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Xperi’s Shares Are Surprisingly Cheap

July 1st, 2020 · Comments Off on Xperi’s Shares Are Surprisingly Cheap

The company merged with TiVo. Neither company has a solid growth history, and the combined net debt is substantial. Nevertheless, there are considerable revenue and cost synergy opportunities and pockets of growth in both. The company is also profitable and producing substantial amounts of cash flow, which makes the shares surprisingly cheap. Source: Xperi’s Shares […]

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Tags: XPER

Xperi Suffers From Temporary Setbacks, But The Shares Are Cheap

January 9th, 2018 · Comments Off on Xperi Suffers From Temporary Setbacks, But The Shares Are Cheap

Xperi is hobbled by a host of issues which are mostly temporary, like revenue recognition, delays, litigation cost, acquisition cost, and the impact of a new accounting standard. Given its business model (IP and product licensing), similar issues are likely to come up from time to time, muddying the picture. But once investors focus on […]

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Tags: XPER