The satellite radio veteran offers a generous dividend yield of 3.5% today. Why is it that high, and how much will the company spend on dividend checks in 2024?Satellite radio operator Sirius XM (SIRI -1.31%) has a generous dividend policy. The company started sending out quarterly dividend payments in November 2016 and has raised the payout in each November announcement since then.Today, the forward dividend yield is 3.5%. The digital media icon has never been a member of the S&P 500 (^GSPC 0.12%) index, b ...

Meme stocks are in the news, so let's talk about one of the original meme stocks that has grown up for better or worse.With meme stocks in the news this week it's a good time to revisit a similar battleground investment that dominated the online discussion board chatter a generation ago. It's been nearly eight years since the monthly trading volume of Sirius XM Holdings (SIRI 1.11%) topped 1 billion shares, and a dozen years before that it was a hotly contested penny stock.The satellite radio provider has g ...

Warren Buffett has a large position in Sirius XM, which is down 44% so far this year.Warren Buffett is one of the most well-known investors in history. The Oracle of Omaha has made a fortune in the stock market, but Buffett's investing strategy is actually really simple.Buffett invests in blue-chip companies that generate strong, predictable cash flow. Some of the largest positions in Berkshire Hathaway's stock portfolio include Apple, American Express, and Coca-Cola.One company that you may be less familia ...

Wall Street Thinks This Warren Buffett Stock Pick Has 27% Upside Bigc Studio / Shutterstock.com When Warren Buffett and Berkshire Hathaway Inc. (NYSE: BRK-A) part with shares of Apple Inc. (NASDAQ: AAPL), the largest stake in the Berkshire portfolio, it makes headlines. Of course it does. The so-called Oracle of Omaha is probably the best-known investor in the world, certainly one of the most successful. Millions of investors and aspiring investors still hang on his every word. So, is it time to dump Appl ...

文章核心观点 - SiriusXM将在5月21日参加第52届JP摩根全球科技、传媒和通信大会 [1][2] - SiriusXM是北美领先的音频娱乐公司,拥有多元化的音频业务组合,包括旗舰订阅娱乐服务、广告支持和付费音乐流媒体服务、广泛的播客网络,以及一系列商业和广告解决方案 [3][4] - SiriusXM每月触达约1.5亿听众,提供丰富多样的现场、点播和策划节目内容,涵盖音乐、谈话、新闻和体育等领域 [4] 公司概况 - SiriusXM是北美领先的音频娱乐公司 [3] - 公司拥有多元化的音频业务组合,包括旗舰订阅娱乐服务、广告支持和付费音乐流媒体服务、广泛的播客网络,以及一系列商业和广告解决方案 [3][4] - 公司每月触达约1.5亿听众 [4] - 公司提供丰富多样的现场、点播和策划节目内容,涵盖音乐、谈话、新闻和体育等领域 [4] 会议信息 - SiriusXM将在5月21日参加第52届JP摩根全球科技、传媒和通信大会 [1][2] - 该会议将在波士顿西斯汀酒店举行 [1] - 公司CEO Jennifer Witz将代表公司出席会议 [1] - 投资者可通过SiriusXM的投资者关系网站收看会议直播 [2] - 会议结束后,会议录像也将在网站上提供 [2]

财务表现 - Sirius XM Holdings (SIRI)报告2024年第一季度每股收益为7美分，超出Zacks Consensus Estimate 16.67%，与去年持平[1] - 总收入按报告基础年增长0.8%，达到21.6亿美元，超出共识预期1.32%[2] - 订阅者收入（总收入的77.7%）与去年同期相比下降0.7%，达到16.8亿美元，超出Zacks Consensus Estimate 1%[3] - 广告收入（总收入的18.6%）年增长7.2%，达到4.02亿美元，超出Zacks Consensus Estimate 4.14%[4]

Shares of the satellite radio operator pulled back on a middling earnings report.Shares of SiriusXM Radio (SIRI -7.26%) were pulling back today, after the satellite radio provider posted middling results in its first-quarter earnings report. Though it topped revenue estimates, full-year guidance was below expectations, and underlying growth remained weak.As a result, the stock was down 4.9% as of 12:27 p.m. ET. Sirius struggles to growSirius continued to lose self-pay subscribers, falling 359,000 to 33 mill ...

