Xperi Stock XPER
Xperi Inc. Xperi stock (XPER): Quarterly and annual results since 2023 from Quarterly Report and SEC filings: revenue, earnings, balance sheet, cash flow and management guidance, every figure with its source. As of 08/2026, quarterly reporting. Stock analysis by NadirAlpha. Xperi stock (XPER): listed on NYSE. NadirAlpha has evaluated 32 original documents, cross-checked every figure automatically and linked each to its source; sources as of 08/2026. Revenue Q2 2026: USD 114 million (+8% year on year). Latest reported (Q2 2026): Current ratio, TiVo One Monthly Active Users, TiVo One Year-over-Year MAU Growth. Latest reading: Margin expanding, Partnership.
AI-generated report · not investment advice · figures extracted automatically; please verify against the linked original more
Xperi Current Status
The current state of Xperi at a glance, figures as of Q2 2026, with core figures and the key management statements from the latest filing. NadirAlpha methodology
Assessment by NadirAlpha, as of Q2 2026.
“Our financial results continue to demonstrate positive momentum in our business and the effectiveness of our strategy to grow both footprint and revenue on our platforms. Monthly active users on the TiVo One platform grew 70 percent from last year, to 6.3 million, which we believe positions us to achieve our year-end goal of 7 million users. This footprint expansion helped drive 54 percent year-over-year growth in advertising and related revenue. Our AutoStage platform footprint grew 42 percent year-over-year to reach 17 million vehicles, and began generating revenue from listener analytics and data. Overall, we are pleased with our first half performance and believe our business continues to build momentum.”
Xperi Stock: Key Figures ($ million)
NadirAlpha shows fiscal years, half-years and quarters of Xperi one below the other, most recently Q2 2026; every figure is clickable and leads to raw value, location and source. NadirAlpha extracts all values automatically from the filings; errors are possible; please verify decision-relevant figures yourself by clicking through to the linked original. NadirAlpha methodology
All figures serve only to support your own investment decision and are not a recommendation; the company's original reports are authoritative.
Fiscal years
| Period | Revenue | Op. income | Op. income (adj.) | Net income | EPS ($) | EPS adj. ($) | EBITDA (adj.) | OCF | Source |
|---|---|---|---|---|---|---|---|---|---|
| FY2025 | 448.1 | -43.7 | 53 | -56.3 | -1.23 | 0.78 | 77 | -0.5 | 27 |
| FY2024 | 493.7 | -87.1 | 49.4 | -14 | -0.31 | 0.97 | 74.18 | -55.3 | 18 |
| FY2023 | 521.3 | -129.6 | 11.1 | -136.6 | -3.18 | 0.01 | 34.67 | 0.1 | 10 |
Quarters
| Period | Published | Revenue | Op. income | Op. income (adj.) | Net income | EPS ($) | EPS adj. ($) | EBITDA (adj.) | FCF | Cash | Net Debt | Source |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-Q2* | 2026-08-05 | 114.5 | 2.9 | 18.3 | -1.5 | -0.03 | 0.28 | 21.4~ | 14.1 | 90.6 | -50.6 | 130 |
| 2026-Q1* | 2026-05-06 | 114.2 | 2.2 | 19.1 | -7.8 | -0.17 | 0.23 | 25.3 | -19.1 | 70.4 | -30.4 | 28 |
| 2025-Q4* | 2026-02-25 | 116.5 | -14.8 | 16.7 | -17.1 | -0.37*≈ | 0.24 | 22.3 | 1.2 | 96.8 | -56.8 | 126 |
| 2025-Q3* | 2025-11-05 | 111.6 | -1.4 | 17.5 | -6.1 | -0.13 | 0.28 | 23.1 | 6.7 | 96.8 | -56.8 | 24 |
| 2025-Q2* | 2025-07-28 | 105.9 | -11.1 | 8.8 | -14.8 | -0.32 | 0.11 | 15.2 | 9.5 | 95.1 | -55.1 | 21 |
| 2025-Q1* | 2025-05-07 | 114 | -16.4 | 10 | -18.4 | -0.41 | 0.16 | 16.4 | -23.3 | 88 | -48~ | 19 |
| 2024-Q4* | 2025-02-26 | 122.4 | -14.3 | 17.5 | 46.2 | 1.02*≈ | 0.39 | 22.7 | -0.5 | 130.6 | -80.6 | 117 |
| 2024-Q3* | 2024-11-06 | 132.9 | -18.6 | 24.5 | -16.8 | -0.37 | 0.51 | 31.4 | -5.6 | 72.7 | – | 15 |
| 2024-Q2* | 2024-08-05 | 119.6~ | -21.9 | 8.3 | -30.3 | -0.67 | 0.12 | 14.6 | -2.6 | 92.5 | -42.5~ | 13 |
| 2024-Q1* | 2024-05-08 | 118.8~ | -32.3 | -0.9 | -13.1 | -0.29 | -0.05 | 5.4 | -51.6 | 95.2 | -45.2~ | 11 |
| 2023-Q4* | 2024-02-28 | 137.2 | -29.8 | 7.1 | -24.8 | -0.58*≈ | 0.11 | 13.4 | 18.6 | 142.1 | -92.1~ | 9 |
| 2023-Q3* | 2023-11-13 | 130.4 | -31.1 | 4.3 | -41.4 | -0.96 | -0.08 | 9.3 | 21.8 | 131.5 | -81.5~ | 7 |
| 2023-Q2* | 2023-08-09 | 126.9~ | -35.2 | -1.2 | -38.4 | -0.90 | -0.09 | 5.2 | -2 | 112.2 | -62.2 | 5 |
| 2023-Q1* | 2023-05-09 | 126.8 | -33.6 | 0.9 | -32 | -0.76 | 0.04 | 6.8 | -45.1 | 110.7 | -60.7 | 3 |
Xperi Balance Sheet & Cash Flow ($ million)
Point-in-time balance sheet items of Xperi (cash, financial debt) and cash flow items per fiscal year, half-year and quarter, derived values with their formula in the popover. NadirAlpha extracts all values automatically from the filings; errors are possible; please verify decision-relevant figures yourself by clicking through to the linked original. NadirAlpha methodology
Fiscal years
| Period | Published | Cash | Debt | Net Debt | D&A | OCF | Capex | FCF | Source |
|---|---|---|---|---|---|---|---|---|---|
| FY2025 | 2026-02-25 | 96.8 | 40 | -56.8 | 48.3 | -0.5 | 5.4 | -5.9 | 26 |
| FY2024 | 2025-02-26 | 130.6 | 50 | -80.6 | 56 | -55.3 | 5 | -60.4 | 17 |
| FY2023 | 2024-02-28 | 142.1 | 50~ | -92.1~ | 74.4 | 0.1 | 6.8 | -6.8 | 9 |
Quarters
| Period | Published | Cash | Debt | Net Debt | D&A | OCF | Capex | FCF | Source |
|---|---|---|---|---|---|---|---|---|---|
| 2026-Q2 | 2026-08-05 | 90.6 | 40 | -50.6 | 12 | 14.6 | 0.5 | 14.1 | 130 |
| 2026-Q1 | 2026-05-06 | 70.4 | 40 | -30.4 | 12.3 | -18 | 1.1 | -19.1 | 28 |
| 2025-Q4 | 2026-02-25 | 96.8 | 40 | -56.8 | 11.6 | 4.1 | 2.9 | 1.2 | 126 |
| 2025-Q3 | 2025-11-05 | 96.8 | 40 | -56.8 | 11.5 | 7.5 | 0.8 | 6.7 | 24 |
| 2025-Q2 | 2025-07-28 | 95.1 | 40 | -55.1 | 12.6 | 10.1 | 0.6 | 9.5 | 21 |
| 2025-Q1 | 2025-05-07 | 88 | 40~ | -48~ | 12.6 | -22.3 | 1.1 | -23.3 | 19 |
| 2024-Q4 | 2025-02-26 | 130.6 | 50 | -80.6 | 13.2 | 1.2 | 1.7 | -0.5 | 117 |
| 2024-Q3 | 2024-11-06 | 72.7 | – | – | 13.9 | -4.6 | 1 | -5.6 | 15 |
| 2024-Q2 | 2024-08-05 | 92.5 | 50~ | -42.5~ | 14.3 | -2.1 | 0.5 | -2.6 | 13 |
| 2024-Q1 | 2024-05-08 | 95.2 | 50~ | -45.2~ | 14.6 | -49.8 | 1.8 | -51.6 | 11 |
| 2023-Q4 | 2024-02-28 | 142.1 | 50~ | -92.1~ | 17.5 | 20.7 | 2.1 | 18.6 | 9 |
| 2023-Q3 | 2023-11-13 | 131.5 | 50~ | -81.5~ | 19 | 24 | 2.2 | 21.8 | 7 |
| 2023-Q2 | 2023-08-09 | 112.2 | 50 | -62.2 | 19 | -1.5 | 0.5 | -2 | 5 |
| 2023-Q1 | 2023-05-09 | 110.7 | 50 | -60.7 | 18.9 | -43.1 | 2 | -45.1 | 3 |
Xperi Guidance Tracking (latest per metric/period · 9/15)
What Xperi guided for Q2 2026 and beyond and whether the targets were met; ranges count as met when the actual lies within. NadirAlpha methodology
