Xperi (NYSE:XPER) Releases Quarterly Earnings Results, Beats Estimates By $0.07 EPS

Xperi (NYSE:XPER) posted its quarterly earnings data on Wednesday. The company reported $0.24 EPS for the quarter, topping the consensus estimate of $0.17 by $0.07, FiscalAI reports. Xperi had a negative net margin of 7.12% and a positive return on equity of 4.04%. The business had revenue of $113.95 million during the quarter, compared to the consensus estimate of $111.47 million.

Here are the key takeaways from Xperi’s conference call:

• Revenue rose 2% year over year to $114 million, while adjusted EBITDA was $23 million, or 20% of revenue. Xperi raised its 2026 adjusted EBITDA margin outlook to 19%–21% and operating cash flow outlook to $20 million–$30 million, while narrowing its revenue range to $450 million–$462 million.
• Media platform revenue more than doubled to $17 million, with advertising and related revenue up approximately 280% year over year. TiVo One monthly active users grew 40% to 6.8 million, and the company expects more than 7.5 million by year-end; however, it now expects year-end ARPU of $8–$10, below its original goal.
• Connected car revenue declined 14% to $30 million, primarily due to prior-year HD Radio minimum guarantee agreements. AutoStage reached more than 18 million vehicles, and the broadcaster portal expanded to 550 U.S. metro areas, but monetization opportunities remain in development.
• Pay TV revenue increased 7%, including 7% growth in IPTV, while consumer electronics revenue fell 28%, consistent with expectations and a tougher comparison against prior-year minimum guarantees. Management expects declines in legacy Pay TV products to bottom out around 2028 as IPTV growth helps offset them.

Xperi Stock Performance

Shares of NYSE:XPER traded up $0.20 on Thursday, reaching $5.56. 652,218 shares of the company’s stock were exchanged, compared to its average volume of 429,873. The firm has a market capitalization of $271.06 million, a price-to-earnings ratio of -7.96 and a beta of 1.40. The business’s 50-day moving average is $5.47 and its two-hundred day moving average is $6.43. Xperi has a fifty-two week low of $4.91 and a fifty-two week high of $8.75. The company has a quick ratio of 2.48, a current ratio of 2.48 and a debt-to-equity ratio of 0.10.

Key Xperi News

Here are the key news stories impacting Xperi this week:

• Positive Sentiment: Xperi said TiVo One’s expanding footprint is beginning to drive substantial growth in advertising and related revenue. TiVo’s global IPTV household base also grew 7% to 3.42 million, indicating continued platform adoption. Xperi: TiVo One driving growth TiVo Ups Global IPTV Households 7% to 3.42 Million
• Positive Sentiment: Connected-car growth and a new HD Radio agreement provide additional commercial momentum for Xperi’s automotive and radio businesses. Xperi Reports Connected Car Growth, New HD Radio Agreement In Q3
• Positive Sentiment: A report says Xperi’s 2026 margin outlook has improved, which could bolster confidence in the company’s path toward stronger profitability. Xperi stock posts growth as 2026 margin outlook rises
• Neutral Sentiment: Third-quarter revenue was $113.95 million, above the $111.47 million estimate cited by MarketBeat. EPS was $0.24: above MarketBeat’s $0.17 consensus but slightly below the $0.25 Zacks estimate, and down from $0.28 a year earlier. The company also reported a narrower net loss. Xperi Inc. Announces Third Quarter 2026 Results Xperi Q3 Earnings and Revenues Miss Estimates
• Neutral Sentiment: Xperi and the National Association of Broadcasters are asking the FCC to restore or clarify higher FM digital-radio power limits. A regulatory change could benefit HD Radio, but the outcome is uncertain. NAB, Xperi Push FCC To Restore Higher HD Radio Power Levels

Analysts Set New Price Targets

Several equities analysts have weighed in on XPER shares. Weiss Ratings reiterated a “sell (d-)” rating on shares of Xperi in a report on Wednesday, August 26th. Rosenblatt Securities reiterated a “buy” rating and set a $10.00 price target on shares of Xperi in a research note on Thursday, August 6th. Wall Street Zen downgraded Xperi from a “strong-buy” rating to a “buy” rating in a research note on Saturday, July 25th. Finally, BWS Financial reaffirmed a “buy” rating and issued a $12.00 price target on shares of Xperi in a report on Friday, August 7th. Two equities research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, Xperi has an average rating of “Hold” and an average price target of $11.00.

Xperi Company Profile

Xperi Inc (NYSE: XPER) is an entertainment and consumer technology company that develops software, services and technologies for connected televisions, cars and other consumer electronics. Its products are designed to help people discover, access and enjoy digital entertainment across traditional television, streaming and in-vehicle environments.

The company’s portfolio includes the TiVo entertainment platform, which provides television operating systems, content discovery, viewing guides and related services for smart-TV manufacturers, pay-TV providers and consumers.