Preview
FILED: NEW YORK COUNTY CLERK 01/19/2024
12/20/2023 10:45
09:33 AM INDEX NO. 453325/2023
NYSCEF DOC. NO. 66
22 RECEIVED NYSCEF: 01/19/2024
12/20/2023
Exhibit 19
FILED: NEW YORK COUNTY CLERK 01/19/2024
12/20/2023 10:45
09:33 AM INDEX NO. 453325/2023
NYSCEF DOC. NO. 66
22 RECEIVED NYSCEF: 01/19/2024
12/20/2023
Streamlining the Migration Strategy in
Change Plan Task
Starting soon, you will see both full price and discount plan options in the "Change Plan" task
which will help to create an efficient, consistent and positive Customer experience in every
conversation.
Ɠ There is audio in this course.
Your Role
System Changes in CEP
Customer Scenario 1
Customer Scenario 2
When to Use Cancel Task
Wrap Up
[!] Check Your Knowledge
EXIT
CONFIDENTIAL-EXEMPT FROM DISCLOSURE UNDER N.Y. Pub. Off. Law § 87(2) SIRIUSXM_00001766
FILED: NEW YORK COUNTY CLERK 01/19/2024
12/20/2023 10:45
09:33 AM INDEX NO. 453325/2023
NYSCEF DOC. NO. 66
22 RECEIVED NYSCEF: 01/19/2024
12/20/2023
Exit Course
CONFIDENTIAL-EXEMPT FROM DISCLOSURE UNDER N.Y. Pub. Off. Law § 87(2) SIRIUSXM_00001767
FILED: NEW YORK COUNTY CLERK 01/19/2024
12/20/2023 10:45
09:33 AM INDEX NO. 453325/2023
NYSCEF DOC. NO. 66
22 RECEIVED NYSCEF: 01/19/2024
12/20/2023
Lesson 1 of 8
Your Role
Your role is to deliver a consistent and positive
Customer experience in every conversation
Focus on the Conversation
Customers contact us for many reasons. Sometimes they need information. Sometimes they have a
question about their bill. And sometimes they may need to change their plan. Whatever they need, and
wherever the conversation goes, you're ready to assist. You're able to do anything they ask because you
listen carefully to each Customer and focus on the conversation. That's how you ensure that every
Customer has a consistent and positive experience. Our goal is to drive the same experience for all
Customers, regardless of why they contact us.
CONFIDENTIAL-EXEMPT FROM DISCLOSURE UNDER N.Y. Pub. Off. Law § 87(2) SIRIUSXM_00001768
FILED: NEW YORK COUNTY CLERK 01/19/2024
12/20/2023 10:45
09:33 AM INDEX NO. 453325/2023
NYSCEF DOC. NO. 66
22 RECEIVED NYSCEF: 01/19/2024
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So it's important to focus on the conversation... and let the system do the work!
We're streamlining the process -- so it's better for you!
The system will now serve up the best new full price or discount plan options based on the Customer's
data. That's right! We're streamlining this process so you can focus on the Customer and the
conversation.
C O NT I NU E
Only Use "Change Plan" Task
CONFIDENTIAL-EXEMPT FROM DISCLOSURE UNDER N.Y. Pub. Off. Law § 87(2) SIRIUSXM_00001769
FILED: NEW YORK COUNTY CLERK 01/19/2024
12/20/2023 10:45
09:33 AM INDEX NO. 453325/2023
NYSCEF DOC. NO. 66
22 RECEIVED NYSCEF: 01/19/2024
12/20/2023
••
Starting soon, you will find all of the full price and discount options for migrating a
Customer in one task - "Change Plan".
Together we are on a journey to improve the Customer experience. You are a crucial part of this process!
With your feedback and expertise in communicating with our Customers, we gain important information to
continue to improve this process -- for our Customers, and for you.