Actuals: revenue in $m
Direction: confirmedcutinitiatedraised Verdict: in linepending
| For period | Guided on | Metric | Guided | Actual | Verdict | Direction | Source |
|---|---|---|---|---|---|---|---|
| FY2026 | 2026-08-05 | Capex | ~25 | – | 30 | ||
| FY2026 | 2026-08-05 | Stock-based Compensation | ~29 | – | 30 | ||
| FY2026 | 2026-05-06 | Tax rate | ~20 | – | 30 | ||
| FY2026 | 2026-05-06 | Basic and Fully Diluted Share Count | 48–49 | – | 28 | ||
| FY2026 | 2026-02-25 | Revenue | 440–470 | – | 30 | ||
| FY2026 | 2026-02-25 | EBITDA margin | 17–19% | – | 30 | ||
| FY2026 | 2026-02-25 | Operating Cash Flow | 15–25 | – | 30 | ||
| FY2025 | 2025-07-28 | Revenue | 440–460 | 448.1 | 24 | ||
| FY2025 | 2025-07-28 | EBITDA margin | 15–17% | – | – | 24 | |
| FY2024 | 2024-11-06 | Revenue | 490–505 | 493.7 | 15 | ||
| FY2024 | 2024-11-06 | EBITDA margin | 14–16% | – | – | 15 | |
| FY2024 | 2024-05-09 | Capex | ~20 | – | – | 12 | |
| FY2023 | 2023-11-13 | Revenue | 518–532 | 521.3 | 8 | ||
| FY2023 | 2023-11-13 | EBITDA margin | 6–8% | – | – | 8 | |
| FY2023 | 2023-08-11 | Capex | ~15 | – | – | 6 |
Xperi Stock: Price & Chart
Chart and key figure trend of Xperi stock: the TradingView chart starts only on click, the key figure chart comes from the core tables up to Q2 2026. NadirAlpha methodology
Daily candles with news and earnings markers. Loads only on click.
Xperi Event Timeline
What happened at Xperi since 2023: events from the filings, grouped by quarter, with the source date and a clickable source number. NadirAlpha methodology
2026 · 6 events
Operating income improved to USD 2.9 million from an operating loss of $11.1 million in Q2 2025 30
Non-GAAP Adjusted EBITDA increased 61% year-over-year; Adjusted EBITDA Margin expanded to 21.4% from 14.4% 30
BYD, the largest electric vehicle manufacturer by global sales, joined DTS AutoStage as the 14th automotive brand, committing to deploy audio and video platform across export models 30
“We are beginning to see the inflection in our monetization strategy as our Media Platform revenue grew 45% when compared to the first quarter of 2025. During the quarter, we made significant improvements to our ad products by enhancing targeting and measurement, further growing the TiVo One ad platform footprint, and expanding partnerships that, collectively, are expected to accelerate advertising monetization. The results of the quarter clearly demonstrate the progress we are making on our strategic growth plan. We remain on track for our 2026 goals and reaffirm our financial guidance for the year.”
Operating income improved from a loss of $16.4 million in Q1 2025 to USD 2.2 million in Q1 2026 28
Non-GAAP Adjusted EBITDA Margin expanded from 14.4% to 22.1% year-over-year 28
2025 · 14 events
“As we look ahead to 2026, we have line-of-sight toward our initial goal of 7 million monthly active users and are keenly focused on our goal of growing advertising revenue. We have made critical investments over the past three years to drive revenue growth and believe we are now at an inflection point for audience monetization. Consequently, in 2026, we expect to double Media Platform revenue and to achieve positive free cash flow for the year.”
FY2025 revenue decreased 9% to $448.1 million, primarily driven by $54.0 million decline in Pay-TV revenue due to lower guide product revenue and end-of-life consumer hardware, partially offset by $13.2 million increase in Connected Car revenue 27
Company expects to double Media Platform revenue and achieve positive free cash flow in 2026 26
TiVo One monthly active users grew over 250% to 5.3 million at year end, exceeding 2025 goal; DTS AutoStage footprint increased 40% to 14 million vehicles; Mercedes-Benz signed to launch DTS AutoStage video service powered by TiVo 26
Operating cash flow turned positive on a half-year basis (2025-H1: -12.2 to 2025-H2: +USD 11.6 million, aggregated from reported quarters where needed). 126
“Our financial results for the quarter reflect our continued focus on cost management, profitability, and cash generation, as evidenced by a second consecutive quarter of positive free cash flow. In addition, as part of our effort to drive long term shareholder value, today we announced a workforce reduction that reflects our commitment to invest in significant growth opportunities while managing the business for improved profitability.”
Q3 revenue declined 16% to $111.6 million, primarily driven by a $31.9 million decrease in Pay-TV revenue, partially offset by Connected Car and Consumer Electronics growth 25
Restructuring plan approved November 1, 2025 to reduce global workforce by approximately 250 employees, with estimated charges of $16.0-$18.0 million and anticipated annualized savings of $30.0-$35.0 million 25
Reiterated full-year 2025 revenue guidance of $440-$460 million with adjusted EBITDA margin of 15%-17% 24
“During the quarter, we delivered advertising across multiple markets on our TiVo One ad platform to positive market response as we continue to build scale in key territories we believe are essential to accelerating revenue growth in our Media Platform business. Looking ahead to 2026, we intend to capitalize on the opportunity to expand advertising activity on our TiVo One ad platform both directly and through partnerships.”
“We remain focused on our growth initiatives and continue to demonstrate progress on our longer-term growth goals. Notably, we surpassed 3.7 million TiVo One Monthly Active Users, three million global IPTV subscriber households, and 12 million vehicles on the DTS AutoStage platform.”
Q2 revenue declined 11% to $105.9 million from $119.6 million in Q2 2024, primarily due to declines in Pay-TV and Connected Car revenue; H1 2025 decline partially attributable to divestitures of AutoSense and Perceive 23
Operating loss improved to 11% of revenue in Q2 2025 from 18% in Q2 2024, and to 12% for H1 2025 from 23% in H1 2024, reflecting cost reduction efforts 23
Full-year 2025 revenue guidance reduced from $480-$500 million to $440-$460 million, and adjusted EBITDA margin guidance reduced from 16%-18% to 15%-17%, citing macroeconomic uncertainty 21
EBITDA turned positive for the first time after 15 negative periods (-3.8 to +USD 1.5 million). 130
“Importantly, our profitability as measured by adjusted EBITDA rose over two hundred percent due to continued business transformation efforts, including savings from cost reductions and business divestitures. This performance is in line with our profitability and operating cash flow goals for the year.”
