XPER Earnings Prediction
The chart below shows how XPER performed 10 days before and after its earnings report, based on data from the past quarters. Typically, XPER sees a -0.50% change in stock price 10 days leading up to the earnings, and a +4.89% change 10 days following the report. On the earnings day itself, the stock moves by -1.91%. This data can give you a slight idea of what to expect for the next quarter's release.
XPER Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
122.36M
-10.84%
-7.92%
Gross Margin
66.67%
6.20%
-3.22%
Operating Margin
-10.42%
-51.01%
-25.36%
Net Margin
51.46%
378.92%
-444.91%
EPS
1.03
280.70%
-378.38%
No Data Available
XPER Earnings Analysis
Xperi Inc Corporation (XPER.N) Earnings Conference Call
Positive
Q4 Revenue Increase: Revenue in Q4 was $122 million, up 2% from the prior year after adjusting for divestitures.
Quarterly EBITDA Growth: Adjusted EBITDA for the quarter was $23 million, or 19% of revenue, compared to $13 million in the prior year quarter, demonstrating significant growth.
Strong Cash Position: The company finished the year with $131 million in cash and equivalents, providing solid operating liquidity.
Media Platform Strategy Progress: Xperi's independent media platform strategy is making significant strides in connected TV advertising, in-cabin entertainment, and TiVo Video over Broadband.
Device Activation Success: The company exceeded its goal of over 2 million activated devices for TiVo OS across Europe, with deployments in major countries.
Market Expansion Success: DTS AutoStage exceeded its goal with a footprint of over 10 million vehicles, and new models launched from six brands including BMW and Mercedes.
IPTV Subscriber Milestone: The IPTV subscriber households reached 2.6 million, exceeding the year-end goal of 2.4 million, contributing to revenue growth.
Audio Technology Awards: DTS Clear Dialogue won three technology and innovation awards at CES 2025, showcasing the strength of their audio technologies.
Long-Term Customer Renewals: The company signed several long-term DTS renewals with customers like HARMAN and Yamaha, indicating the durability of their core technologies.
Negative
Q4 Revenue Decline: Revenue for Q4 2024 was $122 million, down 11% from $137 million in Q4 2023, indicating a decline despite adjustments for divestitures.
PayTV Revenue Decline: The PayTV segment, which is the largest revenue category, saw an 8% decline, primarily due to a decrease in core pay TV business, which was partly attributed to timing issues in revenue recognition from the previous year.
Media Revenue Decline: Media Platform revenue decreased by 15% year-over-year, driven by a decline in linear TV advertising revenue and partner delays that impacted monetization efforts.
Consumer Electronics Decline: Consumer Electronics revenue was down 27% when excluding divestitures, reflecting a significant decline in this segment.
Pay TV Revenue Decline: The company anticipates a year-over-year decline in pay TV revenue for 2025, as growth in IPTV is expected to be offset by declines in core pay TV revenue due to industry trends.
Limited Revenue Growth Outlook: Despite an increase in adjusted EBITDA margin to 16%-18% for 2025, the overall revenue outlook for the year is only expected to be flat to modestly growing, indicating limited growth potential.
Negative Cash Flow Indicator: Operating cash flow for the year was a usage of $55 million, which is a negative indicator of cash management and operational efficiency.
XPER FAQs
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XPER Earning Call Sentiment
Xperi Inc. (XPER) Q4 2024 Earnings Call Transcript
XPER.N
1.67%Positive
Xperi's earnings call presents mixed signals: while there's progress in business transformation and strategic focus, revenue challenges and competitive pressures persist. Revenue guidance reflects softness, and management's reluctance to provide clear free cash flow guidance adds uncertainty. Despite positive steps like stock repurchases and improved EBITDA margins, the overall sentiment remains cautious due to market and economic challenges, leading to a neutral stock price prediction.
