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Xperi (XPER) earnings and revenue breakdown

Latest: Q3 2026 · 10-Q filed Nov 5, 2026 · Xperi (XPER) Q3 2026 earnings results →

Q3 2026 Revenue up 2% year over year to $114M · 5¢ of every $1 of revenue lost · operating margin 1.5%

Xperi made $114M in Q3 2026 (+2% Y/Y): Pay TV $53.4M, Connected Car $29.9M, Media Platform $17.0M. Operating margin 1.5%, net loss $5.2M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Nov 5, 2026.

Revenue$114M
Year over year+2%
Operating margin1.5%
Net earnings−$5.2M
Operating cash flow$4.1M

Drawing the Sankey…

Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF

What changed this quarter

Revenue was $114.0M in Q3 2026, up 2% year over year and roughly flat from the previous quarter. Pay TV was the largest line at 47% of revenue. Media Platform added $8.6M year over year (up 102%), 371% of the total change. Consumer Electronics declined 28%.

Operating profit was $1.8M, a 1.5% margin (up 2.8 points year over year). Total costs fell 1% while revenue rose 2%. The fastest-growing cost line was Other operating costs (+311%). The quarter ended with a net loss of $5.2M, wider than the previous quarter's $1.5M loss.

Operating cash flow was $4.1M (down 46% year over year). Non-cash charges added back $11.6M of depreciation and amortization and $7.0M of share-based compensation. Working capital and other items used $9.2M. Capital expenditures of $820K left free cash flow of $3.3M.

Quarterly history

Xperi revenue by quarterXperi revenue by quarter$114MQ1 2025$106MQ2 2025$112MQ3 2025$117MQ4 2025$114MQ1 2026$114MQ2 2026$114MQ3 2026
Xperi net earnings by quarterXperi net earnings by quarter−$18.4MQ1 2025−$14.8MQ2 2025−$6.1MQ3 2025−$17.1MQ4 2025−$7.8MQ1 2026−$1.5MQ2 2026−$5.2MQ3 2026
QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q3 202610-QNov 5, 2026$114M+2%1.5%−$5.2M$4.1M
Q2 202610-QAug 6, 2026$114M+8%2.5%−$1.5M$14.6M
Q1 202610-QMay 7, 2026$114M+0.2%1.9%−$7.8M−$18.0M
Q4 202510-KFeb 26, 2026$117M-5%-12.7%−$17.1M$4.1M
Q3 202510-QNov 6, 2025$112M-16%-1.2%−$6.1M$7.5M
Q2 202510-QAug 7, 2025$106M-11%-10.5%−$14.8M$10.1M
Q1 202510-QMay 8, 2025$114M-4%-14.4%−$18.4M−$22.3M

Charts

Xperi: revenue growth, year over year and quarter over quarterXperi: revenue growth, year over year and quarter over quarterY/YQ/Q-4%Q1 2025-11%-7%Q2 2025-16%+5%Q3 2025-5%+4%Q4 2025+0%-2%Q1 2026+8%+0%Q2 2026+2%0%Q3 2026
Latest (Q3 2026): Y/Y +2%, Q/Q 0%.
Xperi: where the cash came from (+) and went (−), TTM to Q3 2026Xperi: where the cash came from (+) and went (−), TTM to Q3 2026Other investing−$20.3MOther financing$10.2MCash drawn (+) / kept (−)$9.8MCapital spending−$5.4MTaxes on employees’ shares−$5.0MShares issued$4.8MOperating cash flow$4.7MNet borrowing (+) / repaid (−)$1.1M
From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.
Xperi: profit against cash, quarter by quarterXperi: profit against cash, quarter by quarterNet incomeOperating cash flow$63.0M$1.2MQ4 2024−$18.4M−$22.3MQ1 2025−$14.8M$10.1MQ2 2025−$6.1M$7.5MQ3 2025−$17.1M$4.1MQ4 2025−$7.8M−$18.0MQ1 2026−$1.5M$14.6MQ2 2026−$5.2M$4.1MQ3 2026
Latest (Q3 2026): Net income −$5.2M, Operating cash flow $4.1M.
Xperi: diluted shares by fiscal yearXperi: diluted shares by fiscal year42MFY202042MFY202142MFY202243MFY202345MFY202446MFY2025
+9.1% since FY2020: more shares outstanding (issuance, stock pay).
Xperi: long-term debt falling due (FY2025)Xperi: long-term debt falling due (FY2025)$10.0M2028$10.0M2029$7.7M2030
Cash $96.8M, short-term investments —, long-term debt $27.7M at 2025-12-31.
Xperi in its industry: growth against margin (192 companies, SIC 7372)Xperi in its industry: growth against margin (192 companies, SIC 7372)revenue growth, year over year →↑ operating marginmedian +12%median 0%MSFTORCLCRMADBEXYZINTUNOWSHOPCRWVSNPSPLTRADSKElectronic Arts Inc.TEAMSSNCCDNSRBLXTWLOSNOWTTWOCRWDGENDDOGHUBSVEEVDOCUOKTANETMDBNTNXPTCTYLDBXUDTPAYCMBLYESTCPCTYZETARBRKACIWBSYGWREPATHPCORTDCOCTVFIGKVYOCOURBILLBOXCVLTDUOLSAILGTMMANHLIMEAPPFCCCYOUTTANBLKBSGTLBALRMTENBWKPRGSFRSHAPPNBANDNAVNBRZEQTWONTSKASANCXMVERXRPDSPSCBLFSLYVRNSQLYSFROGMQBBINTANCNOEVCMNABLVIAALKTAVPTSPTPDGDYNAMPLDDDSKILCERTCCSICMRCMKTWHUCKCRNCPDFSWEAVSOUNINSEXZODHIIIVLiveperson IncAIMRDNMYPSUPLDKLTRBLZELAWDRTTFBBAIMAPSCCLDEXFYRDVTSSTIEGANNTWKRCATSNALFDCTSVCOMCHXAEYEZDGEADBTWFCFAISPDUOTIDNPDYNQUBTZSPCROCFATNAWRESMSIINLXBLINMSGMGEGSEGGMYSZCXAIGXAIPARAAITXBKYICYABAPCXSPAIDSNYEXYNIDAIATDSIVDAVPRBSKKYUMEWAIFFAUIDGlobal Arena Holding, Inc.ATHRVIDAQXLLIVGUPYYFNGRSVMBTransparentBusiness, Inc.SWMRAMSTTransit Pro Tech Inc.PXLWDNKCDPLSGYGYXPER (+2%, 2%)
Services-Prepackaged Software; dot size is quarterly revenue; dashed lines are the industry's medians.

