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Sirius XM Holdings Earnings Calls
| Release date | Apr 30, 2026 |
| EPS estimate | $0.700 |
| EPS actual | $0.720 |
| EPS Surprise | 2.86% |
| Revenue estimate | 2.07B |
| Revenue actual | 2.091B |
| Revenue Surprise | 1.01% |
| Release date | Feb 05, 2026 |
| EPS estimate | $0.770 |
| EPS actual | $0.84 |
| EPS Surprise | 9.09% |
| Revenue estimate | 2.171B |
| Revenue actual | 2.193B |
| Revenue Surprise | 1.02% |
| Release date | Oct 30, 2025 |
| EPS estimate | $0.784 |
| EPS actual | $0.84 |
| EPS Surprise | 7.14% |
| Revenue estimate | 2.141B |
| Revenue actual | 2.159B |
| Revenue Surprise | 0.86% |
| Release date | Jul 31, 2025 |
| EPS estimate | $0.790 |
| EPS actual | $0.570 |
| EPS Surprise | -27.85% |
| Revenue estimate | 2.142B |
| Revenue actual | 2.138B |
| Revenue Surprise | -0.175% |
Last 4 Quarters for Sirius XM Holdings
Below you can see how SIRI performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 31, 2025 |
| Price on release | $21.12 |
| EPS estimate | $0.790 |
| EPS actual | $0.570 |
| EPS surprise | -27.85% |
| Date | Price |
|---|---|
| Jul 25, 2025 | $23.58 |
| Jul 28, 2025 | $23.45 |
| Jul 29, 2025 | $23.31 |
| Jul 30, 2025 | $22.93 |
| Jul 31, 2025 | $21.12 |
| Aug 01, 2025 | $21.18 |
| Aug 04, 2025 | $21.62 |
| Aug 05, 2025 | $21.74 |
| Aug 06, 2025 | $20.97 |
| 4 days before | -10.43% |
| 4 days after | -0.710% |
| On release day | 0.284% |
| Change in period | -11.07% |
| Release date | Oct 30, 2025 |
| Price on release | $23.19 |
| EPS estimate | $0.784 |
| EPS actual | $0.84 |
| EPS surprise | 7.14% |
| Date | Price |
|---|---|
| Oct 24, 2025 | $21.40 |
| Oct 27, 2025 | $21.63 |
| Oct 28, 2025 | $21.40 |
| Oct 29, 2025 | $21.06 |
| Oct 30, 2025 | $23.19 |
| Oct 31, 2025 | $21.69 |
| Nov 03, 2025 | $21.89 |
| Nov 04, 2025 | $21.83 |
| Nov 05, 2025 | $22.13 |
| 4 days before | 8.36% |
| 4 days after | -4.57% |
| On release day | -6.47% |
| Change in period | 3.41% |
| Release date | Feb 05, 2026 |
| Price on release | $22.60 |
| EPS estimate | $0.770 |
| EPS actual | $0.84 |
| EPS surprise | 9.09% |
| Date | Price |
|---|---|
| Jan 30, 2026 | $20.35 |
| Feb 02, 2026 | $20.37 |
| Feb 03, 2026 | $20.15 |
| Feb 04, 2026 | $20.73 |
| Feb 05, 2026 | $22.60 |
| Feb 06, 2026 | $21.68 |
| Feb 09, 2026 | $20.95 |
| Feb 10, 2026 | $21.34 |
| Feb 11, 2026 | $21.90 |
| 4 days before | 11.06% |
| 4 days after | -3.10% |
| On release day | -4.07% |
| Change in period | 7.62% |
| Release date | Apr 30, 2026 |
| Price on release | $26.94 |
| EPS estimate | $0.700 |
| EPS actual | $0.720 |
| EPS surprise | 2.86% |
| Date | Price |
|---|---|
| Apr 24, 2026 | $26.61 |
| Apr 27, 2026 | $26.55 |
| Apr 28, 2026 | $26.28 |
| Apr 29, 2026 | $26.76 |
| Apr 30, 2026 | $26.94 |
| May 01, 2026 | $27.22 |
| May 04, 2026 | $26.77 |
| May 05, 2026 | $26.40 |
| May 06, 2026 | $26.68 |
| 4 days before | 1.24% |
| 4 days after | -0.97% |
| On release day | 1.04% |
| Change in period | 0.263% |
Sirius XM Holdings Earnings Call Transcript Summary of Q1 2026
SiriusXM reported a solid start to 2026 with execution across its three strategic priorities: stabilizing and improving the subscription business, accelerating advertising growth, and driving cost/portfolio efficiencies. Key operational highlights include a meaningful year-over-year improvement in self-pay net additions (self-pay net adds of -111k, a 192k improvement), record-low first-quarter churn (1.5%), and ARPU up 1% to $14.99. Content and product investments (new artist channels, sports breadth, 360L expansion) are driving engagement. Advertising momentum accelerated (ad revenue +3% to ~$407M), led by a 37% increase in podcast ad revenue and rising programmatic demand; management announced an exclusive U.S. ad representation partnership with YouTube that expands reach substantially. Financially, revenue was $2.09B (+1%), adjusted EBITDA rose 6% to $666M (31.9% margin), net income was $245M (+20%), and free cash flow more than tripled to $171M. Management captured $45M toward a $100M 2026 cost-savings target, completed a $1.25B refinancing to extend maturities, and reaffirmed 2026 guidance (relatively flat revenue, stable adjusted EBITDA) with a path to roughly $1.35B FCF in 2026 and ~$1.5B in 2027. Additional optional upside exists from monetization of spectrum assets, but that is being pursued via partnership-first, multiyear approaches while protecting core satellite services.
