Sirius XM Holdings Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
15.7%projected annual EPS growth
Analyst Coverage
13analysts covering
FY EPS (est.)
$2.99next fiscal year
Monitoring Framework
Key Performance Indicators
Self-Pay Monthly Churn Rate Quarterly150.0%
Average Revenue Per User (ARPU) Quarterly15.0
Free Cash Flow (Full Year 2026 Guidance) Annually1.4B
Adjusted EBITDA (Full Year 2026 Guidance) Annually2.6B
Watch Items
- YouTube Audio Advertising Partnership ExecutionTrigger: Launch in Fall 2026Action: Monitor digital advertising revenue growth and programmatic demand trends in Pandora and Off-Platform segment.
- Subscriber Base StabilizationTrigger: Self-pay net additions turning positiveAction: Track quarterly self-pay net additions/losses (Q1 2026 was negative 111,000) to confirm turnaround.
- Deleveraging ProgressTrigger: Net leverage ratio of low-to-mid 3xAction: Evaluate debt reduction and leverage ratio (3.6x as of Q1 2026) relative to the year-end target.
Research as of 2 Sep 2026