Q1 revenue declined 4% to $114.0 million, driven by declines in Pay-TV, Media Platform, and Consumer Electronics, partially offset by Connected Car growth 20
Voluntarily repaid $50.0 million Vewd senior unsecured promissory note in full on February 21, 2025, and established new $40.0 million accounts receivable securitization facility with PNC Bank 20
Adjusted EBITDA increased 200% year-over-year to $16.4 million, driven by cost reductions and business divestitures (AutoSense, Perceive) that reduced the prior-year expense base 19
2024 · 13 events
“Looking ahead to 2025, we will maintain our focus on growing revenue within our strategic initiatives, including by expanding our Smart TV footprint, accelerating deployment of TiVo video-over-broadband, and growing our DTS AutoStage footprint. As our user base of connected devices expands, the scale and unique audiences we reach is expected to create significant monetization opportunities.”
TiVo OS reached over two million activated Smart TVs with Sharp Smart TVs production launched in December 2024; DTS AutoStage global installed base doubled year-over-year to exceed 10 million vehicles 17
Net income turned positive for the first time after 13 negative periods (-16.8 to +USD 46.2 million). 117
“With the Perceive transaction now closed, we are fully focused on entertainment-based solutions to grow our independent media platform and licensing businesses. Our TiVo OS Smart TV footprint is approaching one million units, and with accelerating partner activity we believe we remain on-track toward our year-end target of two million active connected devices.”
Q3 revenue increased 2% to $132.9 million, driven by Pay-TV growth of $21.4 million, partially offset by Consumer Electronics decline of $15.4 million reflecting AutoSense Divestiture base effect 16
Non-GAAP Adjusted EBITDA Margin improved to 23.7% from 7.2% in Q3 2023 15
Perceive Corporation asset sale to Amazon closed October 2, 2024, for $80 million gross proceeds, with approximately $60 million net proceeds expected after tax planning 15
“Shortly after our annual meeting in late May, we welcomed Jeremi Gorman and Rod Randall to our board. The addition of these two highly qualified board members, with their expertise in ad-tech, monetization, automotive and capital allocation, will be instrumental as we look to accelerate revenue in our key growth markets.”
Operating loss improved to $(21.9) million from $(35.2) million in Q2 2023; six-month operating loss narrowed to $(30.5) million from $(67.5) million year-over-year 13
Revenue declined 6% to $119.6 million from $126.9 million in Q2 2023 13
Signed seventh TiVo OS partner, a Top 5 U.S. smart TV supplier, planning launch in spring 2025; Smart TVs Powered by TiVo available across 15 European countries under 17 brands 13
“We expect the next several quarters will be an exciting time for Xperi as our TiVo OS footprint begins to scale, our Video-over-Broadband offering continues to grow at double digit rates, and our Connected Car deployments accelerate. We believe we are on track to achieve the multi-year targets we announced in September 2022, as these growth drivers and the continued execution of our strategy set the stage for significant long-term revenue growth and margin expansion.”
Revenue declined 6% to $118.8 million from $126.8 million in Q1 2023, driven by Consumer Electronics decline of $10.6 million due to AutoSense Divestiture and lower minimum guarantee contracts 12
Divestiture of AutoSense in-cabin safety business to Tobii AB completed in January 2024, generating a $22.9 million gain on divestiture 12
2023 · 14 events
“During 2024, we will continue to drive strategic initiatives that further focus our business on significant opportunities in entertainment while working to enhance our ability to deliver sustainable, profitable growth. To that end, we completed the divestiture of the AutoSense and related imaging business and we recently initiated a formal process to evaluate strategic alternatives for the Perceive business.”
IPTV subscriber base reached 1.9 million, generating approximately $60M in revenue, up 38% year over year; Connected Car committed business exceeded $300M, growth of more than 10% from prior year adjusting for AutoSense divestiture (9)
Company issued FY2024 adjusted EBITDA margin guidance of 12%-14%, compared to full-year 2023 non-GAAP adjusted EBITDA of $34.7M (9)
Completed divestiture of AutoSense in-cabin safety and related imaging business to Tobii AB to focus on entertainment markets; formal strategic alternatives evaluation initiated for Perceive subsidiary (9)
Operating cash flow turned positive on a half-year basis (2023-H1: -44.6 to 2023-H2: +USD 44.7 million, aggregated from reported quarters where needed). 117
“Today's results reflect the completion of our first year as a standalone company, a year highlighted by significant design wins and strong business momentum across our key growth areas, coupled with solid financial performance, including comparable 6% revenue growth over the prior year trailing twelve months. We are entering a particularly exciting phase as our business momentum is translating into tangible operational milestones, such as video services powered by TiVo now shipping in Vestel Smart TVs, as well as in BMW cars. When taken together with ongoing efforts to drive cost transformation, these milestones are important steps toward delivering on our strategic vision, improving profitability, and achieving significant long-term revenue growth.”
Revenue grew 7% YoY to $130.4M, led by $4.9M increase in Media Platform revenue from Vewd smart TV platform and $3.2M increase in Connected Car revenue from HD Radio and DTS solutions (7, 8)
Vestel began shipping Smart TVs Powered by TiVo under JVC brand to European retailers; a fourth Smart TV OEM signed for 2024 European lineup; HD Radio reached milestone of 100 million cars incorporating the technology (8)
DTS AutoStage Video Service integrated into new-generation BMW 5-Series across multiple countries; second DTS AutoStage Video Service program won with major European automotive OEM for 2025 model year deployment in Asia (8)
Operating cash flow reached USD 24.0 million vs USD 10.9 million in 2022-Q3 (×2.2). 7
“We are pleased to see strategic momentum continue in key growth areas of our business, particularly in Media Platform and Connected Car. We had a productive quarter with TV partners, and now expect to see Smart TVs with our TiVo OS ship in North America next year. Further, our automotive design wins continue to build. These accomplishments continue to position us for long-term revenue growth and improved profitability.”
Revenue grew 1% YoY to $126.9M as Media Platform and Connected Car gains were largely offset by declines in Pay TV and Consumer Electronics, slowing from 7% growth in Q1 2023 (6)
Operating loss widened to 28% of revenue from 18% in Q2 2022, reflecting higher stock-based compensation from Vewd acquisition employee grants and increased SG&A expenses (6)
Sharp announced as second Smart TV OEM for TiVo OS under multi-year, multi-million-unit agreement; a third Smart TV OEM also signed; Smart TVs Powered by TiVo expected to ship in North America in 2024 (5)
“With the announcement of a second Smart TV OEM and another Connected Car design win, we continue to drive towards our strategic vision of being the independent media platform of choice. Our revenue growth and solid financial performance are a testament to our technology and market strategy. Our expertise in both audio and video content delivery puts us in a strong position to grow our footprint, whether in the living room, in the car, or on the go.”
Revenue rose 7% YoY to $126.8M, driven by new and renewed minimum guarantee contracts in Consumer Electronics, Media Platform growth from Vewd acquisition, and Connected Car expansion (3, 4)
Company reaffirmed FY2023 revenue guidance of $510-$540M and adjusted EBITDA margin of 6%-10% (3)
DTS AutoStage awarded new in-cabin infotainment program with a major Japanese car manufacturer for North America; combined awarded programs exceeded 10 automotive OEMs across more than 100 car models (3)
Xperi Business Model
The Xperi business model in brief: products, customers and revenue sources as the company itself describes them in its reports. NadirAlpha methodology
Xperi Inc. is a technology licensing and platform company operating across three primary segments: Media Platform, Consumer Electronics, and Connected Car. The Media Platform segment includes the TiVo OS smart television operating system, TiVo One advertising platform, and IPTV solutions, generating revenue through operator subscriptions, per-user advertising, and platform fees. The Consumer Electronics segment licenses DTS audio technologies, including DTS:X and DTS Clear Dialogue, to television, PC, mobile, and audio equipment manufacturers globally, earning per-unit royalties and minimum guarantee payments under multi-year agreements. The Connected Car segment comprises DTS AutoStage, an in-vehicle content and audio platform deployed across automotive brands, and HD Radio, a digital terrestrial radio standard licensed to OEMs and Tier 1 automotive suppliers, with revenue derived from per-vehicle royalties, music metadata services, and contractual minimums. Xperi does not manufacture end products; its economics are driven by the scale of licensed device shipments, subscriber and user counts, advertising impressions, and the renewal cadence of multi-year licensing agreements.
