TiVo Ads, the advertising arm of Xperi's TiVo business, said today that its TiVo One platform passed 6.3 million monthly active users worldwide as of June 2026, up 70% on a year earlier, and that ad-linked revenue grew 54% in the April-to-June quarter. The headline figures match those in Xperi's August 5 earnings release; what the document adds is a set of company-reported percentages on impressions, engagement and viewing, none with a stated base.

In Short

TiVo Ads, the advertising arm of Xperi's TiVo business, said today that its ad platform now counts 6.3 million monthly active users and that its ad-linked revenue grew 54% in the April-to-June quarter. The figures matter to brands and agencies that buy space on smart TV home screens, because they put a number on how large and how fast-growing that supply has become. Most of the headline numbers were already in Xperi's August earnings report, while the new percentages on impressions and engagement come without the base figures that would let anyone check them.

What TiVo Ads said today

According to TiVo Ads, the TiVo One advertising platform passed 6.3 million monthly active users globally as of June 2026, a 70% increase year over year. The same release says advertising and related revenue grew 54% in the second quarter of 2026, a rate the company describes as a record. It carries a San Jose dateline and a timestamp of 8:30 AM Eastern Daylight Time.

Three further percentage claims follow, all presented as year-over-year change: annual ad impressions up 310%, home screen advertising engagement up 90%, and monthly viewership of FAST content on TiVo Channels up 320%. The release also cites a significant expansion of ad distribution through multiple reseller partnerships across North America and Europe, without saying which resellers it counts.

None of the three percentages arrives with a base figure. The release does not say how many impressions the 310% represents, what counts as engagement, or how many hours of FAST viewing sit behind the 320%. A customer example is similarly thin. An unnamed leading global streaming platform ran a TiVo Ads campaign, and the number of times viewers opened its app each month rose 70% compared with the prior month. That is a before-and-after comparison; the release does not describe a control group.

According to Matt Milne, chief revenue officer at Xperi and president of TiVo Ads, advertisers are looking for "measurable outcomes, premium experiences, trusted audience intelligence and incremental unduplicated reach." Milne described the past year as one in which the company expanded its footprint, grew advertising inventory and added audience data capabilities.

How the audience is counted

The 6.3 million figure counts devices rather than people. In its August 5 earnings release, Xperi defined a TiVo One monthly active user as a unique device that has connected to the TiVo video service, which includes the TiVo One advertising platform, at least once in the previous 30 days, according to Xperi. A household with two TiVo-powered sets would therefore register twice. The release issued today uses the shorter label of monthly active users and does not repeat the definition.

Read across Xperi's two latest quarterly filings, the count stood at 5.5 million at the end of the first quarter and 6.3 million at the end of the second, according to Xperi's second-quarter results and its first-quarter results of May 6, 2026. That is an increase of 0.8 million, or about 14.5%, in three months. The 70% year-over-year figure implies roughly 3.7 million a year earlier; that number is arithmetic, not a reported statistic. According to Xperi chief executive Jon Kirchner, the company believes the trajectory positions it to reach a year-end goal of 7 million users.

Another unit sits beside it. Teads, which resells TiVo HomeScreen placements through its ad manager, has cited 5.3 million households across the United States, Canada and the United Kingdom for that inventory. Devices worldwide and households in three countries measure different things, and the two numbers cannot be set against each other directly.

Revenue set against cost

Xperi's second-quarter filing puts advertising and related revenue at $14.98 million, against $9.73 million a year earlier. Over six months the line reached $22.34 million, up 42%. By subtraction, the first quarter produced about $7.36 million, up roughly 22% on the $6.01 million of the year before, which means the 54% quarter followed a considerably slower start. The release calls the second-quarter growth a record; the filing does not publish a history long enough to test that.

Scale matters here. Advertising and related revenue made up about 13% of Xperi's $114.5 million total in the quarter, up from about 9% a year earlier. Licensing and other revenue, at $99.5 million, grew 3.4%, and total revenue rose 8.1%. Xperi kept its 2026 revenue guidance at $440 million to $470 million, according to the filing.

