For the quarter ended March 2025, Sirius XM (SIRI) reported revenue of $2.07 billion, down 4.4% over the same period last year. EPS came in at $0.59, compared to $0.70 in the year-ago quarter.
The reported revenue represents a surprise of -0.72% over the Zacks Consensus Estimate of $2.08 billion. With the consensus EPS estimate being $0.70, the EPS surprise was -15.71%.
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.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
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: -303 versus the four-analyst average estimate of -386.
- Subscribers - Sirius XM - Ending subscribers: 32,864 versus the three-analyst average estimate of 32,862.
- Subscribers - Pandora and Off-platform - Ending subscribers: 5,705 versus 5,687 estimated by three analysts on average.
- Average self-pay monthly churn - Sirius XM: 1.6% compared to the 1.8% average estimate based on three analysts.
- Revenue- Sirius XM- Total: $1.58 billion versus the three-analyst average estimate of $1.59 billion. The reported number represents a year-over-year change of -5.2%.
- Revenue- Pandora and Off-platform- Total: $487 million versus $482.97 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -1.6% change.
- Revenue- Sirius XM- Subscriber revenue: $1.47 billion versus $1.48 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -5% change.
- Revenue- Sirius XM- Advertising revenue: $39 million versus the three-analyst average estimate of $38.36 million. The reported number represents a year-over-year change of -2.5%.
- Revenue- Sirius XM- Equipment revenue: $41 million compared to the $44.79 million average estimate based on three analysts. The reported number represents a change of -18% year over year.
- Revenue- Subscriber revenue: $1.60 billion compared to the $1.61 billion average estimate based on three analysts. The reported number represents a change of -4.6% year over year.
- Revenue- Pandora and Off-platform- Subscriber revenue: $132 million compared to the $129.91 million average estimate based on three analysts. The reported number represents a change of -0.8% year over year.
- Revenue- Pandora and Off-platform- Advertising revenue: $355 million compared to the $353.06 million average estimate based on three analysts. The reported number represents a change of -1.9% year over year.
View all Key Company Metrics for Sirius XM here>>>
Shares of Sirius XM have returned -4.1% over the past month versus the Zacks S&P 500 composite's -0.7% 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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This article originally published on Zacks Investment Research (zacks.com).
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