C O NT I NU E
Your Strategy Boils Down to Three Things
Click the + below to read more
I
CONFIDENTIAL-EXEMPT FROM DISCLOSURE UNDER N.Y. Pub. Off. Law § 87(2) SIRIUSXM_00001770
FILED: NEW YORK COUNTY CLERK 01/19/2024
12/20/2023 10:45
09:33 AM INDEX NO. 453325/2023
NYSCEF DOC. NO. 66
22 RECEIVED NYSCEF: 01/19/2024
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Keep Customers on Full Price
–
Often Customers just need to understand all of the features they currently have. This is where you come
in!
Build value by explaining the benefits of their plan and keep the Customer on the current plan or change
the term to a shorter one.
Only Use Change Plan Task
–
e
Only present offers that appear on screen, and always present the offers shown from left to right.
Trust the System
–
Our system is smart! All plans displayed are based on Customer information and are the best possible
options for each Customer. Trust the system! it'll do its job... every time. That'll leave you free to focus
on the Customer conversation!
Complete the content above before moving on.
CONFIDENTIAL-EXEMPT FROM DISCLOSURE UNDER N.Y. Pub. Off. Law § 87(2) SIRIUSXM_00001771
FILED: NEW YORK COUNTY CLERK 01/19/2024
12/20/2023 10:45
09:33 AM INDEX NO. 453325/2023
NYSCEF DOC. NO. 66
22 RECEIVED NYSCEF: 01/19/2024
12/20/2023
Lesson 2 of 8
System Changes in CEP
Let's Review What's Changing
All Migration Offers Will Now Be Located In the "Change Plan"
task
You will soon see additional screens and full price and discount plan options in the "Change Plan" Task.
Let's watch this video to see the new flow in action.
CONFIDENTIAL-EXEMPT FROM DISCLOSURE UNDER N.Y. Pub. Off. Law § 87(2) SIRIUSXM_00001772
FILED: NEW YORK COUNTY CLERK 01/19/2024
12/20/2023 10:45
09:33 AM INDEX NO. 453325/2023
NYSCEF DOC. NO. 66
22 RECEIVED NYSCEF: 01/19/2024
12/20/2023
C O NT I NU E
What does this mean?
You no longer need to open the "Cancel" task while working on finding the best plan change option for a
Customer!
All of the plan options are now in one shorter and more simplified flow within the "Change Plan" Task.
If the Customer doesn't accept the first offer option you present, you do not need to use the "Cancel"
task to find additional options -- the exact same ones are now available for you in "Change Plan" task!
If the Customer ultimately wants to cancel service, you now have the ability to do that from within the
"Change Plan" task.
CONFIDENTIAL-EXEMPT FROM DISCLOSURE UNDER N.Y. Pub. Off. Law § 87(2) SIRIUSXM_00001773
FILED: NEW YORK COUNTY CLERK 01/19/2024
12/20/2023 10:45
09:33 AM INDEX NO. 453325/2023
NYSCEF DOC. NO. 66
22 RECEIVED NYSCEF: 01/19/2024
12/20/2023
Complete the content above before moving on.
<8
Now that you know what changes are coming, let's walk
through some conversations you might have with Customers
and see how the system will do the work for you.
C O NT I NU E
CONFIDENTIAL-EXEMPT FROM DISCLOSURE UNDER N.Y. Pub. Off. Law § 87(2) SIRIUSXM_00001774
FILED: NEW YORK COUNTY CLERK 01/19/2024
12/20/2023 10:45
09:33 AM INDEX NO. 453325/2023
NYSCEF DOC. NO. 66
22 RECEIVED NYSCEF: 01/19/2024
12/20/2023
Lesson 3 of 8
Customer Scenario 1
Anna has the All Access plan and pays full price.
“Hi - I'm not happy with my current plan. It's too expensive
and I hardly even drive anymore. If you can't help me, I'm
going to have to cancel.”
Which task should you launch in the system?
