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

Posted by on Aug 6th, 2026

Xperi (NYSE:XPER – Get Free Report) posted its quarterly earnings results on Wednesday. The company reported $0.28 earnings per share for the quarter, beating the consensus estimate of $0.21 by $0.07, FiscalAI reports. The firm had revenue of $114.49 million for the quarter, compared to analyst estimates of $112.66 million. Xperi had a positive return on equity of 1.09% and a negative net margin of 10.22%.

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

  • Second-quarter revenue rose 8% year over year to $114 million, while non-GAAP adjusted EBITDA increased more than 60% to $24 million, reaching 21% of revenue. Non-GAAP EPS more than doubled to $0.28, and operating cash flow was $15 million.
  • Media Platform revenue grew 44% to $18 million, with advertising and related revenue up 54%. TiVo ONE reached 6.3 million monthly active users, and management expects year-end ARPU to exceed $10 as advertising monetization accelerates.
  • Connected Car momentum remained strong, with the AutoStage footprint growing 42% to more than 17 million vehicles across 13 brands; BYD became the 14th automotive OEM. Xperi also signed Cumulus as the first customer for its data-driven Broadcaster Portal, creating a new automotive analytics monetization opportunity.
  • Pay TV revenue declined 11% year over year to $45 million as the legacy business contracted, although IPTV revenue rose 10% to $26 million. Management expects IPTV growth to offset legacy declines only around mid-2027 to mid-2028.
  • The company raised its 2026 capital-expenditure outlook to approximately $25 million from $15 million-$20 million because of persistent memory-market issues and higher equipment costs. Advertising and related revenue currently carries an 8% negative gross margin, though management expects it to turn positive in 2027.

Xperi Stock Performance

NYSE XPER traded down $0.99 during trading on Thursday, hitting $6.84. The company’s stock had a trading volume of 1,056,033 shares, compared to its average volume of 423,777. Xperi has a 52 week low of $5.07 and a 52 week high of $8.75. The firm has a market cap of $330.36 million, a P/E ratio of -6.91 and a beta of 1.43. The firm has a 50 day moving average price of $7.79 and a 200 day moving average price of $6.78. The company has a quick ratio of 2.36, a current ratio of 2.36 and a debt-to-equity ratio of 0.10.

Institutional Investors Weigh In On Xperi

Hedge funds and other institutional investors have recently modified their holdings of the stock. Hsbc Holdings PLC acquired a new stake in shares of Xperi during the 4th quarter worth approximately $327,000. Invesco Ltd. increased its holdings in Xperi by 3.4% in the 4th quarter. Invesco Ltd. now owns 72,959 shares of the company’s stock valued at $428,000 after buying an additional 2,397 shares during the period. Susquehanna Fundamental Investments LLC acquired a new position in shares of Xperi in the 4th quarter valued at $93,000. Oxford Asset Management LLP bought a new position in shares of Xperi during the 4th quarter worth about $141,000. Finally, Millennium Management LLC increased its stake in Xperi by 66.7% in the fourth quarter. Millennium Management LLC now owns 54,090 shares of the company’s stock valued at $317,000 after acquiring an additional 21,640 shares during the period. Institutional investors and hedge funds own 94.28% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts have recently issued reports on XPER shares. Zacks Research raised shares of Xperi from a “strong sell” rating to a “hold” rating in a research report on Monday, April 27th. Wall Street Zen cut shares of Xperi from a “strong-buy” rating to a “buy” rating in a report on Saturday, July 25th. Rosenblatt Securities reiterated a “buy” rating and set a $10.00 price objective on shares of Xperi in a report on Thursday. Weiss Ratings restated a “sell (d-)” rating on shares of Xperi in a research note on Friday, May 29th. Finally, BWS Financial reaffirmed a “buy” rating and set a $12.00 price target on shares of Xperi in a research note on Monday, June 22nd. Two investment analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Hold” and an average price target of $11.00.

Read Our Latest Research Report on Xperi

About Xperi

(Get Free Report)

Xperi Inc (NYSE: XPER) is a global technology company that develops and licenses audio, imaging and semiconductor packaging solutions. The company was formed in 2016 through the spin-off of Tessera Technologies’ product divisions and expanded its product portfolio in 2019 with the acquisition of TiVo Corporation. Headquartered in San Jose, California, Xperi’s technologies underpin a range of consumer electronics, automotive, mobile and broadcast products around the world.

In its technology licensing segment, Xperi offers a broad portfolio of semiconductor packaging and interconnect solutions designed to improve performance and energy efficiency in chips and devices.

Featured Stories

Earnings History for Xperi (NYSE:XPER)

Receive News & Ratings for Xperi Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Xperi and related companies with MarketBeat.com's FREE daily email newsletter.