Xperi (XPER)
Market Price (2/4/2026): $5.26 | Market Cap: $243.4 MilSector: Information Technology | Industry: Application Software
Xperi (XPER)
Market Price (2/4/2026): $5.26Market Cap: $243.4 MilSector: Information TechnologyIndustry: Application Software
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Low stock price volatilityVol 12M is 43% | Weak multi-year price returns2Y Excs Rtn is -93%, 3Y Excs Rtn is -117% | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -42 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -9.2% |
| Megatrend and thematic driversMegatrends include Digital Content & Streaming, and Autonomous Technologies. Themes include Video Streaming, Music Streaming, Show more. | Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -11%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -2.4%, Rev Chg QQuarterly Revenue Change % is -16% | |
| Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 10% | ||
| Not cash flow generativeFCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -4.9% | ||
| Key risksXPER key risks include [1] persistent unprofitability and indicators of potential financial distress, Show more. |
| Low stock price volatilityVol 12M is 43% |
| Megatrend and thematic driversMegatrends include Digital Content & Streaming, and Autonomous Technologies. Themes include Video Streaming, Music Streaming, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -93%, 3Y Excs Rtn is -117% |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -42 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -9.2% |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -11%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -2.4%, Rev Chg QQuarterly Revenue Change % is -16% |
| Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 10% |
| Not cash flow generativeFCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -4.9% |
| Key risksXPER key risks include [1] persistent unprofitability and indicators of potential financial distress, Show more. |
Qualitative Assessment
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1. Xperi's Q3 2025 Earnings Report and Revised 2025 Outlook Indicated Revenue Challenges.On November 5, 2025, Xperi reported its third-quarter 2025 financial results. While the company's EPS of $0.28 surpassed the forecast, its consolidated revenues decreased by 16% to $111.63 million compared to the previous year. This revenue decline was partly attributed to a "large minimum guarantee arrangement" in its pay-TV business, leading to a 39% dip in total pay-TV revenues. Earlier, in July 2025, Xperi had already reduced its fiscal year 2025 revenue outlook from an initial range of $480 million to $500 million down to $440 million to $460 million due to macroeconomic uncertainties.
2. Workforce Reduction and Associated Restructuring Costs Prompted Concerns.In conjunction with its Q3 2025 earnings, Xperi announced a significant restructuring plan on November 5, 2025, which included laying off approximately 250 employees, or about 15% of its global workforce, across all business and functional areas. The company anticipated incurring between $16 million and $18 million in restructuring and related charges, primarily for employee severance. While these measures were expected to generate $30 million to $35 million in annualized savings by the first half of 2026, the immediate costs and the implications of a substantial workforce reduction likely contributed to negative investor sentiment.
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Stock Movement Drivers
Fundamental Drivers
The -21.9% change in XPER stock from 10/31/2025 to 2/3/2026 was primarily driven by a -17.4% change in the company's P/S Multiple.| (LTM values as of) | 10312025 | 2032026 | Change |
|---|---|---|---|
| Stock Price ($) | 6.72 | 5.25 | -21.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 475 | 454 | -4.5% |
| P/S Multiple | 0.6 | 0.5 | -17.4% |
| Shares Outstanding (Mil) | 46 | 46 | -0.9% |
| Cumulative Contribution | -21.9% |
