Xperi (XPER) Company Report

Xperi announced the increased adoption of its DTS AutoStage Video Service Powered by TiVo among major automakers.
Mercedes-Benz has selected the DTS AutoStage Video Service for upcoming vehicles, completing its adoption of Xperi's entire suite of connected car offerings, which includes HD Radio, DTS AutoStage Audio, and DTS:X immersive audio.
The DTS AutoStage Video platform is now adopted by five OEMs, with three of these adoptions occurring in the past year.
Xperi will debut the Mercedes-Benz DTS AutoStage Video Service at CES 2026, taking place from January 6-9.

Jan 5, 2026, 1:30 PM

Press Release

XING Mobility Announces New Immersion-Cooled Battery Products for EV, ESS, and AI Data Centers

XPER

Product Launch

New Projects/Investments

XING Mobility will showcase its immersion-cooled battery technology at CES 2026, featuring applications across Electric Vehicle (EV), Energy Storage Systems (ESS), and AI data center Backup Battery Units (BBU).
The company is entering the AI data center market with the debut of the BBx800, the world's first immersion-cooled 800V high-voltage DC BBU, capable of delivering peak power output of up to 1 MW for 3 minutes or 1.2 MW for 90 seconds.
XING Mobility's immersion-cooled battery technology is integrated into Caterham's all-electric concept car, Project V, with the production prototype set for unveiling at Tokyo Auto Salon 2026.
The company will also debut the IMMERSIO™ XBE1000 energy storage cabinet for grid-scale energy storage, offering flexible capacity configurations from 200 kWh to 1 MWh.

Dec 24, 2025, 1:00 PM

Press Release

Xperi Reports Q3 2025 Financial Results and Announces Workforce Reduction

XPER

Earnings

Layoffs

Guidance Update

Xperi reported consolidated revenue of $112 million and non-GAAP earnings per share of $0.28 for the third quarter of 2025.
The company achieved 30% sequential growth in TiVo One monthly active users, reaching 4.8 million, and expanded its AutoStage connected car footprint to over 13 million vehicles.
Xperi announced a workforce reduction of approximately 250 employees, representing 15% of its workforce, anticipating $30 million to $35 million in annualized savings.
The calculated average revenue per user (ARPU) for TiVo One at the end of the quarter was $8.75, moving closer to the $10 goal for the end of 2025.
For fiscal year 2025, Xperi reiterated its annual revenue guidance of $440 million to $460 million and adjusted EBITDA margin of 15% to 17%.

Nov 5, 2025, 10:00 PM

Transcript

Xperi Reports Q3 2025 Financial Results

XPER

Earnings

Demand Weakening

New Projects/Investments

Xperi reported revenue of $111.6 million for Q3 2025, marking a 16% decrease year-over-year, with a GAAP net loss attributable to the Company of ($6.1 million) and Non-GAAP earnings per share of $0.28.
The company generated $8 million in operating cash flow and $2 million in free cash flow during Q3 2025, concluding the quarter with $97 million in cash and cash equivalents.
Operational highlights include a 30% sequential increase in TiVo One Monthly Active Users (MAU) to 4.8 million, and the AutoStage platform expanding its footprint to 13 million vehicles.
Video-over-Broadband subscriber households saw a 32% year-over-year increase, reaching 3.2 million in Q3 2025.

Nov 5, 2025, 10:00 PM

Presentation

Xperi Inc. Announces Third Quarter 2025 Results and Workforce Reduction

XPER

Earnings

Guidance Update

Layoffs

Xperi Inc. reported Q3 2025 revenue of $111.6 million and Non-GAAP earnings per share of $0.28, compared to $132.9 million and $0.51 respectively in Q3 2024.
The company reiterated its full-year 2025 guidance for revenue between $440 million and $460 million and an Adjusted EBITDA Margin of 15% to 17%.
A workforce reduction of approximately 250 employees was approved on November 1, 2025, expected to result in $16 million to $18 million in restructuring charges and generate $30 million to $35 million in annualized savings.
Operational highlights include the TiVo One platform reaching 4.8 million monthly active users (a 30% sequential increase) and the AutoStage platform expanding to over 13 million vehicles.

