO Mel Karmazin threatened to stop selling ads altogether.  Here’s why he said it and why they still can’t sell ads very successfully.
  3. The SiriusXM/Pandora merger – this is spooking Wall Street.  Seriously.  It’s seen as a drag on their stock.  Here’s why.
  4. The real value of SiriusXM is a relative secret, but Liberty Media boss John Malone knows what it is and is betting the future on something that I’ll bet you don’t even know. I didn’t – until now.
  5. That expected Liberty/Sirius takeover of iHeart from bankruptcy looks great on paper, but here’s why it is a horror show in reality.

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Dropping Entercom

A few days ago a major lender became the next to the last firm to stop coverage on Entercom.

Wells Fargo remains, but their former analyst Marci Ryvicker lost her job recently and some feel because she overstated Entercom’s upside.

David Field stubbornly refuses to acknowledge that he has blown the CBS merger integration and covers up critical problems that could turn Entercom into bankruptcy babies like Cumulus or iHeart.

As of yesterday, Entercom is now only $2.24 away from being a $4 stock (down from $16).

Now he’s about to make it worse.

Read the full article now.


The Hype Over Podcasting

What’s the big deal about podcasting?

It doesn’t make significant money.

Certainly not enough to make up for mounting radio revenue losses.

Podcasting actually hurts radio station billing.

These are facts.

So why are Bob Pittman, Mary Berner, Ginny Morris, David Field and others betting on podcasting?