StockWatch
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Computer Software: Prepackaged Software
Quarterly ResultAug 5, 2026, 04:19 PM

Xperi Q2 Revenue $114.5M, Adj. EBITDA +61%; Ad Revenue +54%

AI Summary

Xperi Inc. announced strong second quarter 2026 financial results, with revenue reaching $114.5 million and Non-GAAP Adjusted EBITDA increasing 61% year-over-year to $24.5 million. Advertising and related revenue saw a significant 54% year-over-year growth, driven by a 70% increase in TiVo One Monthly Active Users to 6.3 million and a 42% expansion in the DTS AutoStage platform footprint to 17 million vehicles. The company maintained its full-year guidance for key financial metrics while adjusting its Capital Expenditures outlook to $25 million and lowering its Stock-based Compensation outlook to $29 million.

Key Highlights

  • Q2 Revenue $114.5M, up from $105.9M in Q2 FY25.
  • Non-GAAP Adjusted EBITDA $24.5M, a 61% year-over-year increase.
  • Advertising and related revenue grew 54% year-over-year.
  • TiVo One Monthly Active Users grew 70% year-over-year to 6.3 million.
  • DTS AutoStage platform footprint grew 42% year-over-year to 17 million vehicles.
  • GAAP Net Loss improved to $(1.5M) from $(14.8M) in Q2 FY25.
  • Non-GAAP Diluted EPS $0.28, up from $0.11 in Q2 FY25.
  • Increased Capital Expenditures outlook to ~$25M from prior $15-20M.