XPER
Xperi Inc.6.04
+0.04+0.67%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
279.87MP/E (TTM)
37.75Basic EPS (TTM)
0.16Dividend Yield
0%Recent Filings
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.
8-K
Xperi Q2 revenue dips, metrics grow
Xperi Inc. reported Q2 2025 revenue of $105.9 million, down from $119.6 million last year due to the Perceive divestiture, yet non-GAAP adjusted EBITDA climbed to $15.2 million with a 14.4% margin. TiVo One hit 3.7 million monthly active users, IPTV subscribers surged over 30% year-over-year to 3 million households, and AutoStage expanded 70% to over 12 million vehicles. Progress builds ad platform scale. Challenges persist in a tough market.
8-K
Xperi lowers FY25 outlook
Xperi Inc. reported preliminary Q2 2025 revenue of $105.9 million, down from $119.6 million last year, yet delivered adjusted EBITDA of $15.2 million with a 14.4% margin. Macroeconomic uncertainty prompted a lowered full-year outlook to $440 million to $460 million in revenue and 15% to 17% adjusted EBITDA margin. User growth shines. Progress on strategic initiatives persists amid headwinds.
10-Q
Q1 FY2025 results
Xperi Inc. posted Q1 FY2025 revenue of $114.0M, down 4% y/y from $118.8M, yet narrowed its operating loss to $16.4M from $32.3M as expenses dropped 14% on divestiture efficiencies. Connected Car revenue surged 37% y/y to $33.3M, offsetting declines in Pay-TV and Media Platform; gross margin held steady at 74%. Diluted EPS improved to -$0.41 from -$0.29, aligning with 44.8M weighted shares and no anti-dilution effects. Cash fell to $88.0M after repaying $50M Vewd debt, offset by $40M AR Facility draw (due 2028, SOFR+1.90%); free cash flow not disclosed in the 10-Q. The Perceive sale closed in October 2024 for $80M cash, recognizing no new goodwill. Tariffs on Asian imports pose risks to supply chains and demand.
8-K
Xperi Q1 revenue dips, EBITDA surges
Xperi Inc. reported Q1 2025 revenue of $114 million, down slightly from $118.8 million last year, but swung to non-GAAP operating income of $10 million from a $0.9 million loss. Adjusted EBITDA soared 200% to $16.4 million, fueled by cost cuts and divestitures, while TiVo One hit 2.5 million monthly active users in Europe. The company holds its full-year revenue guidance at $480-500 million and EBITDA margin at 16-18%. Profitability is building.