The earnings call reflects a balanced performance with strong financial results and subscriber growth offset by challenges in subscription revenue and conversion rates. The company is optimistic about future opportunities in podcasting and advertising, but anticipates some short-term impacts from strategic adjustments.

Company Guidance

During the SiriusXM fiscal year 2024 earnings call, the company reported achieving its financial guidance with $8.7 billion in total revenue, $2.73 billion in adjusted EBITDA, and over $1 billion in free cash flow. They added approximately 150,000 self-pay subscribers in Q4, despite ending the year down less than 300,000 subscribers overall. The introduction of a three-year OEM subscription program contributed to subscriber retention, with significant growth from vehicles equipped with the newest 360L technology. Advertising revenue remained flat at $1.8 billion, but podcasting revenue grew by 24% in Q4, driven by new content and partnerships. The company also highlighted its focus on efficiency, targeting $200 million in annualized savings by the end of 2025. SiriusXM reaffirmed its 2025 guidance with projected revenue of $8.5 billion, adjusted EBITDA of $2.6 billion, and free cash flow of $1.15 billion.

Strong Financial Performance

SiriusXM delivered $8.7 billion in total revenue for 2024, with $2.73 billion in adjusted EBITDA and just over $1 billion in free cash flow, meeting or exceeding their public guidance.

Subscriber Growth and Retention

Added approximately 150,000 self-pay subscribers in Q4, with better-than-expected metrics across acquisition and churn, and significant improvements over 2023.

Podcasting and Advertising Growth

Podcasting revenue grew 24% year-over-year in Q4 2024, contributing to a total 2024 ad sales revenue of $1.8 billion. Programmatic revenue was up 38% in Q4.

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Sirius XM Holdings (DE:3HY) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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DE:3HY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 25, 2018	2018 (Q2)	- / 0.06	0.038	50.00% (+0.02)	―	―
Oct 24, 2018	2018 (Q3)	- / 0.07	0.057	25.00% (+0.01)	―	―
Jan 30, 2019	2018 (Q4)	- / 0.06	-0.01	700.00% (+0.07)	―	―
Apr 24, 2019	2019 (Q1)	- / 0.03	0.057	-43.33% (-0.02)	―	―
Jul 30, 2019	2019 (Q2)	- / 0.06	0.057	0.00% (0.00)	―	―
Oct 31, 2019	2019 (Q3)	- / 0.05	0.072	-33.33% (-0.02)	―	―
Feb 04, 2020	2019 (Q4)	- / 0.05	0.057	-15.00% (>-0.01)	―	―
Apr 28, 2020	2020 (Q1)	- / 0.06	0.033	88.24% (+0.03)	―	―
Jul 30, 2020	2020 (Q2)	- / 0.06	0.057	11.67% (<+0.01)	―	―
Oct 22, 2020	2020 (Q3)	- / 0.57	0.476	20.48% (+0.10)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

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DE:3HY Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jan 30, 2025	€24.63	€24.63	0.00%
Oct 31, 2024	€24.38	€24.38	0.00%
Aug 01, 2024	€31.93	€29.56	-7.44%
Apr 30, 2024	€27.60	€27.37	-0.85%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

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