0 Cancel
CONFIDENTIAL-EXEMPT FROM DISCLOSURE UNDER N.Y. Pub. Off. Law § 87(2) SIRIUSXM_00001775
FILED: NEW YORK COUNTY CLERK 01/19/2024
12/20/2023 10:45
09:33 AM INDEX NO. 453325/2023
NYSCEF DOC. NO. 66
22 RECEIVED NYSCEF: 01/19/2024
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0 Change Plan
SUBMIT
C O NT I NU E
Working with Customers in the "Change Plan"
Task
After you launch the "Change Plan" task, the system presents recommended plans for the Customer.
Let's look at what the system would present for Anna:
CONFIDENTIAL-EXEMPT FROM DISCLOSURE UNDER N.Y. Pub. Off. Law § 87(2) SIRIUSXM_00001776
FILED: NEW YORK COUNTY CLERK 01/19/2024
12/20/2023 10:45
09:33 AM INDEX NO. 453325/2023
NYSCEF DOC. NO. 66
22 RECEIVED NYSCEF: 01/19/2024
12/20/2023
Choose Subscription
e SERVtCE 10 HRC76AHG
CURRENT Pl.AN($) START DATE ENJOATE REASON LAST STREAMED
NICKNAME 2016 RAM
2500 Ou1ngePl..n NeverStte3med
Siri~1AJJAcoess - 1 Yur 06/2 1/2016
RECOMMENDED PLANS QUOTE
SiriusXM All Access SiriusXM Select SiriusXM Mostly Music .A Please 5elect a pa.. to get q.,ote
$21.99 pe, mo/1 $16.99 pe, m<>'I $12.99 pe, moll
O ~ Q O~ Q O ~ Q
m TERM OPTIONS
Term Options
~~:Price O □ 6) ~~~~I O □ 0 ~!:=~'% 0 □ Q
Cuartet1y - S66.Q7 (S203.88/y,) S155.88
for3months
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~~:Price O D O • S50.97 for 3 S38.Q7
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S131.g4 for6
months ~~~~ual O □ 0
~~= 0 D Q fotSTT.04
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m DESCRIPTION
Description All Acee.» ind~ every ch.me! v,e The Selea package. inducfes a w.de Listen in your car or sue.im a se1ect:on
offer. Enjoy ad-free music. plus spom, selee-:ion of ad-&ee mus.)C, ~ - news, of ad-free music cham~s - rock. pop,
MYIS. talk. and comedy. Ctute your ta!k. and comedy channQJs. Get accus hip-hop. country. ja.u and dnsi~ -
own stations based on anists or son,gs to thousand s of sl'tows a.nd Videos On dut include exduwe live perlomunces.
you choose. Explore &riusXJ.fs vast Demand. Listen in yow cat. s:.re,;im at You11also hH r selea news. tax and
ra.ry of podcasts and exclu sive Video. home. online. and on you connected enter,.uvnent channe:s.
ListE:n in your car, s:.ream a1 home. homede~ces.
online. and en yourcom.ect~ home
deviCH.
m COMPARE PACKAGES
+awn+ MhM MditN
Which plan should you offer first?
RECOMMENDED PLANS
SiriusXM All Access SiriusXM Select SiriusXM Mostly Music
$21.99 per $16.99 permo'l $12.99 per
0 (g] Q 0 (g] Q 0 (g] Q
0 All Access
0 Select
CONFIDENTIAL-EXEMPT FROM DISCLOSURE UNDER N.Y. Pub. Off. Law § 87(2) SIRIUSXM_00001777
FILED: NEW YORK COUNTY CLERK 01/19/2024
12/20/2023 10:45
09:33 AM INDEX NO. 453325/2023
NYSCEF DOC. NO. 66
22 RECEIVED NYSCEF: 01/19/2024
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0 Mostly Music
SUBMIT
“That's really not going to work for me. It's too expensive
and Howard Stern is the only channel I listen to. I really
need something that is less of a commitment.”
