Xperi Reports Q4 Revenue of $116.5M, Exceeding Expectations
Reports Q4 revenue $116.5M, consensus $114.0M. "In 2025 we achieved key milestones which clearly demonstrate the significant progress we have made toward our growth goals. Perhaps most importantly, we grew our monthly active user base on the TiVo One Ad Platform by over 250 percent from approximately 1.5 million at the end of 2024 to over 5.3 million at the end of 2025. We also increased our DTS AutoStage footprint by 40 percent to reach 14 million vehicles at year end. We believe our success in growing our large and unique global footprint over the past few years has positioned us to accelerate our monetization efforts through advertising and data solutions," said Jon Kirchner, chief executive officer of Xperi. "From a financial perspective, our strong operational execution drove meaningful year-over-year improvement in adjusted EBITDA and operating cash flow during 2025. As we look ahead to 2026, we have line-of-sight toward our initial goal of 7 million monthly active users and are keenly focused on our goal of growing advertising revenue. We have made critical investments over the past three years to drive revenue growth and believe we are now at an inflection point for audience monetization. Consequently, in 2026, we expect to double Media Platform revenue and to achieve positive free cash flow for the year."
Trade with 70% Backtested Accuracy
Analyst Views on XPER
About XPER
About the author
Xperi Reports Quarterly Earnings Below Expectations
- Disappointing Earnings: Xperi reported quarterly earnings of $0.24 per share, missing the Zacks consensus estimate of $0.29, and down from $0.39 a year ago, indicating a decline in profitability that may affect investor confidence.
- Revenue Slightly Exceeds Expectations: Despite the earnings miss, Xperi's quarterly revenue reached $116.51 million, surpassing the Zacks consensus estimate by 0.14%, although it decreased from $122.36 million year-over-year, reflecting increased market competition.
- Weak Market Performance: Xperi's stock has dropped about 8% since the beginning of the year, while the S&P 500 has gained 0.7%, indicating relative weakness in the company's position within the industry, prompting investors to monitor future market performance closely.
- Uncertain Future Outlook: Currently, Xperi holds a Zacks Rank of 3 (Hold), suggesting that the stock is expected to perform in line with the market in the coming months, and investors should closely watch changes in earnings expectations to assess potential investment opportunities.
Xperi Scheduled to Announce Q4 Earnings on February 25
- Earnings Announcement Date: Xperi is set to release its Q4 earnings on February 25 after market close, with investors keenly awaiting the results to gauge the company's future growth potential.
- Declining EPS Expectations: The consensus EPS estimate stands at $0.18, reflecting a significant year-over-year decline of 53.8%, indicating potential profitability pressures that could impact investor confidence.
- Revenue Forecast Drop: The consensus revenue estimate is $114.03 million, down 6.8% year-over-year, suggesting weakened market demand that may adversely affect the company's overall performance.
- Historical Performance Review: Over the past two years, Xperi has exceeded EPS estimates 100% of the time, yet only 38% of the time for revenue estimates, highlighting a juxtaposition of stable profitability against challenges in revenue growth.
Xperi to Announce Q4 and Full Year 2025 Results on February 25, 2026
- Earnings Release Schedule: Xperi is set to announce its Q4 and Full Year 2025 financial results on February 25, 2026, after market close, reflecting the company's commitment to transparency and investor communication.
- Conference Call Details: The company will host an earnings conference call at 2 p.m. PST (5 p.m. EST) on the same day, providing an opportunity for direct interaction between investors and management, which can enhance market confidence.
- Dial-in Information: U.S. callers can dial toll-free at +1.888.596.4144, while international callers can reach +1 646.968.2525, with all participants encouraged to join 15 minutes early, demonstrating the company's meticulous approach to meeting organization.
- Company Background: Xperi is an entertainment technology company focused on inventing and delivering technologies that enhance consumer experiences, with brands like DTS, HD Radio, and TiVo, indicating its significant role in smart devices and media platforms.
Xperi (XPER) Receives Strong Buy Upgrade: Key Information You Need to Know
Xperi's Upgrade: Xperi (XPER) has been upgraded to a Zacks Rank #1 (Strong Buy) due to a significant increase in earnings estimates, indicating a positive outlook for the company's stock price.
Zacks Rating System: The Zacks rating system, which evaluates stocks based on earnings estimate revisions, has a strong track record, with Zacks Rank #1 stocks averaging a +25% annual return since 1988.
Earnings Estimates: Over the past three months, analysts have raised their earnings estimates for Xperi by 575%, reflecting an improvement in the company's underlying business.
Investment Potential: The upgrade positions Xperi in the top 5% of Zacks-covered stocks, suggesting potential for near-term stock price increases, making it a solid candidate for investors seeking market-beating returns.
Xperi (XPER) Third Quarter 2025 Earnings Call Summary
- Author's Perspective: The views and opinions presented are solely those of the author.
- No Official Endorsement: The content does not necessarily reflect the views of Nasdaq, Inc.
DTS AutoStage Broadcaster Portal Unveils Updated Version: Enhances Market Insights
DTS AutoStage Broadcaster Portal Launch: DTS, Inc. announced the launch of an updated version of the DTS AutoStage™ Broadcaster Portal, providing radio broadcasters with advanced data analytics and insights across 250 US markets, effective November 1, 2025.
