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Visual21 Nov 2025
Data center suppliers
Xperi (XPER) investor relations material
Xperi Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary5 Nov, 2025
Executive summary
Achieved or are on track to achieve all 2025 strategic goals, with strong growth in TiVo One monthly active users (up 30% sequentially to 4.8 million) and Connected Car platform expansion to over 13 million vehicles.
Video-over-Broadband/IPTV subscriber households grew 32% year-over-year to 3.2 million.
Announced a workforce reduction of approximately 250 employees (15% of workforce) to improve profitability and cost efficiency, targeting $30–$35 million in annualized savings.
Divestitures of AutoSense and Perceive businesses streamlined focus on entertainment and media platform markets.
Secured new and renewed partnerships across Media Platform, Connected Car, Pay TV, and Consumer Electronics segments.
Financial highlights
Q3 2025 revenue was $112 million (or $111.6 million), down 16% year-over-year, mainly due to Pay-TV declines and prior year minimum guarantee arrangements.
Non-GAAP adjusted EBITDA was $23 million (21% margin), down from $31 million last year; non-GAAP EPS was $0.28.
GAAP net loss for Q3 2025 was $6.1 million, improved from $19.8 million loss in Q3 2024.
Operating cash flow was $8 million and free cash flow was $2 million for the quarter; cash and cash equivalents at quarter-end were $97 million.
Operating expenses decreased 25% year-over-year, driven by cost transformation and divestitures.
Outlook and guidance
Reiterated 2025 annual revenue guidance of $440–$460 million and adjusted EBITDA margin of 15–17%.
Operating cash flow for 2025 expected to be neutral, plus or minus $10 million.
Workforce reduction expected to generate $30–$35 million in annualized savings, with $16–$18 million in one-time restructuring charges, mostly completed by H1 2026.
Preliminary 2026 view aligns with consensus estimates; formal guidance to be provided with Q4 results.
Management expects current liquidity, including cash and AR Facility, to be sufficient for at least the next 12 months.
What drives TiVo One ARPU growth beyond 2025?
When will AutoStage monetization be material?
Why workforce reduction given 2026 revenue mix?
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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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