Xperi (XPER) Q2 FY26 earnings call

Xperi delivered a strong Q2 FY26, marked by accelerated advertising revenue growth and significant scaling of its Media Platform and Connected Car footprints. The company is making a decisive pivot towards monetization, leveraging its unique first-party data across home and automotive audiences. While core Pay TV and Consumer Electronics segments saw declines, Xperi remains confident in its strategic direction and ability to achieve its year-end goals, particularly in advertising and platform expansion.