Sirius XM Holdings 2026: Revenue $2.15B, EPS $0.78— 10-Q Summary
Sirius XM Holdings reported 2026 revenue of $2.15B, down 0.3% YoY, and net income of $317M, up 6.7% YoY. EPS was $0.78, down 7.1% YoY. Nine-month revenue rose 1%, driven by off-platform advertising growth. SiriusXM subscribers increased by 46,000 YoY, while Pandora users declined 7%.
How this was made

The 30-second read
Why it matters
The earnings miss may trigger short‑term selling, but management's guidance on off‑platform monetization could support longer‑term upside.
Market read
The report offers fresh earnings data that can affect trading decisions on SIRI and related media stocks.
What to watch
Lower content costs and higher memory/cloud spend may improve margins later in the year.
Background
Sirius XM filed its 10‑Q for the quarter ending September 2026, providing the first public disclosure of the results.
Ticker impact
Sirius XM reported Q3 2026 revenue of $2.15B and EPS of $0.78, a slight decline from the prior year.
likely pressure as the market prices in the EPS decline and modest revenue contraction
The company posted lower EPS (-7.1%) and marginal revenue dip (-0.3%) versus the prior year, indicating weaker performance.
Market effects
Satellite radio and streaming peers may see similar pressure if subscriber growth stalls.
U.S. media and communications sector could face slight downside.
Limited to investors tracking US telecom and media stocks.
Counterpoint
If off‑platform ad growth accelerates, the stock could rebound despite the near‑term miss.
Key entities
- companySirius XM Holdings
U.S. satellite radio and streaming provider.