Market Drivers
10/31/2025 to 2/3/2026| Return | Correlation | |
|---|---|---|
| XPER | -21.9% | |
| Market (SPY) | 1.1% | 48.5% |
| Sector (XLK) | -5.5% | 42.9% |
Fundamental Drivers
The -12.8% change in XPER stock from 7/31/2025 to 2/3/2026 was primarily driven by a -7.1% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 7312025 | 2032026 | Change |
|---|---|---|---|
| Stock Price ($) | 6.02 | 5.25 | -12.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 489 | 454 | -7.1% |
| P/S Multiple | 0.6 | 0.5 | -2.9% |
| Shares Outstanding (Mil) | 45 | 46 | -3.2% |
| Cumulative Contribution | -12.8% |
Market Drivers
7/31/2025 to 2/3/2026| Return | Correlation | |
|---|---|---|
| XPER | -12.8% | |
| Market (SPY) | 9.4% | 48.5% |
| Sector (XLK) | 8.3% | 44.3% |
Fundamental Drivers
The -41.8% change in XPER stock from 1/31/2025 to 2/3/2026 was primarily driven by a -33.9% change in the company's P/S Multiple.| (LTM values as of) | 1312025 | 2032026 | Change |
|---|---|---|---|
| Stock Price ($) | 9.02 | 5.25 | -41.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 509 | 454 | -10.7% |
| P/S Multiple | 0.8 | 0.5 | -33.9% |
| Shares Outstanding (Mil) | 46 | 46 | -1.3% |
| Cumulative Contribution | -41.8% |
Market Drivers
1/31/2025 to 2/3/2026| Return | Correlation | |
|---|---|---|
| XPER | -41.8% | |
| Market (SPY) | 15.6% | 53.3% |
| Sector (XLK) | 23.7% | 51.9% |
Fundamental Drivers
The -49.3% change in XPER stock from 1/31/2023 to 2/3/2026 was primarily driven by a -9.9% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 1312023 | 2032026 | Change |
|---|---|---|---|
| Stock Price ($) | 10.35 | 5.25 | -49.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | � | 454 | 0.0% |
| Net Income Margin (%) | � | 1.5% | 0.0% |
| P/E Multiple | � | 34.9 | 0.0% |
| Shares Outstanding (Mil) | 42 | 46 | -9.9% |
| Cumulative Contribution | 0.0% |
Market Drivers
1/31/2023 to 2/3/2026| Return | Correlation | |
|---|---|---|
| XPER | -49.3% | |
| Market (SPY) | 75.9% | 42.6% |
| Sector (XLK) | 113.3% | 37.7% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| XPER Return | -14% | -52% | 28% | -7% | -43% | -3% | -72% |
| Peers Return | -8% | -34% | -15% | 89% | -46% | -5% | -50% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 2% | 86% |
Monthly Win Rates [3] | |||||||
| XPER Win Rate | 42% | 8% | 50% | 50% | 42% | 50% | |
| Peers Win Rate | 50% | 25% | 52% | 78% | 53% | 33% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 100% | |
Max Drawdowns [4] | |||||||
| XPER Max Drawdown | -15% | -54% | -6% | -36% | -47% | -3% | |
| Peers Max Drawdown | -18% | -42% | -36% | -7% | -59% | -15% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -1% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: ADSK, HIT, AIB, BMR, GIT.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 2/3/2026 (YTD)
How Low Can It Go
| Event | XPER | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -68.8% | -25.4% |
| % Gain to Breakeven | 220.2% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -46.2% | -33.9% |
| % Gain to Breakeven | 85.9% | 51.3% |
| Time to Breakeven | 261 days | 148 days |
| 2018 Correction | ||
| % Loss | -73.1% | -19.8% |
| % Gain to Breakeven | 271.5% | 24.7% |
| Time to Breakeven | Not Fully Recovered days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -80.8% | -56.8% |
| % Gain to Breakeven | 419.6% | 131.3% |
| Time to Breakeven | Not Fully Recovered days | 1,480 days |
Compare to ADSK, HIT, AIB, BMR, GIT
In The Past
Xperi's stock fell -68.8% during the 2022 Inflation Shock from a high on 9/30/2022. A -68.8% loss requires a 220.2% gain to breakeven.
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About Xperi (XPER)
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Here are 1-3 brief analogies to describe Xperi:
- Xperi is like Dolby Laboratories (DLB) for premium digital audio and video experiences, licensing technologies like DTS and IMAX Enhanced to enhance sound and picture quality across devices.
