Jul. 30 at 5:31 PM
$XPER had grok run some numbers on potential for dts autostage given thay vehicles appear to be heading quickly to autonomous driving freeing up video and gaming content for all travelers....grok basically says this product could lead to some incredible revenue growth when factoring advertising potential.
Conclusion
Xperi’s DTS AutoStage revenue could grow significantly as cars become autonomous, driven by licensing fees, upselling features, and advertising. From ~
$100 million in 2024 Connected Car revenue, DTS AutoStage could contribute ~
$169 million by 2025 (13 million vehicles), ~
$440 million by 2030 (20 million vehicles), and ~
$1.2 billion by 2035 (30 million vehicles), with CAGRs of 20–22%. Advertising, currently nascent, could scale to
$450 million by 2035, leveraging DTS AutoStage’s analytics for targeted ads in autonomous vehicles. However, competition, regulatory hurdles, and monetization challenges pose risks
