SiriusXM Holdings Inc.
SIRI
Jodie read · what matters now
Revenue increased 1.1% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to SIRI, and whether its market group begins moving.
Latest filing assessment · baseline
Fundamentals strengthened in the latest filing
10-Q filed 2026-04-30 against the comparable filing from 2025-05-01.
What improved
- Revenue increased 1.1% versus the comparable filing period.
- Operating margin improved 3.0 percentage points.
- Net income increased 20.1% versus the comparable filing period.
What weakened
No thresholded deterioration was identified.
Filing receipts
“Cash Flows Used in Investing Activities Cash flows used in investing activities in the three months ended March 31, 2026 were primarily due to spending for capitalized software and hardware, the construction of satellites, acquisitions of tax-effective investments for total cash consideration of $53 and a cost method investment for total cash consideration of $20.”
“The increase was driven by higher subscriber and advertising revenue as well as lower cost of services, product and technology and general and administrative expenses driven by disciplined cost management and operational efficiency.”
“The increase was primarily driven by higher bad debt expense, partially offset by lower transaction fees.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind SIRI
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Depended on by
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 6 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
SIRI is currently a Leader in the organic co-movement group Audio Entertainment. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for SIRI; it is not active in the latest market snapshot.
Theme membership history
No durable theme membership has been observed for this name yet.