"In its newly released Q4 earnings report, SiriusXM held steady on the revenue side, compared to Q4 2024. The subscriber count, always an important piece of the puzzle, Q4 gave a welcome lift to a downward moving full year. In all of 2025, Sirius lost 301,000 self-pay subs. Within that picture the fourth quarter offered uplift, as 110,000 new self-paying users signed up."
"Churn is always something to look at, and Sirius saw self-paying monthly churn drop from 16% to 15%, year-over-year. At the end of the day - well, the year - SiriusXM held a subscriber base of 33 million users. There was demand for exclusive premium content served to subscribers, including sports. Remembering that SiriusXM has roots in automobile presence, the company's outlook for 2026 is dampened by expected weakening car sales."
Revenue in Q4 matched Q4 2024 levels. Full-year 2025 recorded a net loss of 301,000 self-pay subscribers, while the fourth quarter added 110,000 new self-paying users. Self-paying monthly churn fell from 16% to 15% year-over-year. Year-end subscriber base stood at 33 million users. Demand existed for exclusive premium content, including sports. The company’s automotive exposure led to a cautious 2026 outlook due to expected weaker car sales. Podcast ad revenue grew 41% in 2025, marking a notable growth area. Revenue stability contrasted with annual subscriber decline, highlighting reliance on content and podcast growth for future momentum.
Read at RAIN News
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