XPERI Inc. (XPer): Modelo de negócios Canvas [Jan-2025 Atualizado]

No cenário dinâmico da inovação tecnológica, a XPeri Inc. (XPER) surge como uma potência de soluções de semicondutores e imagens de ponta, posicionando-se estrategicamente na interseção de tecnologia avançada e inovação orientada ao mercado. Ao alavancar um portfólio expansivo de patentes e plataformas tecnológicas transformadoras, a XPERI cria proposições de valor complexas que abrangem os mercados de fabricação de semicondutores, tecnologia automotiva, eletrônicos de consumo e imagens digitais. Essa exploração do modelo de negócios da XPERI Canvas revela os mecanismos sofisticados que impulsionam sua liderança tecnológica global, revelando como parcerias estratégicas, inovação implacável e domínio da propriedade intelectual alimentam seu notável ecossistema de negócios.

XPERI Inc. (XPER) - Modelo de negócios: Parcerias -chave

Acordos de licenciamento de tecnologia

A XPERI mantém acordos de licenciamento de tecnologia estratégica com os seguintes fabricantes de semicondutores e automotivos:

Parceiro	Domínio tecnológico	Detalhes da parceria
Samsung Electronics	IP semicondutor	DTS Audio and Imaging Technologies
Renesas Electronics	Semicondutores automotivos	Sistemas avançados de assistência ao motorista (ADAS)
MEDIATEK	Design de semicondutores	Acordos de licenciamento cruzado de patentes

Colaborações eletrônicas de consumo

Colaborações estratégicas com marcas de eletrônicos de consumo incluem:

• LG Electronics - Tecnologias de exibição e imagem
• Sony - soluções de processamento de áudio
• Panasonic - Licenciamento IP semicondutor

Acordos de licenciamento cruzado de patentes

A XPERI estabeleceu acordos de licenciamento cruzado de patentes com as principais empresas de tecnologia:

Empresa de tecnologia	Número de patentes licenciadas	Ano do acordo
Dolby Laboratories	1.247 patentes	2022
Qualcomm	892 patentes	2021

Parcerias de pesquisa e desenvolvimento

Colaborações de instituições acadêmicas e de pesquisa:

• Instituto de Tecnologia de Massachusetts (MIT) - Pesquisa de Semicondutores
• Universidade de Stanford - Desenvolvimento de Tecnologia de Imagem
• Instituto de Tecnologia da Califórnia - Projeto Avançado de Semicondutores

XPERI Inc. (XPER) - Modelo de negócios: Atividades -chave

Desenvolvimento de tecnologia e inovação

A XPERI investiu US $ 209,2 milhões em despesas de pesquisa e desenvolvimento em 2022. A Companhia se concentra no desenvolvimento de tecnologias avançadas de semicondutores e software em vários domínios.

Investimento em P&D	Ano	Quantia
Despesas totais de P&D	2022	US $ 209,2 milhões
Portfólio de patentes	2023	Mais de 6.000 patentes ativas

Gerenciamento de propriedade intelectual e licenciamento

O XPERI gera receita significativa por meio de licenciamento de propriedade intelectual nos setores de semicondutores, automotivos e eletrônicos de consumo.

• Receitas de licenciamento: US $ 483,7 milhões em 2022
• Acordos de licenciamento de patentes com mais de 1.500 empresas globalmente
• O licenciamento de tecnologia abrange vários setores, incluindo automotivo, eletrônica de consumo e semicondutores

Design de software e hardware para soluções de semicondutores

A empresa desenvolve tecnologias especializadas de semicondutores com foco em imagens avançadas, aprendizado de máquina e integração de IA.

Área de tecnologia	Foco principal	Segmentos de mercado
Design de semicondutores	Sensores avançados de imagem	Dispositivos móveis automotivos
Soluções de hardware	Plataformas de semicondutores habilitadas para AI	Eletrônica de consumo, automotivo

Pesquisa em IA, aprendizado de máquina e tecnologias de imagem

A XPERI mantém investimentos substanciais em pesquisas de tecnologia de ponta em vários domínios.

• Orçamento de pesquisa da IA: aproximadamente US $ 85,6 milhões em 2022
• Aplicações de patentes de aprendizado de máquina: 127 arquivados em 2022
• Foco na pesquisa em tecnologia de imagem: fotografia computacional, sensores de direção autônomos

XPERI Inc. (XPER) - Modelo de negócios: Recursos -chave

Portfólio de patentes

A partir de 2024, a Xperi Inc. detém 2.500+ patentes ativas em vários domínios de tecnologia.

