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Tessera Holding Earnings Calls
| Release date | May 06, 2026 |
| EPS estimate | $0.150 |
| EPS actual | $0.230 |
| EPS Surprise | 53.33% |
| Revenue estimate | 107.895M |
| Revenue actual | 114.2M |
| Revenue Surprise | 5.84% |
| Release date | Feb 25, 2026 |
| EPS estimate | $0.178 |
| EPS actual | $0.240 |
| EPS Surprise | 34.98% |
| Revenue estimate | 114.036M |
| Revenue actual | 116.507M |
| Revenue Surprise | 2.17% |
| Release date | Nov 05, 2025 |
| EPS estimate | $0.250 |
| EPS actual | $0.280 |
| EPS Surprise | 12.00% |
| Revenue estimate | 114.027M |
| Revenue actual | 111.632M |
| Revenue Surprise | -2.10% |
| Release date | Aug 06, 2025 |
| EPS estimate | $0.110 |
| EPS actual | $0.110 |
| Revenue estimate | 109.241M |
| Revenue actual | 105.933M |
| Revenue Surprise | -3.03% |
Last 4 Quarters for Tessera Holding
Below you can see how XPER performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 06, 2025 |
| Price on release | $5.69 |
| EPS estimate | $0.110 |
| EPS actual | $0.110 |
| Date | Price |
|---|---|
| Jul 31, 2025 | $6.02 |
| Aug 01, 2025 | $5.80 |
| Aug 04, 2025 | $5.75 |
| Aug 05, 2025 | $5.73 |
| Aug 06, 2025 | $5.69 |
| Aug 07, 2025 | $6.01 |
| Aug 08, 2025 | $6.12 |
| Aug 11, 2025 | $5.97 |
| Aug 12, 2025 | $6.05 |
| 4 days before | -5.48% |
| 4 days after | 6.33% |
| On release day | 5.62% |
| Change in period | 0.498% |
| Release date | Nov 05, 2025 |
| Price on release | $6.74 |
| EPS estimate | $0.250 |
| EPS actual | $0.280 |
| EPS surprise | 12.00% |
| Date | Price |
|---|---|
| Oct 30, 2025 | $6.57 |
| Oct 31, 2025 | $6.72 |
| Nov 03, 2025 | $6.60 |
| Nov 04, 2025 | $6.37 |
| Nov 05, 2025 | $6.74 |
| Nov 06, 2025 | $6.87 |
| Nov 07, 2025 | $6.59 |
| Nov 10, 2025 | $6.57 |
| Nov 11, 2025 | $6.57 |
| 4 days before | 2.59% |
| 4 days after | -2.52% |
| On release day | 1.93% |
| Change in period | 0% |
| Release date | Feb 25, 2026 |
| Price on release | $5.56 |
| EPS estimate | $0.178 |
| EPS actual | $0.240 |
| EPS surprise | 34.98% |
| Date | Price |
|---|---|
| Feb 19, 2026 | $5.46 |
| Feb 20, 2026 | $5.49 |
| Feb 23, 2026 | $5.28 |
| Feb 24, 2026 | $5.39 |
| Feb 25, 2026 | $5.56 |
| Feb 26, 2026 | $5.78 |
| Feb 27, 2026 | $6.13 |
| Mar 02, 2026 | $6.19 |
| Mar 03, 2026 | $6.14 |
| 4 days before | 1.83% |
| 4 days after | 10.43% |
| On release day | 3.96% |
| Change in period | 12.45% |
| Release date | May 06, 2026 |
| Price on release | $6.90 |
| EPS estimate | $0.150 |
| EPS actual | $0.230 |
| EPS surprise | 53.33% |
| Date | Price |
|---|---|
| Apr 30, 2026 | $6.69 |
| May 01, 2026 | $6.97 |
| May 04, 2026 | $6.97 |
| May 05, 2026 | $6.94 |
| May 06, 2026 | $6.90 |
| May 07, 2026 | $7.74 |
| May 08, 2026 | $8.03 |
| May 11, 2026 | $8.03 |
| May 12, 2026 | $8.01 |
| 4 days before | 3.14% |
| 4 days after | 16.09% |
| On release day | 12.17% |
| Change in period | 19.73% |
Tessera Holding Earnings Call Transcript Summary of Q1 2026
Xperi reported a strong start to 2026 with Q1 revenue of $114M (essentially flat YoY) and notable progress on its monetization strategy. Key operational wins: TiVo One MAUs more than doubled YoY to 5.5M, AutoStage footprint grew to over 16M vehicles, and IPTV subscribers rose 19% to 3.28M households. Media Platform revenue grew 45% YoY to $12M driven by advertising monetization and new partnerships (e.g., Samba TV). ARPU for TiVo One was $7.10 in Q1, with management expecting ARPU to exceed $10 by year-end and Media Platform revenue to double to over $80M in 2026. Connected Car saw product and partnership progress (AutoStage Broadcast Portal, HD Radio renewals) with initial data license agreements and advertising trials expected to drive future monetization. Consumer Electronics and Pay TV revenues declined due to legacy product declines and one-time items, but CE saw important contract renewals (Vizio, Xiaomi, TCL) and a multiyear Tencent Music partnership. Financially, adjusted operating expense decreased 14% YoY; adjusted EBITDA was $25M (22% of revenue); non-GAAP EPS $0.23; GAAP loss per share $0.17. Cash and equivalents were ~$70M (including a $12M final Perceive sale payment received in April). Management reaffirmed full-year guidance ($440M–$470M revenue) and indicated cost reduction efforts are mostly complete, with Q1 expense run-rate representative of the year ahead. Early contract signings shifted some revenue timing to earlier in the year, leaving H1 and H2 revenue more balanced than previously expected.
