10-K · February 26, 2026
Xperi positions itself as a media and entertainment technology company with one reportable segment and four revenue categories (Pay‑TV, Consumer Electronics, Connected Car, Media Platform). Fiscal 2025 shows a revenue…
Earnings analysis · 10-Q
XPER earnings analysis
Filed May 7, 2026 · Our reading of the company's report
The latest report
Xperi Inc. reported strong Q1 2026 results, surpassing EPS and revenue estimates significantly with EPS at $0.23 versus an estimate of $0.13, and revenue at $114.2 million, beating expectations of $108.3 million. The…
Read full summary
Xperi Inc. reported strong Q1 2026 results, surpassing EPS and revenue estimates significantly with EPS at $0.23 versus an estimate of $0.13, and revenue at $114.2 million, beating expectations of $108.3 million. The increase in revenue was driven by growth in the Connected Car and Media Platform segments, despite declines in Consumer Electronics and Pay-TV revenues.
Gross and operating margin
How much of each revenue dollar the business keeps.
One point per quarterly or annual filing. Both margins are shares of that report's revenue.
Where revenue came from
The business segments reported by the company.
Shares of the segments disclosed in this filing, largest first.
How we read each report
Our analysis across the last few reports.
Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.
Reported figures
- Earnings per share
- $0.23
What stood out
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EPS Exceeds Estimates
Q1 2026 EPS was reported at $0.23, outperforming estimates by 77%.
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Revenue Beats Expectations
Revenue reached $114.2 million, above the forecast of $108.3 million.
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Connected Car Revenue Growth
Connected Car revenue increased by $4.8 million year-over-year, primarily due to enhanced HD Radio revenue.
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Media Platform Revenue Surge
Media Platform revenue rose by $3.7 million year-over-year, attributed to higher advertising revenue.
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Reduced Operating Expenses
Total operating expenses decreased by 14% to $112.1 million compared to $130.5 million in Q1 2025.
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Significant EPS Improvement
EPS improved from -$0.41 in Q1 2025 to $0.23 in Q1 2026.
What to watch
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Decline in Consumer Electronics Revenue
Consumer Electronics revenue dropped by $4.4 million, primarily due to the absence of prior year guaranteed revenues.
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High Operational Costs
Operating expenses remain high despite a reduction, showing a continued trend of elevated operational costs.
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Cash Position Declining
Cash and cash equivalents fell to $70.4 million from $96.8 million as a result of high cash usage in operations at $18 million.
Management's outlook
Annual revenue guidance reaffirmed at $440M-$470M.
Earlier filings 4
10-Q · November 6, 2025
Xperi reported Q3 revenue of $111.632M, down from $132.891M in Q3 2024 but improving sequentially versus Q2 2025. Gross margin compressed to 74.0% while operating loss narrowed sharply to $1.362M (‑1.2% margin). The…
10-Q · August 7, 2025
Xperi reported revenue of $105.9M for the quarter ended June 30, 2025, down 11.4% year-over-year from $119.6M and down sequentially from $114.0M (Q1 implied). Gross margin compressed to 68.3% while operating loss…
10-Q · May 9, 2024
Xperi's Q1 2024 performance showed a decline in revenue and an improvement in earnings losses compared to the prior year. Revenue decreased to $118.844 million from $126.839 million YoY, while EPS loss improved to…
This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.