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Xperi (XPER) investor relations material
Xperi 16th Annual Midwest Ideas Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.16th Annual Midwest Ideas Conference summary27 Aug, 2025
Business overview and strategy
Focuses on technology and solutions for connected car, pay TV, consumer electronics, and media platforms, monetizing content consumption through brands like TiVo, DTS, and HD Radio.
Media platform, especially the TiVo One ad platform, is positioned as the primary growth driver, leveraging smart TV OS and cross-screen ad monetization.
Growth solutions are supported by established core businesses with higher margins, enabling investment in new areas.
Diverse customer base and deep industry relationships underpin long-term strategic positioning.
Strategic goals include expanding TV OS partners and monthly active users, with a target of 5 million users and $10 ARPU by year-end.
Product and market developments
TiVo OS now has nine partners, 3.7 million monthly active users, and is present in over 40 countries and 80 brands.
AutoStage, a next-gen in-car infotainment platform, has signed two new OEM programs, expanding reach to 12 million vehicles.
IPTV subscriber base grew over 30% in North America and LatAm, surpassing the 3 million subscriber goal mid-year.
Renewals and new contracts secured with major CE brands for DTS and IMAX Enhanced technologies.
Launched ClearDialogue, an AI-based TV dialogue enhancement, with first market entry expected in the first half of next year.
Financial performance and outlook
Q2 revenue declined year-over-year due to prior minimum guarantee arrangements, but operating expenses fell significantly from ongoing cost transformation.
Adjusted EBITDA increased slightly year-over-year, balancing lower revenue with reduced expenses.
Ended Q2 with $95 million in cash, generating $10 million in cash and $5 million in free cash flow for the quarter.
Revenue guidance for the year set at $440–460 million, with adjusted EBITDA margin targeted at 15–17%.
Cash flow expected to be neutral for the year, with no anticipated need for external financing.
TiVo One ARPU drivers and timeline
ClearDialogue market entry and impact
Cash flow generation beyond this year?
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Next Xperi earnings date
Q3 20255 Nov, 2025
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Frequently asked questions
Xperi Inc is a technology company that develops innovative solutions in the areas of audio, imaging, and semiconductor technologies. The company provides a range of products and services, including audio processing and enhancement technologies, imaging solutions for digital content, and intellectual property licensing related to semiconductor design. Xperi's technologies are integrated into consumer electronics, automotive systems, and entertainment platforms, enhancing user experiences across various devices such as smartphones, TVs, and automotive infotainment systems. The company is headquartered in San Jose, California, and its shares are listed on the New York Stock Exchange.
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