I have it on good authority, that the November NPD sales data has given Sirius a 61% retail market share to xm's 39%. This would mark the fifth month in a row that Sirius has gained market share on its rival, xm.
July NPD - XM 63% SIRI 37%
August NPD - XM 55% SIRI 45%
September NPD - SIRI 54% XM 46%
October NPD - SIRI 58% XM 42%
NOVEMBER NPD - SIRI 61% XM 39%
Also of interest was the downgrade of xm by JP Morgan friday, in which they make the following statement...
"As for XM, J.P. Morgan lowered its assessment to neutral from overweight, noting that the latest store checks seem to indicate Stern is giving Sirius a lead in retail sales for the fourth quarter, despite XM's price cuts. "
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