Xperi Q2 FY26: revenue +8% to $114.5M, net loss narrows 90% to -$1.5M on cost cuts

Filed August 6, 2026 · Period ending June 30, 2026 · Compared to 10-Q Aug 7, 2025 · ~1 min read

Key Changes

• high

  Advertising revenue grew 54% YoY to $15.0M in Q2 (42% to $22.3M for H1), now broken out as a separate line item; cost of advertising revenue rose 42% YoY, tracking revenue growth.

  MD&A: Revenue & Notes: Revenue Disaggregation verify on EDGAR →
• high

  TiVo OS manufacturer deals typically generate no direct license revenue and incur significant expenses; monetization depends on growing active users to drive advertising revenue, with Pay-TV broadband-only offerings yielding lower licensing fees.

  Risk Factors: TiVo OS Revenue Model verify on EDGAR →
• medium

  Headcount declined from ~1,620 to ~1,380 employees (240 reduction), aligning with the November 2025 restructuring plan; R&D expense fell 27% YoY to $21.8M in Q2, stock-based compensation expense down 34% to $6.8M.

  MD&A: Operating Expenses & Notes: Stock-Based Compensation verify on EDGAR →