Categoria de patentes	Número de patentes	Domínio tecnológico
Tecnologias de semicondutores	850	Design de imagem e semicondutores
Tecnologias de vídeo digital	625	Multimídia e entretenimento
Tecnologias automotivas	375	Soluções de carro conectado

P&D e talento de engenharia

A XPeri Inc. mantém uma força de trabalho robusta de engenharia com Aproximadamente 650 profissionais de P&D.

• Titulares de doutorado: 22% da equipe de P&D
• Titulares de mestrado: 38% da equipe de P&D
• Especializações de engenharia:
  • Design de semicondutores
  • Engenharia de software
  • Aprendizado de máquina
  • Tecnologias de imagem

Tecnologias proprietárias

Os principais ativos tecnológicos da XPERI incluem:

Tecnologia	Principais características	Aplicação de mercado
Tecnologias de áudio DTS	Algoritmos avançados de processamento de som	Eletrônica de consumo
Plataforma de vídeo tivo	Recomendação de conteúdo inteligente	Mídia e entretenimento
Imagem computacional	Sensor avançado e processamento de imagem	Dispositivos automotivos e móveis

Licenciamento de propriedade intelectual

XPERI gera receita significativa por meio de licenciamento de IP, com US $ 317,4 milhões em receitas de licenciamento em 2023.

Segmento de licenciamento	2023 Receita	Principais licenciados
Licenciamento semicondutor	US $ 142,6 milhões	Principais fabricantes de semicondutores
Licenciamento de vídeo digital	US $ 98,2 milhões	Empresas de mídia e eletrônica de consumo
Licenciamento de tecnologia automotiva	US $ 76,6 milhões	Fabricantes automotivos

XPERI Inc. (XPer) - Modelo de Negócios: Proposições de Valor

Soluções de tecnologia de semicondutores e imagens de ponta

A XPERI Inc. fornece tecnologias avançadas de semicondutores e imagens com as seguintes métricas -chave:

Categoria de tecnologia	Portfólio de patentes	Investimento anual de P&D
Soluções semicondutores	1.500+ patentes ativas	US $ 213,4 milhões (2023)
Tecnologia de imagem	750+ patentes de imagem especializadas	US $ 87,6 milhões (2023)

A IA avançada e inovações de aprendizado de máquina

Os recursos de tecnologia da AI da XPERI incluem:

• Algoritmos de aprendizado de máquina implantados em mais de 50 linhas de produtos
• Recursos de processamento de IA atingindo 15 trilhões de operações por segundo
• Técnicas de otimização de rede neural, reduzindo a sobrecarga computacional em 40%

Plataformas de tecnologia de alto desempenho

Segmento da indústria	Plataforma de tecnologia	Penetração de mercado
Automotivo	Plataforma DTS conectada	47% dos sistemas globais de entretenimento automotivo automotivo
Eletrônica de consumo	Mecanismo de personalização do Tivo	32 milhões de contas de usuário ativas

Experiências aprimoradas do usuário

Métricas de aprimoramento da experiência do usuário:

• Tempo de resposta da interface do usuário reduzido para 12 milissegundos
• Precisão de personalização atingindo 92% entre plataformas
• Recursos de sincronização de dispositivos cruzados que suportam 7 tipos de dispositivos simultaneamente

XPERI Inc. (XPer) - Modelo de Negócios: Relacionamentos do Cliente

Vendas diretas e suporte para clientes corporativos

A XPeri Inc. mantém uma equipe de vendas empresarial dedicada, direcionada às empresas de semicondutores, automóveis e eletrônicos de consumo. A partir do quarto trimestre 2023, a empresa relatou 372 relacionamentos ativos do cliente corporativo.

Segmento de cliente	Número de clientes ativos	Valor médio do contrato
Semicondutor	127	US $ 1,2 milhão
Automotivo	84	US $ 2,5 milhões
Eletrônica de consumo	161	$850,000

Serviços de licenciamento e consulta de tecnologia

O XPERI fornece licenciamento de tecnologia em vários domínios com ofertas de serviços específicas.

