Latest Articles
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Sirius XM Earnings: Steady Subscriber Additions Sum Up Another Quarter
Sirius XM’s revenue and EBITDA increased by close to 10% year over year in Q3 fiscal 2016, driven by continued strength in subscriber additions. Though subscriber additions were slower than the year ago period, they remained strong at 350...
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Sirius XM Q3 Earnings Preview: Expect Steady Subscriber Adds
Sirius XM is scheduled to report its Q3 fiscal 2016 earnings on October 27th. The company has historically been leveraging its reach in the new and used car domains to increase its subscriber count. Even during the third quarter, we expect Sirius...
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How’s Sirius XM Winning Over Pandora With Content
Sirius XM has invested heavily in acquiring unique and diverse content including several programs across verticals such as news, sports, music etc. This has allowed the company to acquire a large subscriber base over the years, without relying o...
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How’s Sirius XM Planning To Grow Its Subscriber Base?
Sirius XM holds about 30% share of the U.S. paying subscriber market, with close to 30 million subscribers. It could seem to some that growing subscribers from this point will be hard for the company given that its penetration in the new car mar...
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How Is Sirius XM Spending Its Cash?
Sirius XM is raising substantial debt mainly for the purpose of share repurchases. The company’s outstanding share count is in the order of 5 billion and its stock has been somewhat stable over the past few years. In order to provide some r...
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Acquiring New Subscribers Is Going To Get More Expensive For Sirius XM
Sirius XM’s subscriber growth has slowed more recently, but it still remains healthy at close to 2 million new subscribers every year. As the company’s penetration in the new car market has become more saturate, it has turned to the u...
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Sirius XM Earnings: Strong Subscriber Addition, Raised Guidance Sum Up The Quarter
Sirius XM’s revenue and EBITDA increased by over 10% year over year in Q2 fiscal 2016, driven by continued strength in subscriber additions Though subscriber additions were slower than the year ago period, they remained strong at over hal...
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Sirius XM Earnings Preview: Steady Growth In Subscriber Base To Continue
Sirius XM is scheduled to report its Q2 fiscal 2016 earnings on July 26th. Noting a rise in new car sales and increased penetration in the used car market, we expect the company to report steady growth in both its subscriber base and revenues. Ho...
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Have Sirius XM’s Sales & Marketing Investments Been Effective In Bringing New Customers?
The money Sirius XM pours in to sales & marketing is intended to draw the attention of customers, which are subscribers and advertisers. The satellite radio company is expected to increase its sales & marketing spending by 17% between 201...
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Is Sirius XM Leveraging Its Investments In Content Effectively?
In 2015, Sirius XM generated $3.36 in revenue for every dollar spent on content and this figure is expected to increase 11% over the next four years The satellite radio provider is expected to bring in about 7 million subscribers over the comin...
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Pandora Vs Sirius XM: Who Spends More On Product Development & Why
In absolute terms, Pandora and Sirius XM last year spent roughly the same amount on product development. However, we project a significant increase in these expenses for Pandora to be significantly higher than for Sirius XM going forward. In f...
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Pandora Vs Sirius XM: Who’s More Leveraged?
The comparison reveals that Sirius XM is much more leveraged than Pandora Sirius XM has been more aggressive in financing its growth through debt and a major portion of its assets appear to have been generated through debt. It has also borro...
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What Percentage of Sirius XM’s Stock Price Can Be Attributed To Growth?
Sirius XM’s stock has been rather stable over the past year so it’s worthwhile to figure out what portion of its value can be attributed to growth We know that a stock’s valuation can be highly influenced by future expectations...
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What Can Push Sirius XM’s Stock Down 10% In The Next Couple Of Years?
If Sirius XM’s revenue share and royalties increase at a CAGR of 7% between 2016-2022, as opposed to our current forecast of 5%, there can be about 5% downside to our price estimate for the company This can occur because the music industr...
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Have Sirius XM’s Earnings Become More Volatile In The Last Three Years?
Sirius XM’s degree of financial leverage has increased consistently in the last three years due to an increase in interest payments owing to a rapid rise in the amount of debt raised. And a higher degree of financial leverage fosters more v...
