Sirius XM (SIRI) Exceeds Market Returns: Some Facts to Consider
Sirius XM (SIRI) reached $22.03 at the closing of the latest trading day, reflecting a +2.06% change compared to its last close.
Sirius XM: Cash Flow Stability Is Underappreciated
Sirius XM remains undervalued despite ongoing modest business decline, with strong free cash flow and a secure 5% dividend yield. Q3 results showed slight revenue and subscriber declines, but cost management and improved guidance support a stable financial outlook for SIRI. Berkshire Hathaway continues to increase its stake in SIRI, highlighting its attractive valuation and recurring revenue, though this alone won't drive shares higher.
Sirius XM: The Bottom Is In
Sirius XM Holdings Inc. posted Q3 '25 results showing slight declines in revenue and subscribers, but cost discipline kept results stable. SIRI raised 2025 guidance modestly, with capex and debt reduction supporting targets. The market is optimistic about potential monetization of SIRI's excess spectrum assets, with management hinting at near-term partnership opportunities.
Sirius XM (SIRI) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates
The headline numbers for Sirius XM (SIRI) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Sirius XM Holdings Inc. (SIRI) Q3 2025 Earnings Call Transcript
Sirius XM Holdings Inc. ( SIRI ) Q3 2025 Earnings Call October 30, 2025 8:00 AM EDT Company Participants Hooper Stevens - Senior Vice President & Head of Investor Relations Jennifer Witz - CEO & Director Thomas Barry - EVP & Chief Financial Officer Wayne Thorsen - Executive VP & COO Scott Greenstein - President & Chief Content Officer Conference Call Participants Stephen Laszczyk - Goldman Sachs Group, Inc., Research Division Cameron Mansson-Perrone - Morgan Stanley, Research Division Kutgun Maral - Evercore ISI Institutional Equities, Research Division Barton Crockett - Rosenblatt Securities Inc., Research Division Matthew Harrigan - The Benchmark Company, LLC, Research Division Omar Mejias Santiago - Wells Fargo Securities, LLC, Research Division Presentation Operator Greetings, and welcome to the SiriusXM's Third Quarter 2025 Earnings Call. [Operator Instructions] As a reminder, this conference is being recorded.
Sirius XM (SIRI) Q3 Earnings and Revenues Surpass Estimates
Sirius XM (SIRI) came out with quarterly earnings of $0.84 per share, beating the Zacks Consensus Estimate of $0.79 per share. This compares to a loss of $0.84 per share a year ago.
Sirius XM (SIRI) Rises Higher Than Market: Key Facts
In the most recent trading session, Sirius XM (SIRI) closed at $21.64, indicating a +1.22% shift from the previous trading day.
Sirius XM (SIRI) Beats Stock Market Upswing: What Investors Need to Know
In the most recent trading session, Sirius XM (SIRI) closed at $21.45, indicating a +2.48% shift from the previous trading day.
1 "Boring" Stock to Buy before Oct. 30
Satellite radio was cool. Once. Howard Stern's jumping to the platform from terrestrial morning show programming 20 years ago turned heads.
Sirius XM: Low-Cost Debt, High Cash Flow, And A 2-3× Upside Opportunity
SIRI's Fixed-rate debt sits around ~4.3% and fuels a low-cost capital structure with strong cash flow coverage. SIRI's Satellite spending cuts will unlock roughly 20% more free cash flow by 2026. Management is retiring cheap shares which boosts per-share value and ROIC.
Is SiriusXM Holdings Stock an Obvious Buy Right Now?
One stock that may look like an obvious buy at first glance is SiriusXM Holdings (SIRI -2.23%). On the surface, it is the sole company granted commercial satellite broadcast rights in the U.S. Moreover, it trades at a low valuation and offers a generous dividend, a likely reason for Warren Buffett's Berkshire Hathaway to hold a 36% stake in the company.
Sirius XM Holdings: Like A Publicly Traded Leveraged Buyout
SiriusXM offers an attractive free cash flow yield, with declining capex and improving operational efficiencies driving higher cash conversion. I argue that SiriusXM provides a solid margin of safety, as even if management misses FCF growth targets, the LBO-like nature of the investment could still reward shareholders. Ideas such as low-cost ad-supported SiriusXM Play, announced in July, could help reduce serious decline in revenues, which I believe is the main risk to the investment thesis.
