Xperi stock outlook rises as TiVo One users reach 6.8 million

Published on 11/10/2026 at 13:36 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Xperi stock drew attention after the company raised its full-year profitability and cash-flow outlook. TiVo One remains central to the growth strategy.

Key points for investors

Xperi raised its full-year adjusted EBITDA margin and operating cash flow outlook after its third-quarter update.
TiVo One user growth and advertising expansion are strengthening the media platform.
Connected car and consumer electronics trends remain important offsets for the investment case.

XPER, US98423J1016, Illustration mit AI erstellt.

Xperi Inc. reported third-quarter results on November 4, 2026, for the period ended September 30. In its Xperi investor release, the company highlighted faster advertising growth, higher TiVo One usage and improved full-year profitability expectations.

Xperi stock traded at 5.23 euros on Lang & Schwarz at 13:33 Berlin time on Tuesday, November 10, 2026.

Revenue growth remains selective

Third-quarter revenue rose to 114.0 million US dollars from 111.6 million US dollars a year earlier. Xperi posted a GAAP net loss of 5.2 million US dollars, compared with a loss of 6.1 million US dollars in the prior-year quarter. Non-GAAP adjusted EBITDA was 23.0 million US dollars, while the adjusted EBITDA margin was 20.2 percent.

Growth was concentrated in the media platform. Advertising and related revenue increased approximately 280 percent year over year, helping media platform revenue double. Xperi said TiVo One monthly active users reached 6.8 million, up 40 percent from a year earlier, while average revenue per user rose 14 percent sequentially to 7.65 US dollars.

Outlook moves higher

Xperi narrowed its 2026 revenue outlook to 450 million to 462 million US dollars from 440 million to 470 million US dollars. The company raised its adjusted EBITDA margin forecast to 19 percent to 21 percent from 17 percent to 19 percent and lifted its operating cash flow range to 20 million to 30 million US dollars from 15 million to 25 million US dollars.

Management expects TiVo One monthly active users to exceed 7.5 million by year-end. The company also said MediaMarktSaturn selected TiVo OS for its private-label PEAQ television brand, expanding the platform's potential retail media reach. At the same time, Xperi disclosed that Chief Financial Officer Robert Andersen plans to retire in 2027 as part of a planned transition.