Xperi Stock: Share-Price Drivers
Factors Xperi itself names as material for its business development, reproduced neutrally, without price forecast and without assessment of our own. NadirAlpha methodology
TiVo OS is scaling across smart-TV brands (seventh partner launch, Sharp, Thomson, Konka, Skyworth) while TiVo One and programmatic ad insertion open a new advertising revenue stream, supporting adjusted operating income of USD 18.3 million on revenue of USD 114.5 million 130 19 31
Expanding brand footprint with a seventh TiVo OS partner, Sharp and Thomson launches, 80+ additional streaming services added, and further TiVo OS smart-TV expansion; product is gaining traction across new OEMs 19 17 31
TiVo One entered the North American market with a home-page ad unit, followed by programmatic dynamic ad insertion (IPTV solution, NCTC partnership) and a Samba TV partnership; advertising traction is building 19 28 30
Mercedes-Benz launch of DTS AutoStage Video Powered by TiVo, BYD AutoStage enrollment, Audi service launch in Japan and an Asian OEM design win; automotive pipeline is widening 27 30 28 15
HD Radio launched in 15 new North American models and appeared in Audi, Honda, Mercedes and Toyota models, plus a multi-year program with an Asian Tier 1 supplier 19 30 28
Revenue tied to multi-year content-discovery and classic-guides renewals (Frontier, Cogeco), a mature area whose contribution is trending lower as the mix shifts to platform and advertising 26
Adjusted operating income reached USD 18.3 million and free cash flow was USD 14.1 million, with net cash of USD 50.6 million, alongside a stock repurchase authorization 130 20
Sector trend: Connected-TV platform reach and advertising demand are heading higher as TiVo OS adds brands and TiVo One scales, while automotive audio and connectivity design wins broaden; adjusted margins are improving even as legacy Pay-TV demand softens 31 30 130
Xperi Revenue by Type (as of 2026-Q2 · USD million · 0/4)
The segments of Xperi in the company's own definition, each row with its basis (3, 6 or 12 months), rows in grey are no longer reported separately. NadirAlpha methodology
| Segment | Since | Revenue | Source |
|---|---|---|---|
| Period 2024-Q3 (9M) | |||
| Consumer Electronics | 2024-Q3 | 40.6 | 16 |
| Pay-TV | 2024-Q3 | 20.6 | 16 |
| Connected Car | 2024-Q3 | 14 | 16 |
| Media Platform | 2024-Q3 | 6.8 | 16 |
Xperi Products & announcements (20/33 active+recent)
What Xperi launched, had approved or announced, from the filings up to Q2 2026, each row with the date of first mention. NadirAlpha methodology
Status: LaunchedPlanned
| Product/Line | Since | Status | Source |
|---|---|---|---|
| 2026 | |||
| Native Digital Rights Management solution | 2026-03 | 28 | |
| AutoStage Broadcast Portal | 2026-03 | 28 | |
| 4K sports multi-view experience for Winter Olympics and Super Bowl | 2026-03 | 28 | |
| 2025 | |||
| Multi-year content discovery services agreement with Frontier Communications | 2025-12 | 26 | |
| Multi-year classic guides technology agreement with Cogeco | 2025-12 | 26 | |
| Multi-year agreement with PC leader for sound technologies in consumer and commercial products | 2025-12 | 26 | |
| Multi-year IPTV services agreement with ClaroVTR, largest Pay-TV operator in Chile | 2025-12 | 26 | |
| Multi-year DTS audio deal with large Asian Tier 1 supplier | 2025-12 | 26 | |
| IMAX Enhanced program expansion to high-end earbuds with Yamaha adoption | 2025-12 | 26 | |
| HD Radio launch in Toyota, Honda, and Audi models (2x) | 2025-12 | 28 | |
| Workforce reduction of 250 employees | 2025-11 | 24 | |
| DTS AutoStage Broadcaster Portal launch | 2025-09 | 24 | |
| TiVo One ad platform entry into North American market | 2025-03 | 19 | |
| Home page ad unit launch across TiVo One platform | 2025-03 | 19 | |
| HD Radio launches in 15 new North American models | 2025-03 | 19 | |
| 80+ additional streaming services launches on TiVo OS | 2025-03 | 19 | |
| DTS AutoStage video design win with Japanese automotive OEM (3x) | 2025 | 15 | |
| 2024 | |||
| DTS Clear Dialogue (2x) | 2024-09 | 22 | |
| 2023 | |||
| TiVo OS Smart TV launch (11x) | 2023 | 13 | |
| BMW DTS AutoStage Video Service deployment (8×) | 2023 | 19 | |
| 2025 | |||
| TiVo OS design wins with Sharp, Konka, Skyworth (2x) | 2025 | 10 | |
| 2024 | |||
| Sharp TVs powered by TiVo launch (5x) | 2024-12 | 11 | |
| Disney+ IMAX Enhanced format with DTS:X for Marvel films | 2024-03 | 11 | |
| TiVo One Ad Platform on video-over-broadband U.S. launch | 2024 | 17 | |
| Third Smart TV OEM integration of TiVo Operating System (3x) | 2024 | 8 | |
| Skyworth TiVo OS integration | 2024 | 9 | |
| DTS AutoSense program vehicle incorporation | 2024 | 5 | |
| 2023 | |||
| Perceive license agreement with Big Tech customer | 2023-09 | 8 | |
| HD Radio and DTS AutoStage program with Ford Motor Company | 2023-09 | 8 | |
| Perceive Ergo family edge inference chips and software solutions | 2023 | 10 | |
| Large Language Model inference capability for edge devices | 2023 | 10 | |
| DTS AutoStage in-cabin infotainment platform with major Japanese car manufacturer | 2023 | 3 | |
| BMW launch of DTS AutoStage Video Service across multiple models in US, Great Britain, Germany, France, Italy, Spain, Japan and South Korea | 2023 | 27 | |
Xperi Transactions & Events (16)
All recorded acquisitions, divestitures and exits of Xperi, plus partnerships, contracts and regulatory events affecting the business, each with date and source. NadirAlpha methodology
Acquisitions by Xperi
| Transaction / stake | Date | Type | Source |
|---|---|---|---|
| 2026 | |||
| Multi-year HD Radio program with Asian Tier 1 supplier | 2026-06 | Completed | 30 |
| DTS audio solutions multi-year renewal | 2026-06 | Completed | 30 |
| Cumulus advanced analytics customer | 2026-06 | Completed | 30 |
| BYD AutoStage program enrollment | 2026-06 | Completed | 30 |
| Programmatic Dynamic Ad Insertion IPTV solution (2×) | 2026-03 | Completed | 30 |
| 2024 | |||
| Perceive strategic alternatives evaluation | 2024 | Completed | 9 |
| Perceive Transaction indemnification holdback | 2024 | Completed | 29 |
| 2022 | |||
| Spin-Off from Xperi Holding (3×) | 2022-10 | Completed | 27 |
| Vewd Acquisition | 2022-07 | Completed | 29 |
Divestitures and exits by Xperi
| Transaction / stake | Date | Type | Source |
|---|---|---|---|
| 2024 | |||
| Perceive divestiture | 2024-10 | Divested | 31 |
| Perceive Transaction with Amazon | 2024-10 | Divested | 16 |
| Perceive Corporation Sale to Amazon (3×) | 2024-10 | Divested | 23 |
| Divestiture of substantially all assets and certain liabilities of Perceive Corporation (Xperi Pylon Corporation) | 2024 | Divested | 27 |
| AutoSense divestiture (7×) | 2024 | Divested | 11 |
Partnerships and contracts of Xperi
Xperi Risks (89 since the annual report of 2026-02-26, 265 tracked in total)
Which risks Xperi has named since the annual report, company-specific first, generic standard risks in the expandable part; first mention refers to the document base from 2023. NadirAlpha methodology
Category: MacroRegulatoryCompetitionSupply chainLegalFinancialCustomersPeopleTechnologyCyberESGStrategyGeopoliticsMarket
| Risk | Category | Last reported |
|---|---|---|
| Xperi: first mention in 10-Q quarterly report of 2026-08-06 (2026-Q2), source 31 | ||
| Increased demand from AI infrastructure has constrained memory chip availability and raised costs, impacting consumer electronics manufacturing and forcing TiVo OS optimization efforts. | = | |
| Foreign currency transaction losses recognized in H1 2026 impacting interest and other income. | = | |
| Changes in economic policy and tariffs could impact corporate confidence and capital resources availability. | = | |
| Competitive landscape continues to shift with no assurance of success in expanding TiVo OS into additional Smart TVs in European or US markets. | = | |
| Xperi: first mention in 10-K annual report of 2026-02-26 (FY2025), source 27 | ||
