Sirius XM Holdings Inc. (NASDAQ:SIRI) J.P. Morgan's 50th Annual Global Technology, Media and Communications Conference May 23, 2022 11:20 AM ET Company Participants Sean Sullivan - CFO Conference Call Participants Sebastiano Petti - JPMorgan Sebastiano Petti Good morning, everyone. I'm Sebastiano Petti. I cover the Media and Communication Services based at JPMorgan. I want to introduce Sean Sullivan, CFO of Sirius XM. As many of you know, Sean became CFO of Sirius XM in October 2020. Sean, thanks for joinin ...

Sirius XM Holdings Inc. (NASDAQ:SIRI) Q1 2022 Earnings Conference Call April 28, 2022 8:00 AM ET Company Participants Hooper Stevens - Senior Vice President, Investor Relations and Finance Jennifer Witz - Chief Executive Officer Sean Sullivan - Chief Financial Officer Scott Greenstein - President and Chief Content Officer Conference Call Participants Jessica Reif Ehrlich - Bank of America Securities Steven Cahall - Wells Fargo Barton Crockett - Rosenblatt Securities Kutgun Maral - RBC Capital Markets Stephe ...

Sirius XM Holdings Inc. (NASDAQ:SIRI) 30th Annual Deutsche Bank Media, Internet & Telecom Conference March 15, 2022 1:20 PM ET Company Participants Sean Sullivan - EVP and CFO Conference Call Participants Bryan Kraft - Deutsche Bank Bryan Kraft Thanks, everyone, for joining us this afternoon. Pleased to introduce Sean Sullivan, who is the Chief Financial Officer of SiriusXM. Sean, welcome. Sean Sullivan Thank you, Bryan. Good to be here. Question-and-Answer Session Q - Bryan Kraft Why don't we start off may ...

Sirius XM Holdings, Inc. (NASDAQ:SIRI) Q4 2021 Earnings Conference Call February 1, 2022 8:00 AM ET Company Participants Hooper Stevens - VP, IR & Finance Jennifer Witz - CEO & Director Sean Sullivan - EVP & CFO Scott Greenstein - President and Chief Content Officer Conference Call Participants James Ratcliffe - Evercore ISI Bryan Kraft - Deutsche Bank Benjamin Swinburne - Morgan Stanley Jessica Reif Ehrlich - BofA Kutgun Maral - RBC Capital Markets Sebastiano Petti - JPMorgan Chase & Co. Steven Cahall - We ...

Sirius XM Holdings Inc. (NASDAQ:SIRI) Q3 2021 Earnings Conference Call October 28, 2021 8:00 AM ET Company Participants Jennifer Witz – CEO Sean Sullivan – CFO Hooper Stevens – Senior Vice President Scott Greenstein – Chief Content Officer Conference Call Participants Steven Cahall – Wells Fargo Ben Swinburne – Morgan Stanley Jessica Reif Ehrlich – Bank of America Securities Jason Bazinet – Citi David Joyce – Barclays James Ratcliffe – Evercore ISI Operator Good morning and welcome to Sirius SM. Third Quart ...

Sirius XM Holdings Inc. (NASDAQ:SIRI) Goldman Sachs 30th Annual Communacopia Conference September 22, 2021 11:20 AM ET Company Participants Sean Sullivan - Chief Financial Officer Conference Call Participants Stephen Laszczyk - Goldman Sachs Stephen Laszczyk Okay, thanks everyone for taking the time to join us today. My name is Stephen Laszczyk and I'm the lead analyst for the music, sports and live event sectors here at Goldman Sachs. We are excited to welcome up here this year, Sean Sullivan, Chief Financ ...

行业或公司 * **公司**：Sirius XM Holdings Inc. (NASDAQ:SIRI) * **行业**：媒体、通信和娱乐 核心观点和论据 1. **增长支柱**：公司CEO Jennifer Witz强调，未来增长将主要来自车外市场，包括数字订阅和广告平台，而车载业务仍将是公司业务的基础。[2] 2. **经济风险**：Witz表示，经济衰退或经济下滑可能会对公司的增长造成压力，但公司拥有强大的资源和灵活性，能够不断创新。[5] 3. **竞争**：Witz认为，尽管苹果音乐和Spotify等竞争对手进入车载市场，但Sirius XM仍能保持领先地位，因为公司与汽车制造商建立了长期合作关系，并致力于提供优质的音频体验。[8] 4. **360L平台**：Witz表示，360L平台将提高内容发现和个性化体验，并有助于提高用户留存率和交叉销售机会。[14] 5. **订阅增长**：Witz表示，公司对下半年的订阅增长充满信心，预计第三季度将实现强劲增长。[20] 6. ** churn率**：Witz表示，公司的 churn率处于历史低点，这表明客户对公司服务的价值感知很高。[22] 7. **数字订阅**：Witz表示，数字订阅是公司未来增长的重点，公司正在投资于改进应用程序体验和内容。[26] 8. **Pandora**：Witz表示，Pandora的业务正在改善，公司正在采取措施提高活跃用户和收听时间。[30] 9. **SXM Media**：Witz表示，SXM Media已成功与主要广告商达成了一些大型的多年期协议，并正在扩大其市场份额。[32] 10. **播客**：Witz表示，播客是音频广告增长的重要领域，公司正在投资于播客内容，并与内容创作者和出版商合作。[38] 11. **内容**：Witz表示，公司专注于提供精选和多样化的内容，并与其他音频服务竞争。[42] 12. **Liberty**：Witz表示，公司将继续以股东利益最大化为目标，并考虑提高股息或进行股票回购。[48] 13. **SXM-9**：Witz表示，SXM-9预计将在大约3年后发射。[54] 14. **资本支出**：Witz表示，一旦完成SXM-9和SXM-10的发射，公司将能够支持现有订阅业务至少12到15年。[56] 其他重要内容 * **新车转换率**：Witz表示，公司的汽车转换率保持在30%以上，这表明公司在汽车市场中的表现强劲。[10] * **OEM合作**：Witz表示，公司与汽车制造商建立了长期合作关系，并致力于提供优质的音频体验。[8] * **广告收入**：Witz表示，公司正在看到广告收入的强劲增长，预计未来几年将保持增长势头。[36] * **播客广告**：Witz表示，播客广告市场预计将增长，公司预计将在其中发挥重要作用。[36] * **内容策略**：Witz表示，公司专注于提供精选和多样化的内容，并与内容创作者和出版商合作。[38] * **资本分配**：Witz表示，公司将考虑提高股息或进行股票回购，以回报股东。[48] * **SXM-7保险赔偿**：Witz表示，公司预计将在今年收到全部225百万美元的保险赔偿。[52] * **SXM-9发射**：Witz表示，SXM-9预计将在大约3年后发射。[54] * **资本支出**：Witz表示，公司将考虑利用低频段频谱来增强音频服务或与公司合作。[56]