The earnings call presented a mixed picture with significant growth in TiVo One and Connected Car platforms, and cost reductions improving profitability. However, overall revenue declined due to previous large agreements, and a significant workforce reduction was announced.

Company Guidance

During the Xperi Third Quarter 2025 Earnings Conference Call, the company reported significant progress in various strategic areas, highlighting a 30% sequential growth in TiVo One's monthly active users, reaching 4.8 million by quarter-end. The connected car platform, DTS AutoStage, expanded to over 13 million vehicles, and Pay TV video over broadband subscribers grew 32% year-over-year to 3.2 million households. Xperi achieved consolidated revenue of $112 million, despite a year-over-year decline due to a prior large minimum guarantee with Panasonic. Non-GAAP adjusted operating expenses decreased by approximately 20%, contributing to a non-GAAP earnings per share of $0.28 and a positive operating cash flow of $8 million. Additionally, Xperi announced a workforce reduction of 250 employees to enhance profitability and cash flow, while maintaining its full-year revenue guidance of $440 million to $460 million and an adjusted EBITDA margin of 15% to 17%. The introduction of average revenue per user (ARPU) for TiVo One, calculated at $8.75, marks a new performance indicator for the company as it aims to reach $10 by year-end and grow beyond $20 over time.

TiVo One Platform Growth

Achieved 30% sequential growth in the TiVo One CTV advertising platform, reaching 4.8 million monthly active users.

Connected Car Expansion

Platform footprint reached over 13 million vehicles installed with AutoStage at quarter end, with significant collaborations initiated for monetization.

IPTV Subscriber Growth

Video over broadband subscriber count grew 32% year-over-year to 3.2 million subscriber households.

Cost Reduction and Profitability

Non-GAAP adjusted operating expenses decreased approximately 20% compared to the prior year, with a workforce reduction expected to save $30-35 million annually.

Partnerships and Renewals

Renewed agreements with key partners such as Vestel and NCTC, and expanded IMAX Enhanced program with Sony Pictures.

Xperi Inc (XPER) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

XPER Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Mar 04, 2026	2025 (Q4)	0.19 / -	0.39	―	―	―
Nov 05, 2025	2025 (Q3)	0.14 / 0.28	0.51	-45.10% (-0.23)
Aug 06, 2025	2025 (Q2)	0.13 / 0.11	0.12	-8.33% (>-0.01)
May 07, 2025	2025 (Q1)	0.04 / 0.16	-0.05	420.00% (+0.21)
Feb 26, 2025	2024 (Q4)	0.23 / 0.39	0.11	254.55% (+0.28)
Nov 06, 2024	2024 (Q3)	0.18 / 0.51	-0.08	737.50% (+0.59)
Aug 05, 2024	2024 (Q2)	-0.03 / 0.12	-0.09	233.33% (+0.21)
May 08, 2024	2024 (Q1)	-0.10 / -0.05	0.04	-225.00% (-0.09)
Feb 28, 2024	2023 (Q4)	0.05 / 0.11	0.08	37.50% (+0.03)
Nov 13, 2023	2023 (Q3)	-0.10 / -0.08	-0.22	63.64% (+0.14)

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
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%
Feb 26, 2025	$8.56	$8.29	-3.15%

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 Mar 04, 2026, After Close (Confirmed).

What is Xperi Inc (XPER) earnings time?

Xperi Inc (XPER) earnings time is at Mar 04, 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 2025 (Q4) is 0.19.

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