TiVo OS Added Generative AI Discovery. Can Xperi Take Share From Roku Without Owning the TV Screen?
Xperi (NYSE:XPER) unveiled TiVo OS updates, including AI-powered discovery, and reduced hardware requirements. The company aims to compete with Roku (NASDAQ:ROKU) by offering a neutral software layer. Hedge fund interest in both companies has increased, with 23 funds holding XPER and 79 holding ROKU. Short interest in XPER is notable, with potential for a squeeze.