C O NT I NU E
CONFIDENTIAL-EXEMPT FROM DISCLOSURE UNDER N.Y. Pub. Off. Law § 87(2) SIRIUSXM_00001778
FILED: NEW YORK COUNTY CLERK 01/19/2024
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09:33 AM INDEX NO. 453325/2023
NYSCEF DOC. NO. 66
22 RECEIVED NYSCEF: 01/19/2024
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Next steps
If Anna isn't interested in the plans you offer her on the Choose Subscription page, click "Next" on the
bottom of the Choose Subscription page and head to the Other Offers page.
Other Offers Page
CONFIDENTIAL-EXEMPT FROM DISCLOSURE UNDER N.Y. Pub. Off. Law § 87(2) SIRIUSXM_00001779
FILED: NEW YORK COUNTY CLERK 01/19/2024
12/20/2023 10:45
09:33 AM INDEX NO. 453325/2023
NYSCEF DOC. NO. 66
22 RECEIVED NYSCEF: 01/19/2024
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CONFIDENTIAL-EXEMPT FROM DISCLOSURE UNDER N.Y. Pub. Off. Law § 87(2) SIRIUSXM_00001780
FILED: NEW YORK COUNTY CLERK 01/19/2024
12/20/2023 10:45
09:33 AM INDEX NO. 453325/2023
NYSCEF DOC. NO. 66
22 RECEIVED NYSCEF: 01/19/2024
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th
You scroll through the offers and think that All Access 12 months for $120 best option to present to Anna.
C O NT I NU E
“Hmm, no I don't think so -- that's still way too much for how
little I actually use the service.”
C O NT I NU E
CONFIDENTIAL-EXEMPT FROM DISCLOSURE UNDER N.Y. Pub. Off. Law § 87(2) SIRIUSXM_00001781
FILED: NEW YORK COUNTY CLERK 01/19/2024
12/20/2023 10:45
09:33 AM INDEX NO. 453325/2023
NYSCEF DOC. NO. 66
22 RECEIVED NYSCEF: 01/19/2024
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Time to move on
Since Anna has declined your offer, check A "None Apply" and click "Next"
C O NT I NU E
Additional Offers
This might look familiar to the first Choose Subscription screen you saw earlier, but it's actually different!
It includes additional discount offers that weren't available on previous screens. These are the same
offers that you would find in the "Cancel" task, except now it's all in one flow.
CONFIDENTIAL-EXEMPT FROM DISCLOSURE UNDER N.Y. Pub. Off. Law § 87(2) SIRIUSXM_00001782
FILED: NEW YORK COUNTY CLERK 01/19/2024
12/20/2023 10:45
09:33 AM INDEX NO. 453325/2023
NYSCEF DOC. NO. 66
22 RECEIVED NYSCEF: 01/19/2024
12/20/2023
Choose Subscription
e SERVlCE ID HRC76AHG
CANCEL REASON LAST STREAMED
CURR(~ PlAN1S1 STAAT OATC CNO DA.TC
NICKHAME 2016 RAM
2500 ot Lis:ening :J\009 'At Al ever Streamed
SiriusXM AD Access - t Ye.v 06/21/2016
RECOMMENDED PLANS QUOTE
SiriusXM AUAccess SiriusXM Select SiriusXM Select A PMase se~t a plan to get quote
$11.99 per mo/1 2 $108 fo< l yur $40 fo,&-mo
0 ~ 6)
"5 % Savir,gs eoi. samgs
r:/1 TERM OPTIONS
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58 ~. sa
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r:/1 DESCRIPTION
Desaiption All Access o<:ludes evti'j channel Vie T ,e Se,lect ~ck.a.~e incllne5 a wide e Seleel pack.ge includes a w,cle
offer. En.JOY ad-free muse, plus spons, ~ too of ad-free music, sporu, news. se.«bOII of ad-free mvsic. sports, news,
news, la.!k. and cornE-1y. Crute your ~ and com!dy channels. GEt a1:ous ta and co~ channels GE: acc:eu
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you choose ExpJore SiriusXM's vu1 Demand Lis:en r. you, ca..r. stream at Oe.mand. Lis.:en r1 you, ear. S-?ru m at
tib~ry of podcuts a.nd v:clus111e video home, e, a.r.d on your connected hom-e. 0'\ir,e, W on your connec:ed
Lis:en yo r car. s:ream at home, homede¥1Ces. home de'IIC:es
online. and on your eon .ect~ home
dev11:es.