• Receita total de licenciamento em 2023: US $ 456,7 milhões
• Duração média do contrato de licenciamento: 3-5 anos
• Taxa de serviço de consulta: US $ 250 a US $ 500 por hora

Suporte técnico em andamento e assistência de integração

Categoria de suporte	Tempo de resposta	Custo de suporte anual
Suporte corporativo premium	4 horas	$75,000
Suporte padrão	24 horas	$35,000
Suporte básico	72 horas	$15,000

Parcerias de desenvolvimento de produtos colaborativos

A XPERI se envolve em parcerias estratégicas com empresas de tecnologia para co-desenvolver soluções inovadoras.

• Parcerias de desenvolvimento ativo: 22
• Investimento total de parceria em 2023: US $ 67,3 milhões
• Duração média da parceria: 2,7 anos

XPERI Inc. (XPer) - Modelo de Negócios: Canais

Equipes de vendas diretas

A partir do quarto trimestre 2023, a Xperi Inc. mantém uma força de vendas dedicada de 287 profissionais de vendas diretas em várias regiões.

Região de vendas	Número de representantes de vendas	Foco primário
América do Norte	142	Licenciamento de tecnologia
Europa	76	Monetização IP
Ásia -Pacífico	69	Soluções semicondutores

Conferências de Tecnologia e Eventos da Indústria

A XPERI participa de 24 principais conferências de tecnologia anualmente, com um investimento estimado de US $ 1,2 milhão em marketing de eventos.

• CES (show de eletrônicos de consumo)
• Congresso Mundial Mobile
• Simpósio semi -tecnologia
• Reunião Internacional de Dispositivos do IEEE

Plataformas online e marketing digital

Orçamento de marketing digital para 2024: US $ 3,7 milhões

Canal digital	Engajamento anual	Gastos com marketing
LinkedIn	127.500 seguidores	$680,000
Site da empresa	482.000 visitantes únicos	$1,200,000
Anúncios digitais direcionados	3,2 milhões de impressões	$1,820,000

Redes de parceria estratégica

A XPERI mantém 47 parcerias estratégicas de tecnologia e licenciamento globalmente.

• Samsung Electronics
• LG Electronics
• Qualcomm
• MEDIATEK
• Intel

Tipo de parceria	Número de parceiros	Valor anual de colaboração
Parcerias semicondutores	18	US $ 124,5 milhões
Parcerias de licenciamento	22	US $ 87,3 milhões
Colaboração de pesquisa	7	US $ 36,2 milhões

XPERI Inc. (XPER) - Modelo de negócios: segmentos de clientes

Fabricantes de semicondutores

A XPERI serve fabricantes de semicondutores com soluções de tecnologia avançada.

Principais clientes semicondutores	Integração de tecnologia
MEDIATEK	Tecnologias de áudio DTS
Qualcomm	Soluções de imagem computacional
Samsung Semiconductor	Licenciamento de IP

Empresas de tecnologia automotiva

O XPERI fornece soluções avançadas de tecnologia automotiva.

• Grupo BMW
• Ford Motor Company
• Toyota Motor Corporation
• Grupo Volkswagen

Segmento de tecnologia automotiva	2023 Contribuição da receita
Soluções de carro conectado	US $ 87,4 milhões
Licenciamento de IP automotivo	US $ 62,3 milhões

Marcas de eletrônicos de consumo

A XPERI tem como alvo os principais fabricantes de eletrônicos de consumo.

• Sony
• LG Electronics
• Tecnologia TCL
• Hisense

Tecnologia de eletrônica de consumo	Penetração de mercado
DTS Sound Technologies	Mais de 1,5 bilhão de dispositivos
Tecnologias de aprimoramento da TV	40% de participação de mercado global de TV

Mercados de tecnologia digital e tecnologia de IA

O XPERI desenvolve soluções avançadas de imagem digital.

• Fotografia computacional
• Imagem de aprendizado de máquina
• Processamento de imagem aprimorado ai

Segmento de tecnologia da IA	2023 Investimento
Despesas de P&D	US $ 124,6 milhões
Portfólio de patentes	Mais de 4.700 patentes emitidas/pendentes

XPERI Inc. (XPER) - Modelo de negócios: estrutura de custos

Despesas de pesquisa e desenvolvimento

Para o ano fiscal de 2023, a XPeri Inc. registrou despesas totais de P&D de US $ 246,8 milhões.

Ano fiscal	Despesas de P&D	Porcentagem de receita
2023	US $ 246,8 milhões	25.3%
2022	US $ 272,1 milhões	26.7%

Custos de manutenção e propriedade intelectual de patentes

A XPERI Inc. mantém um portfólio de propriedade intelectual substancial com despesas anuais relacionadas a patentes.