The cost side is less tidy. Cost of advertising and related revenue, excluding depreciation and amortization, was $16.24 million in the quarter, up 42%, which makes it larger than the revenue line it relates to. Across six months the figures were $24.95 million against $22.34 million. The filing's income statement does not itemize that cost line, and it states no margin for the advertising business. Taken at face value, revenue minus cost on that line moved from a gap of $1.69 million a year earlier to $1.26 million, an improvement of about $0.4 million.

Company-wide, the picture improved more sharply. Adjusted EBITDA reached $24.5 million against $15.2 million, a 61% rise, and GAAP operating income was $2.9 million against a loss of $11.1 million. Research and development spending fell about 27% to $21.8 million, according to the filing - a reduction of roughly $8 million, set beside the $0.4 million improvement on the advertising line.

Revenue per user is the other measure worth reading. On Xperi's trailing four-quarter basis it was $6.70 at June 30, against $7.10 at March 31, according to the two filings. Xperi's formula divides advertising and related revenue, excluding automotive-related revenue, by the average number of monthly active users over the same period. Year over year, users grew 70% and revenue 54%; a simple ratio of those growth rates points to revenue per user roughly 9% lower than a year earlier, although Xperi's own metric is built differently. The release does not mention revenue per user.

Inventory, data and distribution

Home screen supply routes

Within CTV, TiVo's home screen inventory has reached buyers through a widening set of intermediaries. Kargo brought its CTV Video and CTV Glass formats to TiVo-powered devices on July 31, 2025. Nexxen added TiVo Ads' native home screen inventory, for North America and the United Kingdom, to its programmatic network on May 13, 2026, and a later standardisation of home screen specifications across V, TCL and TiVo gave demand-side platforms one request structure for all three. Xperi's August filing says it advanced integration of the TiVo One platform with Teads and Kargo for homepage video inventory and ran homepage video campaigns in the United States and Europe for brands in entertainment, insurance, automotive and technology, none of them named.

The category is crowded. Samsung Ads opened its Smart TV home screens to programmatic buying on June 10, 2026through The Trade Desk and Google's Display & Video 360, and LG Ad Solutions reported on November 18, 2025 a rise of more than 60% year over year in general-market advertisers using home screen placements. TiVo's percentages therefore describe growth inside a segment in which other television platforms are also adding programmatic access.

Beyond smart TVs, Xperi's filing reports 3.4 million global IPTV subscriber households, up 13%, and a partnership agreement for Programmatic Dynamic Ad Insertion with the National Cable Television Cooperative. Three of its member operators - Summit Broadband, EPB and Buckeye - agreed to adopt TiVo as their platform for it.

Audience data

On the data side, the release says TiVo Ads recently expanded its audience intelligence by introducing enhanced automatic content recognition (ACR) data across the United States and the United Kingdom, combined with clickstream insights. The stated purposes are campaign planning, audience segmentation, attribution and measurement. ACR identifies what a screen is showing by matching samples of audio or video against a reference library.

The release gives no household count for the ACR footprint, no opt-in rate and no description of what the clickstream component captures. The Video Advertising Bureau has warned that ACR viewing data depends on household opt-in and that set-top box data skews toward higher-income homes, points that bear on how representative any such dataset is.

A separate TiVo Ads item listed alongside the release describes an enhanced U.S. TV viewership data offering that unifies deterministic set-top box data with ACR data in a single session-level feed, and cites more than 15 years of experience in TV data licensing. The copy reviewed showed no date for that item. TiVo's licensing history is documented on PPC Land: the company licensed viewership data to Horizon Media in 2021.