~ COMPARE PACKAGES
Which plan should you offer now?
I RECOMMENDED PlANS
Siriu UAttes.s SI u Se Si usX Se
$11.99 $108 $40
'• Sil - j
0 All Access $11.99 per month
CONFIDENTIAL-EXEMPT FROM DISCLOSURE UNDER N.Y. Pub. Off. Law § 87(2) SIRIUSXM_00001783
FILED: NEW YORK COUNTY CLERK 01/19/2024
12/20/2023 10:45
09:33 AM INDEX NO. 453325/2023
NYSCEF DOC. NO. 66
22 RECEIVED NYSCEF: 01/19/2024
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0 Select $108 for 1 year
0 Select $40 for 6 months
SUBMIT
“No that won't work. Please just cancel my plan.”
C O NT I NU E
Time to Cancel Anna's Plan
Unfortunately, none of the options worked for Anna. All you need to do is click to the Other Offers page,
check A "None Apply" and click "Next". This will open up the cancel page.
CONFIDENTIAL-EXEMPT FROM DISCLOSURE UNDER N.Y. Pub. Off. Law § 87(2) SIRIUSXM_00001784
FILED: NEW YORK COUNTY CLERK 01/19/2024
12/20/2023 10:45
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NYSCEF DOC. NO. 66
22 RECEIVED NYSCEF: 01/19/2024
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e
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0 0 0 >
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0 0 0 >
Sclecl$ll .99all10tthfor8rnanltis
0 0 0 >
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0 0 0 >
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0 0 0 >
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-- +um:a+ Mifi.M M¥14M Nd:.1M
C O NT I NU E
CONFIDENTIAL-EXEMPT FROM DISCLOSURE UNDER N.Y. Pub. Off. Law § 87(2) SIRIUSXM_00001785
FILED: NEW YORK COUNTY CLERK 01/19/2024
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NYSCEF DOC. NO. 66
22 RECEIVED NYSCEF: 01/19/2024
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Ensuring the Best Customer Experience for Anna
Now you will reach the Cancel page. Since this is all in one flow, it is much easier for both you and Anna
to quickly and efficiently get the result that she is looking for.
Of course we are sorry to see her go, but by making this process more efficient we improved Anna's
experience with SiriusXM.
CONFIDENTIAL-EXEMPT FROM DISCLOSURE UNDER N.Y. Pub. Off. Law § 87(2) SIRIUSXM_00001786
FILED: NEW YORK COUNTY CLERK 01/19/2024
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NYSCEF DOC. NO. 66
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Offer
~ . ACTIOHs v
Choose Cancelation Date Summary
SEJMCEID JilCK.NAIIE Pl.AN RCNCWALOATC CANCEL REASON
ttRC78AJ-tG 20USRAM2500 SmusXMAIAccm.s 1~r 04·15.'2022 NCll.lislarnngCnough'AlAII .. ICltllneoutfNt ($245.82)
US Molle Royatty fN (SS2.61)
cancetabon oan • ~r~ancST.un (D (S20.99)
~,012021 rn Toblpke CSJ1U 2)
8 O-Da11tbet--,Today'sDallt-,dRmwwalD311111.!1~
PrPIOUI 881anot S344 92
CumnlTtlneacbon (S3 19.32)
TotalCndltAmount S2S.60
C O NT I NU E
Wrap Up
As always we're looking for you to follow the offer strategy while using your best judgement on the
maximum number of offers to present to the Customer (usually 4 or 5 offers).
As you can see, having all of the possible offers available for you to present to Anna made the process
more efficient because you no longer need to launch the "Cancel" task; it can all be done in one place!