- Xperi is like Arm Holdings (ARM) for entertainment and automotive technology, licensing foundational intellectual property (IP) like DTS, HD Radio, and TiVo IP to manufacturers rather than making consumer products themselves.
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- TiVo Entertainment OS & Streaming Platforms: Provides an entertainment operating system, content aggregation, and user experience solutions for smart TVs and pay-TV operators.
- DTS Audio Technologies: Licenses advanced audio technologies for consumer electronics, automotive, and mobile devices, enhancing sound quality and immersive experiences.
- IMAX Enhanced Program: A licensing and certification program that combines IMAX's digitally re-mastered 4K HDR content with DTS audio technologies for premium home entertainment systems.
- Connected Car Solutions: Offers integrated automotive solutions, including advanced audio, in-car entertainment, and personalized user experiences.
- Perceive Edge AI: Develops and licenses ultra-low power edge AI solutions, primarily for visual intelligence in edge devices.
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Xperi Inc. (symbol: XPER) primarily operates as a business-to-business (B2B) technology company, licensing its intellectual property, software, and services to other companies for integration into their products and platforms. Its brands include DTS, HD Radio, TiVo, and IMAX Enhanced.
According to Xperi's 10-K filings, no single customer accounted for 10% or more of its total consolidated revenue in recent fiscal years, indicating a diversified customer base rather than reliance on a few extremely large customers. However, Xperi's technologies are integrated by a wide array of prominent global companies across several key industries. These companies are its major customers and partners by virtue of their broad adoption of Xperi's brands.
Major categories of Xperi's customers and illustrative examples of public companies that license or utilize Xperi's technologies include:
- Consumer Electronics Manufacturers: Companies that integrate Xperi's audio (DTS), video (IMAX Enhanced), and smart TV operating system (TiVo) technologies into their televisions, soundbars, mobile devices, and other home entertainment products.
- Samsung (OTCMKTS: SSNLF)
- LG Electronics (KRX: 066570)
- Sony Group Corporation (NYSE: SONY)
- Automotive Manufacturers (OEMs): Car manufacturers that integrate HD Radio and DTS AutoSense technologies into their vehicle infotainment and audio systems.
- Ford Motor Company (NYSE: F)
- General Motors Company (NYSE: GM)
- Toyota Motor Corporation (NYSE: TM)
- Pay-TV Operators and Streaming Service Providers: Companies that license TiVo's metadata, discovery, and platform solutions for their set-top boxes, entertainment services, and streaming platforms, or partner for IMAX Enhanced content.
- Comcast Corporation (NASDAQ: CMCSA)
- The Walt Disney Company (NYSE: DIS)
- Warner Bros. Discovery, Inc. (NASDAQ: WBD)
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Alphabet Inc. (GOOGL)
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Jon E. Kirchner Chief Executive Officer
Jon E. Kirchner has served as CEO and Director at Xperi Inc. since its spin-off in October 2022. Prior to this, he was CEO of Xperi Holding Corporation following the merger with TiVo, and previously CEO of Xperi Corporation. He became President of Xperi in December 2016 after the acquisition of DTS. At DTS, he was Chairman of the Board of Directors in 2010 and served as the company's Chief Executive Officer from 2001 to 2016. Jon led DTS from a small startup to a global industry leader, growing its licensing revenue significantly. Before DTS, he was a Senior Consultant at Price Waterhouse LLP, where he advised clients on strategy, finance, operations, and valuation. He has successfully raised public and private capital and has experience in international growth businesses.
Robert Andersen Chief Financial Officer
Robert Andersen is the Chief Financial Officer for Xperi Inc. He joined as CFO in 2014, initially for Tessera Technologies, Inc., the predecessor to Xperi Corporation, and has guided the company through several mergers and acquisitions. Robert has extensive leadership experience in Silicon Valley at both private and public technology companies, including Phoenix Technologies, Wind River Systems, and Hewlett Packard. He holds an MBA from UCLA Anderson School of Management and a bachelor's degree in economics from the University of California, Davis.
