Xperi updates revenue minimum-guarantee disclosure

Xperi Inc. clarifies prior comments from its second quarter 2026 earnings call regarding the share of total revenue coming from minimum-guarantee agreements.

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.

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.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

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.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 08/07/2026 - 06:06 AM Accepted by SEC EDGAR 08/07/2026 - 06:00 AM Learn about SEC filing dates

0001788999false00017889992026-08-062026-08-06

UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): August 06, 2026

Xperi Inc.

(Exact name of Registrant as Specified in Its Charter)

Delaware			001-41486	83-4470363
(State or Other Jurisdiction of Incorporation)			(Commission File Number)	(IRS Employer Identification No.)
2190 Gold Street
San Jose, California				95002
(Address of Principal Executive Offices)				(Zip Code)

Registrant’s Telephone Number, Including Area Code: 408 519-9100

N/A

(Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class		Trading Symbol(s)		Name of each exchange on which registered
Common Stock, par value $0.001 per share		XPER		New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter).

Emerging growth company ☒

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 7.01. Regulation FD Disclosure.

On August 5, 2026, Xperi Inc. (the “Company”) hosted its second quarter 2026 earnings conference call and webcast for investors and analysts at 2:00 p.m. Pacific Time (the “Earnings Call”). The archive of the conference call is available via webcast at investor.xperi.com.

The purpose of this Form 8-K is solely to correct the information provided verbally on the Earnings Call regarding the Company’s historical level of minimum-guarantee agreements as a percentage of total revenue. The historical level of minimum-guarantee agreements as a percentage of total revenue was incorrectly stated as being in the single-digit percent range. The correct statement is that the Company’s level of minimum-guarantee agreements as a percentage of total revenue has typically been in the low-to-mid 20 percent range and the Company expects to be in the mid 20 percent, or slightly higher, range for the fiscal year ending December 31, 2026. The corrected transcript is included on the Company’s website in the “Events & Presentations” page under “Q2 2026 Earnings Call”.

The information in Item 7.01 is furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference into any filing of the Company under the Securities Act of 1933, as amended, or the Exchange Act.

 

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Date: August 7, 2026			Xperi Inc.
			By:		/s/ Robert Andersen
			Name:		Robert Andersen
			Title:		Chief Financial Officer

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