Xperi lowers FY25 outlook on economic uncertainties, Q2 revenue misses estimates

Xperi

28/07/2025 21:37

Overview

Xperi Q2 revenue of $105.9 mln missed analyst expectations, per LSEG data

Adjusted EBITDA of $15.2 mln beat estimates, per LSEG data

Co lowers FY25 revenue outlook due to macroeconomic uncertainties

Outlook

Xperi reduces 2025 revenue outlook to $440M-$460M due to macroeconomic uncertainty

Company lowers adjusted EBITDA margin forecast to 15%-17% for 2025

Xperi cites increased uncertainty impacting customer demand for updated outlook

Result Drivers

MACROECONOMIC UNCERTAINTY - Co cites changing macroeconomic environment as impacting customer demand and financial results, per CEO Jon Kirchner

GROWTH INITIATIVES - Co reports progress in strategic growth initiatives, surpassing targets for TiVo One Monthly Active Users and DTS AutoStage platform

REVENUE DECLINE - Q2 revenue declined from $119.6 mln in prior year, partly due to divestiture of Perceive

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Miss
$105.90 mln
$115.90 mln (4 Analysts)
Q2 EPS
-$0.32
Q2 Net Income
-$14.80 mln
Q2 Adjusted EBITDA
Beat
$15.20 mln
$14.70 mln (3 Analysts)
Q2 Operating Income
-$11.10 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the software peer group is "buy"

Wall Street's median 12-month price target for Xperi Inc is $15.50, about 51.4% above its July 25 closing price of $7.54

The stock recently traded at 8 times the next 12-month earnings vs. a P/E of 8 three months ago

Press Release: ID:nBw4788s0a

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)