NYSE$XPER
Xperi Inc · Q4 2025 earnings
Q4 2025 earnings · · After market close · Investor relations
Briefing
Xperi reported Q4 2025 revenue of $116.5 million with a GAAP net loss of $17.1 million ($0.37 per share).
Xperi posted Q4 2025 revenue of $116.5 million (down from $122.4 million YoY) with a GAAP net loss of $17.1 million ($0.37 per share). Full-year revenue was $448.1 million. TiVo One monthly active users grew from ~1.5 million to over 5.3 million in 2025 (+250%), and DTS AutoStage reached 14 million vehicles (+40%). Management expects to double media platform revenue and achieve positive free cash flow in 2026.
- Q4 revenue $116.5M; TiVo One MAUs 5.3M (+250% YoY).
- DTS AutoStage footprint 14M vehicles (+40%).
- Expects to double media platform revenue in 2026.
- Targeting positive free cash flow in 2026.
Headline financials
Revenue & EPS history
Xperi · Revenue · Quarterly
$117M
Forward guidance
Xperi expects 2026 media platform revenue to double and to achieve positive free cash flow for the year as it monetizes its expanded connected-TV and automotive footprint.
Tailwinds
- Rapid TiVo One audience growth enables advertising scale.
- AutoStage OEM footprint expansion supports data monetization.
- Clear 2026 FCF inflection target.
Headwinds
- Q4 revenue decline and GAAP losses continue.
- Execution risk on advertising monetization at scale.
- Legacy product transition and Perceive divestiture compare.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 19 quarterly earnings reports · overlaid with Q4 2025
+0.9%
Avg return
Earnings day
+0.1%
Avg return
5 days after
-0.6%
Avg return
30 days after
52%
12 / 23 earnings
Positive
+28.7%
Q3 2020
Best reaction
-10.9%
Q2 2020
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | +12.0% | +16.4% | +7.2% | |
| Q4 2025 | +3.4% | +10.4% | -0.5% | |
| Q3 2025 | +1.8% | -2.5% | -10.7% | |
| Q1 2025 | +15.4% | +20.0% | +12.7% | |
| Q4 2024 | -3.2% | -5.3% | -8.4% | |
| Q3 2024 | -7.9% | -11.0% | +2.2% | |
| Q2 2024 | -6.4% | -4.4% | +13.1% | |
| Q1 2024 | -9.8% | -13.1% | -26.8% | |
| Q4 2023 | -6.0% | -6.6% | +3.4% | |
| Q3 2023 | +7.5% | +22.0% | +18.9% | |
| Q2 2023 | -10.6% | -8.4% | -16.2% | |
| Q1 2022 | +2.7% | +4.4% | +20.6% | |
| Q1 2023 | +1.3% | -3.7% | +18.9% | |
| Q2 2022 | -2.3% | -8.2% | -9.8% | |
| Q4 2020 | -2.3% | -8.2% | -9.8% | |
| Q4 2022 | +13.5% | +14.9% | +3.3% | |
| Q3 2021 | +1.2% | -5.5% | -11.2% | |
| Q4 2021 | +1.2% | -5.5% | -11.2% | |
| Q3 2022 | -9.1% | -3.7% | -7.3% | |
| Q2 2021 | -0.5% | — | — | |
| Q1 2021 | +0.5% | — | — | |
| Q3 2020 | +28.7% | — | — | |
| Q2 2020 | -10.9% | — | — | |
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