Example question: Bloomberg reported that supply constraints are leading to iPhone shortages. Do Trefis analysts see a meaningful impact on AAPL?
Example comment: Competition will squeeze AMZN's operating margins from 4% to 2% meaning a 10% hit to the stock according to Trefis.
Name (Required)
Email (Required, but never displayed)
* Companies:
Sirius XM Radio Logo
  • commented 9/22/15
  • tags: P SIRI
  • You are correct that the used car market is both a huge opportunity and a significant challenge for sirius but this is still a great challenge. They may be working with insurance companies, if this is legally possible, to get access to ALL used car owners. At the same time, the evolution of siri's CV capability will allow them to bundle their radio service with connectivity that will make the product even more attractive.

    The great news is that naysayers are losing ground in their attempts to claim that siri's growth is slowing down. On the contrary, its growth is accelerating and will be very strong in the next decade or so. This is why I keep saying that 2.2M to 3M net subs annually will be a norm for siri may be even starting this year and in the next five to seven years. If we take into account that at some point the number of new customers will be larger than from the OEMs their profitability will surge due to the fact that used car customers cost them only revenue sharing with the auto makers. This is why I keep saying that siri's todays fcf of $1.3B in 2015 is just a tip of the iceberg in spite of the upcoming satellite build capex expense starting in late 2016 and taxation at the end of this decade. [ less... ]
    You are correct that the used car market is both a huge opportunity and a significant challenge for sirius but this is still a great challenge. They may be working with insurance companies, if this is legally possible, to get access to ALL used car owners. At the same time, the evolution of siri's CV capability will allow them to bundle their radio service with connectivity that will make the product even more attractive. The great news is that naysayers are losing ground in their attempts to claim that siri's growth is slowing down. On the contrary, its growth is accelerating and will be very strong in the next decade or so. This is why I keep saying that 2.2M to 3M net subs annually will be a norm for siri may be even starting this year and in the next five to seven years. If we take into account that at some point the number of new customers will be larger than from the OEMs their profitability will surge due to the fact that used car customers cost them only revenue sharing with the auto makers. This is why I keep saying that siri's todays fcf of $1.3B in 2015 is just a tip of the iceberg in spite of the upcoming satellite build capex expense starting in late 2016 and taxation at the end of this decade.
    Name (Required)
    Email (Required, but never displayed)