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Companies ›Consumer Cyclicals ›SIRI
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SIRI — Nasdaq Broadcasting

Sirius Xm Holdings Inc.

$30,72
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Last 30 days
1D5D1M3M6MYTD1Y5YMax
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Mcap
10,4B USD
P/E
12,5x
EV / Rev
2,3x
Div yield
—
Op margin
17,2 %
ROE
6,9 %
Net margin
9,4 %
Debt / equity
0,83
Beta
—
52w range
—
Volume
1
Day range
—
Prev close
$31,68
Open
—
Next earnings
2026-10-28
Ex-dividend
—
TR 1Y
—
About

SIRIUS XM HOLDINGS INC. is classified under Technology / Software and appears profitable on the latest normalized snapshot.

Business. SIRIUS XM HOLDINGS INC. (SIRI) is a broadcasting company that operates within the Consumer Discretionary sector. The firm generates revenue primarily through a subscription-based model. It is headquartered in the United States and is listed on the Nasdaq stock exchange. Specific details regarding operating segments and geographic revenue mix are not available.

Classification99 %
SectorConsumer Discretionary
Industry groupBroadcasting
Generated · rules-based
Sell-side consensus
HOLD16 analysts
4 buy8 hold4 sell
Avg 12m price target29,21

Analyst recommendations

16 analysts · consensus Hold
Buy4
Hold8
Sell4
12-month price target
29,21
Consensus of sell-side coverage.
Upcoming events
  • EarningsQ3 2026 earnings (expected)2026-10-28 · estimated
See all catalysts →

At a glance

Score
—
not yet scored
Valuation→
12,5x
P/E
Analysts→
Hold
16 analysts · indicative
Ownership→
AQR Capital Management, LLC
largest disclosed fund holder
Profitability→
6,9 %
return on equity
Quality
—
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning SIRI.

    • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary · THIS SECTOR+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to SIRI. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Company
    • EarningsQ3 2026 earnings (expected)2026-10-28 · estimated
    • Peers
    • EarningsQ2 2026 earnings (expected)2026-08-28 · estimated · Salesforce (CRM)
    • EarningsQ3 2026 earnings (expected)2026-10-28 · estimated · ServiceNow (NOW)
    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR
    • Congressional trades
    • CongressJohn W Hickenlooper — SiriusXM Holdings Inc. - Common Stock2026-02-05 · Democrat · CO · Sale · $50,001 - $100,000
    • CongressAugust Lee Pfluger II — SiriusXM Holdings Inc. - Common2026-01-13 · Republican · TX · Sale · $1,001 - $15,000
    • CongressAugust Lee Pfluger II — SiriusXM Holdings Inc. - Common2024-09-10 · Republican · TX · Exchange · $1,001 - $15,000
    • CongressSusie Lee — Sirius XM Holdings Inc.2020-12-28 · Democrat · NV · Sale · $1,001 - $15,000

    Pre-earnings brief

    Briefing · model-assisted

    Sirius XM Holdings Inc. (SIRI) experienced significant institutional portfolio adjustments in late June 2026, marked by a major reduction in holdings by investor ID 587. This investor slashed their position from 12,726 shares to just 193 shares as of March 31, 2026, a change detected on June 28, 2026. This drastic cut represents a shift from a holding valued at approximately $0.29 million to a negligible $0.004 million, signaling a substantial exit from the stock by this specific entity. Concurrently, another major holder, investor ID 532, completely exited their position, dropping a stake of 124,807,117 shares valued at $2.88 billion. This notable drop, detected on June 23, 2026, underscores a broader trend of institutional realignment within the company’s shareholder base. The departure of such a large block of shares highlights the volatility in institutional ownership and the potential impact on market sentiment. On the other side of the ledger, new institutional interest emerged with the addition of three notable holders. Investor ID 481 added 1,740,191 shares valued at $40.16 million, while investor ID 478 acquired 161,294 shares worth $0.0037 million. Additionally, investor ID 479 added 2,156,763 shares to their portfolio. These additions, all detected on June 20, 2026, suggest that while some large investors are exiting, others are establishing or increasing their positions in Sirius XM. These shifts occur against a backdrop of limited analyst coverage, with only seven analysts currently tracking the stock, and no index memberships reported. The company maintains a top holder count of 29, indicating a concentrated but active institutional base. As this is the first analysis for this ticker, there is no prior basis for delta computation, making these recent holder changes the primary indicators of current market dynamics for Sirius XM.

