Xperi management targets higher average revenue per user for TiVo One while increasing capital expenditures for 2026.
Xperi set a new average revenue per user (ARPU) target above $10 for its TiVo One platform during its Q2 2026 earnings call. The company also plans to increase capital expenditures to approximately $25M for 2026, reflecting growth investments.
Advertising and related revenue surged over 50% in Q2 2026, driven by strong execution of its strategic plan. Management highlighted accelerated growth in this segment as a key performance indicator for the quarter.
The company did not disclose prior ARPU or capex figures for direct comparison but emphasized confidence in sustained momentum.