SIRI Stock Recent News

Sirius XM's Q1/25 results missed expectations, but the underlying metrics were surprisingly good. The strongly negative market reaction seems a bit too much when considering the positive tone of the earnings call. To lift the stock, Sirius XM clearly needs to deliver more than just another series of experiments with new subscription tiers.

Sirius XM Holdings Inc. (NASDAQ:SIRI ) Q1 2025 Earnings Conference Call May 1, 2025 8:00 AM ET Company Participants Hooper Stevens - Senior Vice President, Investor Relations and Finance Jennifer Witz - Chief Executive Officer Tom Barry - Chief Financial Officer Scott Greenstein - President and Chief Content Officer Wayne Thorsen - Executive Vice President and Chief Operating Officer Conference Call Participants Sebastiano Petti - JP Morgan Kutgun Maral - Evercore ISI Steven Cahall - Wells Fargo Jessica Reif Ehrlich - Bank of America Stephen Laszczyk - Goldman Sachs Barton Crockett - Rosenblatt Securities Cameron Mansson-Perrone - Morgan Stanley Operator Greetings. Welcome to the Sirius XM First Quarter 2025 Earnings Call.

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.

The most popular stocks don't always make the best investment opportunities, and the most overlooked stocks can often be some of the best values for long-term investors. In this video, Matt Frankel talks about why he's adding beaten-down SiriusXM Holdings (SIRI 1.15%) to his portfolio, while Tyler Crowe is a fan of SLM (SLM 1.88%).

For more than a century, the stock market has been the premier wealth creator for investors. But this doesn't mean stocks move higher in a straight line.

Sirius XM Holdings remains a favorite of Warren Buffett, despite potential pressure from an economic slowdown and ad market weakness in 2025. The radio broadcasting company is focusing on new subscription tiers, including plans to introduce an ad-supported tier to attract more budget-conscious consumers. Buffett's Berkshire Hathaway has increased its stake in Sirius XM to 120 million shares.

To say that SiriusXM (SIRI 2.09%) has underperformed the stock market would be a big understatement. The stock declined by nearly 60% in 2024 -- a year when the S&P 500 increased by more than 20%.

For investors who are old enough to remember, the latter half of 1990s was an incredible time. The advent of the internet and the subsequent proliferation of personal computers was going strong, yet conventional cable television and broadcast radio were still the chief way people consumed live media.

Berkshire Hathaway has been increasing its position in Sirius XM Holdings, sparking debate among investors about the wisdom of investing in a satellite radio company. The bull case highlights SIRI's reasonable valuation, potential for significant free cash flow improvement, and the stickiness of its customer base despite streaming competition. Sirius XM's management is cutting costs and investing in growth initiatives like an online streaming service to attract younger subscribers, aiming for $1.8B in free cash flow.

Last year, Warren Buffett, through his conglomerate Berkshire Hathaway (BRK.A -0.33%) (BRK.B -0.19%) was a huge net seller of stocks. The Oracle of Omaha took a hacksaw to his two largest stakes in Apple and Bank of America, selling a massive $133 billion against just $6 billion in buys through the first nine months of 2024.