Xperi Stock Price, News & Analysis

Xperi (NYSE:XPER) reported Q2 2025 financial results, showing mixed performance with revenue of $105.9 million, down from $119.6 million in Q2 2024. Despite revenue decline, the company improved its GAAP operating loss to ($11.1 million) from ($21.9 million) year-over-year.

Key operational highlights include reaching 3.7 million TiVo One Monthly Active Users, signing the ninth TiVo OS TV partner, growing IPTV subscribers by over 30% year-over-year to 3 million households, and expanding AutoStage footprint by 70% to exceed 12 million vehicles. The company maintained its fiscal year 2025 revenue guidance of $440M to $460M and Adjusted EBITDA margin outlook of 15% to 17%.

Xperi (NYSE:XPER) released preliminary Q2 2025 results, reporting revenue of $105.9 million and adjusted EBITDA of $15.2 million. The company generated $10 million in operating cash flow and $5 million in free cash flow during the quarter.

Due to macroeconomic uncertainties affecting customers, Xperi reduced its FY2025 revenue outlook to $440-460 million from the previous $480-500 million, and adjusted EBITDA margin guidance to 15-17% from 16-18%.

Despite financial headwinds, the company achieved significant operational milestones, including 3.7 million TiVo One Monthly Active Users, 3 million global IPTV subscriber households, and 12 million vehicles on the DTS AutoStage platform.

Xperi (NYSE:XPER), an entertainment technology company, has scheduled its second quarter 2025 financial results announcement for Wednesday, August 6, 2025, after market close. The company will host an earnings conference call at 2 p.m. PDT (5 p.m. EDT) on the same day.

Investors can access the call via toll-free number 1-888-596-4144 (US) or +1 646-968-2525 (International) using Conference ID 5483252. Participants should dial in 15 minutes before the call. A webcast option is also available.

Xperi Inc. (NYSE: XPER), an entertainment technology company, has announced its upcoming participation in two investor conferences. The company's management team will attend the Craig Hallum 22nd Annual Institutional Investor Conference on May 28, 2025, in Minneapolis, Minnesota. Additionally, they will participate in the Maxim Group 2025 Virtual Tech Conference: Discover the Innovations Reshaping Tomorrow scheduled for June 3, 2025.

Xperi (NYSE: XPER) reported its Q1 2025 financial results, highlighting significant growth in profitability with a 200% year-over-year increase in adjusted EBITDA to $16.4 million. The company achieved 2.5 million TiVo One Monthly Active Users, primarily in Europe, setting a foundation for future monetization. Revenue was $114.0 million, compared to $118.81 million in Q1 2024.

Key achievements include launching Sharp TVs powered by TiVo, rolling out home page ad units across the TiVo One platform, and expanding to over 80 additional streaming services. The company's Pay TV segment grew to 2.75 million video-over-broadband subscriber households, up 36% year-over-year. Xperi maintains its fiscal year 2025 outlook with revenue projected between $480M to $500M and adjusted EBITDA margin between 16% to 18%.

TiVo's Q4 2024 Video Trends Report reveals a significant shift in consumer entertainment habits. Viewers are actively decluttering their video services while maintaining consistent watching time. The average monthly entertainment spend dropped below $160 for the first time since 2021, with consumers using fewer services (9.9 down from 11.1).

Key findings include:

• Consumer ad tolerance increased to 76.2%
• 34.6% of users share SVOD passwords
• 58% couldn't watch specific sports events due to service limitations
• In-car video viewing rose by 6%
• 41.6% prefer personalized ads across platforms

The report, based on surveys of 4,490 adults in the US and Canada, indicates a revival in pay TV as cord-cutting intentions decreased by 2%. Consumers now prioritize content quality over quantity, showing increased acceptance of ad-supported services. This trend suggests a market shift toward value-driven, simplified entertainment experiences.

Xperi (NYSE: XPER), an entertainment technology company, has scheduled its first quarter 2025 financial results announcement for Wednesday, May 7, 2025, after market close. The company will host an earnings conference call at 2 p.m. PST (5 p.m. EST) on the same day. Participants can join via phone using toll-free number 1-888-596-4144 (US) or +1 646-968-2525 (International) with Conference ID 5483252, or through a webcast. Callers are advised to dial in 15 minutes before the call starts.

TiVo, a subsidiary of Xperi Inc. (NYSE: XPER), has launched Sharp Smart TVs Powered by TiVo in the U.S. market. Based on a survey of 1,001 U.S. consumers, the company found that image quality, content availability, and personal recommendations were key purchase influences, with price being a decisive factor.

The new SHARP 55-inch QLED Smart TV Powered by TiVo is now available at retailers including P.C. Richard & Son, ABC Warehouse, and Electronic Express, with prices starting at $299.99. The TV features TiVo OS, which offers an easy-to-navigate interface focused on content discovery and personalization.

The research revealed that 48% of consumers choose TVs based on brand rather than platform. TiVo OS has partnered with major content providers including Disney+, Max, Netflix, Prime Video, and YouTube to enhance the viewing experience and reduce content search friction.

Xperi Inc. (NYSE: XPER) reported strong operational progress in Q4 and full-year 2024, marking significant expansion in its media platform footprint. Sharp TVs with TiVo OS have launched in the U.S. market, while the company achieved a video-over-broadband footprint of 2.6 million subscriber households (up 37% YoY) and a DTS AutoStage footprint of 10 million vehicles.

Key achievements include reaching over 2 million activated Smart TVs with TiVo OS, signing Thomson as the 8th partner for TiVo-powered Smart TVs in Europe, and launching the TiVo One Ad Platform. In the Connected Car segment, HD Radio reached implementation in over 110 million vehicles, approaching 60% penetration in North America's new cars.

The company repurchased $10 million of common stock in Q4 2024 at an average price of $9.57. Revenue slightly increased year-over-year when adjusting for divested businesses, with growth in IPTV and Connected Car offsetting declines in core legacy solutions.