Xperi Q4 revenue beats expectations despite decline

Xperi

25/02/2026 22:05

Overview

Media tech firm's Q4 revenue beat analyst expectations despite yr/yr decline

Company grew TiVo One Ad Platform users over 250% to 5.3 mln by year end

Company increased DTS AutoStage footprint by 40% to reach 14 mln vehicles

Outlook

Company expects 2026 revenue between $440 mln and $470 mln

Xperi anticipates positive free cash flow in 2026

Company aims to double Media Platform revenue in 2026

Result Drivers

TIVO USER GROWTH - TiVo One Ad Platform users increased over 250% to 5.3 mln, exceeding 2025 goal

DTS AUTOSTAGE EXPANSION - DTS AutoStage footprint increased by 40% to 14 mln vehicles

ADVERTISING PARTNERSHIPS - Secured new advertising reseller partnerships for TiVo One with Titan Ads, OpenGlass, and Anoki

Company press release: ID:nBw6nLKjTa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$116.50 mln
$114.01 mln (5 Analysts)
Q4 EPS
-$0.37
Q4 Net Income
-$17.10 mln
Q4 Adjusted EBITDA
$22.30 mln
Q4 Operating Income
-$14.80 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "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 $12.00, about 122.6% above its February 24 closing price of $5.39

The stock recently traded at 5 times the next 12-month earnings vs. a P/E of 14 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)