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 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.
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.
![]() SIRI In 1 month Estimated | Quarterly | $0.27 Per Share |
![]() SIRI 1 month ago Paid | Quarterly | $0.27 Per Share |
![]() SIRI 4 months ago Paid | Quarterly | $0.27 Per Share |
![]() SIRI 7 months ago Paid | Quarterly | $0.27 Per Share |
![]() SIRI 10 months ago Paid | Quarterly | $0.27 Per Share |
![]() SIRI 9 May 2024 Paid | Quarterly | $0.27 Per Share |
30 Jul 2025 (41 Days) Date | | - Cons. EPS | - EPS |
28 Apr 2025 Date | | - Cons. EPS | - EPS |
30 Jan 2025 Date | | 0.71 Cons. EPS | 0.83 EPS |
21 Nov 2024 Date | | 0.78 Cons. EPS | - EPS |
31 Oct 2024 Date | | 0.77 Cons. EPS | 1.19 EPS |
![]() SIRI In 1 month Estimated | Quarterly | $0.27 Per Share |
![]() SIRI 1 month ago Paid | Quarterly | $0.27 Per Share |
![]() SIRI 4 months ago Paid | Quarterly | $0.27 Per Share |
![]() SIRI 7 months ago Paid | Quarterly | $0.27 Per Share |
![]() SIRI 10 months ago Paid | Quarterly | $0.27 Per Share |
![]() SIRI 9 May 2024 Paid | Quarterly | $0.27 Per Share |
30 Jul 2025 (41 Days) Date | | - Cons. EPS | - EPS |
28 Apr 2025 Date | | - Cons. EPS | - EPS |
30 Jan 2025 Date | | 0.71 Cons. EPS | 0.83 EPS |
21 Nov 2024 Date | | 0.78 Cons. EPS | - EPS |
31 Oct 2024 Date | | 0.77 Cons. EPS | 1.19 EPS |
Entertainment Industry | Communication Services Sector | Ms. Jennifer C. Witz CEO | SET Exchange | US8299331004 ISIN |
US Country | 5,515 Employees | 7 Feb 2025 Last Dividend | 10 Sep 2024 Last Split | 13 Sep 1994 IPO Date |
Sirius XM Holdings Inc. stands as a prominent audio entertainment company in North America, engaging audiences through its two operational segments: Sirius XM, and Pandora and Off-platform. The company embarked on its journey in 2013, with its base of operations in New York, and operates under the umbrella of The Liberty SiriusXM Group. Sirius XM Holdings Inc. specializes in providing a wide array of audio content, ranging from music to sports, and entertainment to news, accessible primarily on a subscription fee basis. It caters to listeners' diverse preferences through satellite radio systems and streaming services accessible on mobile, home devices, and other consumer electronic equipment. The organization's emphasis on curating live, exclusive, and on-demand programming alongside podcasts and infotainment services underscores its commitment to delivering comprehensive audio entertainment solutions.
This segment offers a broad spectrum of content including music, sports, entertainment, comedy, talk, news, traffic, and weather channels. The services are available through satellite radio systems and streaming on mobile and home devices, offering podcasts, live curated content, and exclusive programming on a subscription fee basis. Additionally, it distributes satellite radios through automakers, retailers, and its website.
Sirius XM Holdings curates a wide array of podcasts covering true crime, news, politics, music, comedy, sports, and entertainment, enriching the listener's experience with diverse auditory content.
The company provides two-way wireless connectivity services, including safety, security, convenience, maintenance, and data services. These cover remote vehicle diagnostics, stolen or parked vehicle locator services, enhancing vehicle users' convenience and safety.
Sirius XM offers music channels as a programming package on the DISH Network satellite television service, extending its reach into home entertainment beyond traditional radio.
Travel Link delivers a suite of data services, including graphical weather updates, fuel prices, sports schedules and scores, and movie listings. Additional services provide graphical information on road closings, traffic flow, incident data, and real-time weather services for consumers with in-vehicle navigation systems, boats, and planes.
The company provides music programming and commercial-free music services tailored for offices, restaurants, and other businesses, setting an ambiance and enhancing customer experiences.
Operating the Pandora segment, Sirius XM Holdings offers a personalized music, comedy, and podcast streaming experience on computers, tablets, mobile devices, vehicle speakers, and connected devices. This platform allows listeners to discover new music and content based on their preferences, supported by an advertising model.