XPER
Xperi Inc.6.04
+0.04+0.67%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Q&A adds monetization timelines, geo mixes
Q&A clarified TiVo One's 60% Europe/40% U.S. mix, set to tilt American with new OEMs, while touting strong home screen ad buzz. ARPU slipped to $7.80 as monthly actives surged 10% sequentially, outpacing revenue in this lagging metric. AutoStage data monetization starts mid-2026, North America-led before global ads. Management confirmed Q1 severance costs and CE caution on memory shortages, tariffs. Answers reinforced the ad inflection story. Users grew faster than ads. Watch ARPU ramp, car platform traction.
Key Stats
Market Cap
279.87MP/E (TTM)
37.75Basic EPS (TTM)
0.16Dividend Yield
0%Recent Filings
10-K
8-K
10-Q
8-K
10-Q
Q2 FY2025 results
Xperi Inc. reported Q2 FY2025 revenue of $105.9M, down 11% y/y but up 3% q/q (derived), as Pay-TV and Connected Car dipped from prior minimum guarantees while Consumer Electronics and Media Platform edged higher on ad inventory and licensing. Operating loss narrowed to $11.1M from $21.9M y/y, thanks to 34% cuts in R&D and 23% in SG&A from divestitures and headcount trims, lifting gross margin to 68% from 76% y/y amid higher ad costs. Diluted EPS improved to -$0.32 from -$0.67 y/y, reconciling to 45.8M shares with no anti-dilution flagged. Cash dipped to $95.1M after repaying $50M Vewd note, offset by $40M AR facility draw at Term SOFR +1.9%; free cash flow not disclosed in the 10-Q. Perceive closed in Oct 2024 for $80M cash, recognizing $11.6M holdback. Macro uncertainties cloud demand.