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Sep 30
Xperi Q3 2025 Earnings Report
Xperi reported third quarter 2025 financial results, achieving significant growth in TiVo One monthly active users and expanding its media platform and connected car footprint.
Key Takeaways
Xperi Inc. announced its third quarter 2025 results, showcasing strong sequential growth in TiVo One monthly active users, reaching 4.8 million, and expanding its TiVo OS partnerships to ten. The company also grew its AutoStage platform to over 13 million vehicles and reiterated its full-year revenue guidance of $440-460 million and an Adjusted EBITDA Margin of 15-17%. Despite a GAAP operating loss, Xperi achieved a second consecutive quarter of positive free cash flow and announced a workforce reduction to improve cost efficiency and profitability.
TiVo One monthly active users increased by 30% sequentially, reaching 4.8 million.
The company secured its tenth TiVo OS partner and multiple advertising partnerships for media platform expansion.
The AutoStage platform expanded its footprint to over 13 million vehicles, with new OEM programs and targeted advertising trials initiated.
Xperi reiterated its full-year 2025 guidance for revenue between $440 million and $460 million and an Adjusted EBITDA Margin of 15% to 17%.
Xperi
Xperi
Forward Guidance
Xperi reiterates its full-year 2025 financial outlook, expecting revenue between $440 million and $460 million and an Adjusted EBITDA Margin of 15% to 17%. The company also announced a workforce reduction expected to generate $30 million to $35 million in annualized savings.
Positive Outlook
- Reiterated full-year revenue guidance of $440-460 million.
- Reiterated full-year Adjusted EBITDA Margin guidance of 15-17%.
- Workforce reduction expected to generate $30-35 million in annualized savings.
- Continued investment in significant growth opportunities.
- Expected expansion of media platform in 2026.
Challenges Ahead
- Expected revenue mix shift in 2026 with initially higher cost of sales for media platform expansion.
- Restructuring and related charges of $16-18 million expected due to workforce reduction.
- Uncertainty in providing quantitative reconciliation for forward-looking non-GAAP measures.
- Reliance on various factors beyond the company's control for future results.
- No specific growth targets beyond 2025 provided in the guidance.