Did the company address any macro‑economic or industry headwinds that could affect its outlook?

Yes – Xperi explicitly acknowledged macro‑economic and industry headwinds in its Q2 2025 earnings release.

In the brief statement that accompanied the results, the company said:

“Over this past quarter, while operating in an increasingly difficult environment, we made significant progress on our strategic initiatives…”

The phrase “increasingly difficult environment” is a direct reference to broader headwinds that could affect the company’s performance. While the release does not detail the specific nature of those challenges (e.g., inflation, supply‑chain constraints, slower consumer spending, or sector‑specific slowdown), the wording makes clear that Xperi is aware of adverse macro‑economic and industry conditions that could impact its outlook.

In summary, Xperi did address macro‑economic/industry headwinds by noting that it is operating in a tougher overall environment, while also emphasizing that it continued to advance its long‑term strategic initiatives despite those challenges.