• Portfólio total de patentes: aproximadamente 4.500 patentes ativas
• Custos anuais de manutenção de patentes: estimado US $ 18,5 milhões
• Despesas de arquivamento e acusação de patentes: aproximadamente US $ 7,2 milhões por ano

Investimentos de vendas e marketing

As despesas de vendas e marketing da XPERI Inc. em 2023 totalizaram US $ 93,4 milhões.

Categoria de despesa	Quantia	Porcentagem de receita
Despesas de vendas	US $ 62,1 milhões	6.4%
Despesas de marketing	US $ 31,3 milhões	3.2%

Licenciamento de tecnologia e despesas de colaboração

A XPeri Inc. investiu US $ 42,6 milhões em iniciativas de licenciamento e colaboração de tecnologia em 2023.

• Receita de licenciamento de tecnologia: US $ 185,3 milhões
• Custos de parceria de colaboração: US $ 22,4 milhões
• Despesas estratégicas de aquisição de tecnologia: US $ 20,2 milhões

Remutação total dos custos operacionais para 2023:

Categoria de custo	Despesas totais
Pesquisa e desenvolvimento	US $ 246,8 milhões
Custos de patente e IP	US $ 25,7 milhões
Vendas e marketing	US $ 93,4 milhões
Licenciamento de tecnologia	US $ 42,6 milhões
Custos operacionais totais	US $ 408,5 milhões

XPERI Inc. (XPER) - Modelo de negócios: fluxos de receita

Taxas de licenciamento de tecnologia

No ano fiscal de 2022, a XPERI registrou receitas de licenciamento de tecnologia de US $ 239,5 milhões. A empresa gera receita de licenciamento a partir de seu extenso portfólio de propriedade intelectual nos domínios de tecnologia semicondutores, automotivos e de entretenimento.

Categoria de licenciamento de tecnologia	Receita (2022)
Licenciamento de IP de semicondutor	US $ 112,3 milhões
Licenciamento de tecnologia automotiva	US $ 87,6 milhões
Licenciamento de tecnologia de entretenimento	US $ 39,6 milhões

Renda de royalties de portfólios de patentes

XPERI gerado US $ 174,2 milhões na renda de royalties durante 2022, com as principais contribuições de seus portfólios de patentes em vários setores de tecnologia.

• Royalties de patentes semicondutores: US $ 76,5 milhões
• Digital Video Broadcasting Patent Royalties: US $ 52,3 milhões
• Royalties de patentes de tecnologia automotiva: US $ 45,4 milhões

Vendas de soluções de software e hardware

Em 2022, Xperi relatou receitas de solução de hardware e software totalizando US $ 327,8 milhões.

Categoria de solução	Receita (2022)
Soluções automotivas	US $ 156,4 milhões
Soluções de tecnologia de entretenimento	US $ 98,7 milhões
Soluções semicondutores	US $ 72,7 milhões

Serviços de consultoria e integração

XPERI gerado US $ 42,6 milhões De serviços de consultoria e integração em 2022, apoiando a implementação de tecnologia em vários setores.

• Integração de tecnologia automotiva: US $ 18,3 milhões
• Consultoria de Design de Semicondutores: US $ 14,2 milhões
• Serviços de tecnologia de entretenimento: US $ 10,1 milhões

Xperi Inc. (XPER) - Canvas Business Model: Value Propositions

Unified, independent smart TV operating system (TiVo OS) for OEMs.

• The company secured its 10th TiVo OS TV partnership as of September 30, 2025.
• The company is working with at least one unnamed Original Device Manufacturer for U.S. deployment.
• Xperi Inc. had a goal of 7 million TiVo OS units by the end of 2025.

Enhanced in-car entertainment and data services via DTS AutoStage.

• The DTS AutoStage platform reached a footprint of over 13 million vehicles as of the third quarter of 2025.
• The company initiated targeted advertising trials with major audio partners in the U.S. and U.K.
• The company hopes to begin monetizing the connected car data segment in 2026 and 2027.

Cross-screen advertising monetization for partners through the TiVo One platform.

The TiVo One monthly active users increased sequentially by 30% in the third quarter, reaching 4.8 million users at the end of September 2025. The Average Revenue Per User (ARPU) for the TiVo One platform was $8.75 as of September 30, 2025. The company signed monetization partnerships, including agreements with Titan Ads and Comscore. The IPTV subscriber base, which contributes to the platform, reached 3.2 million households, up 32% year-over-year.