Enhanced Audience Insights: The portal offers detailed audience listening analytics, allowing broadcasters to measure listening habits in real-time, including geographic segmentation and performance beyond core markets, which can help optimize programming and advertising strategies.
Real-Time Reporting Capabilities: Broadcasters can access timely reports on audience metrics such as time spent listening and tuning occasions, with updates available daily, enabling them to respond quickly to audience shifts and seasonal trends.
Universal Accessibility for Broadcasters: The DTS AutoStage Broadcaster Portal is designed for both major and local radio stations, ensuring that all broadcasters can leverage advanced analytics to enhance audience engagement and compete effectively in the advertising marketplace.
Xperi Reports Quarterly Earnings Below Expectations
- Disappointing Earnings: Xperi reported quarterly earnings of $0.24 per share, missing the Zacks consensus estimate of $0.29, and down from $0.39 a year ago, indicating a decline in profitability that may affect investor confidence.
- Revenue Slightly Exceeds Expectations: Despite the earnings miss, Xperi's quarterly revenue reached $116.51 million, surpassing the Zacks consensus estimate by 0.14%, although it decreased from $122.36 million year-over-year, reflecting increased market competition.
- Weak Market Performance: Xperi's stock has dropped about 8% since the beginning of the year, while the S&P 500 has gained 0.7%, indicating relative weakness in the company's position within the industry, prompting investors to monitor future market performance closely.
- Uncertain Future Outlook: Currently, Xperi holds a Zacks Rank of 3 (Hold), suggesting that the stock is expected to perform in line with the market in the coming months, and investors should closely watch changes in earnings expectations to assess potential investment opportunities.
Xperi Scheduled to Announce Q4 Earnings on February 25
- Earnings Announcement Date: Xperi is set to release its Q4 earnings on February 25 after market close, with investors keenly awaiting the results to gauge the company's future growth potential.
- Declining EPS Expectations: The consensus EPS estimate stands at $0.18, reflecting a significant year-over-year decline of 53.8%, indicating potential profitability pressures that could impact investor confidence.
- Revenue Forecast Drop: The consensus revenue estimate is $114.03 million, down 6.8% year-over-year, suggesting weakened market demand that may adversely affect the company's overall performance.
- Historical Performance Review: Over the past two years, Xperi has exceeded EPS estimates 100% of the time, yet only 38% of the time for revenue estimates, highlighting a juxtaposition of stable profitability against challenges in revenue growth.
Xperi to Announce Q4 and Full Year 2025 Results on February 25, 2026
- Earnings Release Schedule: Xperi is set to announce its Q4 and Full Year 2025 financial results on February 25, 2026, after market close, reflecting the company's commitment to transparency and investor communication.
- Conference Call Details: The company will host an earnings conference call at 2 p.m. PST (5 p.m. EST) on the same day, providing an opportunity for direct interaction between investors and management, which can enhance market confidence.
- Dial-in Information: U.S. callers can dial toll-free at +1.888.596.4144, while international callers can reach +1 646.968.2525, with all participants encouraged to join 15 minutes early, demonstrating the company's meticulous approach to meeting organization.
- Company Background: Xperi is an entertainment technology company focused on inventing and delivering technologies that enhance consumer experiences, with brands like DTS, HD Radio, and TiVo, indicating its significant role in smart devices and media platforms.
Xperi (XPER) Receives Strong Buy Upgrade: Key Information You Need to Know
Xperi's Upgrade: Xperi (XPER) has been upgraded to a Zacks Rank #1 (Strong Buy) due to a significant increase in earnings estimates, indicating a positive outlook for the company's stock price.
Zacks Rating System: The Zacks rating system, which evaluates stocks based on earnings estimate revisions, has a strong track record, with Zacks Rank #1 stocks averaging a +25% annual return since 1988.
Earnings Estimates: Over the past three months, analysts have raised their earnings estimates for Xperi by 575%, reflecting an improvement in the company's underlying business.
Investment Potential: The upgrade positions Xperi in the top 5% of Zacks-covered stocks, suggesting potential for near-term stock price increases, making it a solid candidate for investors seeking market-beating returns.
Xperi (XPER) Third Quarter 2025 Earnings Call Summary
- Author's Perspective: The views and opinions presented are solely those of the author.
- No Official Endorsement: The content does not necessarily reflect the views of Nasdaq, Inc.
DTS AutoStage Broadcaster Portal Unveils Updated Version: Enhances Market Insights
DTS AutoStage Broadcaster Portal Launch: DTS, Inc. announced the launch of an updated version of the DTS AutoStage™ Broadcaster Portal, providing radio broadcasters with advanced data analytics and insights across 250 US markets, effective November 1, 2025.
Enhanced Audience Insights: The portal offers detailed audience listening analytics, allowing broadcasters to measure listening habits in real-time, including geographic segmentation and performance beyond core markets, which can help optimize programming and advertising strategies.
Real-Time Reporting Capabilities: Broadcasters can access timely reports on audience metrics such as time spent listening and tuning occasions, with updates available daily, enabling them to respond quickly to audience shifts and seasonal trends.
Universal Accessibility for Broadcasters: The DTS AutoStage Broadcaster Portal is designed for both major and local radio stations, ensuring that all broadcasters can leverage advanced analytics to enhance audience engagement and compete effectively in the advertising marketplace.
