The key is what it will do with Google's (Nasdaq: GOOG) Android to raise the bar. Rick Aristotle Munarriz, Fool contributor Sirius XM 2.0 will reportedly be an Android-fueled platform with more channels, TiVo-style time shifting, and on-demand features of its more popular programming. Otherwise, the true value (or lack thereof) becomes evident over the long haul. It would take a feature set of surprisingly epic proportions to move the stock very far north when it's announced. So yeah, Sirius 2.0 will change the game - but everyone already expects it to.
Either option would move Sirius a large step closer to state-of-the-art entertainment features of today's smartphones, and with a much smaller bandwidth hit. Netflix can collect untold millions of subscribers abroad, Apple needs a next-generation music service in order to stay relevant, and Sirius lives and dies by how its customers respond to version 2.0.ĭepending on exactly which rumors pan out, the new Sirius service could become a radio version of the TiVo (Nasdaq: TIVO) DVR or even a satellite-based take on Pandora's personalized media feeds. While the exact feature set of Sirius 2.0 in the shipping version is up in the air, the only question that matters to us investors is, how successful will it be?Īll three examples here are potential game-changers. It's like Netflix going overseas or Apple (Nasdaq: AAPL) launching a cloud-based music service - we all know it's coming and have been talking about it for years. However, now it's back down in the $2.00 range, so we decided to go back and check with our analysts to see exactly how revolutionary Sirius 2.0 really needs to be.Īnders Bylund, Fool contributor If there were awards for worst-kept secret of the year, Sirius 2.0 would win 'em all hands down. Well, in retrospect, the new Sirius rollout didn't even have to arrive - Sirius floated well above $2.00 per share for quite some time, closing at $2.37 in late May. Most of their responses contained something of a similar theme: Sirius XM 2.0 is going to have to be the kind of service that really moves the needle. We thank you for your understanding.In late April, we asked three Fool contributors what Sirius XM (Nasdaq: SIRI) had to do to get its share price above $2.00. No claims can be accepted afterwards, as the carriers are very strict in this respect. Attention! When the parcel is delivered, please mention "subject to unpacking" on the delivery note and accept the parcel. Lightweight and impact resistant for easy handling and assembly. Resistant to short-term high temperatures (up to 300☌), dirt deposits, scratches, chemicals and acids in food and kitchen cleaning agents.
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