| Metric | Value ($ M) | Q1 FY26 | Q2 FY25 |
|---|---|---|---|
| Revenue | 114.49 | 0.3% | 8.1% |
| Total Income | 114.49 | 0.3% | 8.1% |
| Expenditure | 111.58 | 0.4% | 4.7% |
| PBT | 3.33 | 45.4% | 132.8% |
| Net Profit | -1.50 | 80.8% | 89.8% |
| OPM | 2.54% | 0.66pp | 13.05pp |
| NPM | -1.31% | 5.54pp | 12.64pp |
| EPS | -0.03 | 82.3% | 90.6% |
Xperi Announces Q2 2026 Results: Advertising Revenue Up 54%, MAU Up 70%
06 Aug 2026 · 6 Aug, 1:48 am
Summary
Xperi Inc. reported strong second quarter 2026 results, highlighted by a 54% year-over-year increase in advertising and related revenue, driven by a 70% surge in monthly active users on the TiVo One platform. Adjusted EBITDA grew by 61% year-over-year to $24.5 million, and the adjusted EBITDA margin improved to 21.4% from 14.4%. The company also saw significant growth in its Connected Car segment, with the AutoStage platform footprint increasing by 42% to 17 million vehicles. Management expressed satisfaction with the first half performance, noting positive momentum and the effectiveness of their strategy to grow footprint and revenue.
Key Highlights
- 1
Xperi Inc. announced second quarter 2026 financial results, with advertising and related revenue growing 54% year-over-year.
- 2
Monthly active users on the TiVo One Ad Platform increased by 70% year-over-year, reaching 6.3 million.
- 3
Adjusted EBITDA saw a significant increase of 61% year-over-year, reaching $24.5 million.
- 4
Media Platform revenue grew 44% year-over-year, with trailing 12-month ARPU reaching $6.70.
- 5
The DTS AutoStage platform footprint grew 42% year-over-year, reaching 17 million vehicles.
- 6
Global IPTV subscriber households grew 13% year-over-year to 3.4 million.
Management Comments
Jon Kirchner
Our financial results continue to demonstrate positive momentum in our business and the effectiveness of our strategy to grow both footprint and revenue on our platforms. Monthly active users on the TiVo One platform grew 70 percent from last year, to 6.3 million, which we believe positions us to achieve our year-end goal of 7 million users. This footprint expansion helped drive 54 percent year-over-year growth in advertising and related revenue. Our AutoStage platform footprint grew 42 percent year-over-year to reach 17 million vehicles, and began generating revenue from listener analytics and data. Overall, we are pleased with our first half performance and believe our business continues to build momentum.
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