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Edge20 Feb 2026
Dollar General: The Rural Retailer Playbook
How Dollar General built a small-box empire across rural America, scaling value and convenience into one of retail's most durable business models.
Xperi
Xperi (XPER) investor relations material
Xperi Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary25 Feb, 2026
Executive summary
Achieved strong growth in TiVo One Ad Platform, reaching 5.3 million monthly active users, up over 250% year-over-year, and expanded DTS AutoStage to 14 million vehicles, up 40% year-over-year, with new OEM launches and global broadcaster additions.
IPTV subscriber base grew 25% year-over-year to 3.25 million households, offsetting declines in legacy pay TV products.
Secured new advertising partnerships and reseller agreements in Europe and the US for TiVo One, and signed Mercedes-Benz as the first OEM to launch all four connected car solutions.
Expanded IMAX Enhanced program and renewed key technology agreements in consumer electronics, including new deals with Yamaha, Onkyo, and Sound United.
Achieved 2025 exit growth goals for TiVo One users, ARPU, TV partners, IPTV footprint, and AutoStage vehicles.
Financial highlights
Q4 2025 consolidated revenue was $116.5 million, down 5% year-over-year; full-year 2025 revenue was $448.1 million, a 9% decrease year-over-year, mainly due to declines in pay TV and consumer electronics.
Q4 GAAP net loss was $17.1 million; non-GAAP net income was $11.3 million; Q4 non-GAAP diluted EPS was $0.24, down from $0.39 in Q4 2024.
Adjusted EBITDA for Q4 was $22 million (19% margin); full-year adjusted EBITDA reached $77 million (17% margin), at the high end of guidance.
Non-GAAP operating expense reduced by 13% in 2025 due to workforce reductions.
Operating cash flow was nearly neutral for the year, a significant improvement from $55 million usage in 2024; free cash flow for FY2025 was $(21.5) million, improved from $(72.1) million in FY2024.
Outlook and guidance
FY2026 revenue expected between $440 million and $470 million, with media platform revenue projected to double and ARPU for TiVo One expected to exceed $10 by year-end 2026.
Adjusted EBITDA margin outlook for 2026 is 17%-19%; operating cash flow expected between $15 million and $25 million.
Media platform MAU target set above 7 million for 2026; connected car monetization to begin midyear, initially focused on data.
Capital expenditures expected between $15 million and $20 million for 2026.
Company expects to achieve positive free cash flow in 2026.
Detail TiVo One ARPU growth strategy to $20+
Explain AutoStage data monetization value
Pay TV stabilization & 2027 CE recontracting impact
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Next Xperi earnings date
Q1 20266 May, 2026
Xperi
Next Xperi earnings date
Q1 20266 May, 2026
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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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