XPER: Xperi Q3 2026 10-Q: US revenue $56.5M, 50% of sales
Xperi 10-Q for Q3 2026 shows U.S. revenue of $56.5M (50% of total) vs $43.4M (39%) a year earlier; ASU 2025-05 adoption immaterial.
What this filing says
Xperi filed its quarterly report for the period ended September 30, 2026. The excerpt shows U.S. revenue rose to $56.5 million in the quarter from $43.4 million a year earlier, now half of total revenue. The excerpt covers revenue recognition and geography only, so it does not give the full quarter's results or profit picture.
Key figures
- Q3 2026 U.S. revenue
- $56.5 million
- Q3 2025 U.S. revenue
- $43.4 million
- U.S. share of Q3 2026 revenue
- 50%
- Nine-month 2026 U.S. revenue
- $159.0 million
- Shares outstanding
- 48,819,482 shares
Positive for shareholders
- U.S. revenue grew from $43.4 million to $56.5 million year over year in the quarter.
Negative for shareholders
- Revenue from non-recurring engineering services stayed below 10% of total revenue in all periods shown.
Written by Quantisnow AI from this filing. Not financial advice.
Key terms
- NRE services:
- Non-recurring engineering work, which is a one-time paid project for developing or customizing technology for a customer.
- Minimum guarantee:
- A contract term where the customer agrees to pay at least a set amount, regardless of how much it actually uses the license.
- Per-unit royalty:
- A fee paid each time a licensed product is shipped or manufactured that uses the company's technology.
FAQ
How much revenue did Xperi generate from the U.S. in the third quarter of 2026?
Xperi recognized $56.5 million of revenue from the U.S. in the three months ended September 30, 2026, which was 50% of total revenue.
How did Xperi's U.S. revenue for the first nine months of 2026 compare to 2025?
U.S. revenue was $159.0 million for the nine months ended September 30, 2026, up from $144.6 million a year earlier, and represented 46% of total revenue against 44% in 2025.
Historical context for XPER
Across the 26 sessions after earlier XPER headlines, the stock closed higher 15 times and lower 10 times, with a median move of 1.9% in either direction. This shows timing only: many things move a stock in a session, and these figures do not show that any headline caused a move.
| Session | Earlier headline | XPER | SPY |
|---|---|---|---|
| Nov 5, 2026 | Xperi Inc. Announces Participation at Investor Conferencesand 1 other headline that session | +6.5% | -4.4% |
| Oct 20, 2026 | AutoStage Broadcaster Portal Adds 246 New Markets, Bringing Precise Radio Measurement to Previously Underserviced Areas | +1.4% | +0.3% |
| Oct 14, 2026 | Xperi Inc. to Release Third Quarter 2026 Financial Results on November 4 | -0.4% | -1.1% |
| Oct 5, 2026 | TiVo One Ad Platform Surpassed 6.3 Million Monthly Active Users, Delivered Record Q2 Revenue Growth and Expanded Global Advertising Footprint | +0.0% | +0.7% |
| Sep 22, 2026 | TiVo Ads Launches Enhanced U.S. TV Viewership Data Offering, Unifying STB and ACR Data in a Single Feed | +1.1% | -0.0% |
| Sep 17, 2026 | Element Brings New Smart TVs Powered by TiVo to Major U.S. Retailers | +0.4% | +1.1% |
Keep researching XPER
- XPER financial statementsRevenue, profit, cash flow and balance sheet from Xperi Inc.'s SEC filings.
- What is Form 10-Q?The quarterly report US public companies file with the SEC for each of the first three fiscal quarters, with unaudited financial statements and MD&A.
- Form 10-K vs 10-QThe difference between a 10-K and a 10-Q: what each report contains, filing deadlines by company size, audited vs reviewed financials, and which sections to read first.
- XPER earnings historyPast Xperi Inc. earnings releases, newest first.
- Market cap
- 30-day
- Sector
- Technology
- Industry
- Computer Software: Prepackaged Software
- Listed since
- 2022
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