earnings
confidence high
sentiment negative
materiality 0.70
SiriusXM Q2 revenue down 2% to $2.14B; EPS $0.57 vs $0.74; FCF up 27% to $402M
SIRIUS XM HOLDINGS INC.
2025-Q2 EPS reported
$1.16
revenue$4,206,000,000
- Revenue $2.14B (-2% YoY); net income $205M ($0.57 diluted EPS) vs $354M ($0.74) a year ago.
- Adjusted EBITDA $668M (31% margin); free cash flow $402M, up $85M or 27% YoY.
- SiriusXM self-pay subs down ~68k sequentially but improved 32k vs prior year; churn 1.5%.
- Pandora and Off-Platform revenue $524M (-3% YoY); podcast revenue up nearly 50%.
- Full-year 2025 guidance reaffirmed: revenue ~$8.5B, Adj. EBITDA ~$2.6B, FCF ~$1.15B.
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