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Dec 31, 2025
Sirius XM Q4 2025 Earnings Report
SiriusXM reported largely flat fourth-quarter revenue, delivered record quarterly free cash flow, and posted positive net income.
Key Takeaways
In Q4 2025, SiriusXM generated $2.19B in total revenue and $99M in net income, with diluted EPS of $0.24. The company delivered record quarterly free cash flow of $541M, supported by cost discipline and stronger advertising performance.
Total revenue was $2193000000 in Q4 2025, largely flat year-over-year.
Net income was $99000000 in Q4 2025, with diluted EPS of $0.24.
Free cash flow reached a Q4 record of $541000000.
Self-pay net subscriber additions were 110000 in Q4 2025.
Revenue by Segment
Forward Guidance
For full-year 2026, SiriusXM guided to approximately $8.5B in revenue, $2.6B in adjusted EBITDA, and $1.35B in free cash flow, with management emphasizing stability versus 2025 and continued cash flow growth.
Positive Outlook
- FY2026 revenue guidance of approximately 8500000000 indicates stability versus 2025.
- FY2026 adjusted EBITDA guidance of approximately 2600000000 implies stability versus 2025.
- FY2026 free cash flow guidance of approximately 1350000000 implies growth versus 2025.
- Guidance suggests improved cash flow conversion relative to recent years.
- Company reiterated a longer-term free cash flow target of $1.5B for 2027.
Challenges Ahead
- Guidance metrics are approximate and may vary with operating conditions.
- Adjusted EBITDA and free cash flow are non-GAAP and were not reconciled to GAAP measures.
- GAAP results may include special items that are difficult to predict prior to year-end.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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