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    SIRIUS XM HOLDINGS INC. (SIRI) is a broadcasting company that operates within the Consumer Discretionary sector. The firm generates revenue primarily through a subscription-based model. It is headquartered in the United States and is listed on the Nasdaq stock exchange. Specific details regarding operating segments and geographic revenue mix are not available.

    Classification99 %
    SectorConsumer Discretionary
    Industry groupBroadcasting
    AI synthesis
    GENERATED

    SIRIUS XM HOLDINGS INC. (SIRI) is currently classified as Application Software within Software (Technology). Classification confidence: 0.81 (rule-based classification). Capital structure on the latest snapshot: total assets 27,147,000,000 USD, total equity 11,731,000,000, short-term debt 0, long-term debt 9,688,000,000. Net cash position is approximately -9,613,000,000 USD. Self-calculated market cap is 10,055,500,000 USD (market_price × shares_outstanding_diluted). Profitability profile: revenue 2,091,000,000, gross profit 1,105,000,000, operating income 454,000,000, net income 245,000,000. Return on equity ~6.9%. Return on assets ~3.0%. Operating-cash-flow to net-income ratio is 2.36. Risk profile from automated assessment: liquidity risk high, dilution risk medium. Flags: Current liabilities exceed current assets.; Net cash is negative after subtracting total debt.; Source documents mention dilution or offering risk.. Recent news context: [TRIGGER] allocator_boost: allocator_boost (allocator) on SIRI — watcher=allocator; producer_version=ws49-p2a-v2; plan_date=2026-07-29; ev=6.145072; company_id=3564a3ac-9453-44d1-a5a2-dec1b32a2d78; jurisdiction=TH; term_contributions={'event_proximity': 2.456192, 'gradability': 0.0, 'staleness': 3.688879, 'credibility_interest': 0.0}; days_since_analysis=39; pending_promises=0; reason=Calendar-week cohort boost for SIRI: earnings 2026-07-30 (basis: expected (estimated date); never_analyzed=True; EV=6.145072; days_since=39); calendar_week={'next_event_date': '2026-07-30', 'days_until': 1, 'bases': ['expected (estimated date)'], 'in_plan_rows': False, 'never_analyzed': True}; source_tag=calendar_week; contributing_watchers=allocator (source=allocator; url=allocator:2026-07-29:SIRI). Additional context: allocator_boost: watcher=allocator; producer_version=ws49-p2a-v2; plan_date=2026-07-29; ev=6.145072; company_id=3564a3ac-9453-44d1-a5a2-dec1b32a2d78; jurisdiction=TH; term_contributions={'event_proximity': 2.456192, 'gradability': 0.0, 'staleness': 3.688879, 'credibility_interest': 0.0}; days_since_analysis=39; pending_promises=0; reason=Calendar-week cohort boost for SIRI: earnings 2026-07-30 (basis: expected (estimated date); never_analyzed=True; EV=6.145072; days_since=39); calendar_week={'next_event_date': '2026-07-30', 'days_until': 1, 'bases': ['expected (estimated date)'], 'in_plan_rows': False, 'never_analyzed': True}; source_tag=calendar_week; contributing_watchers=allocator. Comparable peers identified within the same class: Microsoft, Salesforce, ServiceNow.

    Sirius XM Holdings Inc. (SIRI) experienced significant institutional portfolio adjustments in late June 2026, marked by a major reduction in holdings by investor ID 587. This investor slashed their position from 12,726 shares to just 193 shares as of March 31, 2026, a change detected on June 28, 2026. This drastic cut represents a shift from a holding valued at approximately $0.29 million to a negligible $0.004 million, signaling a substantial exit from the stock by this specific entity. Concurrently, another major holder, investor ID 532, completely exited their position, dropping a stake of 124,807,117 shares valued at $2.88 billion. This notable drop, detected on June 23, 2026, underscores a broader trend of institutional realignment within the company’s shareholder base. The departure of such a large block of shares highlights the volatility in institutional ownership and the potential impact on market sentiment. On the other side of the ledger, new institutional interest emerged with the addition of three notable holders. Investor ID 481 added 1,740,191 shares valued at $40.16 million, while investor ID 478 acquired 161,294 shares worth $0.0037 million. Additionally, investor ID 479 added 2,156,763 shares to their portfolio. These additions, all detected on June 20, 2026, suggest that while some large investors are exiting, others are establishing or increasing their positions in Sirius XM. These shifts occur against a backdrop of limited analyst coverage, with only seven analysts currently tracking the stock, and no index memberships reported. The company maintains a top holder count of 29, indicating a concentrated but active institutional base. As this is the first analysis for this ticker, there is no prior basis for delta computation, making these recent holder changes the primary indicators of current market dynamics for Sirius XM.

