Sirius XM Holdings Inc. · SIRI · Next earnings

Sirius XM Holdings Inc. reports Thursday, Feb 4, 2027

SIRI reports before market open with consensus EPS at $0.73 and revenue at $2.18B. Last quarter: Sirius XM raises full-year outlook as advertising and engagement strengthen

Reports Before market open92 days awayDate estimated Communication Services

What the street expects

Consensus for the coming report
Consensus EPS $0.73 Calendar consensus
Consensus revenue $2.18B Calendar consensus
Report date Feb 4, 2027 Thursday, date estimated
Session Before market open 92 days away

Where SIRI left off: FY2026 Q3

Full report

Sirius XM raises full-year outlook as advertising and engagement strengthen

EPS surprise +0.9% Reported $0.78 vs $0.77
Revenue surprise -0.1% Reported $2.15B vs $2.16B
Stock move +4.9% Event window
Subsequent drift +7.4% Up to 20 sessions

Full-year revenue, adjusted EBITDA and free cash flow guidance were raised. The supplied analysis does not state the size of the change for this quarter.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Memory-chip cost inflation may continue to pressure equipment revenue and margins.
  • Lower self-pay conversion rates and promotional acquisition may challenge subscriber growth; lower-priced bundles could dilute ARPU.
  • Advertising demand, YouTube Audio monetization and spectrum-related developments remain uncertain.

Questions analysts left open

  • Management did not provide clarity on self-pay net-add guidance and expected fourth-quarter trends in the supplied analysis.
  • The timing and EBITDA contribution of the YouTube partnership remain open questions.
  • The durability of programming cost savings and the effects of memory-chip pricing on equipment revenue and margins warrant monitoring.

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Recent SIRI quarters

All SIRI earnings
+4.9%FY2026 Q3-5.0%FY2026 Q2

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.