SiriusXM offers an attractive free cash flow yield, with declining capex and improving operational efficiencies driving higher cash conversion. I argue that SiriusXM provides a solid margin of safety, as even if management misses FCF growth targets, the LBO-like nature of the investment could still reward shareholders. Ideas such as low-cost ad-supported SiriusXM Play, announced in July, could ...
Sirius XM Holdings Inc. (NASDAQ:SIRI ) Goldman Sachs Communicopia + Technology Conference 2025 September 8, 2025 6:05 PM EDT Company Participants Jennifer Witz - CEO & Director Conference Call Participants Stephen Laszczyk - Goldman Sachs Group, Inc., Research Division Presentation Stephen Laszczyk Research Analyst All right. Great. Let's get started with our next session.
NEW YORK , Sept. 8, 2025 /PRNewswire/ -- Sirius XM Holdings Inc. (NASDAQ: SIRI) today announced the appointment of a new independent director, Dave Stephenson, to the company's Board of Directors, effective September 18, 2025.
Sirius XM Holdings Inc. (NASDAQ:SIRI ) Bank of America 2025 Media, Communications & Entertainment Conference September 3, 2025 2:50 PM EDT Company Participants Jennifer Witz - CEO & Director Scott Greenstein - President and Chief Content Officer Conference Call Participants Jessica Reif Cohen - BofA Securities, Research Division Presentation Jessica Reif Cohen Managing Director in Equity Resear...
NEW YORK , Sept. 2, 2025 /PRNewswire/ -- SiriusXM (NASDAQ: SIRI) today announced that Jennifer Witz, Chief Executive Officer, and Scott Greenstein, President and Chief Content Officer, will present on September 3, 2025, at 2:50 p.m.
Lots of stocks have seen their share prices rise quickly over the past few years, but two well-known stocks -- Apple (AAPL -0.19%) and SiriusXM (SIRI 1.11%) -- have unfortunately been laggards. Apple's stock is up 40%, and SiriusXM's stock is down about 60% over the past three years, compared to the S&P 500's gains of 60%.
My watchlist outperformed SPY and VYM since July 1st, offering higher yield and competitive total returns, despite trailing benchmarks year-to-date. The strategy focuses on high-quality, attractively valued, high-yield stocks, aiming for a long-term CAGR of 12% and strong dividend growth. Since inception, the watchlist achieved a 15.61% CAGR and an 83.5% success rate in positive returns, valida...
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