Platform/Metric	Latest Figure (as of Q3 2025)	Context/Goal
TiVo One Monthly Active Users (MAU)	4.8 million	30% sequential growth in Q3
TiVo OS TV Partnerships	10	Achieved the 2025 goal
TiVo One Average Revenue Per User (ARPU)	$8.75	FY2025 goal was above $10
DTS AutoStage Vehicle Footprint	Over 13 million	Monetization expected to start in 2026
IPTV Subscriber Households	3.2 million	32% year-over-year increase
FY2025 Revenue Guidance	$440-460 million	Reiterated guidance

Premium audio and video experiences (DTS:X, IMAX Enhanced) for consumer electronics.

• Consumer Electronics revenue increased by 11% year-over-year for the third quarter of 2025.
• Consumer Electronics revenue was $18.8 million in Q3 2025 (excluding the divested Perceive business).
• The company expanded its partnership with Sony Pictures for the release of hundreds of additional titles in IMAX Enhanced with DTS:X immersive audio.
• Xperi Inc. renewed a multi-year contract with Vestel to deploy DTS audio solutions across its TV brands.

Simplified content discovery and aggregation for end consumers.

• The TiVo OS platform has support for Tubi and Red Bull TV applications.
• The company is working to scale U.S. distribution of smart TVs powered by TiVo to represent national coverage by the second half of 2026.

Xperi Inc. (XPER) - Canvas Business Model: Customer Relationships

You're looking at how Xperi Inc. manages its relationships with the various customer groups that drive its business-this isn't about one-size-fits-all support; it's about deep, embedded B2B integration and platform scale.

The relationship with major TV Original Equipment Manufacturers (OEMs) is fundamentally about embedding the TiVo OS directly into the hardware. Xperi Inc. achieved its 2025 year-end goal by signing its tenth TiVo OS TV partnership in the third quarter of 2025, which was a European brand for a leading Asia-based Original Device Manufacturer. Smart TVs powered by TiVo are available across 15 countries in Europe under 17 different brands. The company remains on track to meet its target of 7 million TiVo OS units in the market by the end of 2025. This direct, long-term contract structure is designed to secure the necessary scale for media platform monetization.

For Pay TV and broadband operators, the relationship is cemented through multi-year service commitments for TiVo IPTV and video-over-broadband solutions. Xperi Inc. secured a multi-year renewal contract with the National Content and Technology Cooperative (NCTC), which covers over 70 U.S. operators and guarantees IPTV subscriber commitments for four additional years. Furthermore, the company signed renewals with large operators, including Liberty Latin America and Cable One, and executed international metadata agreements with Korea Telecom and Proximus in Europe. The Video-over-Broadband subscriber base grew 32% year-over-year in Q3 2025, reaching 3.2 million households, which satisfied the 2025 goal of over 3 million households.

The relationship with advertisers is increasingly automated and platform-driven via the TiVo One ad platform. This is a volume game; Xperi Inc. needs scale to attract ad dollars. Monthly Active Users (MAUs) on the TiVo One platform reached 4.8 million in Q3 2025, marking a sequential increase of 30% from the previous quarter. The Average Revenue Per User (ARPU) for this platform stood at $8.75 as of September 30, 2025, moving toward the year-end goal of $10.00. Monetization is being validated through specific agreements signed with partners like Titan Ads and Comscore.

The customer relationship for end-users of TiVo OS and DTS AutoStage is more self-service and in-product, though the underlying OEM/operator relationship manages the initial deployment. For the Connected Car segment, the relationship with Automotive OEMs is strong and expanding, evidenced by the platform's reach. As of Q3 2025, the DTS AutoStage platform is integrated into over 13 million vehicles globally. This platform, which combines linear broadcast with IP-delivered content, was initially launched with BMW in 2023. Separately, the HD Radio receivers have reached implementation in 110 million vehicles, with the technology approaching rollout in 60% of new cars shipped annually in North America.

Dedicated business development efforts focus on ecosystem expansion, particularly around advertising and content integration. The company signed key partnership agreements with streaming technology providers such as Wurl, Kargo, and FreeWheel to expand direct selling of homepage ad units in major European markets. The platform support for TiVo TVOS has also grown, with apps like Tubi and Red Bull TV added to the platform.

