XPER · CIK 0001788999
What Xperi Inc. told the SEC could break it.
Xperi's risk profile is shaped by how international its licensing business is: a significant portion of revenue comes from licensees headquartered outside the U.S., principally in Asia Pacific and EMEA with Japan a leading market, and that footprint exposes it to currency swings across the Polish zloty, Indian rupee, British pound, euro, yen, yuan and New Taiwan dollar. Trade policy adds pressure — tariffs imposed from April 2025 on imports from China and other countries, plus 'buy national' measures and retaliation, may strain the global supply chains it relies on. It also depends on a limited number of third parties to design, manufacture and supply the hardware devices — DVRs, set-top boxes and streaming devices — on which its TiVo software and services run.
4 self-disclosed vulnerabilities, pulled from its own filings, each in the company’s words, with the source. This is the risk register almost nobody reads.
In its own words
What could break it.
Currency (FX)
- foreign-currency exposure across multiple currenciesmedium
With a substantial majority of non-U.S. revenue and expense, Xperi is exposed to FX fluctuations in the Polish zloty, Indian rupee, British pound, Euro, Japanese Yen, Chinese Yuan and New Taiwan Dollar.
“Due to our operations outside the United States, we are subject to the risks of fluctuations in foreign currency exchange rates, particularly related to the Polish zloty, Indian rupee, British pound, Euro, Japanese Yen, Chinese Yuan and New Taiwan Dollar.”
SEC filing →As of 2026
Geographic concentration
- majority of revenue from non-U.S. licensees (Asia Pacific, EMEA, Japan)medium
A significant portion of Xperi's revenue comes from licensees headquartered outside the U.S., principally Asia Pacific and EMEA, with Japan a leading market — concentrating exposure to foreign jurisdictions.
“A significant portion of the Company's revenue is derived from licensees headquartered outside of the U.S., principally in Asia Pacific and Europe, the Middle East and Africa.”
Regulatory & policy
- U.S. tariffs / trade policy straining supply chainsmedium
Tariffs imposed beginning April 2025 on imports from China and other countries, plus 'buy national' policies and retaliation, may strain the global supply chains Xperi depends on.
“Beginning in April 2025, the United States imposed additional tariffs on imports from China, announced both reciprocal and sector-specific tariffs on imports from other countries, and may implement new reciprocal tariff rates in the future.”
Supplier concentration
- limited third-party hardware makers for TiVo devicesmedium
Xperi depends on a limited number of third parties to design, manufacture, distribute and supply the hardware devices (DVRs, set-top boxes, streaming devices) its TiVo software runs on.
“We depend on a limited number of third parties to design, manufacture, distribute and supply hardware devices upon which our TiVo software and services operate.”
SEC filing →As of 2026
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