Xperi (NYSE: XPER) revises minimum-guarantee share of revenue
Rhea-AI Filing Summary
Xperi Inc. clarifies prior comments from its second quarter 2026 earnings call regarding the share of total revenue coming from minimum-guarantee agreements. Earlier remarks suggested these agreements were in the single-digit percent range; the company now states that historically they have typically been in the low-to-mid 20 percent range of total revenue.
Xperi also indicates it expects minimum-guarantee agreements to be in the mid 20 percent, or slightly higher, range for the fiscal year ending December 31, 2026. A corrected transcript of the August 5, 2026 call, held at 2:00 p.m. Pacific Time, is available on its investor relations website, and the Regulation FD information is furnished, not deemed filed, under the Exchange Act.
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8-K Event Classification
Item 7.01 — Regulation FD Disclosure
1 item
Item 7.01
Regulation FD Disclosure
Disclosure
Material non-public information disclosed under Regulation Fair Disclosure, often investor presentations or guidance.
Key Figures
Historical minimum-guarantee level: low-to-mid 20 percent of total revenue
Expected 2026 minimum-guarantee level: mid 20 percent, or slightly higher
Q2 2026 earnings call date: August 5, 2026
+1 more
4 metrics
Historical minimum-guarantee level
low-to-mid 20 percent of total revenue
Typical historical level of minimum-guarantee agreements as a percentage of total revenue
Expected 2026 minimum-guarantee level
mid 20 percent, or slightly higher
Expected minimum-guarantee agreements as a percentage of total revenue for fiscal year ending December 31, 2026
Q2 2026 earnings call date
August 5, 2026
Date of second quarter 2026 earnings conference call and webcast
Earnings call time
2:00 p.m. Pacific Time
Time of the second quarter 2026 earnings conference call
Key Terms
minimum-guarantee agreements, Regulation FD, furnished and shall not be deemed "filed", emerging growth company
4 terms
minimum-guarantee agreements financial
"the Company’s historical level of minimum-guarantee agreements as a percentage of total revenue"
Regulation FD regulatory
"Item 7.01. Regulation FD Disclosure"
Regulation FD is a rule that prevents company insiders, like executives, from sharing important information with some people before others get it. It matters because it helps ensure all investors have equal access to key news, making the stock market fairer and reducing chances of insider trading.
furnished and shall not be deemed "filed" regulatory
"The information in Item 7.01 is furnished and shall not be deemed "filed""
emerging growth company regulatory
"Emerging growth company"
An emerging growth company is a recently public or smaller public firm that qualifies for temporary, lighter regulatory and disclosure rules to reduce the cost and effort of being public. For investors, it means the company may provide less historical financial detail and face fewer reporting requirements than larger firms, so it can grow more quickly but also carries higher uncertainty—like buying a promising early-stage product with fewer user reviews.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What did Xperi (XPER) correct from its Q2 2026 earnings call?
Xperi corrected prior comments about minimum-guarantee agreements, clarifying they typically represent a low-to-mid 20 percent share of total revenue, not single-digit percentages, and provided updated expectations for their 2026 level.
What are Xperi (XPER) historical minimum-guarantee agreements as a percentage of revenue?
Xperi states that historically its minimum-guarantee agreements have typically been in the low-to-mid 20 percent range of total revenue, revising earlier verbal remarks that incorrectly suggested a single-digit percentage contribution.
What minimum-guarantee revenue level does Xperi (XPER) expect for fiscal 2026?
For the fiscal year ending December 31, 2026, Xperi expects minimum-guarantee agreements to be in the mid 20 percent, or slightly higher, range of total revenue, indicating a continued meaningful contribution from these agreements.
When was Xperi’s (XPER) Q2 2026 earnings call held and at what time?
Xperi held its second quarter 2026 earnings conference call and webcast on August 5, 2026, at 2:00 p.m. Pacific Time, and later issued a Regulation FD disclosure to correct a verbal statement from that call.
Where can investors find Xperi’s (XPER) corrected Q2 2026 earnings call transcript?
The corrected transcript is available on Xperi’s website in the Events & Presentations section under “Q2 2026 Earnings Call,” alongside the archived webcast for investors and analysts to review.
Is Xperi’s (XPER) Regulation FD information considered "filed" with the SEC?
The company specifies that the information provided under Item 7.01 is furnished and shall not be deemed “filed” for purposes of Section 18 of the Exchange Act, limiting associated statutory liabilities.