Matt Milne Chief Revenue Officer
Matt Milne serves as Chief Revenue Officer, responsible for sales, marketing, content, and monetization. He joined TiVo, which is part of Xperi, in 2011 as Senior Vice President of consumer electronic sales. Throughout his tenure, he has held various roles covering worldwide sales, marketing, product management, and licensing. Before joining TiVo, Matt held leadership positions in sales, marketing, and product at companies such as DivX, MediaFLO USA (a Qualcomm subsidiary), Viewsonic, Gateway, Inc., Cameo Technologies, and Western Digital.
John Pernin Chief Strategy and Corporate Development Officer
John Pernin is the Chief Strategy and Corporate Development Officer, leading the combined strategy, corporate development, and business transformation organization. He joined DTS, a part of Xperi, in 2006 to oversee its corporate development efforts. John has been instrumental in the company's growth and transformation strategy through mergers and acquisitions, corporate divestitures, and strategic partnerships.
Geir Skaaden Chief Products and Services Officer
Geir Skaaden serves as Chief Products and Services Officer, responsible for leading Xperi's product and engineering teams and managing the company's portfolio of Pay TV, Consumer Electronics, Automotive, and Media Platform solutions. He joined DTS, a part of Xperi, in 2008 and has held numerous leadership roles in product management, business development, global licensing, and marketing. Prior to DTS, Geir was the Chief Executive Officer at Neural Audio Corporation.
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The key risks to Xperi's business (symbol: XPER) are as follows:- Financial Health and Profitability Challenges: Xperi faces significant concerns regarding its financial health, as indicated by a low Altman Z-Score, suggesting potential financial distress. The company has reported negative free cash flow, operating margins, and net margins, highlighting ongoing profitability challenges. Additionally, Xperi has experienced declining revenue in some of its segments and has reported net losses.
- Challenges in Business Model Transition: Xperi is undergoing a critical transition from a traditional licensing model, characterized by declining legacy businesses like Pay-TV and core consumer electronics, to a focus on growth platforms such as its Media Platform (TiVo One) and Connected Car (DTS AutoStage). A key risk is the company's ability to successfully execute this transition and monetize its new platforms at a rate that outpaces the decline of its legacy businesses. Volatility in media platform revenue and the impact of minimum guarantee accounting also present risks.
- Market Volatility, Intense Competition, and Macroeconomic Headwinds: Operating within the inherently volatile technology sector, Xperi's stock exhibits higher sensitivity to market movements. The company faces significant competition, especially from major players like Apple and Android in the connected car sector, and from the increasing fragmentation of the Smart TV operating system market. Furthermore, macroeconomic headwinds and uncertain customer demand have directly impacted Xperi's financial results and led to revised revenue outlooks.
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The clear emerging threat for Xperi (XPER) is the accelerating trend of major automotive original equipment manufacturers (OEMs) developing their own proprietary in-car software platforms and ecosystems. Automakers like Tesla, Mercedes-Benz, BMW, and Volkswagen are heavily investing in bringing software development in-house, aiming to control the entire user experience from infotainment to advanced driver-assistance systems. This strategic shift threatens Xperi's Connected Car division, which provides technologies like HD Radio and DTS AutoSense. As OEMs develop comprehensive, vertically integrated software stacks, the demand for third-party modular solutions could diminish significantly, potentially reducing Xperi's market opportunity or commoditizing its offerings in the automotive sector.
