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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