XPER · NYSE · Software - Application

Xperi (XPER)

Licenses TiVo, DTS, HD Radio, and media-platform technology into screens and cars.

$5.53
vs last close−0.02 (−0.45%)
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Xperi Inc.XPER
Information Technology

Licenses and monetizes TiVo, DTS, HD Radio, and media-platform technologies for TV operators, device makers, automakers, and advertisers. Revenue is organized across Pay-TV, Consumer Electronics, Connected Car, and Media Platform under a single reportable segment.

Licenses entertainment and discovery technology worldwide through TiVo, DTS, HD Radio, IMAX Enhanced, and related media-platform software. Pay-TV covers guides, IPTV, metadata, discovery, voice, legacy DVR subscriptions, and support for video operators.

Consumer Electronics is anchored by DTS audio licensed into TVs, PCs, phones, game consoles, soundbars, speakers, and other devices. Connected Car centers on HD Radio and DTS AutoStage after the AutoSense divestiture, while Media Platform monetizes advertising, TV viewership data, measurement metadata, and middleware.

Runs as the 2022 product-business spin-off from the former Xperi Holding, with Adeia retaining patent-focused IP licensing. The business depends on manufacturer, operator, automaker, publisher, advertiser, and data-customer relationships, plus broadcast, AI, and internet-access rules that shape HD Radio and streaming-based products.

Company facts

CEOJon E. Kirchner
ListedOct 3, 2022
ExchangeNYSE
HeadquartersSan Jose, CA
CountryUnited States
Employees1,460
CIK0001788999
ISINUS98423J1016

Market cap$267.9M
EPS (ttm)−$0.6800
P/E (ttm)−8.16
ROE-7.8%
P/B0.6454
P/S0.5864
Dividend yieldDiv yield
Beta1.35vs XLK −0.01

No analyst consensus on record.

Next report
Nov 4, 26
in 43 days
EPS estimate
$0.17
Revenue estimate
$111.5M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$0.39$0.16$0.11$0.28$0.24$0.23$0.28Pending
Estimate$0.28$0.13$0.11$0.25$0.18$0.15$0.21$0.17
Surprise+39.3%+23.1%0.0%+12.0%+35.0%+53.3%+33.3%

RevenueReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$122.4M$87.7M$105.9M$111.6M$116.5M$114.2M$114.5MPending
Estimate$123.9M$113.2M$109.2M$114.0M$114.0M$107.9M$112.7M$111.5M
Surprise−1.2%−22.6%−3.0%−2.1%+2.2%+5.8%+1.6%
Estimate$0.17
ReportedDue Nov 4, 2026
Estimate$111.5M
ReportedDue Nov 4, 2026
View details

Debt to equity15.70%
Current ratio248.40%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$132.9M$122.4M$114.0M$105.9M$111.6M$116.5M$114.2M$114.5M
Net income−$16.8M$46.2M−$18.4M−$14.8M−$6.1M−$17.1M−$7.8M−$1.5M
Net margin0.0%37.8%0.0%0.0%0.0%0.0%0.0%0.0%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income−$18.6M−$14.3M−$16.4M−$11.1M−$1.4M−$14.8M$2.2M$3.1M
YoY growthLoss narrowedLoss narrowedLoss narrowedLoss narrowedLoss narrowedLoss widenedTurned profitTurned profit

Balance sheet, Jun 30, 2026Cash & short-term investments $90.6M · Total debt $65.2M · Total assets $615.9M · Shareholders' equity $415.1M

Revenue
$114.5M
Operating income
$3.1M
Net income
−$1.5M
View details

Dividend yield
Next ex-date
Annual dividend
Schedule

HistoryDividendAnnual yield

Nov '21Mar '22May '22Aug '22
Dividend$0.05$0.05$0.05$0.05
Annual yield1.10%1.20%1.20%1.27%
Ex-dateNov 26Mar 15May 27Aug 26
Payment dateDec 20Mar 30Jun 21Sep 19
View details

Institutions≈ 236.08%113.96M shares
314 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail
Insiders5.99%2.89M shares
11 holders · as of Apr 21, 2026
Adds to242.07%

48.27M company shares as of Aug 21, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Two share counts disagree (110.28M in the company's Sep 22, 2026 report, 48.27M elsewhere); stakes use the report.

This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.

These groups come from separate filings that can overlap, so they add to 242.07%; nothing is left for Other.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
36.06%17.41Mas of Jun 30, 2026
Ameriprise Financial IncInstitution
28.41%13.71Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
18.13%8.75Mas of Jun 30, 2026
FMR LLCInstitution
12.42%6.00Mas of Jun 30, 2026
State Street CorpInstitution
10.04%4.85Mas of Jun 30, 2026

Insider tradesForm 4

No open-market trades in the last 12 months.

View details

  • Dolby

    Primary audio-technology alternative to DTS licensing

  • Roku

    Smart-TV OS and CTV ad platform rival to TiVo OS

  • Alphabet Class A

    Google TV, Android TV, YouTube, and ads overlap TiVo media platform

  • Sirius XM

    In-car audio and data services alternative to HD Radio and AutoStage

  • Amazon

    Fire TV and Amazon Ads compete in CTV discovery and monetization

  • Comcast

    X1, Xumo, and advanced ads overlap Pay-TV and CTV platform work

  • comScore

    TV and CTV measurement peer to TiVo viewership-data products

Compare

CompanyPriceChange
Xperi$5.53−0.45%$267.9M6.30.6+8.1%
Dolby$56.83−0.87%$5.45B24.412.54.0−3.3%
Roku$154.31−0.01%$22.89B66.047.84.4+21.9%
Alphabet Class A$358.40+0.97%$4.30T17.826.79.6+24.2%
Sirius XM$27.19−0.91%$9.25B10.88.71.1+1.0%
Amazon$255.36−1.20%$2.78T20.827.43.6+19.6%
Comcast$22.86−0.31%$81.37B7.46.60.7−1.2%
comScore$4.80−1.44%$73.5M0.70.2−11.4%
Median17.819.63.6+1.0%