Xperi Q2 revenue beats analyst estimates on TiVo One user growth
XPER•Q2 revenue beats estimates
Xperi said second-quarter revenue rose and beat analyst expectations, helped by growth in TiVo One user activity and advertising-related revenue.
Adjusted EBITDA for the quarter increased 61% year over year to $24.5 million.
Outlook and guidance changes
The company maintained its 2026 revenue guidance of $440 million to $470 million.
Xperi raised its 2026 capital expenditures outlook to about $25 million from $15 million to $20 million and lowered its 2026 stock-based compensation outlook to about $29 million from $31 million.
Business drivers and quarterly details
- TiVo One user growth: Xperi said a 70% year-over-year increase in TiVo One monthly active users to 6.3 million helped drive 54% advertising and related revenue growth.
- AutoStage platform expansion: The company said its AutoStage platform footprint grew to and began generating revenue from listener analytics and data.
