Added to YB: 2024-02-16
Pitch date: 2024-02-15
XPER [bullish]
Xperi Inc.
-45%
current return
Author Info
Okapi is a former hedge fund analyst who focuses on Consumer and TMT Stocks. Sign up for the newsletter.
Company Info
Xperi Inc. operates as a consumer and entertainment technology company worldwide. It offers Pay-TV solutions, including user experience solutions servicing Pay-TV operators; virtual channels of internet-delivered video directly into the consumer’s primary video consumption platform to provide universal search, discovery, and consumption; electronic program guides electronic program offering, including tv listings navigation plus integrated video-on-demand and digital video recorder.
Market Cap
$305.4M
Pitch Price
$11.20
Price Target
N/A
Dividend
N/A
EV/EBITDA
-15.68
P/E
-22.13
EV/Sales
0.53
Sector
Software
Category
growth
XPER: Transitioning to OS Provider with Growth Prospects in TV and Automotive Sectors
XPER (TiVo) pivoting from set-top-boxes to OS for cable, cars & TVs. Licensing to OEMs, expects 7M CTV accounts by 2025. Trades 6x 2024 EBITDA with growth potential. Activist Rubric Capital involved. Starting position, will research further.
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