Here's a snapshot of the scale in key customer relationship areas as of late 2025:

• TiVo OS TV Partners: 10 signed, aiming for 7 million units by year-end 2025.
• IPTV Subscribers: 3.2 million households, up 32% year-over-year in Q3 2025.
• TiVo One MAUs: 4.8 million as of Q3 2025.
• DTS AutoStage Vehicles: Over 13 million globally.

The nature of these B2B relationships is highly contractual, as seen in the financial structure. For instance, the Q3 2025 revenue for the Pay TV segment was up 18% year-over-year, partly driven by subscriber growth and contract structures. The Connected Car revenue in Q1 2025 was up 37%, driven by minimum guarantee licensing arrangements for HD Radio.

Relationship Area	Key Metric/Count	Latest Data Point (as of late 2025)
TV OEM Contracts (TiVo OS)	Number of Partners	10 (Goal achieved)
TV OEM Contracts (TiVo OS)	Projected Units by EOY 2025	7 million
Pay TV Operators	IPTV Subscriber Households	3.2 million
Pay TV Operators	NCTC Coverage	Over 70 U.S. operators
Advertisers (TiVo One)	Monthly Active Users (MAUs)	4.8 million (Q3 2025)
Advertisers (TiVo One)	ARPU	$8.75 (as of Sept 30, 2025)
Automotive OEMs (DTS AutoStage)	Vehicles Integrated	Over 13 million globally (Q3 2025)
Automotive OEMs (HD Radio)	Total HD Radio Implementations	110 million vehicles

Support for end-users of the DTS AutoStage platform is evolving, with the video service, powered by TiVo technology, available in some BMW models since 2023, and expansion planned with a Japanese car company as soon as 2026. Finance: draft 13-week cash view by Friday.

Xperi Inc. (XPER) - Canvas Business Model: Channels

You're looking at how Xperi Inc. gets its tech into the hands of users and manufacturers as of the third quarter of 2025. It's a mix of direct deals and platform scale, honestly.

Direct sales and licensing go straight to global TV and automotive OEMs. For the TiVo OS, Xperi Inc. hit its 2025 goal, signing its 10th Smart TV OEM partner by the end of Q3 2025. On the automotive side, the DTS AutoStage platform has built a footprint of over 13 million vehicles globally. Also, their legacy HD Radio receivers are implemented in 110 million vehicles total.

Distribution through Pay TV and video-over-broadband operators is still a core channel, though revenue here is shrinking. In Q3 2025, Pay TV revenue was $49.8 million, which was a 39% drop year-over-year. Still, the growth area within this is video-over-broadband, or IPTV, which reached 3.2 million subscriber households by September 30, 2025.

Here's a quick look at the scale across the key platform channels as of the end of Q3 2025:

Channel Metric	Unit	Q3 2025 Number
TiVo One Monthly Active Users (MAU)	Users	4.8 million
DTS AutoStage Vehicle Footprint	Vehicles	Over 13 million
IPTV Subscriber Households	Households	3.2 million
Total HD Radio Receiver Implementations	Vehicles	110 million

Digital distribution of TiVo OS and DTS AutoStage software updates is tracked via active users. The TiVo One MAU hit 4.8 million in Q3 2025, showing 30% sequential growth for the quarter. The target Annual Revenue Per User (ARPU) exit rate for this platform for 2025 was set at $10.

For ad-tech platforms and supply-side platforms (SSPs), the channel is about validating the user base for monetization. Xperi Inc. signed multiple monetization partnerships, naming agreements with Titan Ads and Comscore to support the TiVo One footprint. For DTS AutoStage, the plan is to start targeted advertising trials in the U.S. and U.K. in 2026 and 2027.

The Consumer Electronics channel moves certified devices through retailers. Revenue in this segment for Q3 2025 was $18.8 million, an 11% increase year-over-year (or 20% when you exclude the divested Perceive business). The TiVo OS is currently shipping in Smart TVs across 40+ countries and is available through 30+ major retailers, covering 80+ television brands.

Xperi Inc. (XPER) - Canvas Business Model: Customer Segments

You're looking at the core groups Xperi Inc. (XPER) serves as of late 2025, based on their Q3 2025 reporting. It's a mix of legacy business support and aggressive growth plays in connected experiences. Honestly, the numbers show where the real focus is shifting.

Global Smart TV OEMs seeking an independent operating system alternative represent a key growth vector with the TiVo OS platform. This segment is focused on providing a content-first, turnkey solution to manufacturers who want to own the user experience without building it from scratch. As of September 30, 2025, the TiVo One monthly active users (MAUs) hit 4.8 million, a 30% sequential jump. The company is working with 33 brands across 26 European countries as of 2024, and they added their tenth TiVo OS partner in Q3 2025, aiming for a year-end goal of 5 million MAUs.

