At least Sirius makes money with their model. The free model offered by Pandora is a wonderful way to make money for Pandora. Just think the more people listen the more it costs Pandora. Why do you think they tried to limit listening? I feel sorry for you if you are gong to let your profits evaporate.
Why is it out of around 72.5 million listeners only 2.5 mil choose to pay a pretty small fee per month.
I can't think of a worse competitive disadvantage then to be totally dependent on your competitor to gain growth in subscribers. Google found this out when apple developed their own mapping app. At first it was ridiculed because apple was not ready to give a great experience. In fact some parts of it were a disaster. The recent news that google maps has collapsed in use by IOS subscribers was buried. Apple used their considerable war chest to buy several map developers and the experience now is considered superior to google by many and this is born out with the numbers of IOS users who use it exclusively There is no group of subs more dedicated to a company then apple fanboys and with apple's music muscle they are going to keep doing the DD to make their streaming experience the best.. Witness their recent focus to iTunes radio and their 180 degree turn away from the biggest ads to targeting using a real time bidding process.Eddie Cue of apple is relentless and he has given an all hands on deck to iTunes radio.
I pray this takes off for you and we can read how IBC says he always said it was possible this works out.
I'm not cherry picking but looking at all the components that make a company's business model such a success that it deserves a PPS that will accommodate a multiple that it can grow into. I don't see any of that with Pandora especially at this lofty PPS.
Pandora has to compete with two major platforms, Apple and Google, who can place their product in every iteration of their OS with no urgency to make money off of it.
In addition there are many others with similar models and various connections that can disadvantage Pandora to keep their subscribers without a wandering ear.
I don't see Pandora with any pricing power with advertisers, any hold on their current subs, any special offering to attract the necessary expansion of subs to justify the market cap, they have zero barriers to entering their space and their first mover advantage appears to have been halted.
I don't need Pandora to be destroyed to make money. I just need the overwhelming number of institutions to use their analytics to see that it would be greedy to not step aside and take their profits while watching how this brutally competitive landscape unfold. A PPS in the teens will suit me fine. I might even go long at that point if Pandora can hold its own but I have to see it to believe it.
I think apple's acquisition of Topsy makes it a pretty formidable miner of data. Also apple subs buy books, movies and TV shows from ibooks and iTunes expanding they possibilities of targeted ads. Apple has deep pockets that will allow them to push audio and video ads.Watch and learn. You're not very bright.
It's not the credit card but what the credit card buys on Itunes. Apple plans to target differentiated audio and video ads depending on what device the user is operating on and what their buying preferences are based on their individual history. Nobody can do what apple can.
I quote a story on macrumors, " If you're not working on iTunes radio you're irrelevant".
Apple has half a billion credit cards knowing the buying habits of every Iproduct owner who buys on iTunes. They are now going to get to work targeting ads to their fan bases taste. Pandora is toast. Google will get money with music initiative using Utube and every Tom #$%$ and Harry will fight for the scraps. I defy anyone to explain how Pandora survives this onslaught.
Plastic garbage with fragmented Android,no thank you. You be the only one walking around with that #$%$. No wonder you are invested in this junk. Apple doesn't want your business.
That was the best laugh I've had in a while. You're suddenly not interested in aapl having said they would trade at $360 with earnings of $36. I have exposed you now and you are now not interested in aapl. But you are interested in an obscure penny stock and board that hasn't had news of worth for well over a year. The funniest part is that I'm a bother here on a board where you taunt and belittle investors every single day. I think I'll keep exposing you. Do you really think I care what you say about me on the Pandora board or any other? You are the one that thinks these boards have any worth. I prefer my excellent dd on aapl. I now own you.
No ifs ands or buts. Let's go one on one.
Not fragmented malware android plastic junk.
You're getting close to putting your expertise on the line but in dealing with you I always see you add a caveat or some wiggle room. Give me the PPS and the time frame for getting there. China Mobile was worth 50 points and more are coming. This will happen when they officially announce and the numbers come in. The economy is doing back and the fed will strait to slowly take their foot off the accelerator. Market is due for a correction but aapl will not participate. Apple makes some of its best gains when the market is going down. Watch and learn. Stop being a neocon.
China Mobile will make China their most lucrative market when pundits have spent a year saying apple was toast in China. Their dividend and or buyback will surely increase with the coming qtr cash flow and 2014 will usher in new product disruptions as the 3/4 year cycle is complete. Apple will increase margins this qtr to around 38% and come nowhere near the 30% predicted. They don't care about market share only about making the best products in the high end of the market. I would of expected aapl to go straight to 600 on the latest news but that's why I am a long term investor first and foremost. Then again nobody makes money timing the market, they only say they do.