Howard Stern is working with SiriusXM on a new contract at a time when the satellite-radio service has seen a drop in subscribers.
Sirius XM's Q2'25 results show ongoing struggles. However, a deeper look reveals some reason for hope. With pessimism abundantly priced in and no rapid deterioration evident, I continue to believe that SIRI represents an excellent risk/reward.
Stern has been recording from his opulent dwellings because he spent much of his $500 million contract on building a property empire.
While Berkshire Hathaway Inc. (NYSE: BRK-B) was a net seller of stocks in the second quarter, it did just resume acquiring shares of Warren Buffett's favorite media stock.
Sirius XM remains a long-term buy despite mixed Q2 results, with strong non-GAAP earnings and a compelling 5.1% dividend yield. Economic headwinds and tariff-driven ad budget cuts are pressuring both subscription and ad revenues, but Sirius XM retains users through cheaper, ad-supported tiers. Strategic investments in talent and on-demand content, like deals with Stephen A. Smith and Trevor Noah, position Sirius XM for future growth as ad markets recover.
Sirius XM (SIRI 0.55%) isn't often the center of attention, unlike some of its larger media peers, such as Netflix or Spotify.
SIRI's Q2 earnings miss estimates as revenues slip 1.8% Y/Y. However, free cash flow and subscriber losses improve.
Although the revenue and EPS for Sirius XM (SIRI) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Sirius XM Holdings Inc. (NASDAQ:SIRI ) Q2 2025 Earnings Conference Call July 31, 2025 8:00 AM ET Company Participants Hooper Stevens - Senior Vice President & Head of Investor Relations Jennifer C. Witz - CEO & Director Scott A.
Sirius XM (SIRI) came out with quarterly earnings of $0.57 per share, missing the Zacks Consensus Estimate of $0.79 per share. This compares to earnings of $0.8 per share a year ago.
SiriusXM on Thursday reported a smaller-than-expected quarterly decline in subscribers who pay directly, aided by strong demand for its exclusive content, especially podcasts, and a deal with popular television host Trevor Noah.
SIRI's second-quarter 2025 performance is likely to have been pressured by subscriber losses, rising costs and stiff streaming competition.