Every material Form 8-K Xperi Inc. has filed with the SEC since August 05, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Xperi reported third-quarter 2026 revenue of $114.0 million, up from $111.6 million a year earlier, with advertising and related revenue rising to $14.9 million from $3.9 million. The company narrowed its full-year revenue outlook to $450 million to $462 million and raised its adjusted EBITDA margin and operating cash flow outlooks, while non-GAAP diluted earnings per share fell to $0.24 from $0.28. CFO Robert Andersen will retire as part of a planned transition and will stay in his role until a successor starts, expected in 2027.
Q3 revenue $114.0 million vs. $111.6 million a year earlier; GAAP net loss narrowed to $5.2 million from $6.1 million.
Non-GAAP diluted EPS $0.24 vs. $0.28; non-GAAP adjusted EBITDA margin 20.2% vs. 20.7%.
2026 outlook: revenue $450 million to $462 million (prior $440 million to $470 million); adjusted EBITDA margin 19% to 21% (prior 17% to 19%); operating cash flow $20 million to $30 million (prior $15 million to $25 million).
CFO Robert Andersen to retire; he will continue in role until his successor is on board, expected in 2027.
Xperi filed an 8-K to correct what was said on its August 5, 2026 second quarter earnings call about minimum-guarantee agreements as a share of total revenue. The company said the historical level was incorrectly described as single-digit percent; it has typically been in the low-to-mid 20 percent range and is expected to be in the mid 20 percent range, or slightly higher, for fiscal 2026. The filing contains no new financial results, so it does not directly change the company's reported performance.
Correction concerns the Company's minimum-guarantee agreements as a percentage of total revenue, disclosed on the August 5, 2026 earnings call.
Previously stated as single-digit percent; corrected to a historical range of low-to-mid 20 percent.
Company expects mid 20 percent, or slightly higher, for the fiscal year ending December 31, 2026.
Corrected transcript posted on the Company's website under 'Q2 2026 Earnings Call'.
Xperi reported second quarter 2026 revenue of $114.5 million, up from $105.9 million a year earlier, and a GAAP net loss of $1.5 million, compared with $14.8 million in the prior-year quarter. The company kept its full-year revenue guidance of $440 million to $470 million but raised its capital expenditures outlook to about $25 million, which weighs on cash spending.
Q2 2026 revenue was $114.5 million versus $105.9 million in Q2 2025; advertising and related revenue grew 54% year over year.
GAAP net loss narrowed to $1.5 million, or $0.03 per share, from $14.8 million, or $0.32 per share.
Non-GAAP adjusted EBITDA rose to $24.5 million, a 21.4% margin, from $15.2 million and 14.4%.
Full-year outlook: revenue kept at $440 million to $470 million; capital expenditures raised to about $25 million from $15 million to $20 million.
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