    Key takeaways
    • Observed GAAP P/E is about 12.49x.
    • Return on equity is about 6.9%.
    • Debt to equity is about 0.83x.
    • [TRIGGER] allocator_boost: allocator_boost (allocator) on SIRI — watcher=allocator; producer_version=ws49-p2a-v2; plan_date=2026-07-29; ev=6.145072; company_id=3564a3ac-9453-44d1-a5a2-dec1b32a2d78; jurisdiction=TH; term_contributions={'event_proximity': 2.456192, 'gradability': 0.0, 'staleness': 3.688879, 'credibility_interest': 0.0}; days_since_analysis=39; pending_promises=0; reason=Calendar-week cohort boost for SIRI: earnings 2026-07-30 (basis: expected (estimated date); never_analyzed=True; EV=6.145072; days_since=39); calendar_week={'next_event_date': '2026-07-30', 'days_until': 1, 'bases': ['expected (estimated date)'], 'in_plan_rows': False, 'never_analyzed': True}; source_tag=calendar_week; contributing_watchers=allocator (source=allocator; url=allocator:2026-07-29:SIRI)
    • Likely peers from the same classification include Microsoft, Salesforce, ServiceNow.
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    Bull / Bear case

    Generated · model-assisted
    BULL CASE · 4

    Sirius XM generates $1.25 billion in free cash flow for FY2025, demonstrating strong cash generation capabilities despite revenue fluctuations.

    Operating margin of 17.2% significantly exceeds the broadcasting cohort median of 1.4%, indicating superior operational efficiency relative to peers.

    Return on equity of 6.9% outperforms the broadcasting cohort median of 1.3%, reflecting efficient use of shareholder capital.

    Cash conversion ratio of 2.36 is well above the cohort median of 1.05, suggesting high quality earnings and cash flow.

    BEAR CASE · 4

    Revenue declined at a 1.4% CAGR from FY2023 to FY2025, signaling a shrinking top line in a competitive market.

    The company faces high liquidity and credit risk flags, raising concerns about its ability to meet short-term obligations.

    Analysts assign a mean price target of $27.33, implying 13.7% downside from the current market price of $31.68.

    Long-term debt increased to $10.3 billion in FY2024, reflecting a heavier leverage burden compared to the $8.7 billion in FY2023.

    In focus — financials by report

    Quarterly
    Annual
    QUARTERLYFiled 2026-03-31
    Q4 2025 · Quarter highlights

    Revenue $2.09B; Operating income $454.0M.

    Revenue$2.09B
    Operating income$454.0M
    Net income$245.0M
    Free cash flow$166.0M
    EPS—
    Operating cash flow$271.0M
    Financials
    Income statement
    Revenue$2.09B
    Gross profit$1.10B
    Operating income$454.0M
    Net income$245.0M
    Margins
    Gross margin52.8%
    Operating margin21.7%
    Net margin11.7%
    FCF margin7.9%
    Balance sheet
    Total assets$27.15B
    Total liabilities$15.42B
    Total equity$11.73B
    Cash & equivalents$75.0M
    Long-term debt$9.69B
    Cash flow
    Operating cash flow$271.0M
    CapEx$105.0M
    Free cash flow$166.0M
    SBC$54.0M
    P&L flow · revenue → net income
    Revenue $2.09BOperating costs $1.64BTax $209.0MNet income $245.0M
    Highlights
    • ▍Revenue $2.09B
    • ▍Operating income $454.0M
    • ▍Net margin 11.7%

