Xperi reports 6.3 million TiVo One devices: what it means for Xperi stock

Published on 10/25/2026 at 14:15 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

TiVo One reached 6.3 million devices in June 2026, up 70.00 percent year over year. For Xperi stock this means 54.00 percent ad revenue growth in Q2.

Advertising reach and reporting date

TiVo One reached 6.3 million devices in June 2026, up 70.00 percent year over year.
Advertising and related revenue reached USD 14.98 million in the second quarter of 2026, versus USD 9.73 million a year earlier.
Xperi had a market capitalization of USD 253.3 million as of October 23, 2026.
The next reporting date is November 11, 2026.

XPER, US98423J1016, Illustration mit AI erstellt.

Xperi Inc. (US98423J1016) reported that its TiVo One platform had reached 6.3 million monthly active devices by June 2026, up 70.00 percent from a year earlier. The update also showed advertising and related revenue growth of 54.00 percent in the second quarter of 2026, according to PPC Land on October 6, 2026.

Advertising reach outpaces revenue scale

The operating figures point to a growing audience base, but the advertising business is still smaller than Xperi's licensing activities. Advertising and related revenue totaled USD 14.98 million in the second quarter of 2026, compared with USD 9.73 million in the same quarter of 2025, while licensing and other revenue reached USD 99.5 million, according to PPC Land.

That mix matters because the platform metric is expanding faster than the total business. Xperi reported second-quarter revenue of USD 114.49 million against a USD 112.66 million consensus estimate, while adjusted earnings per share came to USD 0.28 versus USD 0.21 expected, according to MarketBeat.

What does 54.00 percent growth mean?

The answer is scale with a profitability question. Adjusted EBITDA rose to USD 24.5 million from USD 15.2 million in the second quarter of 2026, while GAAP operating income improved to USD 2.9 million from a loss of USD 11.1 million, according to PPC Land. The same report said advertising costs reached USD 16.24 million in the quarter, above the USD 14.98 million advertising revenue line.

Three dated operating steps

On May 6, 2026, Xperi's first-quarter figures showed 5.5 million TiVo One monthly active devices. On August 5, 2026, the company reported second-quarter revenue of USD 114.49 million and adjusted EBITDA of USD 24.5 million. On October 6, 2026, TiVo Ads highlighted 6.3 million devices and 54.00 percent advertising revenue growth, as reported by PPC Land.

When results return

The next reporting date is November 11, 2026, according to TradingView. Analysts tracked by MarketBeat had a consensus price target of USD 11.00 and a Hold rating.

Company facts and market context

Xperi develops and licenses technologies for connected television, automotive, consumer electronics and media, with TiVo, DTS and HD Radio among its brands. Its market capitalization was USD 253.3 million as of October 23, 2026, and its 52-week range was USD 4.91 to USD 8.75.

The further course of trading is shown by the continuously updated real-time quote of Xperi stock.