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Xperi Inc (XPER)
NYSE:XPER
Earnings Data
Report Date
May 13, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.14Last Year’s EPS
0.16Same Quarter Last Year
Strong Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed meaningful strategic and operational progress: rapid TiVo One MAU growth (+250% YoY), a large and expanding Connected Car footprint (+40% YoY), Media Platform advertising momentum (quarterly Media Platform revenue +15%) and materially improved profitability and cash flow (adjusted EBITDA $77M for the year, opex down 18% YoY, operating cash flow roughly neutral vs. prior year usage). At the same time, near-term top-line pressure remains from Consumer Electronics and legacy Pay TV declines (FY revenue -9%), ARPU volatility as new footprint monetizes, and ongoing supply-chain/memory risks. Management’s forward guidance (Media Platform revenue doubling in 2026, ARPU > $10 by year-end, adjusted EBITDA margin 17–19%, and operating cash flow positive) indicates optimism about an inflection toward advertising-led monetization, offsetting existing headwinds. Overall, strong strategic execution and margin/cash improvements set a positive long-term trajectory, while short-term revenue and supply-chain challenges create headwinds to be managed.Company Guidance
TiVo One Monthly Active Users (MAU) Surge
Reached 5.3 million MAUs on TiVo One at year-end, surpassing the 5.0M goal and representing ~250% growth year-over-year (from ~1.5M to 5.3M). Management targets >7M MAUs in 2026.
Media Platform Advertising Momentum
Media Platform revenue grew ~15% in the quarter driven by advertising. TiVo One ARPU finished the year at $7.80 (with some quarter-to-quarter volatility). New supply and demand partnerships include Titan Ads, OpenGlass, Anoki, FreeWheel and direct homepage ad campaigns for Hallmark Media, Freeform, NBCUniversal and TNT. Company expects Media Platform revenue to double in 2026 and ARPU to exceed $10 by year-end 2026, with a long-term ARPU goal north of $20.
Connected Car Footprint Expansion
DTS AutoStage footprint exceeded 14 million vehicles, a ~40% year-over-year increase. Signed Mercedes-Benz (first brand to adopt all 4 Xperi Connected Car solutions). Connected Car revenue grew ~5% in the quarter and 12% year-over-year (full year) aided by minimum guarantee arrangements; new Tier 1 and OEM agreements and HD Radio adoption with Toyota, Honda, Audi.
IPTV Subscriber and Pay TV Transition
IPTV subscriber households grew 25% year-over-year to 3.25 million. Multiple managed IPTV and broadband-only wins (Prism Fiber, MIDTEL, ClaroVTR, Frontier, Cogeco) supporting a transition from legacy Pay TV to IPTV subscription revenue that management expects will help level the Pay TV business over time.
Improved Profitability and Expense Reductions
Non-GAAP adjusted operating expenses fell 13% in the quarter and 18% for the year (down $60M to $274M). Adjusted EBITDA was $22M in Q4 (19% of revenue) and $77M for FY2025 (17% of revenue), an improvement of ~2 percentage points versus prior year. Management expects stock-based compensation to decline ~25% in 2026 to ~$31M.
Stabilized Operating Cash Flow and Liquidity
Q4 operating cash flow was $4M. Full-year operating cash flow was near neutral ( ~$0.5M usage) vs. $55M usage in prior year, demonstrating significant improvement. Cash and cash equivalents at quarter end were $97M. 2026 outlook targets operating cash flow of $15M–$25M and positive free cash flow at the midpoint.
Strategic Partnerships and Product Extensions
Exceeded smart TV partner goal (10 partners vs. initial goal of 4). Expanded product capabilities (Blacknut Cloud Gaming, home screen video ad units, demos on mini LED TVs), renewed key CE agreements (Sound United, Onkyo), and extended IMAX Enhanced into new categories (e.g., high-end earbuds), supporting broader platform distribution and monetization opportunities.
XPER Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
XPER Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 25, 2026 | $5.56 | $5.78 | +3.96% |
Nov 05, 2025 | $6.74 | $6.87 | +1.93% |
Aug 06, 2025 | $5.69 | $6.01 | +5.62% |
May 07, 2025 | $6.95 | $8.02 | +15.40% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Xperi Inc (XPER) report earnings?
Xperi Inc (XPER) is schdueled to report earning on May 13, 2026, After Close (Confirmed).
What is Xperi Inc (XPER) earnings time?
Xperi Inc (XPER) earnings time is at May 13, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is XPER EPS forecast?
XPER EPS forecast for the fiscal quarter 2026 (Q1) is 0.14.