Sirius XM Holdings Inc
How Disney Plans to Stem Its Disney+ Revenue Leak
Disney (DIS) plans to introduce a bundled video package that includes Hulu, ESPN+, and Disney+. DIS plans to address password sharing on these services.
Streaming Music: Spotify’s Upcoming Q2 Earnings
Investors want to understand how Spotify is growing its audience and coping with competition in the streaming music marketplace.
Facebook Gears Up to Refresh Its Portal Hardware Line
Signaling that its smart speaker business is doing well, Facebook (FB) is preparing to release a new generation of its Portal smart speaker device before the end of the year.
Making Sense of Comcast’s Music Deal with Amazon
Comcast (CMCSA) has expanded the streaming media options for its television customers by adding Amazon’s (AMZN) digital music service to its Xfinity X1 platform.
Pandora Was the Second-Highest Grossing App in the US Last Month
Sirius XM’s (SIRI) Pandora had a good year. SensorTower reports Pandora was the second-highest-grossing non-game app in the US in May, trailing dating app Tinder.
Pandora Music Deal Isn’t Enough for Snapchat
Snap (SNAP) is in talks to license music rights from Sony Music Entertainment (SNE), Universal Music Group, and Warner Music Group. Snap is pursuing music licenses from these record labels to expand how people share songs in posts on its Snapchat app.
Spotify And Pandora Turn To Voice To Drive Ad Business
Spotify (SPOT) and Pandora, keen to expand their advertising businesses, are turning to voice.
Sirius XM Subscribers Can Now Listen to Netflix’s Stand-Up Specials
Netflix announced on April 10 that it would be providing parts of its stand-up comedy specials on Sirius XM’s new comedy station, Netflix Is A Joke Radio, starting on April 15.
Good News for Apple’s US Music Business
The streaming music market in the US continues to grow, which is good news for providers such as Apple (AAPL).
What Is Propelling Apple’s Music Business?
Apple (AAPL) recently overtook Spotify (SPOT) as the top streaming music provider in terms of premium subscribers in the United States.
Analyzing Spotify’s Expanded Samsung Deal
Spotify has expanded its strategic partnership with Samsung. Spotify’s music app will be installed on Samsung’s mobile devices globally.
Spotify Partners with Google to Tackle Apple and Amazon
Spotify (SPOT) and Google (GOOGL) have partnered on a temporary rewards program to tackle Amazon (AMZN) and Apple.
Twitter Is About to Further Set Itself Apart from Facebook
Twitter (TWTR) is developing a feature that will allow people to quietly follow conversations on its social network.
Spotify Could Be Top US Music Streaming Platform in Two Years
Pandora, which is now a part of Sirius XM (SIRI), is currently the most popular music streaming platform in the US.
How Profitable Is Apple’s Service Business?
There is a lot of investor attention focused on Apple’s (AAPL) service business.
What Could Drive Sirius Going Forward?
Sirius XM (SIRI) looks forward to a much brighter future with Pandora, which it acquired for $3.5 billion.
Will Pandora Shareholders Back Sale to Sirius?
Pandora (P) is scheduled to hold a special stakeholder meeting on January 29.
How Spotify Aims to Compete in Podcast Market
Spotify (SPOT) wants to focus more of its attention this year on developing its podcast business.
How Spotify Is Preparing for India Launch
Spotify (SPOT) is preparing to launch in India by the end of January.
Spotify Steps Up Efforts to Monetize Free Listeners
Spotify (SPOT) has started testing a new type of ad format that allows brands to sponsor its Discover Weekly playlist.
What’s the Potential for Spotify in India?
Spotify (SPOT) is preparing to launch its music streaming service in India as early as the first quarter of 2019.
Does Apple’s Partnership with iHeartMedia Make Sense?
Apple (AAPL) is exploring partnering with iHeartMedia, according to the Financial Times.
The Pandora-Sirius Deal Is a Step Closer to Completion
When Pandora (P) agreed to be bought by Sirius XM Holdings (SIRI), it was allowed a 30-day window to go out and seek alternative acquisition proposals.
Pandora Highlights the Wisdom behind Its AdsWizz Purchase
Pandora (P) has recently inked a deal to handle US advertising sales for music-sharing service SoundCloud.
Is Spotify’s Family Plan Ready for a Shake-Up?
For a period last month, Spotify (SPOT) was contacting some customers on its family plan to confirm their residential addresses.
How Apple Wants to Improve Shazam after Acquisition
The acquisition of Shazam is expected to strengthen Apple’s position in the streaming music market.
Why Did Sirius XM Stock Fall 10.3% on September 24?
Sirius XM (SIRI) stock fell 10.3% on September 24 and closed trading at $6.26. Sirius XM lost ~$3.0 billion in market value.
Here’s What Pandora Shareholders Are Promised in the Sirius Deal
Pandora (P) has entered an agreement to sell itself to Sirius XM Holdings (SIRI) in an all-cash deal expected to close by April next year.
Why Sirius XM Is Buying Pandora
Sirius (SIRI) has agreed to buy music streaming company Pandora (P) in a deal valued at $3.5 billion in an all-stock deal.
How the Adoption of New Strategies Could Help Netflix
Video streaming giant Netflix (NFLX) bought comic publisher Millarworld in August 2017.
