SI

SiriusXM Holdings Inc.

SIRI · SiriusXM Holdings Inc. · Consumer Discretionary

Up next day
7/12
58%
Fell despite growth
2/12
Good earnings ignored
Avg earnings move
±3.5%
typical swing on earnings
Price when beating
+1.0%
avg over 8 beats
Biggest single move
-6.5%
'25.9 · largest reaction

How this stock reacts to earnings

Traits seen across its recent earnings reactions

Beating estimates doesn't always lift it
Up the next day 5 of 8 beats (63%)
Reaction is erratic and hard to predict
Avg +1.0% on a beat, -1.1% on a miss
vs Consumer Discretionary sector avg (201 peers)
This
+0.3%
Sector
+0.5%
Avg next-day reaction

Earnings number vs guidance — which drives it?

How often the beat/miss matched the actual price move

The number and guidance move the price about equally
Moved opposite to results 5 of last 12 times (42%)
3xBeat but fell
Even a beat sells off if guidance disappoints
2xMissed but rose
Even a miss rebounds if guidance reassures

Earnings timeline · tap a bar for that quarter

Nov 5Before open
'26.9 expectedEst. EPS $0.78
Quarter ended 6/2026
Reported 2026-07-30
Next-day move
-4.4%
After 5 days -3.5%
vs Consensus$0.78$0.70-10.8% miss
EPS
$0.70
YoY +23%
Revenue
$2.2B
YoY +1%
Next-Q guidance
N/A
Price around earnings
Fell despite growthvs market -5.1%p2.4x normal — unusual drop+17% run-up before

Earnings trend · last 12 quarters

EPS$0.70YoY +23%
'23.9'26.6
Revenue$2.2BYoY +1%
'23.9'26.6

Price vs earnings · last 12 quarters

UpDown
Bad news out
weak · up ↑
4x33%
Met expectations
good · up ↑
3x25%
Disappointment
weak · down ↓
3x25%
Good earnings ignored
good · down ↓
2x17%
← Weak earningsStrong earnings →

Price rose even on weak earnings — bad news priced in / buy-the-dip · 4 of 12q (33%)

Community · SIRI

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