Sirius XM Holdings Inc. (SIRI)
Earnings Preview: Sirius XM (SIRI) Q2 Earnings Expected to Decline
Sirius XM (SIRI) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Sirius XM (SIRI) Rises Higher Than Market: Key Facts
In the most recent trading session, Sirius XM (SIRI) closed at $23.91, indicating a +2.93% shift from the previous trading day.
Sirius XM (SIRI) Stock Drops Despite Market Gains: Important Facts to Note
The latest trading day saw Sirius XM (SIRI) settling at $23.19, representing a -2.77% change from its previous close.
Sirius XM: From A Profitability Perspective, It Is In Extreme Value Territory
SIRI trades at deep value multiples, offers a 4.46% dividend yield, and generates strong free cash flow, making it attractive for long-term investors. The Liberty Media merger has simplified SIRI's structure, enhancing investor appeal and enabling strategic focus on subscriptions, advertising, and operational efficiency. SIRI is expanding into podcasting and ad tech, showing growth in new revenue streams while aggressively cutting costs and improving margins.
Sirius, long commercial-free in cars, is betting on advertising to capture new listeners
SiriusXM is launching its first cheaper, ad-supported plan called SiriusXM Play, which will be available on a limited basis to start. The audio company, which has long been known as a commercial-free satellite provider of music, talk shows and sports, is leaning into advertising as its business has been faced with challenges similar to other media counterparts.
Why Sirius XM (SIRI) Outpaced the Stock Market Today
In the closing of the recent trading day, Sirius XM (SIRI) stood at $22.97, denoting a +1.82% move from the preceding trading day.
Sirius XM (SIRI) Suffers a Larger Drop Than the General Market: Key Insights
Sirius XM (SIRI) reached $21.29 at the closing of the latest trading day, reflecting a -2.83% change compared to its last close.
Sirius XM Holdings: Ridiculously Cheap Or Melting Ice Cube?
Sirius XM trades at a low free cash flow multiple due to market concerns over leverage, stagnant growth, and competition from streaming, but its cash flow remains robust. The company's niche in auto entertainment provides cash flow stability and a potential moat against streaming competitors. If free cash flow is used to pay down debt and buy back shares, equity value could rise significantly, offering a potential 17-20% annualized return through to 2027.
Even With Challenges, SiriusXM Is Too Cheap (Upgrade)
I upgrade SiriusXM to a buy, as valuation now reflects excessive pessimism despite ongoing headwinds and a well-managed decline. Cost-cutting and lower capital spending are driving improved free cash flow, with deleveraging on track to enable buybacks by 2027. Subscriber growth remains challenged, but lower churn and an upcoming ad-supported tier could stabilize the base and support long-term ARPU.
SiriusXM Holdings Passes Through 5% Yield Mark
In trading on Friday, shares of SiriusXM Holdings were yielding above the 5% mark based on its quarterly dividend (annualized to $1.08), with the stock changing hands as low as $21.59 on the day. Dividends are particularly important for investors to consider, because historically speaking dividends have provided a considerable share of the stock market's total return.
Sirius XM Holdings Inc. (SIRI) Presents at J.P. Morgan 53rd Annual Global Technology, Media, and Communications Conference (Transcript)
Sirius XM Holdings Inc. (NASDAQ:SIRI ) J.P. Morgan 53rd Annual Global Technology, Media, and Communications Conference May 13, 2025 10:10 AM ET Company Participants Jennifer Witz - CEO Conference Call Participants Sebastiano Petti - JPMorgan Sebastiano Petti Good morning, everyone.
Sirius XM's Q1 Earnings Miss Estimates, Revenues Decline Y/Y
SIRI's first-quarter 2025 results reflect weakness in subscriber, advertisement and equipment revenues.
