Xperi, Inc. (XPER)
NYSEInformation TechnologySoftware - ApplicationSnapshot 2026-11-05
$5.71+6.53%
Close 2026-11-05 · 1-day change
NYSEInformation TechnologySoftware - ApplicationSnapshot 2026-11-05
QuarterlyIQ Insights · XPER
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
“As expected, our success in building our TiVo One footprint has begun to drive substantial growth in advertising and related revenue.
Stated in 3 of 3 supplied quarters. Management reported: “Recent Key Operating Achievements Media Platform Expanded footprint, product enhancements, and growing advertising partnerships continue to accelerate advertising and related revenue 1 • Advertising and Related revenue growth accelerated during the quarter, achieving approximately 280% growth in the quarter as the primary driver of Media Platform revenue doubling year-over-year.” “On a year-to-date basis, Advertising and Related revenue grew 90% versus the prior year.”
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated neutral grew net income 55% of the time over the next year (vs 56% for the rest of the cohort, n=8515).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
““As expected, our success in building our TiVo One footprint has begun to drive substantial growth in advertising and related revenue.”
““Our financial results continue to demonstrate positive momentum in our business and the effectiveness of our strategy to grow both footprint and revenue on our platforms.”
“During the quarter, we made significant improvements to our ad products by enhancing targeting and measurement, further growing the TiVo One ad platform footprint, and expanding partnerships that, co…”
• TiVo One ARPU of $7.65 increased sequentially from last quarter by 14% and TiVo One Monthly Active Users finished the quarter at 6.8 million.
Stated in 3 of 3 supplied quarters. Management reported: “• TiVo One ARPU of $7.65 increased sequentially from last quarter by 14% and TiVo One Monthly Active Users finished the quarter at 6.8 million.” “Monthly active users on the TiVo One platform grew 70 percent from last year, to 6.3 million, which we believe positions us to achieve our year-end goal of 7 million users.”
“• TiVo One ARPU of $7.65 increased sequentially from last quarter by 14% and TiVo One Monthly Active Users finished the quarter at 6.8 million.”
“Monthly active users on the TiVo One platform grew 70 percent from last year, to 6.3 million, which we believe positions us to achieve our year-end goal of 7 million users.”
“Exhibit 99.1 FOR IMMEDIATE RELEASE Xperi Inc. Announces First Quarter 2026 Results Media Platform Revenue Rose 45 Percent Year-Over-Year Driven Primarily by Advertising Monetization AutoStage Footpri…”
Given the strong strategic execution year-to-date, we are pleased to raise our full-year outlook range for adjusted EBITDA margin and operating cash flow,” said Jon Kirchner, chief executive officer…
Stated in 3 of 3 supplied quarters. Management reported: “Given the strong strategic execution year-to-date, we are pleased to raise our full-year outlook range for adjusted EBITDA margin and operating cash flow,” said Jon Kirchner, chief executive officer of Xperi.”
“Given the strong strategic execution year-to-date, we are pleased to raise our full-year outlook range for adjusted EBITDA margin and operating cash flow,” said Jon Kirchner, chief executive officer…”
“Financial Outlook The Company maintains its guidance with respect to Revenue, Adjusted EBITDA Margin, Operating Cash Flow, Non-GAAP Tax Expense and Share Count.”
“Financial Outlook The Company reiterates its outlook for 2026 as follows: Category Outlook Revenue $440M to $470M Adjusted EBITDA Margin 1, 2 17% to 19% Operating Cash Flow $15M to $25M Capital Expen…”
2 With respect to Adjusted EBITDA Margin and Non-GAAP Tax Expense, the Company has determined that it is unable to provide a quantitative reconciliation of these forward-looking non-GAAP measures to…
Stated in 3 of 3 supplied quarters. Management reported: “2 With respect to Adjusted EBITDA Margin and Non-GAAP Tax Expense, the Company has determined that it is unable to provide a quantitative reconciliation of these forward-looking non-GAAP measures to the most directly comparable forward-looking GAAP measure with a reasonable degree of confidence in its accuracy without unreasonable effort, as items including restructuring and impacts from discrete tax adjustments and tax law changes are inherently uncertain and depend on various factors, many of which are beyond the Company's control.”
“2 With respect to Adjusted EBITDA Margin and Non-GAAP Tax Expense, the Company has determined that it is unable to provide a quantitative reconciliation of these forward-looking non-GAAP measures to…”
“The Company has increased its Capital Expenditures outlook to approximately $25 million, from a prior range of $15-20 million, due primarily to continued constraints in the memory market that resulte…”
“Financial Outlook The Company reiterates its outlook for 2026 as follows: Category Outlook Revenue $440M to $470M Adjusted EBITDA Margin 1, 2 17% to 19% Operating Cash Flow $15M to $25M Capital Expen…”
2 With respect to Adjusted EBITDA Margin and Non-GAAP Tax Expense, the Company has determined that it is unable to provide a quantitative reconciliation of these forward-looking non-GAAP measures to…
Stated in 3 of 3 supplied quarters. Management reported: “2 With respect to Adjusted EBITDA Margin and Non-GAAP Tax Expense, the Company has determined that it is unable to provide a quantitative reconciliation of these forward-looking non-GAAP measures to the most directly comparable forward-looking GAAP measure with a reasonable degree of confidence in its accuracy without unreasonable effort, as items including restructuring and impacts from discrete tax adjustments and tax law changes are inherently uncertain and depend on various factors, many of which are beyond the Company's control.”
“2 With respect to Adjusted EBITDA Margin and Non-GAAP Tax Expense, the Company has determined that it is unable to provide a quantitative reconciliation of these forward-looking non-GAAP measures to…”
“Financial Outlook The Company maintains its guidance with respect to Revenue, Adjusted EBITDA Margin, Operating Cash Flow, Non-GAAP Tax Expense and Share Count.”
“Financial Outlook The Company reiterates its outlook for 2026 as follows: Category Outlook Revenue $440M to $470M Adjusted EBITDA Margin 1, 2 17% to 19% Operating Cash Flow $15M to $25M Capital Expen…”
Over the trailing year it converted 1.08x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
5 material management or governance events in the past 24 months, led by executive changes. Historically, Information Technology names rated stable grew net income 57% of the time over the next year (vs 54% for the rest of the cohort, n=6074).
Not investment advice. As of 2026-11-05.