For Major Automotive OEMs integrating in-car infotainment and data services, the DTS AutoStage platform is the offering. This brings linear broadcast radio and IP-delivered content into a unified system. By Q3 2025, the platform reached over 13 million vehicles globally. Key integrations include new models from partners like BMW (5-Series), Kia (EV9), and Hyundai (Ioniq 5 and Ioniq 9). Xperi Inc. is actively in commercial discussions to monetize this footprint, expecting material revenue from data licenses in 2026 and 2027.

The segment of North American and European Pay TV/IPTV operators is where Xperi Inc. supports established video providers. While this revenue stream saw a 39% year-over-year decline in Q3 2025, the subscriber base itself is growing robustly. IPTV subscribers specifically increased 32% year-over-year, reaching 3.2 million households by the end of Q3 2025. Overall, Xperi powers 39M+ Worldwide Households with the TiVo UX. They secured multi-year renewals with major players like Liberty Latin America and Cable One.

Regarding Ad buyers and Demand-Side Platforms (DSPs) targeting connected TV audiences, this group is served through the monetization layer of the Media Platform, primarily the TiVo One ad platform. The platform finished Q3 2025 with 4.8 million MAUs and an Average Revenue Per User (ARPU) of $8.75 as of September 30, 2025. They signed multiple new monetization partnerships in Q3 2025, setting up expansion for 2026.

Finally, Consumer electronics manufacturers (e.g., Vestel, Sony) licensing DTS audio form a consistent customer base for the Consumer Electronics segment, which saw an 11% revenue increase in Q3 2025. Here's a quick look at some of the recent activity with these key licensees:

Customer Example	Technology Licensed	Recent Activity/Metric
Vestel	DTS Audio Solutions	Renewed multi-year contract for deployment across TV brands
Sony Pictures	DTS:X Immersive Audio (via IMAX Enhanced)	Expanded content commitments for FAST and AVOD distribution
Skyworth, TCL, Hisense, TPV	DTS Audio	Signed several long-term renewals in Q1 2025
Honor, Philips/TPV	IMAX Enhanced	Signed renewals in Q1 2025

You can see the breadth of Xperi Inc.'s reach across these distinct markets, from the 3.2 million IPTV households to the 13 million vehicles equipped with AutoStage.

• TiVo One MAUs target for year-end 2025: 5 million.
• Q3 2025 Connected Car revenue: $34.6 million.
• Q3 2025 Consumer Electronics revenue: $18.8 million.
• Q3 2025 Pay TV revenue: $49.8 million.
• Projected annual savings from workforce reduction: $30-35 million by end of 2026.

Xperi Inc. (XPER) - Canvas Business Model: Cost Structure

When looking at Xperi Inc.'s cost structure as of late 2025, the focus is clearly on managing existing operational costs while absorbing significant one-time charges related to strategic realignment. The company is actively trimming its expense base to align with its evolving revenue mix.

A major, near-term cost is tied to the workforce reduction announced in November 2025. Xperi Inc. estimated it will incur between $16 million and $18 million in restructuring and related charges, substantially all of which covers employee severance and related costs for the approximately 250 employees impacted globally. This action is intended to generate annualized savings of $30 million to $35 million once fully implemented by the end of the first half of 2026.

In terms of ongoing operational spending, Xperi Inc. showed progress in cost management through the third quarter of 2025. Non-GAAP adjusted operating expenses decreased by approximately 20% compared to the prior year period in Q3 2025. This reduction was attributed to ongoing cost transformation initiatives and the divestiture of the Perceive business. To give you a snapshot of the expense base around that time, here is a comparison of key Q3 2025 expense metrics:

Expense Metric (Q3 2025)	Amount/Change	Context
GAAP Operating Expenses (including Cost of Revenue)	Decreased 25% year-over-year	Reflects overall cost control efforts
Non-GAAP Adjusted Operating Expenses	Decreased 20% year-over-year	Excludes certain non-cash or one-time items
Restructuring and Related Charges (Estimated)	$16 million to $18 million	Severance costs from November 2025 workforce reduction
Projected Capital Expenditures (Full Year 2025)	Approximately $20 million	Investment in assets for the year
Annualized Savings from Restructuring (Expected)	$30 million to $35 million	Future cost reduction target

The Cost Structure must also account for the direct costs associated with generating revenue, which Xperi Inc. noted would initially be higher for the expanding Media Platform segment in 2026. While specific dollar amounts for Costs of Revenue, including content acquisition and platform operating costs, are not explicitly broken out separately from the GAAP operating expense line in the provided summaries, the structure of these costs is inherent in the GAAP reporting. For instance, the GAAP operating loss for Q3 2025 was $1.4 million, and the GAAP net loss was $6.1 million.