Sirius XM (SIRI) reported $2.16 billion in revenue for the quarter ended March 2024, representing a year-over-year increase of 0.8%. EPS of $0.07 for the same period compares to $0.06 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $2.13 billion, representing a surprise of +1.32%. The company delivered an EPS surprise of +16.67%, with the consensus EPS estimate being $0.06.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street ...

Meme stock investors may fear their holdings grow up to be Sirius XM, but things could be worse.One of the market's most contested battleground stocks a decade ago has become more of a sleepy historical landmark. Sirius XM Holdings (SIRI -4.57%) reported its first-quarter results on Tuesday morning. If you missed the news, it's because the country's lone satellite radio provider isn't as widely followed as it used to be.Sirius XM's trading volume in April has been roughly a quarter of what it was in the sam ...

财务数据和关键指标变化 - 总收入增长1%,达到21.6亿美元,其中广告收入增长7%至4.02亿美元,抵消了订阅收入下降1% [32] - 调整后EBITDA增长4%至6.5亿美元,EBITDA利润率达到30% [9][34] - 自由现金流下降8%至1.32亿美元,主要由于内容支出增加和时间性付款的影响,部分被资本支出减少31百万美元所抵消 [37][38] 各条业务线数据和关键指标变化 - SiriusXM分部收入下降1%至17亿美元,ARPU为15.36美元,同比上升[35] - Pandora和Off-Platform分部收入增长7%至4.95亿美元,广告收入增长8%,其中流媒体收入增长5%,播客收入增长16% [36] 各个市场数据和关键指标变化 - 自付费用户流失率保持在1%左右的健康水平,但新车相关流失率有所上升,导致总体流失率有所上升 [45][46] - 新车和二手车销售增加带来的试用用户增加,有助于未来转化率的提升 [45][46] 公司战略和发展方向及行业竞争 - 公司正在推进数字化转型,推出全新的SiriusXM流媒体应用程序,提升用户体验和内容发现 [10][11][12] - 正在与更多汽车制造商合作,扩大360L平台的覆盖,提升车载体验 [13] - 加大对人工智能技术的投入,提升客户服务和业务效率 [14] - 推出全新的品牌营销活动,吸引更多潜在听众和订阅用户 [15][16] - 在内容方面持续加大投资,推出多个独家节目和频道,提升内容吸引力 [19][20][22] - 在播客业务方面进行战略布局,通过内容和广告双轮驱动,扩大受众规模 [21][22][24] 管理层对经营环境和未来前景的评论 - 管理层对公司的财务表现和转型进程表示乐观,预计2024年将是资本支出的高峰年,未来几年将有更多自由现金流转化 [9] - 预计2024年下半年订阅用户增长将有所改善,与往年的季节性趋势一致 [43][48] - 认为公司正处于转型的关键时期,正在通过产品、内容和营销等多方面举措来提振需求,但这个过程可能需要更长时间 [53][54][55][57] 问答环节重要的提问和回答 问题1 **Sebastiano Petti 提问** 询问公司对2024年第二季度订阅用户增长的预期 [42] **Jennifer Witz 回答** 公司预计2024年下半年订阅用户增长将有所改善,与往年的季节性趋势一致,但不会提供具体的季度指引 [43][44][48][49] 问题2 **Jason Bazinet 提问** 询问公司是否有其他可以重新加速收入增长的新举措 [52] **Jennifer Witz 回答** 公司正在通过产品创新、内容投资和营销等多方面举措来提振需求,未来还有进一步探索的空间,如推出低价或免费的广告支持产品等 [53][54][55][57][58] 问题3 **Bryan Kraft 提问** 询问公司在小微企业广告业务方面的现状和未来机会 [67][68] **Jennifer Witz 和 Tom Barry 回答** 公司的编程技术解决方案如合成语音等,可以帮助小微企业更便捷地进入音频广告市场,这是一个潜在的增长机会 [69][70]