Xperi forecasts TiVo One average revenue per user to reach double digits in H2 2026 amid strong media platform growth.
Xperi expects TiVo One’s average revenue per user (ARPU) to approach double-digit dollars in the second half of 2026. The projection follows a 45% year-over-year increase in Media Platform revenue, signaling robust demand for its streaming and advertising solutions.
The company’s growth aligns with broader industry trends as streaming services expand ad-supported tiers. Prior periods saw steady ARPU gains, though single-digit figures remained the norm. Xperi’s push into higher-margin segments underpins its long-term revenue targets.
No immediate market reaction was disclosed, but analysts may view the ARPU target as a positive signal for profitability in the streaming sector.