Xperi Inc.

NASDAQ•XPER

執行長: Mr. Jon E. Kirchner CPA

板塊: Technology

行業: Semiconductors

上市日期: 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.

聯絡資訊

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

408-519-9100

xperi.com

市值

$267.73M

本益比 (TTM)

-11.0

45.8

股息率

52周最高

$8.50

52周最低

$5.07

52周範圍

18%

排名43Top 50.7%

3.8

F-Score

改良版 Piotroski 分析

基於 10 年期基本面

疲弱 • 3.8 / 9 分

評分區間 (0-9)

8-9: 價值優異

6-7: 基本面強勁

4-5: 整體穩健

0-3: 表現疲弱

資料區間: 2016-2025

財務儀表板

Q4 2025 數據

營業收入

$116.51M+0.00%

近4季度走勢

每股收益

-$0.37+0.00%

近4季度走勢

自由現金流

$242.36M+0.00%

近4季度走勢

2025 Annual 財報亮點

核心亮點

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.

關注風險

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.

未來展望

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.

同行對比

營業收入 (TTM)

GPRO

$651.54M

-18.7%

XPER

$448.11M

-9.2%

TBCH

$347.21M

+6.4%

毛利率 (最新季度)

NVEC

78.6%

-5.7pp

XPER

70.5%

-5.4pp

REKR

63.4%

+19.4pp

關鍵指標

股票代碼	市值	本益比 (TTM)	股東權益報酬率 (TTM)	負債率
AXTI	$2.19B	-102.8	-10.4%	15.1%
FRGE	$623.01M	-9.6	-29.8%	1.8%
NVEC	$325.93M	23.3	23.5%	2.8%

長期趨勢

近4季度

營業收入

淨利

營運現金流

4季度營業收入複合增長率

0.7%

溫和增長

4季度淨利複合增長率

N/M

盈利狀態轉變

現金流穩定性

75%

現金流波動較大

深度研究

下次財報:2026年5月6日

每股收益:$0.20

營業收入:$109.23M

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