For the quarter ended September 2025, Sirius XM (SIRI) reported revenue of $2.16 billion, down 0.6% over the same period last year. EPS came in at $0.84, compared to -$0.84 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $2.15 billion, representing a surprise of +0.54%. The company delivered an EPS surprise of +6.33%, with the consensus EPS estimate being $0.79.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Sirius XM performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:- Subscribers - Sirius XM - Self-pay subscribers: 31,235 compared to the 31,211 average estimate based on three analysts.
- Subscribers - Net additions - Sirius XM - Self-pay subscribers: -40 versus the three-analyst average estimate of -64.
- ARPU - Sirius XM: $15.19 versus $15.28 estimated by three analysts on average.
- Average self-pay monthly churn - Sirius XM: 1.6% compared to the 1.6% average estimate based on three analysts.
- Revenue- Pandora and Off-platform- Advertising revenue: $416 million versus $401.54 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +1.7% change.
- Revenue- Pandora and Off-platform- Subscriber revenue: $132 million versus the four-analyst average estimate of $131.08 million. The reported number represents a year-over-year change of -2.2%.
- Revenue- Sirius XM- Subscriber revenue: $1.5 billion compared to the $1.5 billion average estimate based on four analysts. The reported number represents a change of -0.9% year over year.
- Revenue- Sirius XM- Equipment revenue: $43 million versus $44.7 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a 0% change.
- Revenue- Subscriber revenue: $1.63 billion versus the three-analyst average estimate of $1.63 billion. The reported number represents a year-over-year change of -1%.
- Revenue- Other revenue: $32 million versus $31.62 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -3% change.
- Revenue- Equipment revenue: $43 million versus $43.7 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a 0% change.
- Revenue- Advertising revenue: $455 million compared to the $444.4 million average estimate based on three analysts. The reported number represents a change of +1.1% year over year.
View all Key Company Metrics for Sirius XM here>>>
Shares of Sirius XM have returned -7.1% over the past month versus the Zacks S&P 500 composite's +3.6% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.Zacks' Research Chief Picks Stock Most Likely to "At Least Double"
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This article originally published on Zacks Investment Research (zacks.com).
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