| Metric | Value ($ M) | Q2 FY25 | Q3 FY24 |
|---|---|---|---|
| Revenue | 111.63 | 5.4% | 16.0% |
| Total Income | 111.63 | 5.4% | 16.0% |
| Expenditure | 112.99 | 3.5% | 25.4% |
| PBT | -1.30 | 87.2% | 92.3% |
| Net Profit | -6.11 | 58.7% | 63.6% |
| OPM | -1.22% | 9.29pp | 12.74pp |
| NPM | -5.47% | 8.48pp | 7.18pp |
| EPS | -0.13 | 59.4% | 64.9% |
Xperi Inc. Announces Q3 2025 Results; Reached 4.8 Million Monthly Active Users
04 May 2026 · 4 May, 8:04 am
Summary
Xperi Inc. announced its third quarter 2025 financial results, reporting revenue of $111.6 million. The company achieved significant growth in its TiVo One platform, reaching 4.8 million monthly active users, a 30% sequential increase. Xperi reiterated its full year revenue guidance of $440 million to $460 million and adjusted EBITDA margin of 15% to 17%. The company also announced a workforce reduction to improve cost efficiency and align with long-term strategies.
Key Highlights
- 1
Xperi Inc. achieved 30% sequential growth to reach 4.8 million monthly active users on the TiVo One platform in Q3 2025.
- 2
The company signed its tenth TiVo OS partner and multiple advertising partnerships for media platform expansion in 2026.
- 3
Xperi reiterated its full year guidance of $440 million to $460 million in revenue.
- 4
The company also reiterated its adjusted EBITDA margin guidance of 15% to 17% for fiscal year 2025.
- 5
IPTV subscribers increased 32% year-over-year, reaching 3.2 million households.
- 6
The AutoStage platform has reached over 13 million vehicles.
Management Comments
Jon Kirchner
“By the end of the third quarter, we achieved nearly all of our strategic growth goals for 2025,” said Jon Kirchner, chief executive officer of Xperi. “We reached 4.8 million monthly active users on the TiVo One platform, added our tenth TiVo OS partner, and signed a number of new monetization partnerships. This progress is a clear validation of our TV OS value proposition in the media platform market. In the Connected Car market, the AutoStage platform has reached over 13 million vehicles, and we remain confident in our ability to monetize this platform through data and advertising partnerships. “Our financial results for the quarter reflect our continued focus on cost management, profitability, and cash generation – as evidenced by a second consecutive quarter of positive free cash flow. In addition, as part of our effort to drive long term shareholder value, today we announced a workforce reduction that reflects our commitment to invest in significant growth opportunities while managing the business for improved profitability.”
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