Xperi Inc (XPER)
NYSE:XPER
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Earnings Data
Report Date
Aug 12, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.22Last Year’s EPS
0.11Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlights meaningful and broad-based progress on strategic growth initiatives: strong Media Platform monetization (+45% YoY), rapid TiVo One MAU expansion (>100% YoY to 5.5M), AutoStage footprint growth (+45% YoY to 16M vehicles), Connected Car revenue growth (+14% YoY), improved adjusted EBITDA margins (22%) and a stable cash position including a $12M one-time receipt. These positives were tempered by flat consolidated revenue, declines in Consumer Electronics (-19%) and legacy Pay TV (-8%), a current ARPU ($7.10) below management's long-term target, and continued GAAP net loss and cash outflows. On balance, the call conveyed accelerating monetization and operational progress that outweigh near-term headwinds, while highlighting execution and timing risks to fully realize long-term revenue and ARPU targets.Company Guidance
Media Platform Revenue Growth
Media Platform revenue of $12 million in Q1, up 45% year-over-year, driven primarily by acceleration in advertising monetization via direct-sold revenue, new partner revenue and linear TV campaign spend.
TiVo One User Footprint Expansion
TiVo One monthly active users exceeded 5.5 million at quarter end, more than doubling year-over-year (>100% growth); management expects over 7 million MAUs by year-end.
AutoStage Footprint and Product Launches
AutoStage footprint expanded over 45% year-over-year to over 16 million vehicles across 13 automotive brands; launched AutoStage Broadcast Portal and signed HD Radio renewals and new model integrations (Audi, Honda, Mercedes, Toyota).
Connected Car and Data Monetization Traction
Connected Car revenue grew 14% year-over-year to $38 million, supported by a multiyear minimum guarantee; company expects first data license agreements in Q2 and advertising trials in the U.S. and Europe later in the year.
Pay TV IPTV Subscriber Growth and Product Wins
IPTV subscriber households increased 19% year-over-year to 3.28 million; signed initial agreements for programmatic dynamic ad insertion and native digital rights management and delivered 4K multi-view sports experiences.
Improved Profitability and Cost Base
Non-GAAP adjusted operating expense decreased 14% year-over-year due to workforce reductions; adjusted EBITDA was $25 million (22% of revenue), an improvement of ~8 percentage points versus prior year; non-GAAP EPS of $0.23.
Cash Position and One-Time Receipt
Ended Q1 with $70 million cash and cash equivalents, including the final $12 million payment related to the sale of Perceive to Amazon; operating cash flow usage improved by $4 million year-over-year.
Reaffirmed Full-Year Guidance
Company reaffirmed full-year revenue guidance range of $440 million to $470 million and noted revenue timing has shifted to a more even first-half/second-half split due to earlier-than-planned contract signings.
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 |
|---|---|---|---|
May 06, 2026 | $6.90 | $7.72 | +11.88% |
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% |
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 Aug 12, 2026, After Close (Confirmed).
What is Xperi Inc (XPER) earnings time?
Xperi Inc (XPER) earnings time is at Aug 12, 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 (Q2) is 0.22.