Sirius XM Holdings Inc
XMUN:RDO
Decide at what price you'd be comfortable buying and we'll help you stay ready.
|
S
|
Sirius XM Holdings Inc
XMUN:RDO
|
US |
|
T
|
Toro Co
SWB:TO2
|
US |
|
Subsea 7 SA
OSE:SUBC
|
UK |
|
T
|
TMX Group Ltd
F:9TX
|
CA |
|
D
|
DaVita Inc
F:TRL
|
US |
|
Loop Industries Inc
F:3L9
|
CA |
|
RWS Holdings PLC
F:RWJ1
|
UK |
|
U
|
Universal Health Services Inc
XBER:UHS
|
US |
|
M
|
Macquarie Group Ltd
SWB:4M4
|
AU |
|
Iron Mountain Inc
NYSE:IRM
|
US |
|
S
|
Secom Co Ltd
DUS:XSC
|
JP |
|
D
|
Devon Energy Corp
DUS:DY6
|
US |
|
W
|
Waters Corp
DUS:WAZ
|
US |
|
Phunware Inc
NASDAQ:PHUN
|
US |
|
E
|
Eaton Corporation PLC
DUS:3EC
|
IE |
|
PTC Therapeutics Inc
NASDAQ:PTCT
|
US |
|
M
|
MetLife Inc
XBER:MWZ
|
US |
|
T
|
TransAlta Corp
XMUN:TZ1
|
CA |
|
Caixabank SA
F:48CA
|
ES |
|
K
|
Kinder Morgan Inc
F:2KD
|
US |
|
Ajinomoto Co Inc
F:AJI
|
JP |
|
Brookfield Corp
TSX:BN
|
CA |
|
Franklin Covey Co
NYSE:FC
|
US |
Sirius XM Holdings Inc
Sirius XM Holdings runs paid audio services for cars, phones, and connected devices. Its main products are SiriusXM satellite radio, which delivers music, talk, sports, and news to subscribers in vehicles, and Pandora, which offers personalized streaming music supported by both subscriptions and advertising. The company also sells podcast and ad products tied to its audio audience. Its main customers are drivers, commuters, and music and talk listeners who want audio content beyond free radio. Sirius XM makes most of its money from subscription fees, while Pandora and parts of its podcast business add advertising revenue. The company also earns money through partnerships with car makers and other distributors that help place its service in front of new users. What makes Sirius XM different is that it sits between traditional radio and modern streaming. It owns a national satellite network, direct-to-consumer apps, and a large library of exclusive channels and programming, so it can reach listeners in cars and on devices through one subscription business. That mix of subscription and ad-supported audio gives it a role as a specialized paid audio provider rather than a broad entertainment company.
Sirius XM Holdings runs paid audio services for cars, phones, and connected devices. Its main products are SiriusXM satellite radio, which delivers music, talk, sports, and news to subscribers in vehicles, and Pandora, which offers personalized streaming music supported by both subscriptions and advertising. The company also sells podcast and ad products tied to its audio audience.
Its main customers are drivers, commuters, and music and talk listeners who want audio content beyond free radio. Sirius XM makes most of its money from subscription fees, while Pandora and parts of its podcast business add advertising revenue. The company also earns money through partnerships with car makers and other distributors that help place its service in front of new users.
What makes Sirius XM different is that it sits between traditional radio and modern streaming. It owns a national satellite network, direct-to-consumer apps, and a large library of exclusive channels and programming, so it can reach listeners in cars and on devices through one subscription business. That mix of subscription and ad-supported audio gives it a role as a specialized paid audio provider rather than a broad entertainment company.
Strong quarter: SiriusXM said Q1 was a solid start to 2026, with revenue of $2.09 billion, adjusted EBITDA up 6% to $666 million, and free cash flow more than tripling to $171 million.
Subscribers improved: Self-pay net additions were negative 111,000, but that was a big improvement from last year, helped by companion subscriptions, continuous service, and dealer extended-duration plans.
Pricing held: Churn fell to 1.5% even after the February price increase, while ARPU rose 1% to $14.99.
Ads accelerating: Advertising revenue rose 3% to nearly $407 million, led by podcasting, programmatic demand, and technology fees.
YouTube deal: Management called the YouTube partnership a major strategic step that expands reach to 255 million monthly listeners, but said it will not materially affect 2026 results and is more of a 2027 story.
Spectrum optionality: The company said it is exploring monetization opportunities for its spectrum, with a partnership-first approach and a timeline that could stretch over multiple years.
2026 outlook reaffirmed: SiriusXM kept its full-year view for relatively flat revenue, stable adjusted EBITDA, modestly lower self-pay net additions, and free cash flow of about $1.35 billion.
