Xperi reports Q3 2026 results and announces CEO retirement

Xperi posted third‑quarter 2026 revenue of roughly $114 million, a 2% year‑over‑year increase, and a GAAP net loss of $5.2 million, or $0.11 per share. The TiVo One ad platform grew to 6.8 million monthly active users, up 40% YoY, driving advertising revenue to surge about 280% YoY. The company also disclosed that CEO Robert Andersen will retire in 2027, with the transition timing dependent on finding a successor.

The company projects year‑end TiVo One MAUs above 7.5 million and ARPU between $8 and $10, which could improve future revenue streams.

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