Earning Analysis
Welcome to our in-depth analysis of Sirius XM Holdings Inc(SIRI) earnings, offering investors a detailed look into the company’s financial performance, revenue trends, earnings per share (EPS), and market reactions. This page provides a comprehensive overview of Sirius XM Holdings Inc earnings history, forecasts, and key financial metrics, empowering you with the data needed to make informed investment decisions. Whether you're tracking quarterly results, analyzing earnings surprises, or exploring future projections, our detailed breakdown covers it all.
Earnings Forecast
Revenue
EPS
Currency: USD
Actual
Estimate
Surprise Analysis
| FY2025Q3 | 2025-10-30 | Pre-Market | 0.79 | 0.84 | +6.33 | 2.14B | 2.16B | +0.87 | +10.11 | +3.66 |
| FY2025Q2 | 2025-07-31 | Pre-Market | 0.79 | 0.57 | -27.85 | 2.13B | 2.14B | +0.49 | -7.89 | -5.19 |
| FY2025Q1 | 2025-05-01 | Pre-Market | 0.70 | 0.59 | -15.71 | 2.08B | 2.07B | -0.58 | -8.96 | +0.23 |
| FY2024Q4 | 2025-01-30 | Pre-Market | 0.63 | 0.83 | +31.75 | 2.17B | 2.19B | +0.83 | +5.82 | +18.09 |
| FY2024Q3 | 2024-10-31 | Pre-Market | 0.75 | -0.84 | -212.00 | 2.19B | 2.17B | -0.85 | -2.67 | -3.34 |
| FY2024Q2 | 2024-08-01 | - | 0.08 | 0.08 | - | 2.19B | 2.18B | -0.77 | -6.38 | -9.86 |
| FY2024Q1 | 2024-04-30 | - | 0.06 | 0.07 | +16.67 | 2.13B | 2.16B | +1.44 | -7.26 | +0.32 |
| FY2023Q4 | 2024-02-01 | - | 0.07 | 0.09 | +28.57 | 2.29B | 2.29B | -0.16 | +2.75 | -0.39 |
| FY2023Q3 | 2023-10-31 | - | 0.08 | 0.09 | +12.50 | 2.29B | 2.27B | -0.77 | +2.39 | +12.74 |
| - | 2023-02-02 | - | 0.08 | 0.09 | +12.50 | - | - | - | -9.56 | -14.27 |
SIRI Earnings Analysis
Our earnings analysis provides a granular look at the company’s performance across recent fiscal quarters, highlighting key metrics such as revenue, EPS, and operating margins. By examining actual results against analyst estimates, we uncover trends and surprises that drive stock price movements, offering valuable insights for both short-term traders and long-term investors.
In the most recent quarter, Sirius XM Holdings Inc reported performance for FY2025Q3, announced on 2025-10-30. The company achieved an EPS of 0.84, compared to analyst estimates of 0.79 by 6.33% . Revenue for the quarter reached 2.16B compared to expectations of 2.14B by 0.87% .
The stock price reacted with a 10.11% one-day change and a 3.66% five-day change following the earnings release. These movements reflect market reaction in Sirius XM Holdings Inc growth trajectory and strategic initiatives.
SIRI Earnings Forecast
Looking ahead, Sirius XM Holdings Inc(SIRI) remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2025/Q4 project quarter revenue of 2.17B and an EPS of 0.78.
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2025 have been Revise Upward by 0.22%, while EPS estimates have been Revise Downward by -4.72%. For the upcoming Q4 2025, revenue estimates have been adjusted Revise Upward by 0.09% . These revisions correlate with a -10.29% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in Sirius XM Holdings Inc long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.
Estimate Revision
The chart shows the correlation between SIRI's stock price and earnings forecast revisions. Positive revisions in Revenue or EPS often strengthen the stock's fundamentals, making price dips potential buying opportunities.