Development costs, which cover the significant R&D expenditure needed to develop and maintain core platforms like TiVo OS and DTS AutoStage, are embedded within the broader operating expense figures. The company's focus on cost transformation suggests a rigorous review of these R&D allocations is underway to ensure spending aligns with growth opportunities, such as the 10 TiVo OS partners and the 13 million vehicles on the DTS AutoStage platform.

You can see how the expense management translated to profitability in Q3 2025:

• Non-GAAP Adjusted EBITDA reached $23.1 million.
• Non-GAAP Adjusted EBITDA Margin was 21% of revenue.
• Operating cash flow was approximately $8 million for the quarter.

Finance: draft 13-week cash view by Friday.

Xperi Inc. (XPER) - Canvas Business Model: Revenue Streams

You're looking at the core ways Xperi Inc. brings in money, which is really about licensing its technology across different markets. The company reiterated its full-year 2025 revenue guidance, keeping it firmly between $440 million and $460 million. This guidance reflects a mix of stable legacy business and high-growth platform monetization efforts.

One major focus area is the Media Platform, driven by the TiVo One platform. Advertising revenue here is tracked via the Average Revenue Per User (ARPU). As of the end of Q3 2025, the ARPU for TiVo One was reported at $8.75. Management has a clear near-term goal to push this metric to $10 as they exit 2025, with a long-term expectation of growing north of $20. The platform itself reached 4.8 million monthly active users by the end of Q3 2025, showing strong sequential growth.

Technology licensing fees from the Consumer Electronics segment remain a steady contributor. This includes fees for DTS audio technologies. For the third quarter of 2025, this segment generated $18.8 million in revenue. This revenue stream benefits from long-term renewals, such as those closed with Harman and Yamaha, and the expansion of programs like IMAX Enhanced into new product categories, like home projectors with Optoma and Epson.

The Pay TV segment still generates significant, though declining, revenue through monthly subscription and service fees from Pay TV/IPTV operators. In Q3 2025, this segment brought in $49.8 million, despite a year-over-year decline of 39%. The underlying subscriber base for IPTV, however, showed growth, reaching 3.2 million households, which was up 32% year-over-year, with IPTV revenue itself growing 18% year-over-year.

Licensing and service fees from Connected Car solutions, primarily DTS AutoStage and HD Radio, represent a key growth vector. DTS AutoStage has achieved a global installed base exceeding 13 million vehicles as of Q3 2025, setting the foundation for future monetization through data and advertising trials expected to contribute more materially in 2026 and 2027. HD Radio technology is implemented in over 110 million vehicles. This segment posted strong Q3 2025 revenue of $34.6 million, marking a 36% year-over-year increase.

To give you a clearer picture of the revenue mix based on the latest reported segment results from Q3 2025, here's how the top-line breaks down:

Revenue Stream / Segment	Q3 2025 Revenue (Millions USD)	Year-over-Year Change (Approximate)
Pay TV (Subscription/Service Fees)	$49.8	Down 39%
Connected Car (Licensing/Service Fees)	$34.6	Up 36%
Consumer Electronics (Licensing Fees)	$18.8	Up 11%
Media Platform (Advertising/Other)	$8.4	Down 4%

The overall revenue picture for the first nine months of 2025 shows the transition underway. While the Pay TV revenue declined substantially, the Connected Car segment showed impressive growth. The company also noted that minimum guarantee (MG) arrangements comprised just over 20% of total revenue in 2024 and are expected to remain in the low 20% range of total revenue in 2025, which is a factor as they shift toward more direct monetization.

• Full-year 2025 revenue guidance: $440 million to $460 million.
• TiVo One ARPU (Q3 2025): $8.75.
• TiVo One MAUs (Q3 2025): 4.8 million.
• IPTV Subscriber Households (Q3 2025): 3.2 million.
• DTS AutoStage Vehicles (Q3 2025): Over 13 million.

Finance: draft 13-week cash view by Friday.