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Xperi (symbol: XPER) operates across several key product and service areas, with varying addressable market sizes for each.Connected Car Solutions
Xperi's DTS AutoStage platform, which delivers in-car entertainment, had a global installed base of over 13 million vehicles as of November 2025. The global connected car market was valued at $115.8 billion in 2023 and is projected to reach $501.8 billion by 2033, demonstrating a compound annual growth rate (CAGR) of 16.5% from 2024 to 2033. Another estimate places the global connected car market size at $98.39 billion in 2024, expected to grow to $422.72 billion by 2032 with a CAGR of 19.8%. The in-car infotainment market alone is estimated to reach $35.4 billion globally by 2030. Xperi's HD Radio technology is implemented in over 110 million vehicles, with penetration approaching 60% of new cars shipped annually throughout North America.Media Platform (TiVo OS and TiVo One)
The TiVo OS for Smart TVs had over 2 million activated Smart TVs globally as of early 2025. Xperi anticipates this user base to expand to over 7 million by the end of 2026. The TiVo OS has been adopted by numerous TV brands and is available to consumers in more than 40 countries, with a strong presence in European markets. Xperi forecasts its TiVo OS streaming platform business to generate approximately $190 million in annual revenue by 2026. The TiVo One cross-screen advertising platform reaches more than 4 million monthly active users globally, with a target to scale up to 5 million by the end of 2025 and 7 million in 2026.Pay-TV Solutions
As of 2024, Xperi's video-over-broadband (IPTV) solutions reached 2.6 million subscriber households globally. Xperi expects its video-over-broadband business for pay-TV operators to achieve an annual revenue of $100 million by 2026.Consumer Electronics (DTS Audio Solutions, IMAX Enhanced, DTS Play-Fi)
For DTS audio solutions, IMAX Enhanced, and DTS Play-Fi, specific addressable market sizes in terms of revenue or user base were not explicitly detailed in the provided information. Therefore, the addressable market size for these products is null.Perceive (Divested)
Perceive, an AI chipmaker and a former subsidiary of Xperi, was acquired by Amazon for $80 million in August 2024 and is no longer part of Xperi's product or service portfolio. Therefore, its market size is not relevant to Xperi's current operations.AI Analysis | Feedback
Xperi (symbol: XPER) is expected to drive future revenue growth over the next 2-3 years through several key initiatives:
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Expansion of TiVo OS and TiVo One Media Platform: Xperi is focused on increasing the footprint of its TiVo OS on smart TVs and growing the monthly active users (MAU) of its TiVo One platform. The company achieved 4.8 million monthly active users on the TiVo One platform and secured its tenth TiVo OS partner by the end of the third quarter of 2025. This expansion is anticipated to lead to increased monetization opportunities through advertising and strategic partnerships.
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Increased Adoption and Monetization of DTS AutoStage in Connected Cars: The DTS AutoStage platform for connected vehicles is a significant growth driver. Xperi aims to integrate DTS AutoStage into more vehicles, expecting to reach 10 million cars, and plans to monetize this platform through license fees, upselling features, and advertising. By Q3 2025, the AutoStage platform had reached over 13 million vehicles.
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Growth in Video over Broadband (IPTV) Subscriber Households: Xperi continues to expand its Video over Broadband (IPTV) solution, which generates recurring subscription revenue on a per-household basis. The company surpassed 3 million global IPTV subscriber households in the second quarter of 2025, exceeding its 2025 target, and has been consistently adding new operators to its network.
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Enhanced Monetization through Advertising and Partnerships: A overarching driver for Xperi is the focus on increasing monetization across its growing platforms, including TiVo OS/One and DTS AutoStage, through advertising and strategic partnerships. This strategy leverages the expanding user base and platform footprint to generate higher revenue from advertising and other commercial agreements.
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Share Repurchases
- In June 2020, Xperi's board authorized a stock repurchase program for up to $150 million of its common stock. During the second quarter of 2020, the company repurchased $15 million worth of shares.
- An additional $100 million was authorized for stock repurchases under this program in April 2021.
- In April 2024, Xperi Inc. announced a new share repurchase program, authorizing the repurchase of up to $100 million of its shares, with no set time limit.
