Sirius XM Holdings Inc (SIRI)

[paullud]

Digging into this a little more it appears that the other two hosts, Opie and Jim Norton are only under contract for a few more months. Anthony has made it clear that he will be doing a paid podcast that will be cheaper than Sirius which would clearly open the door for the other guys to leave and join him. This looks very bad long term for Sirius and when you take into account the other big draw, Howard Stern is already on a part time schedule. He is on the TV show which has much more potential so there is concern about his future as well. Podcasts are cheaper, more convenient, gaining more content, and more celebrities are starting them it will mean big trouble for SIRI.