| Global supply chain disruptions continue to adversely affect business operations and customer relationships. | 2026-Q2 2026-08-06 31 | |
| Macroeconomic conditions including geopolitical conflicts, energy disruptions, and recessionary risks may continue to adversely affect business and customer operations. | 2026-Q2 2026-08-06 31 | |
| Xperi: first mention in 10-K annual report of 2025-02-27 (FY2024), source 18 | ||
| Success of Media Platform monetization depends on securing and maintaining relationships with key TV manufacturers, Pay-TV operators, and content publishers with no assurance of achieving penetration targets. | 2026-Q2 2026-08-06 31 | |
| Xperi: first mention in 10-Q quarterly report of 2023-08-11 (2023-Q2), source 6 | ||
| Company regularly involved in legal proceedings to enforce license agreements and defend against intellectual property infringement claims. | 2026-Q2 2026-08-06 31 | |
| Xperi: first mention in 10-Q quarterly report of 2023-05-12 (2023-Q1), source 4 | ||
| Access to capital markets may be constrained and borrowing costs may increase under adverse business and market conditions, impacting future liquidity. | 2026-Q2 2026-08-06 31 | |
| Xperi: first mention in 10-Q quarterly report of 2026-05-07 (2026-Q1), source 29 | ||
| Primary economic benefits from TiVo OS arrangements depend on growing active users and generating advertising revenue | = | |
| Memory chip shortage and increased costs leading manufacturing partners to reduce inventory forecasts and delay product launches | = | |
| Difficulty securing and maintaining key content publisher relationships for TiVo OS may harm business growth | = | |
| Media Platform success depends on maintaining relationships with TV manufacturers, Pay-TV operators and content publishers | = | |
| Competitive landscape shifts; no assurance of success in expanding TiVo OS in European or U.S. Smart TV markets | = | |
| Xperi: first mention in 10-K annual report of 2026-02-26 (FY2025), source 27 | ||
| Cable industry continues providing CableCARDs but support could cease, affecting TiVo retail subscription revenue | = | |
| Mergers may trigger Section 355(e) tax liability on Former Parent; company may indemnify under Tax Matters Agreement. | = | |
| Distribution may fail to qualify as tax-free under Section 355; IRS audit could impose significant tax liabilities. | = | |
| Complex licensing, development, and engineering services arrangements may result in delays and cost increases | = | |
| Dependency on maintaining relationships with TV OEMs, Pay-TV operators, and content publishers; some manufacturers may choose competing OS | = | |
| Pay-TV segment revenue declined due to MG revenue recognition timing and customer product end-of-life; revenue concentrated in licensing arrangements. | = | |
| TiVo software relies on limited third-party hardware manufacturers for device production. | = | |
| Uncertainty in manufacturing partner forecast reductions or delays in launching Smart TVs with TiVo OS | = | |
| Climate change effects (drought, wildfires, power outages) impact operations in California. | = | |
| November 2025 restructuring involved ~250 employee terminations; implementation may not achieve anticipated savings. | = | |
| Generative AI output may infringe third-party intellectual property rights. | = | |
| AI models trained on data may lack appropriate rights, exposing company to IP infringement claims. | = | |
| Customer agreements require indemnification for IP infringement claims related to company technologies. | = | |
| Employees inputting proprietary information into third-party AI tools may cause disclosure risks. | = | |
| EU data protection restrictions may increase compliance costs for international data transfers. | = | |
| GDPR violations may result in fines up to €20M or 4% of global annual revenue. | = | |
| U.S. tariff increases starting April 2025 may strain supply chains and reduce demand. | = | |
| EU AI Act may require significant compliance costs and limit AI product development. | = | |
| AI-generated content may introduce inaccuracies, bias, or security vulnerabilities into operations. | = | |
| Significant revenue from DTS audio depends on content released in DTS format; providers may not incorporate DTS audio | = | |
| Use of open-source AI models carries risks of inaccuracies, vulnerabilities, and IP infringement. | = | |
| Competitors and customers may develop their own technologies, reducing demand for licensed solutions | = | |
| Geopolitical conflicts, energy disruptions, memory chip shortages, inflation, elevated interest rates, recessionary risks | 2026-Q1 2026-05-07 29 | |
| Cyberattacks expected to increase in frequency and sophistication, threatening IT systems and data. | = | |
| Dependency on third parties for IT systems creates uncontrollable cybersecurity vulnerabilities. | = | |
| Environmental and social responsibility regulations may increase compliance costs and reporting burden. | = | |
| Revenue generation depends on third-party metadata delivery quality and availability. | = | |
| Effective tax rate affected by tax law changes, jurisdictional mix changes, and examination outcomes; valuation allowance maintained on federal deferred tax assets. | = | |
| Reduction in original entertainment content may decrease advertising and promotional spending. | = | |
| Macroeconomic uncertainties could result in automotive market downturns reducing automotive-based royalties | = | |
| Third parties may assert patent, copyright, or trademark infringement claims against the company. | = | |
| State and federal laws increasingly regulate promotional activities, sweepstakes, and subscription terms. | = | |
| California Consumer Privacy Act and similar state laws increase regulatory investigations and breach litigation. | = | |
| Expansion of international operations increases exposure to Foreign Corrupt Practices Act violations. | = | |
| DMCA and Section 230 safe harbors subject to uncertain judicial interpretation and regulatory changes. | = | |
| EU and UK cybersecurity regulations impose stringent requirements on products and services. | = | |
| Net neutrality regulations may be repealed or modified, affecting content delivery and customer access. | = | |
| Payment Card Industry Data Security Standard compliance failures could result in fines and card acceptance restrictions. | = | |
| Standards requiring royalty-free licensing (RAND-Z/RAND-RF) may reduce technology compensation. | = | |
| Delaware Section 203 restricts business combinations for 3 years by persons acquiring >15% of voting stock without board approval. | = | |
| Certificate and bylaws contain anti-takeover provisions; Tax Matters Agreement requires indemnification for Section 355(e) Code violations from stock acquisitions. | = | |
| Exclusion from new technology standards could significantly limit business growth opportunities. | = | |
| Media Platform monetization strategy is relatively new and depends on user growth and ad revenue success | = | |
| Success depends on effective interoperability with variety of consumer hardware devices and operating systems | = | |
| Open source software incorporation may require public release of proprietary source code. | = | |
| Significant resources required to qualify and certify technologies across multiple platforms. | = | |
| Rapid technological change could render technologies obsolete; new competitive technologies could emerge | = | |
| Dependency on third-party AI Technologies for pricing, availability, and quality control. | = | |
| Multiple competitors with greater resources in Media Platform, Pay-TV, and audio technology markets | = | |
| Xperi: first mention in 10-Q quarterly report of 2025-11-06 (2025-Q3), source 25 | ||
| Company regularly involved in litigation to enforce license agreements and defend against infringement claims. | = | |
| Tariff-induced price increases may reduce consumer and corporate spending on TVs and devices. | FY2025 2026-02-26 27 | |
