Finally an expected Comcast settlement, and it’s a good one, putting Xperi on firmer ground. Xperi was already producing substantial amounts of free cash flow, but this has now been […]

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 […]

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 […]