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Sirius XM (SIRI) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates
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Sirius XM (SIRI - Free Report) reported $2.15 billion in revenue for the quarter ended September 2026, representing a year-over-year decline of 0.3%. EPS of $0.78 for the same period compares to $0.84 a year ago.
The reported revenue represents a surprise of -0.25% over the Zacks Consensus Estimate of $2.16 billion. With the consensus EPS estimate being $0.76, the EPS surprise was +2.63%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
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 - Net additions - Sirius XM - Self-pay subscribers: 5 versus -70 estimated by four analysts on average.
Subscribers - Sirius XM - Ending subscribers: 32,854 versus the three-analyst average estimate of 32,772.
Subscribers - Pandora and Off-platform - Ending subscribers: 5,514 versus the three-analyst average estimate of 5,577.
Average self-pay monthly churn - Sirius XM: 1.5% versus the three-analyst average estimate of 1.5%.
Revenue- Pandora and Off-platform- Advertising revenue: $419 million compared to the $421.87 million average estimate based on four analysts. The reported number represents a change of +0.7% year over year.
Revenue- Pandora and Off-platform- Subscriber revenue: $130 million versus the four-analyst average estimate of $129.67 million. The reported number represents a year-over-year change of -1.5%.
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 +0.2% year over year.
Revenue- Sirius XM- Equipment revenue: $36 million versus the three-analyst average estimate of $35.77 million. The reported number represents a year-over-year change of -16.3%.
Revenue- Subscriber revenue: $1.63 billion compared to the $1.63 billion average estimate based on three analysts. The reported number represents a change of +0.1% year over year.
Revenue- Other revenue: $31 million compared to the $30.98 million average estimate based on three analysts. The reported number represents a change of -3.1% year over year.
Revenue- Equipment revenue: $36 million compared to the $35.77 million average estimate based on three analysts. The reported number represents a change of -16.3% year over year.
Revenue- Advertising revenue: $456 million versus the three-analyst average estimate of $461.32 million. The reported number represents a year-over-year change of +0.2%.
Shares of Sirius XM have returned +5.6% over the past month versus the Zacks S&P 500 composite's +0.9% 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.
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Sirius XM (SIRI) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates
Sirius XM (SIRI - Free Report) reported $2.15 billion in revenue for the quarter ended September 2026, representing a year-over-year decline of 0.3%. EPS of $0.78 for the same period compares to $0.84 a year ago.
The reported revenue represents a surprise of -0.25% over the Zacks Consensus Estimate of $2.16 billion. With the consensus EPS estimate being $0.76, the EPS surprise was +2.63%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
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:View all Key Company Metrics for Sirius XM here>>>
Shares of Sirius XM have returned +5.6% over the past month versus the Zacks S&P 500 composite's +0.9% 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.