    Valuation FY

    Market price
    $30,72
    Market cap
    $10.06B
    Enterprise valueⓘ
    $19.67B
    P/Eⓘ
    12.5x
    Non-GAAP P/Eⓘ
    —
    EV / Revenueⓘ
    2.3x
    EV / Op incomeⓘ
    13.4x
    EV / OCFⓘ
    10.4x
    P / Bⓘ
    —
    P / Tangible bookⓘ
    —
    Tangible book
    -$841.0M
    Net cashⓘ
    -$9.61B
    Current ratioⓘ
    0.4
    Debt / equityⓘ
    0.8
    ROAⓘ
    3.0%
    ROEⓘ
    6.9%
    Cash conversionⓘ
    236.0%
    CapEx / revenueⓘ
    7.6%
    SBC / revenueⓘ
    2.1%
    Dilution ratioⓘ
    0.6%

    Revenue by segment

    Ad-Supported Audio Streaming—
    low · business_description · 2026-07-03
    Podcast Streaming—
    low · business_description · 2026-07-03
    Subscription Audio Streaming—
    low · business_description · 2026-07-03

    Market share

    INDUSTRYSEGMENTCOMPANYConsumer CyclicalsIndustryBroadcasting180,2B node revenueDIS 52,4%WBD 20,7%FOX 9,1%SIRI 4,8%VSNT 3,7%NXST 2,8%TV 2,0%SBGI 1,8%Other 2,9%
    Source: company disclosures · own-taxonomy revenue-covered set · attribution: collision-suspect (indicative)SIRI 4,8% · rank #4 of 19

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    Peer comparison7 peers · vs SIRI · multiples and returns
    DI
    DIS—
    THE WALT DISNEY COMPANY
    $98,32
    175,2B USD
    P/E
    14,0x
    +1,5 vs self
    Div yield
    —
    — vs self
    ROE
    11,4 %
    +4,5 vs self
    WB
    WBD—
    WARNER BROS. DISCOVERY, INC.
    $26,30
    65,2B USD
    P/E
    —
    — vs self
    Div yield
    —
    — vs self
    ROE
    -4,8 %
    -11,7 vs self
    FO
    FOX—
    FOX LTD
    $52,62
    23,3B USD
    P/E
    —
    — vs self
    Div yield
    —
    — vs self
    ROE
    —
    — vs self
    VS
    VSNT—
    Versant Media Group Inc
    $36,82
    —
    P/E
    —
    — vs self
    Div yield
    —
    — vs self
    ROE
    9,0 %
    +2,2 vs self
    NX
    NXST—
    Nexstar Media Group Inc
    $192,49
    5,9B USD
    P/E
    52,9x
    +40,4 vs self
    Div yield
    3,7 %
    — vs self
    ROE
    5,3 %
    -1,6 vs self
    TV
    TV—
    Grupo Televisa Sa-spon Adr
    $2,80
    67,4M USD
    P/E
    —
    — vs self
    Div yield
    —
    — vs self
    ROE
    8,0 %
    +1,1 vs self
    SB
    SBGI—
    Sinclair Inc
    $13,92
    1,0B USD
    P/E
    —
    — vs self
    Div yield
    6,6 %
    — vs self
    ROE
    -25,3 %
    -32,1 vs self

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 34 %
    EPS
    Consensus EPS
    3,15
    Predicted surprise
    -0,08
    Beat probability
    34 %
    Analysts
    16
    Other metrics
    Revenue
    —
    no estimate
    Segment revenue
    —
    no estimate
    Margin
    —
    no estimate
    Segment margin
    —
    no estimate
    revision ratio 0,01 · as of 2026-07-29 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPS—no estimate—no estimate3,15
    Revenue—no estimate—no estimate8,6B USD
    Operating income—no estimate—no estimate1,9B USD
    Full-year consensus mean (period as reported by source) · consensus in USD. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Corporate eventM&A horizon
    M&A probabilityconf 3 %
    Probability
    3 %
    Base rate
    3 %
    Band
    —
    180-day horizon · target 2027-01-23 · 1,0× base rate
    No acquirer candidates identified by the signal model.
    Probabilistic model output — not investment advice. · generated 2026-08-04

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution16 analysts
    Strong buy2
    Buy2
    Hold8
    Sell3
    Strong sell1
    12-month price target$29,21 · Median $30,00
    Low $20,00High $45,00
    Operating income · consensus1,9B USD
    EPS surprise
    −29,1 %
    reported vs consensus · miss
    Revenue surprise
    −0,1 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low$20,00
    Mean$29,21
    Median$30,00
    High$45,00
    Spot$30,72
    −4.9 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskMedium
    Liquidity riskHigh
    Filing-based flags
    • Current liabilities exceed current assets.
    • Net cash is negative after subtracting total debt.
    • Source documents mention dilution or offering risk.

