Jonathan Jacoby Quotes

[We] feel management needs to give more transparency on churn expectations and true cost of Stern.

- Jonathan Jacoby

Tags

Feel | Management | Transparency | Churn | Expectations |

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Station ownership rules could constrain certain buyers like CBS and NWS, which own a large number of TV stations. However, we believe it's possible that UVN could spin-off or sell the TV station business separately from the networks or the conglomerates. - Jonathan Jacoby

To reach break-even on Stern, we estimate Sirius requires 2.4 million incremental subscriptions. - Jonathan Jacoby

[We] feel management needs to give more transparency on churn expectations and true cost of Stern. - Jonathan Jacoby