文章核心观点 - 公司在2024年第三季度发布了运营和财务业绩报告 [1] - 公司是北美领先的音频娱乐公司,拥有多元化的音频业务组合 [2] - 公司每月接触约1.5亿听众,提供广泛的内容和多样化的编程 [2] 公司概况 - 公司是北美领先的音频娱乐公司 [2] - 公司的业务包括旗舰订阅娱乐服务SiriusXM、广告支持和高级音乐流媒体服务Pandora、广泛的播客网络,以及一系列商业和广告解决方案 [2] - 公司每月接触约1.5亿听众,提供广泛的内容和多样化的编程,涵盖音乐、谈话、新闻和体育 [2] 财务和运营数据 - 公司在2024年第三季度发布了运营和财务业绩报告 [1] - 报告已发布在公司的投资者关系网站上 [1]

文章核心观点 - 西雅图音乐(Sirius XM)被评为Zacks排名第2(买入),这表明其盈利前景良好,可能会带来股价上涨 [1][3] - 公司的盈利前景改善是导致评级上调的主要原因 [5] - 分析师对公司未来盈利的预测修正是影响股价的最关键因素 [4] 公司概况 - 西雅图音乐是一家卫星广播公司 [8] - 预计2024财年每股收益为3.22美元,同比增长0.6% [8] - 过去3个月内,分析师对公司的盈利预测上调了5.2% [8] 评级体系分析 - Zacks评级体系将股票划分为5个等级,其中前20%的股票被评为"买入"评级 [7][10] - Zacks评级体系的"买入"评级意味着该股票未来表现可能优于大盘 [10] - Zacks评级体系相比华尔街分析师更加平衡,不存在过度乐观的问题 [9]

文章核心观点 - 公司第三季度收益预计下滑,主要受到订阅收入下降的影响 [7][8] - 广告收入有望小幅增长,得益于公司与Pandora Media的合作 [9] - 公司正在通过增加内容和与主要汽车制造商的合作来巩固核心业务 [10][11][12] - 公司面临来自流媒体音乐服务商的激烈竞争,可能影响未来收入增长 [13][14] 公司概况 - 公司是卫星广播行业的领导者,拥有超过100万北美听众 [19] - 公司通过收购Pandora实现了订阅和广告双重收入模式,增强了竞争力 [19] - 公司股价近期大幅下跌,但估值水平较行业平均水平较低,存在投资机会 [15][17][18] 行业动态 - 汽车行业向电动和自动驾驶发展,给公司的传统业务带来挑战 [14] - 流媒体音乐服务商如苹果和Spotify不断加强市场地位,对公司构成威胁 [13]

文章核心观点 - 西尔斯XM(SIRI)即将公布的季度财报预计每股收益为0.80美元,同比下降11.1% [1] - 分析师预测收入为21.9亿美元,同比下降3.5% [1] - 过去30天内,分析师对该季度的EPS预期上调了0.3%,反映了分析师对公司业绩的集体重新评估 [1] 公司财务数据总结 收入 - 西尔斯XM总收入预计为16.4亿美元,同比下降4.8% [3] - Pandora及线下平台总收入预计为5.596亿美元,同比增长1.8% [4] - 西尔斯XM订阅收入预计为15.2亿美元,同比下降5% [4] - 西尔斯XM广告收入预计为4,185万美元,同比下降0.4% [5] - 西尔斯XM设备收入预计为4,678万美元,同比下降4.5% [5] - 总订阅收入预计为16.5亿美元,同比下降4.7% [5] 订阅用户 - Pandora及线下平台订阅用户预计为587.3万,同比下降4% [6] - 西尔斯XM总订阅用户预计为3,322万,同比下降2.2% [7] - 西尔斯XM付费推广用户预计为174.1万,同比下降19.3% [7] - 西尔斯XM自付费用户预计为3,148.4万,同比下降1% [8] 其他指标 - 西尔斯XM ARPU预计为15.24美元,同比下降2.9% [7]

The investment giant is buying up a ton of the company.Berkshire Hathaway has made some big moves with Sirius XM (SIRI -0.49%) this month. The investing conglomerate led by Warren Buffett has increased its position in the audio and entertainment platform to 32%, worth around $3 billion as of this writing. This buying occurred in conjunction with Sirius XM combining all of its tracking stocks into one entity.The company has struggled with the rise of streaming audio services, with the stock posting a negativ ...

Berkshire Hathaway has a growing stake in this stock-split stock, and Buffett just added more this month. Those looking to become successful investors could do worse than following in the footsteps of legendary Berkshire Hathaway (BRK.A) (BRK.B -0.82%) CEO Warren Buffett, arguably one of the greatest investors of all time. Since taking the helm of the company in 1965, Buffett has an unparalleled track record, as his stock picks have generated compounded annual gains of roughly 20% and collectively soared 4, ...

In the latest trading session, Sirius XM (SIRI) closed at $26.40, marking a -0.49% move from the previous day. The stock's performance was behind the S&P 500's daily loss of 0.03%. At the same time, the Dow lost 0.61%, and the tech-heavy Nasdaq gained 0.56%. Heading into today, shares of the satellite radio company had gained 8.95% over the past month, outpacing the Consumer Discretionary sector's gain of 0.88% and the S&P 500's gain of 1.39% in that time. The investment community will be paying close atten ...

This media standout is doing more than just boosting its payout.Sirius XM Holdings (SIRI) increasing its quarterly distribution rate on Monday seems like a non-event, on the surface. A hike itself isn't a surprise. The satellite radio provider has always boosted its payout at this point of the year since initiating a dividend policy in late 2016.It's also not much of a move. The new quarterly rate of $0.27 a share is just a 1.5% advance. It's certainly welcome to see a dividend move higher at a time when in ...

NEW YORK, Oct. 22, 2024 /PRNewswire/ -- SiriusXM (NASDAQ: SIRI) today announced that its Board of Directors declared a quarterly cash dividend of $0.27 per share of common stock. This regular quarterly dividend is payable in cash on November 21, 2024, to stockholders of record at the close of business on November 5, 2024.About Sirius XM Holdings Inc.SiriusXM is the leading audio entertainment company in North America with a portfolio of audio businesses including its flagship subscription entertainment serv ...

公司管理 - 账户由Noah's Arc Capital Management管理 [1] - Noah Cox是Noah's Arc Capital Management的管理合伙人其观点不一定反映公司观点 [2] 研究方向 - 研究重点主要是正在经历21世纪转型的20世纪股票（旧经济）偶尔也会写有助于转型20世纪公司的公司 [1] 分析师披露 - 分析师在BRK.B、SIRI股票中拥有有益的多头头寸（通过股票所有权、期权或其他衍生品）文章表达自己的观点未因文章接受除Seeking Alpha之外的报酬与文章提及股票的公司无业务关系 [1] 文章性质 - 文章仅供参考不构成投资建议 [2] 平台披露 - Seeking Alpha不保证过去的表现会带来未来的结果不提供投资是否适合特定投资者的建议分析师是第三方作者包括专业和个人投资者可能未被任何机构或监管机构许可或认证 [2]