    Benchmarks vs cohort

    Op Margin17,2 %Above P75
    Net Margin9,4 %Above median
    ROE6,9 %Above median
    Capex / Rev7,6 %Best in class
    D/E0,83Below median
    Cash Conv2,36Above median

    Corporate actions / M&A

    M&A probabilityconf —
    Probability
    3 %
    Base rate
    3 %
    Band
    Low
    180-day horizon · target 2027-01-23 · 1,0× base rate
    No acquirer candidates identified by the signal model.
    Corporate actionsNo corporate-action source connected yet — splits, dividends and buyback events are not tracked for this company. Honest-dim (no data fabricated).

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Regulatory filings
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    • Reference data
    How metrics are computed
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    • Market Price
      input from market-data provider (delayed close or quote-shim mid)
    • Ev To Revenue
      enterprise_value / revenue
    • Net Cash
      cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
    • Return On Equity
      net_income / total_equity
    • Market Cap
      market_price * shares_outstanding_diluted
    Source documents
    • SIRIUS XM HOLDINGS INC. company facts · 2026-07-29
    • SIRIUS XM HOLDINGS INC. 10-Q 2026-04-30 · 2026-07-29
    • SIRIUS XM HOLDINGS INC. 10-K 2026-02-05 · 2026-07-29
    • SIRIUS XM HOLDINGS INC. 10-Q 2025-10-30 · 2026-07-29
    • SIRIUS XM HOLDINGS INC. 10-Q 2025-07-31 · 2026-07-29
    • allocator_boost (allocator) on SIRI · 2026-07-29
    • Sirius XM Holdings Inc Market data — analyst estimates · 2026-07-29
    • Sirius XM Holdings Inc Market data — ESG · 2026-07-29

    Ownership & reference

    Top holders

    • AQR Capital Management, LLCInvestment Managers · as of 2026-03-310,03 %$68M
    • Dimensional Fund Advisors, L.P.Investment Managers · as of 2026-03-310,03 %$145M
    • First Trust Advisors L.P.Investment Managers · as of 2026-03-310,02 %$22M
    • AMERIPRISE FINANCIAL INCInstitutional Investor · as of 2026-03-310,01 %$56M
    • Goldman Sachs Asset Management, L.P.Investment Managers · as of 2026-03-310,01 %$90M
    • Bank of New York Mellon CorpInstitutional Investor · as of 2026-03-310,01 %$50M
    • Raymond James & Associates, Inc.Brokerage Firms · as of 2026-03-310,01 %$22M
    • Charles Schwab Investment Management, Inc.Investment Managers · as of 2026-03-310,01 %$40M
    • Geode Capital Management, L.L.C.Investment Managers · as of 2026-03-310,01 %$86M
    • Vanguard Capital Management, LLCInvestment Managers · as of 2025-12-310,01 %$366M
    • UBS Financial Services, Inc.Investment Managers · as of 2026-03-310,00 %$27M
    • Nuveen LLCInvestment Managers · as of 2024-12-310,00 %$14M
    • Northern Trust Investments, Inc.Investment Managers · as of 2026-03-310,00 %$25M
    • Morgan Stanley Smith Barney LLCInvestment Managers · as of 2026-03-310,00 %$50M
    • State Street Investment Management (US)Investment Managers · as of 2026-03-310,00 %$82M
    • EATON VANCE MANAGEMENTInstitutional Investor · as of 2022-09-300,00 %$0M
    • Victory Capital Management Inc.Investment Managers · as of 2026-03-310,00 %$3M
    • BlackRock Institutional Trust Company, N.A.Investment Managers · as of 2024-06-300,00 %$79M
    • Invesco QQQ TrustFunds · as of 2026-03-310,00 %$7M
    • AllianceBernstein L.P.Investment Managers · as of 2026-03-310,00 %$3M
    • JANUS HENDERSON GROUP PLCInstitutional Investor · as of 2026-03-310,00 %$2M
    • Franklin Advisers, Inc.Investment Managers · as of 2026-03-310,00 %$3M
    • Wells Fargo AdvisorsBrokerage Firms · as of 2026-03-310,00 %$3M
    • LPL Financial LLCInvestment Managers · as of 2026-03-310,00 %$2M
    • T. Rowe Price Associates, Inc.Investment Managers · as of 2026-03-310,00 %$0M
    • JONES FINANCIAL COMPANIES LLLPInstitutional Investor · as of 2026-03-310,00 %$1M
    • PNC Investments LLCInvestment Managers · as of 2026-03-310,00 %$0M
    • FMR LLCInstitutional Investor · as of 2026-03-310,00 %$2M
    • PNC Investments LLCInvestment Managers · as of 2026-03-310,00 %$0M