C O NT I NU E
CONFIDENTIAL-EXEMPT FROM DISCLOSURE UNDER N.Y. Pub. Off. Law § 87(2) SIRIUSXM_00001787
FILED: NEW YORK COUNTY CLERK 01/19/2024
12/20/2023 10:45
09:33 AM INDEX NO. 453325/2023
NYSCEF DOC. NO. 66
22 RECEIVED NYSCEF: 01/19/2024
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Lesson 4 of 8
Customer Scenario 2
Matt has the Select plan and pays a discounted price.
“Hello, I have the Select plan and the price of my bill just
went up. I don't want to pay this higher rate, can you help
me out?”
Which task should you launch in the system?
0 Cancel
CONFIDENTIAL-EXEMPT FROM DISCLOSURE UNDER N.Y. Pub. Off. Law § 87(2) SIRIUSXM_00001788
FILED: NEW YORK COUNTY CLERK 01/19/2024
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NYSCEF DOC. NO. 66
22 RECEIVED NYSCEF: 01/19/2024
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0 Change Plan
SUBMIT
Complete the content above before moving on.
Working with Customers in the "Change Plan"
Task
After you launch the "Change Plan" task, the system presents recommended plans for the Customer.
Let's look at what the system would present for Matt:
CONFIDENTIAL-EXEMPT FROM DISCLOSURE UNDER N.Y. Pub. Off. Law § 87(2) SIRIUSXM_00001789
FILED: NEW YORK COUNTY CLERK 01/19/2024
12/20/2023 10:45
09:33 AM INDEX NO. 453325/2023
NYSCEF DOC. NO. 66
22 RECEIVED NYSCEF: 01/19/2024
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....,
Change Plan , ACTIONS v
Cnoo~ Rea-SDn ChooW! Subscripnon Cap:ure ~;ail A ddress .Send Text Message
Choose Subscription
SERVK:E ID 073487834020
CURRCNTPlANtS ! STAATOATC REASON LAST STREAMED
NICKNAME 2017
BIAW i3 Changer n eve!Sttu.med
Sirius Promo• Select• Monthly • (S4 W.:mo 07,'0 112020 10122/202 1
f0f'12mos)
SinusSelect-1mo-wActv 10./22/2021
RECOMMENDED PLANS QUOTE
Sirius Select Sirius Mostly Music
$16,99 P" moll $12,99 pmno/1
0 [8) Q 0 [8) Q
m TERM OPTIONS
Term Options SJtiusSelectFu11
Price Annual ODO ~::a~~t~u~ 0 0 0
(S20388/yr)
Sirius Select Full
Pnce Quarterly • ODO ~~~~~~ Music Q DO
S38W
S50i7f0t3
moolhs
~~~::sie o 0 0
~::~~~ o DO S77Q-4
-S10 l 9.C.fodl
mo,-lhs
m DESCRIPTION
Description Th-e Selee1 Pl(:ka.ge i n ~s a WJde Lis:en III your cv or stre.lffl a se1-e-ttion
~ of ad•frff music, -sports, news, of ad-free music char. .ea - rock. pop,
~ and comedy channels. Ge1 a~.ss hip-hop, cour :ry, jau and dass.,:al -
to thousands of sl"',ows and videos On tha1. r.clude :X sive live pedormances
Darland. l is:en in }'OUf CaJ, stream at Yoii d mo hu .r ~.SKt news, alk, .and
home. online. a.r.d on yourconow.:d ent:nainmem channels.
homedevx:es.
m COMPAREPACKAGES
MP.U•;+ Nkie'N Nfio❖N
Which plan should you offer first?
RECOMMENDED PLANS
• ·usSeled usic
$16. 9 ~ --· $12.99 ~
0 (BJ Q
0 Select
CONFIDENTIAL-EXEMPT FROM DISCLOSURE UNDER N.Y. Pub. Off. Law § 87(2) SIRIUSXM_00001790
FILED: NEW YORK COUNTY CLERK 01/19/2024