Interactive views

The same charts as the app — open one to draw it.

💵Where each $1 goesinteractive

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🌏Named in Asian annual reportsinteractive

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🔄Rotation against the market and its industry (RRG)interactive

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🔍Earnings qualityinteractive

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⚖️Fair value by methodinteractive

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🔭Outlook & guidanceinteractive

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📈Investments: gains and what it boughtinteractive

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🏭Its industry’s money flow (input-output)interactive

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About Xperi

Xperi invents, develops, and delivers technologies that enable extraordinary experiences. Xperi technologies, delivered via its brands (DTS ® , HD Radio™, TiVo ® ) are integrated into consumer devices and media platforms worldwide, powering smart devices, connected cars and entertainment experiences, including IMAX ® Enhanced, a certification and licensing program operated by IMAX Corporation and DTS, Inc. Xperi has created a unified ecosystem that reaches highly engaged consumers, driving increased value for partners, customers and consumers.

In its own words, from its 8-K, filed Aug 5, 2026.

Xperi against its Services-Prepackaged Software peers

The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +2% against the peers' median +14%. Operating margin: 1.5% against the peers' median 15.2%.

CompanyQuarterRevenueY/YOp. margin
XPER XperiQ3 2026$114M+2%1.5%
MSFT MicrosoftQ1 FY27$92.3B+19%49.8%
ORCL OracleQ1 FY27$19.3B+30%34.8%
CRM SalesforceQ2 FY27$11.3B+11%20.5%
ADBE AdobeQ3 FY26$6.8B+13%34.8%
XYZ BlockQ3 2026$6.7B+10%6.4%
INTU IntuitQ4 FY26$4.4B+14%10.9%
NOW ServiceNowQ3 2026$4.1B+20%9.4%
SHOP ShopifyQ3 2026$3.7B+32%15.2%

Source: Xperi 10-Q on SEC EDGAR · CIK 1788999 · Services-Prepackaged Software

Guidance and outlook

Xperi: what its forward-looking statements are about (10-Q filed 2026-11-05)Xperi: what its forward-looking statements are about (10-Q filed 2026-11-05)Other4Costs2Capital spending2Buybacks & dividends1Financing1
10 statements; tone +0.00 (−1 all cautious, +1 all confident); 3 hedged.
Xperi: outlook statements against the filing beforeXperi: outlook statements against the filing beforeConfident1Cautious1

13F: who owns XPER and who is buying

Largest holders of XPER (13F)Largest holders of XPER (13F)Rubric Capital Management LP$34.1MBlackRock$33.2MManufacturers Life Insurance Comp…$25.5MVanguard Group$25.1MNeuberger Berman Group LLC$23.6MWellington Management Group LLP$20.4MClearline Capital LP$20.4MVanguard Capital Management LLC$16.8MVanguard Portfolio Management LLC$16.8MAcadian Asset Management LLC$10.7M
Funds' net buying of XPER by quarter (13F)Funds' net buying of XPER by quarter (13F)−$10.3M2024-09−$14.9M2024-12$8.4M2025-03$10.0M2025-06−$2.0M2025-09$5.5M2025-12$5.3M2026-03$30.8M2026-06
Value of shares 13F filers added minus the value they sold, each quarter (quarters with most filings in).

More on XPER

History

Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results

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中文版：Xperi（XPER）财报

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