Core Insights - Sirius XM is a leading provider of satellite radio and audio entertainment services in the U.S., leveraging a subscription-driven business model complemented by advertising and licensing to generate consistent revenue streams [6] Company Overview - Sirius XM reported a total revenue of $8.56 billion and a net income of $805 million for the trailing twelve months (TTM) [4] - The company has a dividend yield of 4.91% and its stock price was $22.60 as of February 5, 2026 [4] - The subscriber base stood at 31.3 million at the end of 2025, which is a decline compared to the end of 2021 [7][10] Financial Performance - The company's free cash flow increased by 37% to $1.24 billion in 2025, indicating a recovery after a dip in 2024 [10] - Approximately 29.3% of free cash flow was utilized to meet dividend obligations in 2025, suggesting sufficient cash generation to potentially reduce outstanding shares and increase dividend payouts [11] Investment Activity - CHECK Capital Management increased its stake in Sirius XM by 821,657 shares during the fourth quarter of 2025, with an estimated transaction value of $17.66 million [2] - Following this transaction, Sirius XM represented 1.68% of CHECK Capital's $3.44 billion reportable U.S. equity assets [8] - Despite the increase in stake, Sirius XM is not among CHECK Capital's top five holdings, ranking as the seventh-largest stock in their portfolio [7]

Netflix now has its own exclusive podcasts on its platform. The White House with Michael Irvin and The Pete Davidson Show. But are they actually podcasts.I've created a checklist to determine if they are actually podcasts or if they're just another talk show on Netflix. First, the biggest qualification that podcast enthusiasts stress, does it have an RSS feed. Notably, it does not.You cannot listen to this outside the Netflix app. So, can you listen to only the audio. Technically, yes.So, you really only ne ...

Core Insights - Genius Group Limited has acquired Lighthouse Studios, a podcast and video production studio, to enhance its educational content production capabilities [1][2] - The studio will be relaunched as Genius Studios on January 23, 2026, and will serve as a global base for producing AI-powered educational content [4][5] Acquisition Details - The acquisition was made through an asset purchase agreement for an undisclosed amount that does not meet the materiality threshold for the company [2] - Lighthouse Studios is located in Bali, Indonesia, and features various recording studios, co-working spaces, and meeting rooms [2] Strategic Goals - The acquisition aligns with Genius Group's plans to expand Genius Academy and Genius School, utilizing AI-powered facilities to enhance educational content quality [3] - Genius Studios will focus on producing microcourses, certifications, podcasts, and social media content, while also hosting courses and events at a Genius Café [4][5] Leadership Vision - CEO Roger James Hamilton emphasized the importance of high-quality video production in education and the centralization of content production in Bali [5] - The goal is to establish Genius Studios as a premier choice for mentors and influencers in the Asia Pacific region to create engaging educational content [5] Broader Context - Genius Group serves 6 million users across over 100 countries, providing AI training and solutions tailored for individuals, enterprises, and governments [6]

Podcast Recommendations - The document highlights ten of the best podcasts released this year [1] Source - The recommendations are chosen by the company [1]

Netflix is betting on podcasts to become the new daytime talk show https://t.co/bRs1eV4wFD ...

Strategic Partnerships - Netflix is partnering with Barcel Sports for exclusive rights to three popular podcasts [1] - Netflix is expanding its podcast lineup through deals with Spotify and iHeart Media [1] Content Strategy - Netflix is launching video podcasts first in the US and then more widely [2] - Full video episodes will no longer be available on YouTube starting next year [1] Competitive Landscape - Netflix is directly challenging platforms like YouTube in the video podcast space [2] - This move opens up new ways for people to engage with sports media [2]

Core Insights - Cineverse Corp. will release its financial results for the fiscal second quarter ended September 30, 2025, after market close on November 14, 2025 [1] - A conference call to discuss these results will be held on the same day at 4:30 p.m. ET/1:30 p.m. PT, accessible online [2] - An audio recording of the conference call will be available for replay shortly after its completion [3] Company Overview - Cineverse is a next-generation entertainment studio that empowers creators and entertains fans with a wide range of content through technology [4] - The company distributes over 71,000 premium films, series, and podcasts, connecting fans with independent stories [4] - Cineverse's properties include the highest-grossing unrated film in U.S. history and a premier podcast network, among others [4]

Job Opportunity - The Economist is hiring a senior producer for Money Talks [1] - The deadline to apply is October 27th [1] - The role focuses on producing best-in-class podcasts and vodcasts [1]

Core Insights - Newsmax's stock experienced a dramatic rise of over 700% upon going public, reaching an intraday peak of $265 per share, driven by perceived connections to President Donald Trump, but this enthusiasm has since diminished [1][5] - The company operates a 24/7 news channel and other media properties, targeting a politically conservative audience and historically providing favorable coverage of Trump [2] - Recent Nielsen ratings indicate that Newsmax is the fourth-most popular cable news outlet in the U.S., with a record 33.6 million viewers in Q1, reflecting a 50% year-over-year increase, particularly among the 35- to 64-year-old demographic, which grew by 63% [4] Financial Performance - As of the latest update, Newsmax's stock trades below $13 per share, still above its $10 IPO price but below its initial trading day price of $14, with a market cap of $1.63 billion [5] - For the first half of 2025, Newsmax reported total revenue of $91.7 million, marking a 15% year-over-year increase, but the net loss increased significantly from approximately $55.5 million to over $92 million [5][6] - High litigation costs related to coverage of the 2020 election have impacted financial results, leading to several defamation lawsuits and costly settlements, which if absent, would have improved bottom-line results [6] Valuation and Market Position - Despite significant audience growth, Newsmax's stock trades at nearly 9 times annualized sales, which is considered expensive relative to its recent growth, suggesting potential price correction risks in the next year [7]

AI Innovation - YouTube is testing new AI tools to convert podcasts into video clips, even from audio-only sources [1]