Xperi Q4 revenue beats expectations despite decline

Reuters02-26
Xperi Q4 revenue beats expectations despite decline

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.)

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