| Xperi: first mention in 10-Q quarterly report of 2025-08-07 (2025-Q2), source 23 | ||
| Company involved in IP licensing and enforcement disputes; uncertain outcome could be material | = | |
| Xperi: first mention in 10-Q quarterly report of 2025-05-08 (2025-Q1), source 20 | ||
| $40.0 million AR Facility at variable SOFR rate; 1% rate increase would increase annual interest expense by ~$0.4 million. | FY2025 2026-02-26 27 | |
| Xperi: first mention in 10-K annual report of 2025-02-27 (FY2024), source 18 | ||
| Entered accounts receivable securitization program in February 2025 with $55.0 million borrowing capacity. | FY2025 2026-02-26 27 | |
| Substantial foreign operations in Poland, India, UK, eurozone, Japan, China, Taiwan; substantial currency derivative exposure of $74.7 million outstanding. | FY2025 2026-02-26 27 | |
| Emerging growth company exemptions reduce disclosures and audit requirements until 2027 or higher revenue thresholds. | FY2025 2026-02-26 27 | |
| Xperi: first mention in 10-Q quarterly report of 2024-05-09 (2024-Q1), source 12 | ||
| $100.0M repurchase program approved April 2024; ~2.2M shares repurchased at $20.0M average $9.23/share. | FY2025 2026-02-26 27 | |
| Xperi: first mention in 10-K annual report of 2024-03-01 (FY2023), source 10 | ||
| Difficulty verifying royalty amounts from licensees; licensees may delay or refuse payments or shift to other providers | FY2025 2026-02-26 27 | |
| Principal offices in California and suppliers in Asia face seismic and climate-related disruption risks. | FY2025 2026-02-26 27 | |
| Cable providers discontinuing CableCARD support will reduce retail TiVo service revenue. | FY2025 2026-02-26 27 | |
| Demand for HD Radio and DTS AutoStage may be insufficient; adoption depends on manufacturer and consumer acceptance | FY2025 2026-02-26 27 | |
| May require additional debt or equity financing with restrictive covenants limiting flexibility. | FY2025 2026-02-26 27 | |
| Company cannot guarantee timing, amount, or payment of dividends on common stock in future. | FY2025 2026-02-26 27 | |
| Revenue exposure to foreign exchange fluctuations, tariffs, and geopolitical instability. | FY2025 2026-02-26 27 | |
| Common stock trading price may fluctuate significantly due to earnings, analyst coverage, and market conditions. | FY2025 2026-02-26 27 | |
| Intense competition for qualified management and technical personnel; volatility in stock price may affect recruitment and retention | FY2025 2026-02-26 27 | |
| Potential liability for copyright, patent, or trademark infringement in distributed or advertised content. | FY2025 2026-02-26 27 | |
| Delaware Court of Chancery designated as exclusive forum for certain stockholder actions and internal affairs disputes. | FY2025 2026-02-26 27 | |
| Company subject to various legal proceedings regarding IP, employment, privacy, and commercial disputes. | FY2025 2026-02-26 27 | |
| Evolving and uncertain legal landscape surrounding AI Technologies may impose significant operational costs and limit deployment | FY2025 2026-02-26 27 | |
| FCC and international broadcast regulations require compliance with accessibility and content standards. | FY2025 2026-02-26 27 | |
| GDPR, UK GDPR, and evolving U.S. state privacy laws impose significant compliance obligations. | FY2025 2026-02-26 27 | |
| Complex products may contain undetected defects affecting customer operations and satisfaction. | FY2025 2026-02-26 27 | |
| Competition from major streaming platforms offering ad-supported tiers impacting advertising monetization | FY2025 2026-02-26 27 | |
| Xperi: first mention in 10-Q quarterly report of 2023-11-13 (2023-Q3), source 7 | ||
| Success of DTS AutoStage depends on ability to acquire content licenses and maintain broadcaster participation | FY2025 2026-02-26 27 | |
Xperi Reported KPIs (as disclosed) (184)
NadirAlpha collects 184 reported KPIs of Xperi from the filings up to Q2 2026; the definition comes from the company, period and source are stated at every value. NadirAlpha methodology
| KPI | Value / change | Source |
|---|---|---|
| Xperi, published 2026-08-06, period 2026-Q2 | ||
| Current ratio | 2.5 | 31 |
| Cash and cash equivalents | 90,590 | 31 |
| Xperi, published 2026-08-05, period 2026-Q2 | ||
| TiVo One Year-over-Year MAU Growth | 70% | 30 |
| TiVo One Trailing 12-Month ARPU | $6.70 | 30 |
| TiVo One Monthly Active Users | 6.3 million | 30 |
| Media Platform Revenue Year-over-Year Growth | 44% | 30 |
| IPTV Year-over-Year Subscriber Growth | 13% | 30 |
| Global IPTV Subscriber Households | 3.4 million | 30 |
| DTS AutoStage Year-over-Year Footprint Growth | 42% | 30 |
| DTS AutoStage Platform Footprint | 17 million cumulative vehicles shipped | 30 |
| Advertising and Related Revenue Year-over-Year Growth | 54% | 30 |
| Xperi, published 2026-05-07, period 2026-Q1 | ||
| Shares repurchased under Program since inception | 2.2 million | 29 |
| Restructuring charge | 0.3 million | 29 |
| Restructuring charge | 13.9 million | 29 |
| Remaining amount available for repurchase | 80.0 million | 29 |
| Principal payment on Vewd Promissory Note | 50.0 million | 29 |
| Pay-TV revenue decrease | 3.9 million | 29 |
| Media Platform revenue increase | 3.7 million | 29 |
| Interest payments expected for next | 2.3 million | 29 |
| Indemnification holdback received April 6 | 12.0 million | 29 |
| Expected capital expenditures for | 20.0 million | 29 |
| Estimated annualized savings from restructuring | 30 million to 35 million | 29 |
| Effective tax rate | 441.4% | 29 |
| Effective tax rate | -23.5% | 29 |
| Current ratio | 2.4 | 29 |
| Consumer Electronics revenue decrease | 4.4 million | 29 |
| Connected Car revenue increase | 4.8 million | 29 |
| Average price per share repurchased | 9.23 | 29 |
| Accrued restructuring charges remaining as of March 31 | 1.0 million | 29 |
| AR Facility repayment in December | 1.1 million | 29 |
| AR Facility borrowed amount | 40.0 million | 29 |
| Xperi, published 2026-05-06, period 2026-Q1 | ||
| TiVo One Monthly Active Users | 5.5 million | 28 |
| IPTV subscriber households | 3.28 million | 28 |
| Average Revenue Per User (ARPU) for TiVo One | $7.10 | 28 |
| AutoStage footprint | 16 million vehicles | 28 |
| Xperi, published 2026-02-26, period FY2025 | ||
| Last patent expiration | 2044 | 27 |
| Foreign patent applications | 80 | 27 |
| Foreign issued patents | approximately 449 | 27 |
| consumers eager automotive connectivity | over a third | 27 |
| average US weekly video viewing | 43 hours | 27 |
| US streaming video viewing percentage | roughly 54% | 27 |
| US patent applications | 42 | 27 |
| US issued patents | approximately 465 | 27 |
| US Smart TV OEM partners | three | 27 |
| TiVo One monthly active users growth | more than 250% | 27 |
| TiVo One monthly active users | over five million | 27 |
| Smart TV OEM partners | total of ten | 27 |
| Restructuring savings (annualized, estimated) | 30 million to 35 million | 27 |
| Outstanding foreign currency derivative contracts | 74.7 million | 27 |
| North America device market revenue | $268 billion | 27 |
| North America device market growth 2025 | 1.5% | 27 |
| HD Radio stations | more than 2,900 | 27 |
| HD Radio digital broadcasts | over 5,000 | 27 |
| EV consumers eager connectivity | over half | 27 |
| DTS AutoStage vehicles on road | over 14 million | 27 |
| Current ratio | 2.4 | 27 |
| Cash and cash equivalents | 96,824 | 27 |
| Capital expenditures expected for | approximately 20.0 million | 27 |
| AR Facility outstanding indebtedness | 40.0 million | 27 |
| Xperi, published 2026-02-25, period 2025-Q4 | ||
| TiVo One Monthly Active Users | 5.3 million | 26 |
| IPTV Subscriber Households | 3.25 million | 26 |
| DTS AutoStage Footprint | 14 million vehicles | 26 |
| ARPU for TiVo One | 7.80 | 26 |
| Xperi, published 2025-11-06, period 2025-Q3 | ||
| Shares repurchased since Program inception | 2.2 million | 25 |
| Restructuring charges estimate | $16.0 million to $18.0 million | 25 |