Outbound Investments
- In August 2024, Xperi entered into an Asset Purchase Agreement with Amazon.com Services LLC to sell substantially all of the assets and certain liabilities of Perceive Corporation for a gross amount of $80.0 million in cash.
- Xperi acquired Vewd, and subsequently integrated TiVo OS with Vewd's streaming solutions to enhance its media platform in Europe.
Capital Expenditures
- For the six months ended June 30, 2025, Xperi reported capital expenditures of $1.6 million for purchases of property and equipment and $7.4 million for capitalized internal-use software.
- Xperi anticipates capital expenditures for the full fiscal year 2025 to be approximately $20.0 million, expected to be funded with existing cash and cash equivalents. These expenditures are focused on investing in the company's growth platforms and managing the decline in legacy businesses.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Xperi Earnings Notes | 12/16/2025 | |
| Is Xperi Stock Built to Withstand More Downside? | 10/17/2025 |
| Title | |
|---|---|
| ARTICLES |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 3.58 |
| Mkt Cap | 0.2 |
| Rev LTM | 454 |
| Op Inc LTM | 1 |
| FCF LTM | -1 |
| FCF 3Y Avg | 824 |
| CFO LTM | 2 |
| CFO 3Y Avg | 869 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 15.6% |
| Rev Chg 3Y Avg | 4.8% |
| Rev Chg Q | 18.0% |
| QoQ Delta Rev Chg LTM | 4.3% |
| Op Mgn LTM | 4.5% |
| Op Mgn 3Y Avg | 1.7% |
| QoQ Delta Op Mgn LTM | 0.9% |
| CFO/Rev LTM | 7.0% |
| CFO/Rev 3Y Avg | 12.1% |
| FCF/Rev LTM | -2.6% |
| FCF/Rev 3Y Avg | 9.8% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 0.2 |
| P/S | 2.0 |
| P/EBIT | 30.9 |
| P/E | 43.2 |
| P/CFO | 23.8 |
| Total Yield | 2.3% |
| Dividend Yield | 0.0% |
| FCF Yield 3Y Avg | -3.6% |
| D/E | 0.1 |
| Net D/E | -0.1 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -12.5% |
| 3M Rtn | -18.8% |
| 6M Rtn | -27.5% |
| 12M Rtn | -43.7% |
| 3Y Rtn | -48.3% |
| 1M Excs Rtn | -13.4% |
| 3M Excs Rtn | -25.4% |
| 6M Excs Rtn | -38.2% |
| 12M Excs Rtn | -58.6% |
| 3Y Excs Rtn | -117.2% |
Price Behavior
| Market Price | $5.25 | |
| Market Cap ($ Bil) | 0.2 | |
| First Trading Date | 11/20/2003 | |
| Distance from 52W High | -44.4% | |
| 50 Days | 200 Days | |
| DMA Price | $5.93 | $6.69 |
| DMA Trend | down | down |
| Distance from DMA | -11.5% | -21.5% |
| 3M | 1YR | |
| Volatility | 38.6% | 43.0% |
| Downside Capture | 228.50 | 168.93 |
| Upside Capture | 90.51 | 87.99 |
| Correlation (SPY) | 47.0% | 53.2% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.03 | 1.29 | 1.47 | 1.53 | 1.17 | 1.25 |
| Up Beta | 3.68 | 2.61 | 1.62 | 1.73 | 0.99 | 1.14 |
| Down Beta | 0.12 | 0.95 | 1.52 | 2.27 | 1.29 | 1.35 |
| Up Capture | 54% | 107% | 75% | 89% | 83% | 97% |
| Bmk +ve Days | 11 | 22 | 34 | 71 | 142 | 430 |
