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Xperi XPER License — Revenue

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Other financials

Income statement

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Revenue$114.5M+8.1%
Gross profit$83.3M-1.3%
Operating income$2.9M+126%
Net income-$1.5M+89.9%
EPS (diluted)-$0.03+90.6%

Balance sheet

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Cash & equivalents$90.6M-4.8%
Total debt$65.2M-12.2%
Total equity$429.1M+6.1%
Total assets$615.9M-2.1%

Cash flow

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Operating cash flow-$18.0M+19.1%
CapEx$497.0K-11.4%
Free cash flow-$19.1M+18.0%

Valuation

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Market cap$348.23M+20.3%
Enterprise value$322.81M+20.2%
P/S0.8×+0.2×

Profitability

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Gross margin71.5%-5.3pp
Operating margin-2.4%-1.1pp
Net margin-7.1%
FCF margin-6.6%

Returns & leverage

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Return on equity-21.8%-8.9pp
Debt / equity0.2×0.0×
Current ratio2.5×0.0×

Where this comes from

Reported directly by Xperi in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The source filing: Xperi’s 10-Q, filed August 6, 2026.

Filed
Aug 6, 2026, 4:16 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001788999-26-000018
Line itemThree Months Ended June 30, 2026Three Months Ended June 30, 2025Six Months Ended June 30, 2026Six Months Ended June 30, 2025
Revenue:
Licensing and other revenue$99,510$96,207$206,357$204,229
Advertising and related revenue14,9829,72622,34115,737
Total revenue114,492105,933228,698219,966
Operating expenses:
Cost of licensing and other revenue, excluding depreciation and amortization of intangible assets19,82922,12841,99647,067
Cost of advertising and related revenue, excluding depreciation and amortization of intangible assets16,24111,42124,95416,081
Research and development21,80629,78348,88969,332

Item 1. Financial Statements.

FAQ

What is Xperi's license — revenue?
Xperi (XPER) reported license — revenue of $99.51M in Q2 2026.
What does license — revenue mean?
This metric represents the total revenue recognized from licensing intellectual property, software, or technology solutions to customers within a specific business segment. It excludes any sales or value-added taxes collected from customers. This figure serves as a primary indicator of the market demand and monetization effectiveness of the company's proprietary technology portfolio.

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