Nov 5, 2025, 9:16 PM

8-K

Xperi's TiVo One Reaches 4 Million Monthly Active Users

XPER

New Projects/Investments

Guidance Update

Revenue Acceleration/Inflection

Xperi's TiVo One cross-platform advertising platform has surpassed 4 million monthly active users.
Xperi has set a target for TiVo One user base growth to reach around 7 million monthly active users by the end of 2026.
The platform combines the reach of TiVo OS, integrated into smart TVs across more than 40 countries, with the rapidly expanding IPTV segment, which is growing 30% year-over-year.
TiVo OS is on track to reach 2 million activated units globally by the end of the year, with nearly 1 million activated smart TVs already.

Sep 3, 2025, 8:07 AM

Morningstar

Xperi Inc. Provides Business and Financial Overview at 16th Annual Ideas Conference

XPER

Guidance Update

New Projects/Investments

Revenue Acceleration/Inflection

Xperi Inc. (XPER) is a technology and solutions provider for connected car, pay TV, consumer electronics, and media platform markets, operating under brands such as TiVo and DTS.
The company is focusing on growth in its Media Platform, specifically the TiVo OS and TiVo One ad platform, reporting 9 TiVo OS partners and 3.7 million monthly active users, with a target of $10 exit rate ARPU.
In Q2, Xperi's adjusted EBITDA increased slightly year-over-year, despite a revenue decline, primarily due to an $18.7 million reduction in operating expenses on an adjusted basis.
For the full year, Xperi projects revenue between $440 million and $460 million and an adjusted EBITDA margin of 15% to 17%, with operating cash flow expected to be neutral plus or minus $10 million.

Aug 27, 2025, 4:05 PM

Xperi Inc. Announces Q2 2025 Financial Results and Operational Progress

XPER

Earnings

Guidance Update

New Projects/Investments

Xperi Inc. reported Q2 2025 revenue of $105.9 million and Non-GAAP earnings per share of $0.11.
The company achieved Non-GAAP Adjusted EBITDA of $15.2 million (a 14.4% margin) and generated $10 million in operating cash flow and $5 million in free cash flow in Q2 2025.
Key operational progress in Q2 2025 included reaching 3.7 million monthly active users on the TiVo One Ad Platform with 9 TV partners, and exceeding the 2025 goal of 3 million global subscriber households for IPTV.
For fiscal year 2025, Xperi Inc. projects revenue between $440 million and $460 million and an Adjusted EBITDA Margin of 15% to 17%.

Aug 6, 2025, 9:00 PM

Presentation

Xperi Reports Lower Q2 Revenue, Cuts FY25 Guidance

XPER

Earnings

Guidance Update

Demand Weakening

Xperi Inc. reported Q2 2025 revenue of $105.9 million, a decrease from $119.6 million year-over-year, partly due to the sale of its Perceive business.
The company lowered its full-year 2025 revenue outlook to between $440 million and $460 million.
Despite a Q2 2025 net loss of $14.8 million (EPS -$0.32), Xperi's adjusted EBITDA of $15.2 million slightly exceeded estimates.
Xperi surpassed key digital platform milestones, including over 3.7 million TiVo One monthly active users and 12 million vehicles on the DTS AutoStage platform as of Q2 2025.
Analysts maintain bullish ratings, with an average 12-month price target of $15.50, reflecting confidence in Xperi's strategic pivot to recurring digital and automotive technology revenues.

Jul 28, 2025, 9:57 PM

Morningstar

Xperi Inc. Announces Q1 2025 Financial Results & Strategic Initiatives

XPER

Earnings

Guidance Update

Revenue Acceleration/Inflection

Product Launch

Financial Performance: Q1 2025 revenue was $114M; GAAP net loss stood at ($18M) with an improved GAAP operating loss of $16.4M vs prior quarter .
Non-GAAP Results: Adjusted EBITDA surged over 200% YoY to $16M (14% margin) and non-GAAP EPS reached $0.16 .
User & Platform Growth: The Media Platform reached 2.5M TiVo One Monthly Active Users, with the rollout of the TiVo One home page ad unit targeting 5M users by year-end and 7M next year .
Operating Efficiency: GAAP operating expenses dropped 14% and non-GAAP operating expenses declined 17%, driven by cost transformation initiatives .
Segment Performance: The Connected Car segment grew 37% to $33M and IPTV subscribers increased to 2.75M (36% YoY) .
FY25 Guidance: Outlook remains unchanged with expected revenue between $480M-$500M and a non-GAAP EBITDA margin of 16%-18% .