| Remaining authorization for repurchase | $80.0 million | 25 |
| Outstanding indebtedness under AR Facility | $40.0 million | 25 |
| Operating loss margin | -1% | 25 |
| Operating loss margin | -14% | 25 |
| Operating loss margin | -9% | 25 |
| Operating loss margin | -20% | 25 |
| Net loss margin | -5% | 25 |
| Net loss margin | -15% | 25 |
| Net loss margin | -12% | 25 |
| Net loss margin | -17% | 25 |
| Estimated interest payments on AR Facility - next | $2.6 million | 25 |
| Estimated annual increase in interest expense per 1% SOFR increase | $0.4 million | 25 |
| Estimated annual cost savings from restructuring | $30.0 million to $35.0 million | 25 |
| Current ratio (prior year) | 1.6 | 25 |
| Current ratio | 2.4 | 25 |
| Capital expenditure expectations for | $20.0 million | 25 |
| Average repurchase price per share | $9.23 | 25 |
| Xperi, published 2025-11-05, period 2025-Q3 | ||
| TiVo One Monthly Active Users | 4.8 million | 24 |
| TiVo One Average Revenue Per User (ARPU) | $8.75 | 24 |
| TiVo OS Partners | 10 | 24 |
| IPTV Subscribers | 3.2 million households | 24 |
| AutoStage Platform Vehicles | more than 13 million | 24 |
| Xperi, published 2025-08-07, period 2025-Q2 | ||
| Current ratio | 2.5 | 23 |
| Xperi, published 2025-08-06, period 2025-Q2 | ||
| TiVo One Monthly Active Users | 3.7 million | 22 |
| IPTV Subscriber Households Year-over-Year Growth | over 30 percent | 22 |
| IPTV Subscriber Households | over 3 million | 22 |
| AutoStage Year-over-Year Growth | 70 percent | 22 |
| AutoStage Footprint | over 12 million vehicles | 22 |
| Xperi, published 2025-07-28, period 2025-Q2 | ||
| Vehicles on DTS AutoStage platform | 12 million | 21 |
| TiVo One Monthly Active Users | 3.7 million | 21 |
| Global IPTV subscriber households | 3 million | 21 |
| Xperi, published 2025-05-08, period 2025-Q1 | ||
| Estimated annual interest payments AR Facility | approximately 2.6 million | 20 |
| Current ratio | 2.3 | 20 |
| Capital expenditures expected | approximately 20.0 million | 20 |
| AR Facility outstanding | 40.0 million | 20 |
| Xperi, published 2025-05-07, period 2025-Q1 | ||
| Video-over-broadband subscriber households | 2.75 million | 19 |
| TiVo One Monthly Active Users | 2.5 million | 19 |
| DTS AutoStage vehicle footprint | 11 million vehicles | 19 |
| Xperi, published 2025-02-27, period FY2024 | ||
| Total operating expenses | 580,763 | 18 |
| Stock-based compensation expense | 60,541 | 18 |
| Stock repurchases | 20,000 | 18 |
| Selling, general and administrative | 218,106 | 18 |
| Revenue | 493,688 | 18 |
| Research and development | 191,352 | 18 |
| Operating loss | (88,075) | 18 |
| Net loss | (870) | 18 |
| Net cash used in operating activities | (55,340) | 18 |
| Net cash used in financing activities | (19,350) | 18 |
| Net cash provided by investing activities | 50,820 | 18 |
| Interest expense - debt | (3,008) | 18 |
| Interest and other income, net | 829 | 18 |
| Income before taxes | 11,578 | 18 |
| Impairment of long-lived assets | 1,535 | 18 |
| Gain on divestiture | 100,833 | 18 |
| Depreciation expense | 12,638 | 18 |
| Current ratio | 1.6 | 18 |
| Cash and cash equivalents | 130,564 | 18 |
| Capital expenditures | 16,800 | 18 |
| Amortization expense | 43,376 | 18 |
| Xperi, published 2025-02-26, period 2024-Q4 | ||
| TiVo OS activated Smart TVs | over two million | 17 |
| TiVo Broadband customers | 20 | 17 |
| IPTV subscriber households | 2.6 million | 17 |
| HD Radio vehicle penetration | 110 million vehicles | 17 |
| DTS AutoStage year-over-year growth | doubled | 17 |
| DTS AutoStage vehicle footprint | 10 million vehicles | 17 |
| Xperi, published 2024-11-07, period 2024-Q3 | ||
| Current ratio | 1.3 | 16 |
| Cash and cash equivalents | 72,686 | 16 |
| Xperi, published 2024-11-06, period 2024-Q3 | ||
| Video-over-Broadband subscriber households | over 2.4 million | 15 |
| TiVo OS activated Smart TVs | approaching one million | 15 |
| Share repurchases | approximately 1.1 million shares | 15 |
| Share repurchase average price | $8.92 | 15 |
| Perceive asset sale net proceeds | approximately $60 million | 15 |
| Perceive asset sale gross proceeds | $80 million in cash | 15 |
| AutoStage vehicles in North America | more than five million | 15 |
| AutoStage integrated vehicles | more than eight million | 15 |
| Xperi, published 2024-08-08, period 2024-Q2 | ||
| Current ratio | 2.0 | 14 |
| Xperi, published 2024-08-05, period 2024-Q2 | ||
| Video-over-Broadband subscriber households | 2.25 million | 13 |
| TiVo OS active connected devices | two million | 13 |
| DTS AutoStage deployed vehicles | seven million | 13 |
| Xperi, published 2024-05-09, period 2024-Q1 | ||
| Current ratio | 2.1 | 12 |
| Xperi, published 2024-05-08, period 2024-Q1 | ||
| IPTV subscribers millions | over 2 | 11 |
| HD Radio penetration pct | 58 | 11 |
| DTS AutoStage vehicles millions | 6 | 11 |
| Xperi, published 2024-03-01, period FY2023 | ||
| US weekly video viewing average | 42 hours | 10 |
| US weekly video viewing | 38 hours per week | 10 |
| US patent applications | 156 | 10 |
| US issued patents | approximately 749 | 10 |
| Technical learning programs | more than 10,000 | 10 |
| Smart TV platforms under contract | five Smart TV OEMs | 10 |
| Patent expiration latest | 2042 | 10 |
| OTT share of US weekly video viewing | more than 50% | 10 |
| Online learning courses | more than 250 courses and programs | 10 |
| HD Radio stations | more than 2,700 | 10 |
| HD Radio largest US stations | 97 of the 100 | 10 |
| HD Radio digital audio broadcasts | over 4,600 | 10 |
| Foreign patent applications | 210 | 10 |
| Foreign issued patents | approximately 1,024 | 10 |
| Unrecognized tax benefits | 9.6 million | 10 |
| Purchase obligations within | 44.2 million | 10 |
| Purchase obligations | 143.2 million | 10 |
| Long-term debt outstanding | 50.0 million | 10 |
| Lease payment obligations within | 16.8 million | 10 |
| Interest payments within | 3.0 million | 10 |
| Future interest payments on debt | 4.5 million | 10 |
| Foreign currency derivative contracts notional amount | 46.2 million | 10 |
| Fixed lease payment obligations | 49.9 million | 10 |
| Divestiture impact on 2024 revenue | 30.0 million | 10 |
| Current ratio | 1.9 | 10 |
| Capital expenditures expected | 20.0 million | 10 |
| Xperi, published 2024-02-28, period 2023-Q4 | ||
| IPTV subscribers | 1.9 million | 9 |
| IPTV revenue | $60M | 9 |
| Connected Car committed business | more than $300M | 9 |
| Xperi, published 2023-11-13, period 2023-Q3 | ||
| Video service providers with TiVo+ streaming service | 30 | 8 |
| Prior current ratio | 2.2 | 7 |
| IPTV subscriber growth | double-digit year-over-year | 8 |
| Current ratio | 2.0 | 7 |
| Cars incorporating HD Radio | 100 million | 8 |
| Xperi, published 2023-08-11, period 2023-Q2 | ||
| current ratio prior | 2.2 | 6 |
| Current ratio | 2.3 | 6 |
Xperi Development
How Xperi has developed since 2023: one paragraph per period on revenue, earnings, cash flow and drivers, most recent period first, grouped by year. NadirAlpha methodology
FY2026: Xperi
In the first two quarters of fiscal 2026, Xperi generated revenue of USD 114.2 million in Q1 and USD 114.5 million in Q2, with growth in Media Platform and Connected Car segments offset by declines in Pay-TV and Consumer Electronics 29 31. Operating income reached USD 2.2 million in Q1 and USD 2.9 million in Q2, an improvement from operating losses of $16.4 million and $11.1 million in the respective prior-year periods 28 30. Net income was USD -7.8 million in Q1 and USD -1.5 million in Q2, while adjusted EPS was 0.23 and 0.28 respectively 128 130. Free cash flow was USD -19.1 million in Q1 and recovered to USD 14.1 million in Q2, with cash of USD 90.6 million and a net cash position of USD 50.6 million at the end of Q2 130. A restructuring completed in late 2025 reduced approximately 250 employees with estimated annualized savings of $30-35 million, contributing to lower employee-related costs across both periods 29 31.
