Xperi Inc. (NYSE: XPER) announced that its TiVo Ads unit has entered into a strategic partnership with Samba TV, a global leader in AI‑driven media intelligence. The agreement, effective April 1 2026, will combine Samba TV’s audience‑targeting and measurement capabilities with TiVo Ads’ premium connected‑TV inventory to create a managed‑service advertising platform for brands and agencies.
Under the arrangement, TiVo Ads will serve as the preferred managed‑service partner, leveraging its owned and operated CTV inventory, while Samba TV will provide cross‑platform campaign measurement that spans linear TV, CTV, streaming, and digital channels. The collaboration is designed to increase the value of TiVo’s CTV inventory and accelerate the monetization of Xperi’s media platform.
The partnership comes as Xperi continues its transition from a licensing‑focused business to a higher‑margin advertising and data‑monetization model. In its Q4 2025 earnings released February 25 2026, Xperi reported revenue of $116.5 million, a 5% decline YoY, but an EPS of $0.24, beating the consensus estimate of $0.17 by $0.07. The Media Platform segment, which includes TiVo One, grew 15% YoY to $11.8 million, driven by a 5.3 million monthly active user base, yet its average revenue per user of $7.80 fell short of the company’s $10+ target.
By integrating Samba TV’s AI‑driven audience insights, Xperi aims to lift ARPU and overall media platform revenue. The partnership is expected to give advertisers a single source of truth across all channels, improving targeting precision and measurement accuracy—key factors that can justify higher ad spend and drive incremental revenue for Xperi.
"This collaboration strengthens both Samba and TiVo’s ability to deliver powerful, data‑driven solutions for advertisers navigating today’s fragmented media landscape," said Ashwin Navin, CEO of Samba TV. Matt Milne, President of TiVo Ads, added, "We are excited to partner with Samba in the UK market, combining our valuable and growing CTV inventory with their established managed‑service advertising business, including audience and measurement expertise."
Xperi’s CEO Jon Kirchner did not provide a statement on the partnership, but the company’s Q4 2025 results highlighted the strategic importance of the media platform as a growth engine. The partnership is a concrete step toward expanding that engine and positioning Xperi against larger competitors such as Roku and Amazon.
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