--- title: "SiriusXM Loses 301,000 Self-Pay Subscribers" type: "News" locale: "en" url: "https://longbridge.com/en/news/274993965.md" description: "SiriusXM Holdings Inc. (NASDAQ: SIRI) reported a loss of 301,000 self-pay subscribers, totaling 31.35 million. Despite a slight decline in subscriber revenue to $1.626 billion, the company beat analyst expectations with total quarterly revenue of $2.19 billion. Adjusted EPS of 80 cents surpassed estimates, while GAAP EPS of 24 cents fell short. The outlook for 2025 revenue and adjusted EBITDA has been lowered. Shares rose 8.39% to $22.47 in premarket trading, amid elevated short interest of 15% in publicly tradable shares." datetime: "2026-02-05T14:34:27.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/274993965.md) - [en](https://longbridge.com/en/news/274993965.md) - [zh-HK](https://longbridge.com/zh-HK/news/274993965.md) --- > Supported Languages: [简体中文](https://longbridge.com/zh-CN/news/274993965.md) | [繁體中文](https://longbridge.com/zh-HK/news/274993965.md) # SiriusXM Loses 301,000 Self-Pay Subscribers **SiriusXM Holdings Inc.** (NASDAQ:SIRI) stock gained on Thursday after it reported fiscal fourth-quarter 2025 results. The company noted that subscriber revenue was $1.626 billion for the quarter, down from $1.633 billion year-over-year. The New York-based company reported a quarterly revenue of $2.19 billion, flat Y/Y, beating the analyst consensus estimate of $2.17 billion. GAAP EPS of 24 cents missed the analyst consensus estimate of 78 cents; advertising revenue was $491 million, up from $477 million a year ago. Adjusted EPS of 80 cents topped the analyst consensus estimate of 78 cents. For the year, SiriusXM self-pay subscribers decreased by 301,000 to 31.35 million total subscribers versus 31.65 million Y/Y. The self-pay monthly churn for the quarter stood at 1.4%, slightly down from 1.5% a year ago. SiriusXM segment revenue declined 1% year over year to $1.61 billion during the quarter, driven by the decline in self-pay subscribers offset by an increase in average revenue per user (ARPU). ARPU increased to $15.17 from $15.11 Y/Y. SiriusXM segment gross margin declined 100 bps Y/Y to 59% as the gross profit decreased 1% Y/Y. Pandora segment advertising revenue rose 4% Y/Y to $450 million for the quarter. For the year, Pandora's Monthly Active Users (MAUs) were 41.11 million, down from 43.34 million a year ago. The total number of ad-supported listener hours was 2.33 billion in the quarter, down from 2.39 billion Y/Y. The Pandora segment gross margin expanded by 200 bps Y/Y to 36% for the quarter as the gross profit increased by 8% Y/Y. The adjusted EBITDA slightly rose to $691 million from $688 million Y/Y. The net income declined to $99 million, from $287 million Y/Y. The company generated $541 million in free cash flow in the quarter, compared to $516 a year ago. As of December 31, it held $94 million in cash and equivalents. SiriusXM distributed $91 million through dividends and repurchased $46 million in shares, returning $137 million to shareholders during the quarter. ## Outlook SiriusXM now expects a revenue of $8.500 billion (down from prior outlook of $8.525 billion), below the analyst consensus estimate of $8.548 billion. It now expects an adjusted EBITDA of $2.600 billion (down from prior outlook of $2.625 billion) and a free cash flow of $1.35 billion (down from prior outlook of $2.625 billion). ## Elevated Short Float About 30.8 million shares are currently sold short, representing roughly 15% of the company's publicly tradable shares, a relatively elevated level that suggests notable bearish positioning and the potential for heightened volatility if sentiment shifts. **SIRI Price Action:** Sirius XM Holdings shares were up 8.39% at $22.47 during premarket trading on Thursday, according to Benzinga Pro data. _Photo via Shutterstock_ ### Related Stocks - [Sirius XM Holdings Inc. (SIRI.US)](https://longbridge.com/en/quote/SIRI.US.md) - [State Street® CommServSelSectSPDR®ETF (XLC.US)](https://longbridge.com/en/quote/XLC.US.md) ## Related News & Research - [SiriusXM to Report First Quarter 2026 Operating and Financial Results | SIRI Stock News](https://longbridge.com/en/news/281239731.md) - [Ciena Shareholders Back Board, Auditor and Executive Pay](https://longbridge.com/en/news/281265357.md) - [12:22 ETFOX NEWS DELIVERS RECORD-SETTING QUARTER ON YOUTUBE BESTING ALL NEWS BRANDS WITH 1.5 BILLION VIDEO VIEWS](https://longbridge.com/en/news/281554482.md) - [08:19 ETTata Communications Maintains a Leader Position for 13th Straight Year in Gartner® Magic Quadrant™](https://longbridge.com/en/news/281522709.md) - [Banque Pictet & Cie SA Takes $10.19 Million Position in T-Mobile US, Inc. $TMUS](https://longbridge.com/en/news/281483491.md)