Key Takeaways SIRI posted Q4 EPS of 84cents, beating estimates, while total revenue came in at $2.19B.Sirius XM saw ad revenue rise 2.9% and equipment sales jump 14%, offsetting weaker subscriber revenue.SIRI expects 2026 revenue of about $8.5B, with adjusted EBITDA near $2.6B and solid free cash flow.Sirius XM Holdings (SIRI) reported fourth-quarter 2025 earnings of 84 cents per share, beating the Zacks Consensus Estimate of 77 cents per share.  The company reported earnings of 83 cents per share in the ye ...

Core Insights - SiriusXM Holdings Inc. reported fiscal fourth-quarter 2025 results, with stock gaining despite mixed performance metrics [1] Financial Performance - Subscriber revenue for the quarter was $1.626 billion, a slight decrease from $1.633 billion year-over-year [1] - Quarterly revenue remained flat at $2.19 billion, surpassing analyst consensus estimates of $2.17 billion [1] - GAAP EPS was 24 cents, missing the analyst consensus estimate of 78 cents, while adjusted EPS was 80 cents, exceeding the consensus [2] - Advertising revenue increased to $491 million from $477 million year-over-year [2] Subscriber Metrics - Self-pay subscribers decreased by 301,000 to 31.35 million compared to 31.65 million year-over-year [3] - Self-pay monthly churn rate for the quarter was 1.4%, slightly down from 1.5% a year ago [3] - Average revenue per user (ARPU) increased to $15.17 from $15.11 year-over-year [3] Segment Performance - SiriusXM segment revenue declined by 1% year-over-year to $1.61 billion, influenced by the drop in self-pay subscribers [3] - Pandora segment advertising revenue rose by 4% year-over-year to $450 million [4] - Total ad-supported listener hours decreased to 2.33 billion from 2.39 billion year-over-year [5] Profitability and Cash Flow - SiriusXM segment gross margin declined by 100 basis points year-over-year to 59% [4] - Net income fell to $99 million from $287 million year-over-year [6] - Free cash flow generated in the quarter was $541 million, compared to $516 million a year ago [6] Shareholder Returns - The company distributed $91 million through dividends and repurchased $46 million in shares, returning a total of $137 million to shareholders during the quarter [6] Outlook - SiriusXM revised its revenue outlook to $8.500 billion, down from a prior estimate of $8.525 billion, which is below the analyst consensus estimate of $8.548 billion [7]

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]

Sirius XM shares are retreating from recent levels. Why is SIRI stock dropping?Subscriber Loss Overshadows Mixed Q4 Results For SiriusXMSiriusXM this week reported mixed fiscal fourth-quarter 2025 results, with total revenue of $2.19 billion coming in flat year- over-year but slightly above analyst expectations, while GAAP earnings significantly missed estimates.The drop in subscribers has raised concerns about the company’s ability to maintain its revenue streams. The decline in subscriber numbers was a cr ...

There are several comedy channels available on Sirius XM Holdings' (NASDAQ: SIRI) satellite radio platform. Over the past few years, it seems as if Sirius itself has become the joke. The stock has declined for five consecutive years, and -- until Thursday -- it was on its way to stretching that streak to six. Sirius XM could finally be ready to get the last laugh. Sirius XM shares soared 9% after posting encouraging financial results on Thursday morning. It was enough to get the media stock back into pos ...

We recently published 10 Stocks Withstanding Market Turbulence. Sirius XM Holdings Inc. (NASDAQ:SIRI) was one of the best performers on Thursday. Sirius XM Holdings jumped by 9.02 percent on Thursday to finish at $22.60 apiece as investor sentiment was bolstered by its strong earnings performance in full-year 2025. During the period, Sirius XM Holdings Inc. (NASDAQ:SIRI) swung to a net income of $805 million from a $2.07 billion net loss in 2024. Total revenues dipped by 2.3 percent to $8.5 billion from ...

Shares of Sirius XM Holdings ( SIRI ) have been a poor performer over the past year, losing about 13% of their value. The stock has been weighed down by ongoing concerns about its long-term potential amidst streaming competition. However, a solid Q4 and 2026 outlookOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for ...

Core Viewpoint - Sirius XM Holdings (SIRI) has underperformed over the past year, with a loss of approximately 13% in stock value due to concerns regarding its long-term potential amid increasing streaming competition [1] Financial Performance - The company reported a solid Q4 performance, which may provide a positive outlook for 2026 [1]

In the midst of an earnings season that's seemingly delivered more discouraging news than not, satellite radio outfit Sirius XM (NASDAQ: SIRI) is something of a bright spot. As of 11:41 a.m. ET today, its stock is up 10.1% in response to better-than-expected fourth quarter numbers. Just keep them in the proper perspective. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » The quarter t ...

Sirius XM (SIRI) reported $2.19 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 0.2%. EPS of $0.84 for the same period compares to $0.83 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $2.18 billion, representing a surprise of +0.82%. The company delivered an EPS surprise of +9.25%, with the consensus EPS estimate being $0.77.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Stre ...