| Stock +ve Days | 5 | 17 | 24 | 60 | 112 | 347 |
| Down Capture | 169% | 137% | 180% | 130% | 131% | 109% |
| Bmk -ve Days | 9 | 19 | 27 | 54 | 109 | 321 |
| Stock -ve Days | 14 | 23 | 35 | 62 | 130 | 386 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with XPER | |
|---|---|---|---|---|
| XPER | -41.0% | 43.0% | -1.11 | - |
| Sector ETF (XLK) | 23.8% | 27.0% | 0.76 | 51.9% |
| Equity (SPY) | 15.6% | 19.2% | 0.63 | 53.2% |
| Gold (GLD) | 77.2% | 24.5% | 2.30 | -3.9% |
| Commodities (DBC) | 10.0% | 16.5% | 0.40 | 10.5% |
| Real Estate (VNQ) | 2.9% | 16.5% | -0.00 | 31.0% |
| Bitcoin (BTCUSD) | -23.4% | 40.3% | -0.56 | 37.2% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with XPER | |
|---|---|---|---|---|
| XPER | -28.8% | 48.2% | -0.68 | - |
| Sector ETF (XLK) | 17.6% | 24.7% | 0.64 | 34.0% |
| Equity (SPY) | 14.5% | 17.0% | 0.68 | 36.4% |
| Gold (GLD) | 21.5% | 16.8% | 1.04 | -2.2% |
| Commodities (DBC) | 12.0% | 18.9% | 0.51 | 4.9% |
| Real Estate (VNQ) | 4.8% | 18.8% | 0.16 | 26.8% |
| Bitcoin (BTCUSD) | 20.9% | 57.5% | 0.56 | 14.6% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with XPER | |
|---|---|---|---|---|
| XPER | -17.3% | 48.9% | -0.24 | - |
| Sector ETF (XLK) | 22.9% | 24.2% | 0.86 | 37.2% |
| Equity (SPY) | 15.6% | 17.9% | 0.75 | 39.3% |
| Gold (GLD) | 15.6% | 15.5% | 0.84 | -0.0% |
| Commodities (DBC) | 8.4% | 17.6% | 0.39 | 13.7% |
| Real Estate (VNQ) | 5.6% | 20.8% | 0.24 | 29.2% |
| Bitcoin (BTCUSD) | 69.9% | 66.5% | 1.09 | 13.1% |
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Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 11/5/2025 | 1.9% | -2.2% | -10.1% |
| 7/28/2025 | -14.7% | -23.7% | -20.3% |
| 5/7/2025 | 15.4% | 19.3% | 12.7% |
| 2/26/2025 | -3.2% | -3.6% | -4.1% |
| 11/6/2024 | -12.4% | -16.5% | -2.7% |
| 8/5/2024 | -3.0% | -1.8% | 17.2% |
| 5/8/2024 | -6.6% | -7.8% | -24.2% |
| 2/28/2024 | -2.6% | -5.2% | 7.2% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 5 | 4 | 6 |
| # Negative | 8 | 9 | 7 |
| Median Positive | 8.9% | 17.1% | 14.9% |
| Median Negative | -6.2% | -3.6% | -10.1% |
| Max Positive | 15.4% | 24.1% | 20.4% |
| Max Negative | -14.7% | -23.7% | -24.2% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 09/30/2025 | 11/06/2025 | 10-Q |
| 06/30/2025 | 08/07/2025 | 10-Q |
| 03/31/2025 | 05/08/2025 | 10-Q |
| 12/31/2024 | 02/27/2025 | 10-K |
| 09/30/2024 | 11/07/2024 | 10-Q |
| 06/30/2024 | 08/08/2024 | 10-Q |
| 03/31/2024 | 05/09/2024 | 10-Q |
| 12/31/2023 | 03/01/2024 | 10-K |
| 09/30/2023 | 11/13/2023 | 10-Q |
| 06/30/2023 | 08/11/2023 | 10-Q |
| 03/31/2023 | 05/12/2023 | 10-Q |
| 12/31/2022 | 03/06/2023 | 10-K |
| 09/30/2022 | 11/14/2022 | 10-Q |
| 06/30/2022 | 09/14/2022 | 10-12B/A |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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