Revenue Estimates for FY2025
Revise Upward
+0.22%
In Past 3 Month
EPS Estimates for FY2025
Revise Downward
-4.72%
In Past 3 Month
Revenue Estimates for Q4 2025
Revise Upward
+0.09%
In Past 3 Month
Stock Price
Go Down
-10.29%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2025
Currency: USD
1Y
3Y
5Y
--
Revenue Estimate-Annual FY 2025:8.53B
--
EPS Estimate-Annual FY 2025:2.66
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Stock Price21.59
SIRI Revenue and EPS Performance: A Historical Perspective
Sirius XM Holdings Inc revenue and earnings per share (EPS) performance over recent quarters provides a clear picture of its financial health. Below is a detailed breakdown of the company’s earnings history, showcasing actual results, analyst estimates, and surprise percentages for key fiscal quarters:
FY2025Q3 (2025-10-30,Pre-Market):
EPS: 0.84 (Actual) vs.0.79 (Estimate) (6.33%)
Revenue: 2.16B (Actual) vs. 2.14B (Estimate) (0.87%)
Price Reaction: 10.11%(1-Day), 3.66%(5-Day)
FY2025Q2 (2025-07-31,Pre-Market):
EPS: 0.57 (Actual) vs.0.79 (Estimate) (-27.85%)
Revenue: 2.14B (Actual) vs. 2.13B (Estimate) (0.49%)
Price Reaction: -7.89%(1-Day), -5.19%(5-Day)
FY2025Q1 (2025-05-01,Pre-Market):
EPS: 0.59 (Actual) vs.0.70 (Estimate) (-15.71%)
Revenue: 2.07B (Actual) vs. 2.08B (Estimate) (-0.58%)
Price Reaction: -8.96%(1-Day), 0.23%(5-Day)
Earnings Reaction
The chart below shows how SIRI performed 10 days before and after its earnings report, based on data from the past quarters. Typically, SIRI sees a +3.71% change in stock price 10 days leading up to the earnings, and a +3.51% change 10 days following the report. On the earnings day itself, the stock moves by -2.17%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in SEP/2025, the stock changed -6.47% on the day following the earnings release and then changed by -6.86% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.
Transcript Summary
Sirius XM Holdings Inc (SIRI) Q3 2025 Earnings Call Summary
Positive
2025-10-30
The earnings call indicates strong subscriber growth, cost savings, and a positive outlook for podcasting and video content monetization. Despite some concerns about auto industry trends and spectrum monetization, management's optimistic guidance and strategic initiatives in pricing and partnerships suggest a positive sentiment. The Q&A session reinforced confidence in revenue growth and cost efficiency, outweighing minor uncertainties. The company's strategic focus on expanding subscriber base and leveraging partnerships is likely to drive stock price in the positive range over the next two weeks.
Sirius XM Holdings Inc (SIRI) Q2 2025 Earnings Call Summary
Neutral
2025-07-31
The earnings call reveals mixed signals: a decline in revenue and increased expenses are concerning, but there is optimism in podcasting growth and strategic initiatives. The Q&A highlights management's focus on younger audiences and cost optimization, yet lacks clarity on AI impacts and ad-supported plans. The market may remain cautious, resulting in a neutral stock reaction.
Sirius XM Holdings Inc (SIRI) Q1 2025 Earnings Call Summary
Negative
2025-05-01
The earnings call highlights several negative factors: a 4% revenue decline, a 5% drop in Sirius XM segment revenue, and a 3% decrease in adjusted EBITDA. Despite some improvement in churn and subscriber losses, the financial outlook is weak with declining ARPU and equipment revenue. Shareholder returns are modest, and the Q&A session reveals management's lack of clarity on key issues like digital losses and tariff impacts. Overall, these factors suggest a negative sentiment, likely leading to a stock price decline of 2% to 8%.
Sirius XM Holdings Inc (SIRI) Q4 2024 Earnings Call Summary
Neutral
2025-02-01
The earnings call presents mixed signals: while financials show stable margins and increased net income, revenue guidance was lowered, and subscription revenue declined. Positive factors include a strong free cash flow and shareholder returns, but concerns about churn, competition, and regulatory issues persist. The Q&A highlights uncertainties in conversion rates and churn, with management providing cautious optimism. The lack of market cap data prevents precise impact assessment, but overall, the sentiment remains neutral due to balanced positive and negative elements.
Sirius XM Holdings Inc. (SIRI) Q3 2024 Earnings Call Summary
Negative
2024-10-31
The earnings call reflects several negative indicators: a decline in revenue, ARPU, and gross profit, along with high CapEx projections impacting cash flow. Despite some improvement in self-pay subscribers and strategic initiatives, the overall sentiment is negative due to weaker financial performance and unclear management responses. The Q&A section highlights concerns about ad market challenges and lack of clarity on key initiatives. The stock is likely to react negatively, especially with declining financial metrics and high expenses overshadowing optimistic guidance.
SiriusXM Holdings Inc. (SIRI) Q2 2024 Earnings Call Summary
Neutral
2024-08-01
The earnings call shows mixed signals. Basic Financial Performance is neutral due to stable advertising revenue but declining subscriber revenue. Product Development is positive with AI integration and streaming app launch. Market Strategy appears neutral, facing challenges in conversion rates. Expenses are managed well, but financial health is neutral due to declining revenue. Shareholder Return Plan is neutral with stable dividends. Q&A insights show cautious optimism in advertising and content but lack clarity in pricing power. Overall, the sentiment is neutral with no significant catalysts for a strong price movement.
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FAQ
What were the key highlights of SIRI’s latest earnings report for FY2025Q3?
How did SIRI’s stock price react after the FY2025Q3 earnings release?
What are the revenue and EPS estimates for SIRI for 2025/Q4?
How does SIRI’s stock price correlate with earnings forecast revisions?
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