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SiriusXM第三季度净利增7%至3.17亿美元:自费订户净增5000人,公司上调全年指引

2026-10-29 · 金融 · GSM News

卫星与流媒体音频公司SiriusXM于10月29日公布第三季度业绩:营收微降0.3%至21.5亿美元,净利同比增7%至3.17亿美元,调整后每股收益0.78美元,优于分析师预期。财报公布当天,公司股价上涨近5%。

订户方面,卫星广播自费订户当季净增5000人,扭转去年同期净减4万人的局面;自费订户总数达3130万,总订户约3300万,月流失率由1.6%改善至1.5%,订户平均收听时长同比增长5%。

旗下Pandora与站外业务收入为5.49亿美元,与去年基本持平;Pandora付费订户550万,月活跃用户3880万,均同比下滑,其广告支持收听时长下降约10%。

公司将全年营收指引上调至约85.5亿美元,调整后EBITDA指引上调至26.5亿美元,自由现金流预计约14亿美元。首席执行官Jennifer Witz表示,公司优先保住订户与收入而非激进获客,同时提示第四季度的自费订户趋势将更具挑战。

SiriusXM Q3 Net Income Rises 7% to $317 Million on Subscriber Gains; Company Raises Full-Year Guidance

SiriusXM reported third-quarter results on October 29: revenue dipped 0.3 percent to $2.15 billion, while net income rose 7 percent to $317 million and adjusted earnings of $0.78 a share beat analyst estimates. The stock rose nearly 5 percent on the day of the report.

The satellite service added 5,000 net self-pay subscribers in the quarter, reversing a loss of 40,000 a year earlier, ending with 31.3 million self-pay subscribers and roughly 33 million total subscribers. Monthly churn improved to 1.5 percent, and average listening time grew 5 percent year over year.

Pandora and off-platform revenue was essentially flat at $549 million, though Pandora's paid subscribers slipped to 5.5 million and monthly active users fell to 38.8 million, with ad-supported listening hours down about 10 percent.

The company raised its full-year guidance to about $8.55 billion in revenue and $2.65 billion in adjusted EBITDA, with free cash flow of about $1.4 billion. CEO Jennifer Witz said the company is prioritizing retention and revenue over aggressive acquisition, while warning that fourth-quarter self-pay subscriber trends will be more challenging.

来源:GSM·美国(原文链接)

图片来源:图:车载接收机上显示的SiriusXM卫星广播界面(资料图)。Praiselightmedia摄,CC BY-SA 4.0,经Wikimedia Commons。 / The SiriusXM interface displayed on a car receiver (file photo). Photo by Praiselightmedia, CC BY-SA 4.0, via Wikimedia Commons.

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