Xperi’s TiVo MAUs Jump 250% to 5.3M; 2026 Revenue Guidance $440M-$470M
Xperi grew TiVo One Platform monthly active users by over 250% to 5.3 million and expanded DTS AutoStage in 14 million vehicles by year-end 2025. Full-year revenue reached $448.1 million with non-GAAP EBITDA rising to $77 million, and 2026 guidance forecasts $440–470 million in revenue and positive free cash flow.
1. 2025 Financial Results
Xperi reported full-year 2025 revenue of $448.1 million, down slightly year-over-year following the divestiture of its Perceive business, while non-GAAP adjusted EBITDA improved to $77 million on stronger operational execution.
2. Platform User Growth
The TiVo One Ad Platform monthly active users surged by over 250%, increasing from 1.5 million to 5.3 million, and DTS AutoStage deployment grew 40% to reach 14 million vehicles by the end of 2025.
3. Pay-TV Expansion
In the Pay-TV segment, IPTV subscriber households rose 25% to 3.25 million, driven by multi-year agreements with major operators such as ClaroVTR in Chile and Frontier Communications in the US.
4. 2026 Outlook
For 2026, Xperi targets an inflection point in audience monetization with a goal of 7 million MAUs, projects Media Platform revenue to double, expects positive free cash flow, and guides revenue of $440–470 million with a 17%–19% adjusted EBITDA margin.