FY2025: Xperi
Xperi Inc. reported FY2025 revenue of $448.1 million, a decline of 9% year-over-year, primarily driven by a $54.0 million decrease in Pay-TV revenue from lower guide product revenue and end-of-life consumer hardware products, partially offset by a $13.2 million increase in Connected Car revenue 27. The operating loss margin narrowed to 10% of revenue in 2025 from 18% in 2024, reflecting cost reductions and the prior-year removal of higher-cost divested businesses including AutoSense and Perceive Corporation 27. Adjusted EBITDA rose to $77.0 million from $74.2 million in 2024, while the GAAP net loss for the year was $56.3 million 26. Full-year revenue guidance was cut in Q2 2025 from $480-$500 million to $440-$460 million citing macroeconomic uncertainty, and in November 2025 the company approved a workforce reduction of approximately 250 employees targeted to deliver $30-$35 million in annualized savings 21 27. TiVo One monthly active users grew more than 250% during 2025 to reach 5.3 million at year end, and the DTS AutoStage footprint expanded 40% to 14 million vehicles 26.
FY2024: Xperi
Xperi Inc. reported full-year 2024 revenue of $493.7 million, a decline of 5% from the prior year, driven primarily by a decrease in Consumer Electronics revenue following the January 2024 divestiture of the AutoSense in-cabin safety business to Tobii AB and lower minimum guarantee contract revenue, partially offset by growth in Connected Car (+$16.3 million) and Pay-TV (+$15.0 million) segments 18. Xperi recorded a GAAP operating loss of $87.1 million and a GAAP net loss of $14.0 million, while adjusted operating income reached $49.5 million and adjusted EPS was $0.97 126. Two divestitures, AutoSense completed January 2024 and Perceive Corporation assets sold to Amazon.com Services LLC on October 2, 2024, contributed combined pre-tax gains of $100.8 million 18. Adjusted EBITDA doubled year-over-year in 2024, while operating cash flow was negative $55.3 million, impacted by a $46.3 million increase in unbilled contracts receivable 17 18. Key operational metrics showed TiVo OS reaching over two million activated Smart TVs and DTS AutoStage exceeding 10 million vehicles globally, with IPTV subscriber households growing 37% year-over-year to 2.6 million 17.
FY2023: Xperi
Xperi Inc. reported FY2023 revenue of $521.3 million, a 4% increase from $502.3 million in 2022, driven by $10.7 million growth in Connected Car and $9.2 million growth in Media Platform from the Vewd acquisition, partially offset by a $4.8 million decline in Pay-TV revenue (10). The GAAP net loss narrowed to $136.6 million ($3.18 per share) from $757.5 million in 2022; the prior-year figure included $604.6 million in goodwill impairment charges that were not repeated in 2023 (9, 10). Non-GAAP adjusted EBITDA reached $34.7 million for the full year, and net operating cash flow improved to $0.1 million from negative $28.4 million in 2022 (9, 10). The TiVo OS platform secured design wins with multiple Smart TV OEMs including Sharp, Skyworth, Konka, and Vestel, with Vestel beginning commercial shipments in Europe under the JVC brand in Q3 2023 (8, 10). Xperi divested its AutoSense in-cabin safety business to Tobii AB in January 2024 and initiated a formal strategic alternatives evaluation for its Perceive edge AI subsidiary (9, 10).
Glossary
- Revenue: Revenue from contracts with customers, net of sales deductions, as the company itself reports it; not total output, gross revenue, GMV or order intake.
- Op. income: The operating line of the income statement; EBIT only as a marked fallback, never pre-tax or ordinary income.
- Op. income (adj.): Adjusted operating income, verbatim and company-defined (non-GAAP), never derived.
- EBITDA (adj.): Adjusted EBITDA, verbatim and company-defined (non-GAAP), never derived.
- Net income: Net income attributable to the shareholders of the parent, after discontinued operations; not the result including minority interests, not comprehensive income.
- EPS: Diluted earnings per share attributable to the shareholders of the parent; a printed figure always beats a calculated one, calculated values are marked.
- EPS adj.: Adjusted earnings per share, verbatim and company-defined (non-GAAP).
- FCF: Free cash flow = operating cash flow minus capital expenditure on property, plant and equipment; the company's own free cash flow figure is shown separately.
- OCF: Cash flow from operating activities as reported; IFRS companies may show interest paid in financing cash flow, so the figure is not always comparable.
- Cash: Cash and cash equivalents, without securities unless the company reports them as part of the position.
- Net Debt: Net debt = financial debt excluding lease liabilities minus cash at the same reporting date; the company's own net position may differ.
- *: derived, the formula is in the hover
- ≈: calculated, approximation
- ~: uncertain; the value stays visible, verdicts do not use it
- °: repaired by a targeted query against the document, or curated with documentary evidence
- EBIT: EBIT as a fallback: the income statement carries no operating line
- basic: basic earnings per share as a fallback when diluted is missing
Sources: quarterly reports, annual reports and investor relations documents
All original documents NadirAlpha used for this report on Xperi stock: quarterly and annual reports, earnings releases and investor relations documents, sorted by publication, the document type is the link. NadirAlpha methodology
Older sources (+1)
| # | Document type | Published |
|---|---|---|
| #201 | 10-Q quarterly report | 2022-11-14 |
Xperi Stock FAQ
Is there a management forecast (guidance) for FY2026?
Yes. Management has issued targets for FY2026, including Capex. The guidance tracking chapter shows all targets and checks them against the actuals reported later; neutral, with no estimate of our own.
Which additional key figures does Xperi report?
As reported for Q2 2026: Current ratio, TiVo One Monthly Active Users, TiVo One Year-over-Year MAU Growth, TiVo One Trailing 12-Month ARPU, Media Platform Revenue Year-over-Year Growth, IPTV Year-over-Year Subscriber Growth. The chapter Reported KPIs lists every value with its source. Revenue is broken down by Consumer Electronics, Pay-TV, Connected Car, Media Platform.
Where can I find the official investor relations documents of Xperi?
NadirAlpha links all 32 original filings used (SEC filings) in the sources chapter: earnings release, quarterly report, annual report, each with type, publication date and a direct link; every figure in the report carries a source number.