Xperi stock posts growth as 2026 margin outlook rises

Xperi reported its third-quarter 2026 results on Wednesday, November 4, with advertising momentum supporting its media platform while the company narrowed its full-year revenue outlook. The release was published by Xperi for the period ended September 30, 2026.

Xperi generated third-quarter revenue of 113.953 million US dollars, compared with 111.632 million US dollars a year earlier. GAAP net loss narrowed to 5.241 million US dollars from 6.107 million US dollars, while non-GAAP diluted earnings per share declined to 0.24 US dollars from 0.28 US dollars. Non-GAAP adjusted EBITDA was 22.965 million US dollars, equal to a 20.2 percent margin.

Advertising becomes a larger growth driver

Advertising and related revenue rose to 14.925 million US dollars from 3.917 million US dollars. Xperi said this growth helped media platform revenue more than double year over year. TiVo One monthly active users reached 6.8 million, up 40 percent from the prior year, and TiVo One average revenue per user increased sequentially to 7.65 US dollars.

The company also named MediaMarktSaturn as a TiVo OS partner for its private-label PEAQ television brand. Xperi said the agreement expands its European smart-TV footprint, while Element Smart TVs broadened TiVo OS distribution through major US online retailers.

Guidance points to tighter execution

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

Xperi stock traded at 4.99 euros on Lang & Schwarz at 13:39 CET on Thursday, November 5, 2026.

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More news and analyses on Xperi stock will track the company's progress in monetizing its growing TiVo One footprint.