Filing Flows › Xperi (XPER) › Q3 2026 › vs Q2 2026
Xperi (XPER) Q3 2026 vs Q2 2026 (quarter over quarter)
Xperi's revenue fell $539K (-0.5%) from $114M in Q2 2026 to $114M in Q3 2026. The biggest changes: Connected Car −$10.1M (-25%); Pay TV +$8.7M (+20%); Consumer Electronics +$1.4M (+11%).
Xperi, Q3 2026: revenue $114M (+2% year over year), operating margin 1.5%, net loss $5.2M, operating cash flow $4.1M. The chart draws each line against Q2 2026, the increases inside each band.
Margins
| Q3 2026 | Q2 2026 | Change | |
|---|---|---|---|
| Free cash flow margin | 2.9% | 12.3% | -9.4 pts |
Every line
| Line | Q3 2026 | Q2 2026 | Change | % |
|---|---|---|---|---|
| Pay TV | $53.4M | $44.7M | $8.7M | +20% |
| Connected Car | $29.9M | $40.1M | −$10.1M | -25% |
| Media Platform | $17.0M | $17.5M | −$479K | -3% |
| Consumer Electronics | $13.6M | $12.2M | $1.4M | +11% |
| Revenue | $114M | $114M | −$539K | -0.5% |
| Other income, net | $379K | $413K | −$34K | -8% |
| Net loss | $5.2M | $1.5M | $3.7M | +249% |
| Costs & expenses | $120M | $116M | $3.2M | +3% |
| Operating costs | $112M | $112M | $611K | +0.5% |
| Income tax | $7.4M | $4.8M | $2.6M | +53% |
| Research & development | $23.5M | $21.8M | $1.7M | +8% |
| SG&A | $41.7M | $41.5M | $191K | +0.5% |
| Other operating costs | $47.0M | $48.3M | −$1.3M | -3% |
| Operating cash sources | $18.6M | $18.9M | −$305K | -2% |
| Depreciation & amortization | $11.6M | $12.0M | −$489K | -4% |
| Share-based compensation | $7.0M | $6.8M | $184K | +3% |
| Net loss absorbed | $5.2M | $1.5M | $3.7M | +249% |
| Working capital & other | $9.2M | $2.8M | $6.4M | +228% |
| Operating cash flow | $4.1M | $14.6M | −$10.5M | -72% |
| Free cash flow (OCF − capex) | $3.3M | $14.1M | −$10.8M | -77% |
| Capital expenditures | $820K | $497K | $323K | +65% |
Questions
How much did Xperi's revenue grow quarter over quarter in Q3 2026?
Xperi's revenue fell $539K (-0.5%) from $114M in Q2 2026 to $114M in Q3 2026.
What drove Xperi's revenue change in Q3 2026?
Connected Car −$10.1M (-25%); Pay TV +$8.7M (+20%); Consumer Electronics +$1.4M (+11%).