    Insider activity

    Net selling0 buys · 2 sellsnet -$740K14 insiders · last 365d
    • HARTENSTEIN EDDY WDirector · Common StockOther 6 688 · 2026-07-13
    • Salen KristinaDirector · Common StockOther 6 775 · 2026-05-29
    • Zaslav DavidDirector · Common StockOther 6 775 · 2026-05-29
    • Sud AnjaliDirector · Common StockOther 6 775 · 2026-05-29
    • Stephenson DaveDirector · Common StockOther 6 775 · 2026-05-29
    • Salen KristinaDirector · Common StockSold 4 097 @ $29,57$121K · 2026-05-29
    • Rapino MichaelDirector · Common StockOther 6 775 · 2026-05-29
    • Procope JonelleDirector · Common StockOther 6 775 · 2026-05-29
    • MALONE EVAN DANIELDirector · Common StockOther 6 775 · 2026-05-29
    • MAFFEI GREGORY BDirector · Common StockOther 6 775 · 2026-05-29
    • HARTENSTEIN EDDY WDirector · Common StockOther 6 775 · 2026-05-29
    • Coughlin ZacharyEVP and CFO · Common StockOther 3 018 · 2026-05-27
    • Greenstein Scott AndrewPres. & Chief Content Officer · Common StockOther 408 · 2026-05-27
    • Greenstein Scott AndrewPres. & Chief Content Officer · Common StockOther 105 @ $29,63$3K · 2026-05-27
    • Greenstein Scott AndrewPres. & Chief Content Officer · Common StockSold 20 744 @ $29,83$619K · 2026-05-27
    • Zaslav DavidDirector · Common StockOther 83 · 2026-05-27
    • Witz Jennifer CDirector, CEO · Common StockOther 1 635 · 2026-05-27
    • Thorsen WayneEVP, Chief Operating Officer · Common StockOther 1 871 · 2026-05-27
    • Sud AnjaliDirector · Common StockOther 83 · 2026-05-27
    • Stephenson DaveDirector · Common StockOther 56 · 2026-05-27
    • Salen KristinaDirector · Common StockOther 83 · 2026-05-27
    • Rapino MichaelDirector · Common StockOther 83 · 2026-05-27
    • Mothner EveEVP, Chief Legal Officer & Sec · Common StockOther 1 759 · 2026-05-27
    • Procope JonelleDirector · Common StockOther 83 · 2026-05-27
    • MALONE EVAN DANIELDirector · Common StockOther 83 · 2026-05-27

    Short positioning

    36.7Mshares short+0.8% vs prior
    9.54days to cover
    75.9%short of daily vol
    6.5Kfails-to-deliver
    as of 2026-07-15 · short-interest report (free)

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    SIRICanonical
    Nasdaq · USD

    Intel & risk

    PredictorBeat prob34 %Surprise-0,08M&A prob3 %Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskMedium
    Liquidity riskHigh
    Current liabilities exceed current assets.
    Net cash is negative after subtracting total debt.
    Source documents mention dilution or offering risk.
    Relationship graph
    SIRIMSFTCRMNOWBroadcasting
    This companyPeerSector