Charter’s Board Shakeup Brings Sirius Chief on Board
Charter Communications’ (CHTR) board of directors is undergoing some changes.
Why the Netflix-Sirius Deal Is a Win-Win
Netflix (NFLX) has cut a deal with Sirius XM (SIRI) to create a comedy channel for the radio broadcaster.
Why Apple Music Could Continue to See Subscriber Growth
In June 2017, Apple Music (AAPL) introduced a new $99 yearly subscription plan for $8.25 per month. This price point is $1.75 lower than its previous subscription plan.
Why Would Verizon Invest $100 Million in Pandora?
Verizon (VZ) is contemplating making an investment of $100.0 million in Pandora (P), the New York Post reported earlier this month.
Sirius XM Saw Its Highest Subscriber Growth in 8 Years in 2015
Sirius XM had a stellar 2015 performance with a 30% increase in subscribers over 2014. The company had net subscriber additions of 2.2 million during the year.
Why WHIAX Shouldn’t Face Any Liquidity Trouble
WHIAX shouldn’t face liquidity trouble if junk bonds don’t get worse. Over half of its assets are invested deep into junk territory—this could be a concern.
A Look at Pandora Media’s Future Plans
Pandora Media (P) expects its total revenue growth in 2015 to slow down. It expects its 2015 revenues to be in the range of ~$1.2 billion–$1.6 billion.
Pandora Media’s Key Metrics in 3Q15
Pandora Media tracks RPM for revenues from its ad-based and subscription service to gauge the company’s monetization of listening hours.
Outlook for Sirius XM in 2015
On October 22, 2015, Sirius XM (SIRI) announced its 3Q15 earnings. The company had total paid subscribers at an all-time high of 29 million in 3Q15.
Refinancing surges as high yield debt picks up
February saw high yield, or junk bond, activity pick up. Investors turned to high yield debt for higher yields. Most deals were to refinance older debt.
Blue Ridge Capital lowers stake in Walgreen
In 2013, Walgreen opened the nation’s first net zero energy store and is targeting energy production equal to or greater than its energy consumption.
Blue Ridge Capital exits stake in Citigroup
Citigroup posted a $3.4 billion net income, up by 8% with revenues of $19.6 billion, and the net interest margin increased to 2.91% for 3Q14.
Blue Ridge Capital increases holding in SiriusXM
The third quarter of 2014 was by far the best for SiriusXM in terms of market penetration as well as increasing revenues.
Farallon Capital raises its position in Safeway
On March 6, 2014, grocery store operators Safeway and Albertsons announced a merger agreement valued at approximately $9 billion.
Farallon Capital sold its position in SiriusXM Holdings
SiriusXM’s net income was $136 million, or $0.02 per diluted share, in 3Q14, an increase of 117% from $63 million, or $0.01 per diluted share, in 3Q13.
Farallon Capital exits its position in Time Warner Cable
In February, Comcast agreed to buy Time Warner Cable for ~$45.2 billion. This deal will create the largest cable provider in the U.S.
Farallon Capital establishes a new position in Hillshire Brands
Hillshire reported fiscal 4Q14 net sales of $1.1 billion, up 10.7% in comparison to the corresponding period last year.
Farallon Capital adds a new position in Covidien
Ireland-based Covidien is a global healthcare leader that offers innovative medical technology solutions and patient care products to providers.
Why JANA Partners exits position in Juniper Networks
JANA Partners disposed of a position in Juniper Networks (JNPR) that accounted for 2.65% of the fund’s 1Q14 portfolio. Juniper Networks sells high-performance network products and service offerings across routing, switching, and security to service provider and enterprise markets.
Why Magnetar Financial disposes position in EQT
The company missed on 4Q13 earnings and revenue back in February.
Why Magnetar Financial exits position in EOG Resources
EOG’s 1Q14 profit was up 34% to $661 million, or $1.21 per share, up from $495 million, or $0.91 per share in the year ago quarter.
Why Magnetar Financial initiates new position in Rowan Companies
First quarter results beat estimates despite a decline in earnings and revenue.
Why Magnetar Financial adds new position in Exterran Holdings
Exterran Holding reported lower 1Q14 profits.
Measuring Pandora Media’s market performance versus its peers
Pandora’s valuations are considered lofty at a 175.4x forward price to earnings ratio considering the company has struggled to earn profits.
Pandora Media hikes subscription rates because of increasing costs
The Pandora One service has 3.3 million subscribers and includes advertisement-free access, better audio quality, and reduced timeouts, and offers listeners with additional skips.
Pandora Media’s must-know business overview for the investors
Pandora is facing investor concerns that its core business is slowing down on the basis of audience metrics, and that its current valuation is not justified.
Must know: Why JANA Partners sold its position in Agrium
JANA Partners exited its position in Agrium Inc. last quarter, which was a 10.43% position in JANA’s 3Q 2013 portfolio.
Why does QEP Resources face activist pressure from JANA?
In the last quarter, JANA Partners increased its position in QEP Resources to 5.34% from 2.80%.
Why did JANA Partners boost its position in General Motors?
JANA Partners enhanced its position in from 0.17% to 4.23% last quarter General Motors.