Xperi Inc. reported its fourth‑quarter and full‑year 2025 financial results, posting Q4 revenue of $116.5 million, a 4.8 % year‑over‑year decline, and full‑year revenue of $448.1 million, down 9.4 % from $493.7 million in 2024. GAAP net loss for the quarter was $17.1 million, while Non‑GAAP net income reached $11.3 million, giving a diluted earnings per share of $0.24, a beat of $0.02 over the consensus estimate of $0.22.
The revenue decline was driven by a 5 % drop in legacy licensing and pay‑TV segments, offset by robust growth in Xperi’s media and automotive platforms. TiVo One advertising platform monthly active users surged to 5.3 million, a 250 % increase from 1.5 million at the end of 2024, and the DTS AutoStage footprint expanded to 14 million vehicles, up 40 % from the prior year. Segment revenue for Q4 2025 was $11.8 million from Media Platform and $31.3 million from Connected Car, indicating a shift toward higher‑margin business lines.
GAAP operating loss widened to $14.8 million, but Non‑GAAP operating income rose to $16.7 million, reflecting the company’s focus on cost control and the higher mix of platform revenue. The non‑GAAP margin of 14.4 % compares favorably with the 12.8 % margin reported in Q4 2024, underscoring improved operational leverage as the platforms scale.
For 2026, Xperi guided revenue to $440 million–$470 million, adjusted EBITDA margin to 17 %–19 %, and operating cash flow to $15 million–$25 million. The guidance signals confidence that the platform expansion and cost‑saving initiatives will translate into profitability and positive free cash flow, even as macro‑economic uncertainty remains.
CEO Jon Kirchner said, “We believe our success in growing our large and unique global footprint over the past few years has positioned us to accelerate our monetization efforts through advertising and data solutions.” He added that the company is “keenly focused on our goal of growing advertising revenue” and has “line‑of‑sight toward our initial goal of 7 million monthly active users.” CFO Robert Andersen noted, “We are pleased with our cost management efforts, which have significantly improved our cash flow.”
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