| Metric | Value ($ M) | Q1 FY25 |
|---|---|---|
| Revenue | 114.21 | 0.2% |
| Total Income | 114.21 | 0.2% |
| Expenditure | 112.06 | 14.1% |
| PBT | 2.29 | 115.4% |
| Net Profit | -7.83 | 57.4% |
| OPM | 1.88% | 16.30pp |
| NPM | -6.85% | 9.25pp |
| EPS | -0.17 | 58.5% |
Xperi Inc. Announces Q1 2026 Results; Media Platform Revenue Rose 45% YoY
07 May 2026 · 7 May, 1:55 am
Summary
Xperi Inc. announced its first quarter 2026 financial results, highlighting a 45% year-over-year increase in Media Platform revenue. The growth was primarily driven by advertising monetization. The AutoStage footprint expanded significantly, reaching over 16 million vehicles. The company reaffirmed its annual guidance, projecting revenues between $440M and $470M and an adjusted EBITDA margin between 17% and 19%.
Key Highlights
- 1
Xperi Inc. reported a 45 percent year-over-year increase in Media Platform revenue for Q1 2026.
- 2
The AutoStage footprint grew by over 45 percent year-over-year, reaching over 16 million vehicles.
- 3
TiVo One Monthly Active Users more than doubled year-over-year to 5.5 million.
- 4
IPTV subscriber households increased by 19% year-over-year, reaching 3.28 million at quarter end.
- 5
The company reaffirms its outlook for 2026 with revenue expected to be between $440M to $470M.
- 6
Non-GAAP adjusted EBITDA was $25.3 million, representing a 22.1% margin.
- 7
Non-GAAP operating income was $19.1 million, compared to $10.0 million in Q1 FY25.
Management Comments
Jon Kirchner
We are beginning to see the inflection in our monetization strategy as our Media Platform revenue grew 45% when compared to the first quarter of 2025. During the quarter, we made significant improvements to our ad products by enhancing targeting and measurement, further growing the TiVo One ad platform footprint, and expanding partnerships that, collectively, are expected to accelerate advertising monetization. The results of the quarter clearly demonstrate the progress we are making on our strategic growth plan. We remain on track for our 2026 goals and reaffirm our financial guidance for the year.”
Informational and educational content only. Not investment advice.