Latest Articles
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Sirius XM Earnings Preview: Subscriber Additions May Moderate
Sirius XM (NASDAQ:SIRI) will report its Q1 2014 earnings on April 24. The satellite radio company has grown its profits and cash flows at an impressive rate over the last few quarters, primarily due to strong subscriber additions. However, this q...
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How Price Increase Of Sirius Select Or XM Select Impacts Sirius XM’s Value
Sirius XM (NASDAQ:SIRI) doesn’t have a long history of price rises. Following the merger of Sirius and XM in 2008, the new entity increased its prices for the first time in 2011. It implemented another revision in 2014, and starting January...
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Why Sirius XM’s Fourth Quarter Results Were A Mixed Bag?
Sirius XM ‘s (NASDAQ:SIRI) Q4 2013 financial results were a mixed bag. While the new car penetration rate increased and the company continued to perform well in terms of getting more self-pay subscribers to its platform, its guidance for 20...
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What to Expect From Sirius XM Earnings?
Sirius XM (NASDAQ:SIRI) will release its Q4 2013 earnings on February 4th, and the results may be softer than expected given its recent disclosure on the full year subscriber additions. On the flip side, we expect margins to continue to improve a...
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Is Liberty Media Paying The Right Price For Sirius XM?
Liberty Media recently proposed a stock transaction to acquire the remaining 48% stake in Sirius XM (NASDAQ:SIRI), which will result in the latter company’s public shareholders owning 39% of its outstanding common stock. The move will allow...
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Pandora Should Push For Subscriptions Based on Sirius XM’s Success
Although both Sirius XM (NASDAQ:SIRI) and Pandora (NYSE:P) are radio services, they operate in different spaces and have several key distinctions in terms of their business model and the medium of delivery. Sirius XM is a satellite based radio se...
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Weighing Sirius XM’s Risks Againsts Opportunities
Our price estimate for Sirius XM (NASDAQ:SIRI) stands at $3.45, implying a discount of more than 5% to the market price. While there are a lot of things going well for the company, the risks cannot be ignored, which may be one of the reasons why ...
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Signs Of Concern Within Sirius XM’s Robust Third Quarter Growth
While subscriber and revenue growth remained strong for Sirius XM (NASDAQ:SIRI) during Q3 2013, the stock fell as the company’s earnings missed consensus estimates due to higher content and marketing expenses. Growth in the U.S. car market,...
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Sirius XM Earnings Preview: Strong Growth Expected
Sirius XM (NASDAQ:SIRI) will release its Q3 2013 earnings on October 24th. Given the continued strength in U.S. car sales, we expect the company’s net subscriber additions to remain strong during the quarter. Although Sirius XM has been pur...
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Sirius XM’s Engines Are Roaring But There Are Real Risks Too
There are a couple of key factors that have driven Sirius XM’s (NASDAQ:SIRI) growth this year – an improving vehicle mix and continued strength in the U.S. automotive market. The company’s stock has gained roughly 35% this year...
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Looking At Sirius XM’s Long Term Subscriber Growth As Auto Sales Roar
Sirius XM (NASDAQ:SIRI) has done exceptionally well in growing its customer base over the past few years. The company added 2 million net subscribers in 2012, up from 1.4 million in 2010. As far as 2013 is concerned, it has already gained 1.17 mi...
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The Battle For Royalty Rates: Sirius XM And Pandora’s Efforts To Stem The Costs
The way music royalties are paid to artists and record labels work very differently for Sirius XM (NASDAQ:SIRI) and Pandora (NYSE:P), respectively. Yet both the companies are engaged in a similar battle to gain greater control over the royalty ra...
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How Are Sirius XM’s Profit Margins Trending?
It is reassuring that Sirius XM’s (NASDAQ:SIRI) topline growth hasn’t come at the expense of its margins, thanks to the popularity of its subscription model. This is one of the reasons why the stock has gone up significantly this year...
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Sirius XM Heads Into Second Half Of 2013 With Strong Tailwinds
Revenues jumped 11.5% and adjusted EBITDA climbed 20% as Sirius XM (NASDAQ:SIRI) reported another strong quarter. The company gained 715,000 net subscribers in Q2 2013, thanks to its strong performance in both new and used car segments, marketing...
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Sirius XM Earnings: Can Subscriber Gains Beat Guidance Again?
Sirius XM (NASDAQ:SIRI) will report its Q2 2013 earnings on July 25. We expect strong results driven by healthy subscriber gains and higher average revenue per subscriber. U.S. car buyers purchased roughly 1.4 million cars and light trucks in Ju...
