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Xperi Inc. — Third Quarter 2026 Earnings Summary

  • Total revenue reached $114.0 million in Q3 2026, up from $111.6 million in the prior year period, driven by a 280% year-over-year surge in advertising revenue to $14.9 million.
  • The company narrowed full-year 2026 revenue guidance to $450 million–$462 million but raised adjusted EBITDA margin guidance to 19%–21% and operating cash flow guidance to $20 million–$30 million.
  • Strategic momentum continued with TiVo One monthly active users growing 40% year-over-year to 6.8 million and the selection of TiVo OS by MediaMarktSaturn expanding OEM design partnerships to 11.
  • Management announced that CFO Robert Andersen will retire in 2027 as part of a planned transition, while capital expenditures and share count outlooks remain unchanged.
Company
XPERI INC
Sector
Technology
Industry
Software - Application