Hardware partners and software

Supply depends on OEM partners that ship sets running TiVo OS. Another item in the same newsroom feed describes new Element smart TVs powered by TiVo, in 50-inch and 65-inch 4K models sold through online retailers including Amazon.com, Walmart.com and BestBuy.com. A third describes Agent TiVo, a conversational assistant for entertainment discovery, operated by voice or text and aimed at operators and entertainment platforms; its dateline is Amsterdam. None of the three items carried a date in the copy reviewed.

AutoStage and the connected car

Outside the living room, the release points to AutoStage. Through its Broadcaster Portal, radio operators can access audience analytics, content insights and emerging advertising opportunities meant to help them understand listeners and find new revenue in connected vehicles, according to Xperi. The release says more than 17 million vehicles are on the road with AutoStage and calls it one of the largest audio and video platforms for connected cars worldwide.

The wording differs from the company's own filing. Xperi's August results report 17 million cumulative vehicles shipped with DTS AutoStage across 13 automotive brands, up 42% year over year. Vehicles shipped and vehicles on the road are not the same population, and neither document says how many of the cars are active. The filing adds that BYD joined as the 14th brand, that Cumulus signed as the first customer for advanced analytics in the broadcaster portal, and that AutoStage began generating revenue from listener analytics and data, recognised within the Media Platform segment as advertising-related.

That last detail bears on the 54%. The headline revenue line includes automotive-related revenue, which Xperi's revenue-per-user formula excludes, and the amount is not disclosed. The share of the growth that came from the television platform versus the car platform therefore cannot be separated from public materials.

What the numbers mean for the marketing community

For media buyers, the release attaches a scale figure to one more source of home screen inventory. TiVo's Video Trends Report for the fourth quarter of 2025, published June 4, 2026, found that owners of smart TVs spend 57% of their non-viewing time on the home screen itself, according to TiVo - the behavioural case that sellers of this inventory make. The same survey, covered in a companion PPC Land report, put adoption of free ad-supported video at 70% of respondents, up from 65.2% a year earlier. Both are survey results from TiVo, not delivery data from its ad platform.

Several things stay open in the public materials. The unit is a device, counted if it connected once in 30 days. The new percentages have no base. The single campaign example compares one month with the one before. The audience data relies on opt-in that the release does not quantify, and the programmatic routes documented to date for TiVo inventory cover North America and the United Kingdom, while the release speaks of a global footprint.

The financial figures supply a counterweight to the growth language. Advertising and related revenue of about $15 million in a quarter is a modest share of a company that earns most of its money from licensing, and the cost line attached to it was larger. Whether revenue per device rises as the base widens, or keeps drifting down as it did between March and June on Xperi's own measure, is the number the next quarterly filing will begin to answer.

Timeline

Summary

Who: TiVo Ads, presented by TiVo Platform Technologies LLC, a wholly owned subsidiary of Xperi Inc. (NYSE: XPER). Matt Milne, chief revenue officer at Xperi and president of TiVo Ads, is the quoted spokesperson.

What: TiVo Ads reported that its TiVo One advertising platform passed 6.3 million monthly active users globally as of June 2026, up 70% year over year, and that advertising and related revenue grew 54% in the second quarter of 2026. It also cited increases of 310% in annual ad impressions, 90% in home screen advertising engagement and 320% in monthly FAST viewership on TiVo Channels, expanded ACR and clickstream data, and more than 17 million AutoStage vehicles.

When: Today, October 5, 2026, at 8:30 AM Eastern Daylight Time. The user count is as of June 2026 and the revenue growth covers the April-to-June quarter of 2026. The user and revenue figures match those in Xperi's August 5, 2026 earnings release.

Where: The release is datelined San Jose, California. The user count is global, ad distribution runs through resellers in North America and Europe, the enhanced ACR data covers the United States and the United Kingdom, and AutoStage operates in connected cars worldwide.

Why: Xperi is building out advertising monetization on its television and automotive platforms, and the release presents the growth figures to advertisers and media partners. The figures are company-reported, the unit is a device, and the percentages other than user and revenue growth have no disclosed base, which leaves revenue per device as the open measure.