Xperi Inc
xperi.comWhat Do They Do?
Licenses television and in-car entertainment software, along with audio technologies, to pay-TV operators, consumer-electronics manufacturers and automakers.
10-K for FY2025, filed Feb 26, 2026Within Pay-TV, we deliver a range of User Experience (“UX”) solutions servicing Pay-TV operators on a worldwide basis with products that…View ↗
Home and Mobile Audio Solutions Our solutions consist of premier audio technology for high-definition entertainment experiences. Our DTS…View ↗
DTS AutoStage DTS AutoStage is a comprehensive automotive infotainment offering, integrating our DTS premium audio solution, TiVo video…View ↗
How Do They Make Money?
Xperi mainly earns money by licensing its media, audio and automotive technologies. Pay-TV customers generally pay monthly or per subscriber for ongoing services; consumer-electronics and automotive licenses generate royalties tied to units shipped or made, while some fixed-fee licenses are paid at the start of the license term.
10-K for FY2025, filed Feb 26, 2026The Company derives the majority of its revenue from licensing its technologies and solutions to customers within the Pay-TV, Consumer…View ↗
For these solutions, the Company generally provides on-going media or data delivery, either via on-premise licensed software, hosting or…View ↗
The Company generally recognizes royalty revenue from licenses based on units shipped or manufactured. Revenue is recognized in the period…View ↗
Certain customers enter into fixed fee or minimum guarantee agreements, whereby customers pay a fixed fee for the right to incorporate the…View ↗
The Company generally recognizes royalty revenue from these licenses based on units shipped or manufactured, similar to the revenue…View ↗
-
10-K for FY2025, filed Feb 26, 2026
FY2025 revenue by product or service ↗
$448.1M
-
10-K for FY2025, filed Feb 26, 2026
$448.1M ↗
| Segment | Share | Revenue | How money arrives |
|---|---|---|---|
|
Pay TV
Recurring
10-K for FY2025, filed Feb 26, 2026 |
46%
FY2022: 50%
|
Pay TV, FY2025
$205.7M Sources
|
Recurring |
|
Consumer Electronics
Licensed
10-K for FY2025, filed Feb 26, 2026 |
17%
FY2022: 26%
|
Consumer Electronics, FY2025
$77.6M Sources
|
Licensed |
|
Connected Car
Licensed
10-K for FY2025, filed Feb 26, 2026 |
28%
FY2022: 17%
|
Connected Car, FY2025
$124.3M Sources
|
Licensed |
|
Media Platform
Mix
|
9.0%
FY2022: 8.0%
|
Media Platform, FY2025
$40.4M Sources
|
Mix |
Who Are Their Customers?
Pay-TV operators license video and data services; consumer-electronics and automotive manufacturers license technologies directly or through supply-chain partners. Xperi also sells TiVo DVR subscriptions directly to consumers.
10-K for FY2025, filed Feb 26, 2026Customers within the Pay-TV category are primarily multi-channel video service providers, consumer electronics (“CE”) manufacturers, and…View ↗
The Company licenses its audio technologies to CE manufacturers or their supply chain partners.View ↗
The Company licenses its digital radio solutions, automotive infotainment and related offerings to automotive manufacturers or their supply…View ↗
Legacy TiVo DVR Subscriptions We offer direct-to-consumer retail TiVo DVR subscriptions primarily in the United States. The TiVo Service…View ↗
Do Revenues Turn Into Profits?
No. It lost $56.3M in FY2025.
10-K for FY2025, filed Feb 26, 2026
−$43.7MView ↗
10-K for FY2025, filed Feb 26, 2026
−$56.3MView ↗
10-K for FY2025, filed Feb 26, 2026
−$5.9MView ↗
How Are They Changing?
- Net income
-
Sources
10-Q for Q2 FY2026, filed Aug 6, 2026
−$1.5MView ↗
- ▼ −90% (Loss)
- vs −$14.8M in Q2 FY2025
10-Q for Q2 FY2026, filed Aug 6, 2026
Open tableView ↗
-
Aug 5, 2026
Maintained its revenue and adjusted EBITDA margin outlook
The company maintained its outlook, including revenue of $440M to $470M and adjusted EBITDA margin of 17% to 19%.
Sources
8-K, filed Aug 5, 2026
Revenue $440M to $470MView ↗
Shrinking. Revenue fell 8% in 4 years, from $486.5M in FY2021 to $448.1M in FY2025, about 2% a year.
Portfolio exits
The earlier report describes Perceive edge-computing products and AutoSense in-cabin safety solutions; the latest report says Xperi sold both businesses and focused on entertainment-based solutions.
10-K for FY2022, filed Mar 6, 2023 10-K for FY2025, filed Feb 26, 2026In August 2024, we entered into an Asset Purchase Agreement with Amazon.com Services LLC to sell substantially all of the assets and…View ↗
Who Do They Compete With?
Competes with Synamedia, MediaKind, Kudelski, Enghouse Systems, Comcast, Liberty Global, Gracenote, Dolby Laboratories, Fraunhofer IIS, Sirius/XM, Pandora, Amazon, Roku, Alphabet, Samsung, Vizio, LG, comScore, Nielsen Holdings, and Meta Platforms
10-K for FY2025, filed Feb 26, 2026Our platform faces competition from companies such as Synamedia, MediaKind, Kudelski, Enghouse Systems Limited, and from solutions…View ↗
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