earnings
confidence high
sentiment positive
materiality 0.75
SiriusXM beats 2025 guidance with FCF growth; stable 2026 outlook
SIRIUS XM HOLDINGS INC.
2025-FY EPS reported
$2.23
revenue$8,558,000,000
- FY 2025 revenue $8.56B (-2% YoY); net income $805M vs 2024 loss of $2,075M.
- Full-year adjusted EBITDA $2.67B (31% margin); free cash flow $1.26B, up 24% YoY.
- Q4 self-pay net adds 110K (incl. ~80K from companion plans); total subs 33M.
- Podcasting revenue +41% in 2025; renewed Howard Stern for 3 years.
- 2026 guidance: revenue ~$8.5B, adj. EBITDA ~$2.6B, free cash flow ~$1.35B.