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Xperi Q3 revenue beats estimates; lifts 2026 profitability outlook

By Reuters News


Overview

  • U.S. media technology firm's Q3 revenue rose 2% yr/yr, beating analyst expectations

  • Company raised full-year adjusted EBITDA margin and operating cash flow outlook

  • CFO to retire in 2027 as part of planned transition


Outlook

  • Xperi narrows 2026 revenue outlook to $450 mln-$462 mln, from $440 mln-$470 mln

  • Company raises 2026 adjusted EBITDA margin outlook to 19%-21%, from 17%-19%

  • Xperi lifts 2026 operating cash flow outlook to $20 mln-$30 mln, from $15 mln-$25 mln


Result Drivers

  • ADVERTISING GROWTH - Co said 280% yr/yr growth in advertising and related revenue was the main driver of media platform revenue doubling

  • TIVO OS EXPANSION - MediaMarktSaturn selected TiVo OS for its private-label TV brand, while Element Smart TVs expanded U.S. distribution through major online retailers

  • CONNECTED CAR MOMENTUM - Co cited continued growth in DTS AutoStage platform and new automotive programs contributing to advertising and related revenue


Company press release:


Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q3 Revenue

Beat

$114 mln

$111.47 mln (6 Analysts)

Q3 Loss Per Share

$0.11

Q3 Net Loss

$5.20 mln

Q3 Adjusted EBITDA

$23 mln

Q3 Operating Income

$1.80 mln


Analyst Coverage

  • The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

  • The average consensus recommendation for the software peer group is "buy"

  • Wall Street's median 12-month price target for Xperi Inc is $11.95, about 121.6% above its November 3 closing price of $5.39

  • The stock recently traded at 5 times the next 12-month earnings vs. a P/E of 7 three months ago


Reuters Recommended Reads

  • Nov 2 - Roku Q3 revenue beats estimates on advertising, subscription growth

  • Nov 3 - Freshworks Q3 adjusted profit beats estimates on upmarket momentum

  • Nov 4 - Datadog beats Q3 revenue, profit estimates


For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.


(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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