    Evidence & claims

    From filings & derived data
    • Shareholders' equity (annual): USD 11.56BSEC XBRL filing
    • Total assets (annual): USD 27.24BSEC XBRL filing
    • Shares outstanding (annual): 335MSEC XBRL filing
    • Total liabilities (annual): USD 15.67BSEC XBRL filing
    • Cash & equivalents (annual): USD 94MSEC XBRL filing
    • Current assets (annual): USD 1.1BSEC XBRL filing
    • Current liabilities (annual): USD 3.65BSEC XBRL filing
    • R&D expense (YoY) (2025-12-31 vs 2024-12-31): -11.1%Derived (calculated)
    • Revenue (YoY) (2025-12-31 vs 2024-12-31): -1.6%Derived (calculated)
    • Net income (YoY) (2025-12-31 vs 2024-12-31): 138.8%Derived (calculated)
    • Operating cash flow (YoY) (2025-12-31 vs 2024-12-31): 9.0%Derived (calculated)
    • Operating income (YoY) (2025-12-31 vs 2024-12-31): 197.0%Derived (calculated)
    • Net margin (FY 2025-12-31): 9.4%Derived (calculated)
    • Gross margin (FY 2025-12-31): 52.4%Derived (calculated)
    • Capex (YoY) (2025-12-31 vs 2024-12-31): -10.3%Derived (calculated)
    • EPS (basic) (YoY) (2025-12-31 vs 2024-12-31): 138.8%Derived (calculated)
    • EPS (diluted) (YoY) (2025-12-31 vs 2024-12-31): 136.3%Derived (calculated)
    • Gross profit (YoY) (2025-12-31 vs 2024-12-31): -2.8%Derived (calculated)
    • Pre-tax income (annual): USD 1.06BSEC XBRL filing
    • EPS (basic) (annual): USD-PER-SHARES 2SEC XBRL filing
    • Gross profit (annual): USD 4.49BSEC XBRL filing
    • Net income (annual): USD 805MSEC XBRL filing
    • EPS (diluted) (annual): USD-PER-SHARES 2SEC XBRL filing
    • R&D expense (annual): USD 263MSEC XBRL filing
    Showing 24 of 49 surfaced claims.
    Atomic claims from regulatory filings and derived calculations. Provenance shown as source kind only.

    The Thread

    Everything we know, in order
    2026-10-28EVENTUpcomingQ3 2026 earnings (expected) estimated date
    2026-07-30 00:00 UTCTRANSCRIPTEarnings call — Q3 2026
    2026-07-13INSIDERHARTENSTEIN EDDY W transacted 6.7k sh — Director
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: ma_probability (180d)
    2026-06-28 03:14 UTCHOLDERInstitutional holding changed
    2026-06-28 03:14 UTCHOLDER1 institutional position change flagged (1 major)
    2026-06-24 03:12 UTCHOLDERInstitutional holding changed
    2026-06-24 03:12 UTCHOLDER1 institutional position change flagged (1 major)
    2026-06-23 03:11 UTCHOLDERInstitutional holding changed
    2026-06-23 03:11 UTCHOLDER1 institutional position change flagged
    2026-06-21 02:57 UTCHOLDERInstitutional holding changed
    2026-06-21 02:57 UTCHOLDERInstitutional holding changed
    2026-06-21 02:57 UTCHOLDERInstitutional holding changed
    2026-06-21 02:57 UTCHOLDERInstitutional holding changed
    2026-06-21 02:57 UTCHOLDERInstitutional holding changed
    2026-06-21 02:57 UTCHOLDER24 institutional position changes flagged
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-01FILING8-K filing →
    2026-05-29 00:00 UTCINSIDER27 insider transactions — 2026-05 · net sell $1.0M
    2026-05-29 00:00 UTCINSIDER27 insider transactions — 2026-05 · net sell $1.0M
    2026-05-29INSIDERSalen Kristina transacted 6.8k sh — Director
    2026-05-29INSIDERZaslav David transacted 6.8k sh — Director
    2026-05-29INSIDERSud Anjali transacted 6.8k sh — Director
    2026-05-29INSIDERStephenson Dave transacted 6.8k sh — Director
    2026-05-29INSIDERSalen Kristina sold 4.1k sh — Director ~$121k
    2026-05-29INSIDERRapino Michael transacted 6.8k sh — Director
    2026-05-29INSIDERProcope Jonelle transacted 6.8k sh — Director
    2026-05-29INSIDERMALONE EVAN DANIEL transacted 6.8k sh — Director
    2026-05-29INSIDERMAFFEI GREGORY B transacted 6.8k sh — Director
    2026-05-29INSIDERHARTENSTEIN EDDY W transacted 6.8k sh — Director
    2026-05-27INSIDERCoughlin Zachary transacted 3.0k sh — EVP and CFO
    2026-05-27INSIDERGreenstein Scott Andrew transacted 408 sh — Pres. & Chief Content Officer
    2026-05-27INSIDERGreenstein Scott Andrew transacted 105 sh — Pres. & Chief Content Officer ~$3k
    Showing the 40 most recent of 77 entries.
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data · Reference data Premium coverage