Monitor whether the company can achieve its ambitious 2026 guidance of doubling Media Platform revenue and achieving positive free cash flow, as current fundamentals show declining revenue and profitability despite user growth metrics.
Price Chart
Executive Summary
Xperi reported declining revenue and net losses for 2025, with full-year revenue down 9.2% year-over-year to $448.1 million and GAAP net loss of $56.3 million. Despite these declines, the company highlighted growth in key metrics like TiVo One monthly active users (up to 5.3 million) and DTS AutoStage vehicles (up to 14 million), and provided optimistic 2026 guidance including expectations to double Media Platform revenue and achieve positive free cash flow.
Key Financial Metrics
Key Facts
- Full-year 2025 revenue was $448.1 million, down 9.2% from $493.7 million in 2024
- GAAP net loss for 2025 was $56.3 million compared to a $14.0 million loss in 2024
- TiVo One monthly active users reached 5.3 million, up from 1.5 million at end of 2024
- DTS AutoStage footprint increased by 40% to reach 14 million vehicles
- Company expects to double Media Platform revenue and achieve positive free cash flow in 2026
Financial Impact
Revenue declined by $45.6 million (9.2%) year-over-year
Risk Factors
- Failure to execute on monetization of growing user base
- Continued revenue decline despite user growth
- Failure to achieve 2026 guidance for doubling Media Platform revenue
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-071698 |
| Document: xper-20260225.htm | 0001193125-26-071698 |
| Document: 0001193125-26-071698-index-headers.html | 0001193125-26-071698 |
| Document: 0001193125-26-071698-index.html | 0001193125-26-071698 |
| Document: 0001193125-26-071698.txt | 0001193125-26-071698 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 6, 2026 20d ago | SC 13G/A | $5.33 | awaiting T+60 | — | $5.18 (−2.72%) |
Aug 7, 2026 11w ago | 8-K | $7.14 | awaiting T+60 | — | $5.18 (−27.38%) |
Jun 12, 2026 19w ago | Institutional Cluster | $7.71 $5.79 | ▼ −24.90% | ▼ −28.17% | $5.18 (−32.75%) |
May 6, 2026 24w ago | 8-K | $7.72 $7.81 | ▲ +1.17% | ▼ −2.67% | $5.18 (−32.84%) |
Feb 25, 2026 34w ago | 8-K | $5.78 $7.55 | ▼ −30.62% | ▼ −22.87% | $5.18 (+10.29%) |
US Market Status
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