Xperi Inc.

NASDAQ•XPER

CEO: Mr. Jon E. Kirchner CPA

Sector: Technology

Industry: Semiconductors

Listing Date: 2022-09-20

Xperi Inc. operates as a consumer and entertainment technology company worldwide. It offers Pay-TV solutions, including UX solutions that allows service providers to customize elements of the interactive program guide for their customers and to upgrade the programming features and services; IPTV, a cloud-based solution that supports various services and applications, such as TV programming, broadband OTT video content, digital music, photos, and other media experiences; managed IPTV service; video metadata and services; managed IPTV Service, a customizable, cloud-enabled, and end-to-end streaming video solution that enables operators to quickly launch a branded, fully compliant, full-featured Pay-TV service; metadata libraries comprising television, sports, movies, digital-first, celebrities, books, and video games; personalized content discovery, natural language voice, and insights; and TiVo DVR subscriptions, as well as technical support service. It also provides consumer electronics solutions, such as home and mobile audio solutions, and silicon and software solutions for edge inference; connected car solutions, including HD Radio and DTS AutoStage; and Media Platform that provides Vewd middleware solutions, TiVo OS, TiVo Stream 4K, connected TVs, and connected cars that leverage the TiVo OS, as well as advertising solutions. The company was incorporated in 2019 and is headquartered in San Jose, California.

Contact Information

2190 Gold Street, San Jose, CA, 95002, United States

408-519-9100

xperi.com

Market Cap

$271.02M

P/E (TTM)

-11.2

45.8

Dividend Yield

52W High

$8.50

52W Low

$5.07

52W Range

20%

Rank43Top 50.7%

3.8

F-Score

Modified Piotroski Analysis

Based on 10-year fundamentals

Weak • 3.8 / 9 points

Scoring Range (0-9)

8-9: Excellent Value

6-7: Strong Fundamentals

4-5: Average Quality

0-3: Weak Performance

Data Period: 2016-2025

Financial Dashboard

Q4 2025 Data

Revenue

$116.51M+0.00%

4-Quarter Trend

EPS

-$0.37+0.00%

4-Quarter Trend

FCF

$242.36M+0.00%

4-Quarter Trend

2025 Annual Earnings Highlights

Key Highlights

Revenue Down 9% Post-Divestiture Total revenue decreased 9% to $448.1M, primarily due to $54.0M decline in Pay-TV revenue and divestitures.

Operating Expenses Reduced Total operating expenses fell 15% to $491.8M, reflecting restructuring charges and lower R&D spending across segments.

TiVo Platform User Growth TiVo One monthly active users surpassed five million, showing growth exceeding 250% since the end of 2024.

Strategic Divestitures Completed Completed Perceive Transaction in October 2024, streamlining focus entirely onto entertainment media platform and licensing businesses.

Risk Factors

Monetization Strategy Risk Media Platform success relies heavily on advertising revenue; failure to secure inventory or user opt-outs limits growth potential.

IP Litigation Exposure Growing competition increases risk of IP infringement claims, potentially causing substantial legal costs or loss of key rights.

Global Regulatory Uncertainty Evolving laws regarding data privacy, cybersecurity, and AI technologies may impose significant compliance costs internationally.

Cash Reserves Decline Cash and equivalents decreased $33.7M to $96.8M; future growth may require raising additional debt or equity capital.

Outlook

Restructuring Savings Realization Expect restructuring plan completion by H1 2026, generating estimated annualized savings between $30M and $35M.

Platform Monetization Scaling Focus on scaling TiVo OS monetization through increased advertising impressions and licensing of viewership data inventory.

Connected Car Expansion Continued deployment of DTS AutoStage Video Service across new vehicle models, targeting growth through 2026.

R&D Investment Focus Ongoing R&D investment focused on next-generation technology, machine learning, and advanced algorithm development for competitiveness.

Peer Comparison

Revenue (TTM)

GPRO

$651.54M

-18.7%

XPER

$448.11M

-9.2%

TBCH

$319.91M

-14.2%

Gross Margin (Latest Quarter)

NVEC

78.6%

-5.7pp

XPER

70.5%

-5.4pp

REKR

63.4%

+19.4pp

Key Metrics

Symbol	Market Cap	P/E (TTM)	ROE (TTM)	Debt to Assets
AXTI	$2.16B	-101.8	-10.4%	15.1%
FRGE	$623.01M	-9.6	-29.8%	1.8%
NVEC	$335.84M	23.7	23.5%	2.8%

Long-Term Trends

Last 4 Quarters

Revenue

Net Income

Operating Cash Flow

4Q Revenue CAGR

0.7%

Moderate Growth

4Q Net Income CAGR

N/M

Profitability Shift

Cash Flow Stability

75%

Volatile Cash Flow

Deep Research

Next earnings:May 6, 2026

EPS:$0.20

Revenue:$109.23M

Financials

Earnings Calls

Reports

News

Income Statement

Balance Sheet

Cash Flow Statement

Ratios

% Chg.

Income Statement	LTM

No Data