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ADEA

AdeiaC
Nasdaq / Software & Services
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2026-07-18
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2026-07-13
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Earnings documents stored for ADEA.

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Investor releaseQuarter not tagged2026-07-13

Adeia to Release Second Quarter 2026 Financial Results on August 3, 2026

GlobeNewswire

SAN JOSE, Calif., July 13, 2026 (GLOBE NEWSWIRE) -- Adeia Inc. (Nasdaq: ADEA) will announce its financial results for the second quarter ended June 30, 2026, on Monday, August 3, 2026. The company will host an earnings conference call at 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time) that same day. To access the earnings conference call: U.S. callers, please dial +1 (888) 660-6411International callers, please dial +1 (929) 203-0849 All participants should dial in 15 minutes prior to the start of the conference call. Adeia also suggests utilizing the webcast link to access the call at Q2 2026 Earnings Call Webcast. A replay of the webcast will be available at Q2 2026 Earnings Call Webcast through August 2, 2027. Additionally, a telephonic replay will be available through August 3, 2026 by dialing +1 (609) 800-9909 and referencing playback ID# 6089024. About Adeia Inc. Adeia is a leading R&D and intellectual property (IP) licensing company that accelerates the adoption of innovative technologies in the media and semiconductor industries. Adeia’s fundamental innovations underpin technology solutions that are shaping and elevating the future of digital entertainment and electronics. Adeia’s IP portfolios power the connected devices that touch the lives of millions of people around the world every day as they live, work and play. For more, please visit www.adeia.com. Adeia Investor Contact: Chris ChaneyVice President, Investor [email protected]

Investor releaseQuarter not tagged2026-05-14

We Think Adeia's (NASDAQ:ADEA) Robust Earnings Are Conservative

Simply Wall St.

Investors were underwhelmed by the solid earnings posted by Adeia Inc. (NASDAQ:ADEA) recently. We did some digging and actually think they are being unnecessarily pessimistic. AI is about to change healthcare. These 20 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10bn in marketcap - there is still time to get in early. To properly understand Adeia's profit results, we need to consider the US$25m expense attributed to unusual items. While deductions due to unusual items are disappointing in the first instance, there is a silver lining. When we analysed the vast majority of listed companies worldwide, we found that significant unusual items are often not repeated. And that's hardly a surprise given these line items are considered unusual. Assuming those unusual expenses don't come up again, we'd therefore expect Adeia to produce a higher profit next year, all else being equal. That might leave you wondering what analysts are forecasting in terms of future profitability. Luckily, you can click here to see an interactive graph depicting future profitability, based on their estimates. Because unusual items detracted from Adeia's earnings over the last year, you could argue that we can expect an improved result in the current quarter. Because of this, we think Adeia's earnings potential is at least as good as it seems, and maybe even better! And the EPS is up 61% over the last twelve months. Of course, we've only just scratched the surface when it comes to analysing its earnings; one could also consider margins, forecast growth, and return on investment, among other factors. So if you'd like to dive deeper into this stock, it's crucial to consider any risks it's facing. To help with this, we've discovered 2 warning signs (1 doesn't sit too well with us!) that you ought to be aware of before buying any shares in Adeia. Today we've zoomed in on a single data point to better understand the nature of Adeia's profit. But there is always more to discover if you are capable of focussing your mind on minutiae. For example, many people consider a high return on equity as an indication of favorable business economics, while others like to 'follow the money' and search out stocks that insiders are buying. While it might take a little research on your behalf, you may find this free collection of companies boast...

Investor releaseQuarter not tagged2026-05-08

Adeia (ADEA) Is Down 13.9% After Strong Q1 Results And CEO Transition Plan News – Has The Bull Case Changed?

Simply Wall St.

Adeia Inc. recently reported past first-quarter 2026 results showing sales of US$104.77 million and net income of US$22.77 million, while also declaring a US$0.05 per-share dividend and completing a US$10 million share repurchase tranche. On the same day, the company disclosed that long-time CEO Paul E. Davis plans to step down by late 2026, even as Adeia secured new multi-year IP licensing agreements with major partners such as AMD, Microsoft and L’Oréal and reaffirmed its full-year 2026 revenue and net income guidance. Now we’ll examine how these strong license-driven earnings and the planned CEO transition may reshape Adeia’s longer-term investment narrative. The future of work is here. Discover the 32 top robotics and automation stocks leading the charge in AI-driven automation and industrial transformation. To own Adeia today, you need to believe its IP licensing model can keep generating attractive earnings and cash flow as media and semiconductor markets evolve, while customer and patent concentration remain manageable risks. The latest Q1 2026 results and new licenses with AMD, Microsoft and L’Oréal support the near term catalyst of license driven earnings, and the planned CEO transition does not appear to materially change that story in the short run. The most relevant announcement for this narrative is the reaffirmed 2026 guidance for GAAP revenue of US$395.0 million to US$435.0 million and net income of US$57.2 million to US$80.4 million. Against a backdrop of rising licensing wins and high historical returns on equity, this guidance anchors expectations for how much room Adeia has if a major license renewal slips or a large semiconductor deal proves smaller than hoped. But investors should also be aware that Adeia’s dependence on a handful of large media and semiconductor customers leaves it exposed if even one critical license is renegotiated or lost... Read the full narrative on Adeia (it's free!) Adeia's narrative projects $444.8 million revenue and $101.2 million earnings by 2029. This requires revenue to remain fairly flat each year and an earnings decrease of $9.9 million from $111.1 million today. Uncover how Adeia's forecasts yield a $33.00 fair value, a 20% upside to its current price. Before this news, the most pessimistic analysts were assuming roughly flat revenue near US$435 million by 2029 and earnings around US$89 million, reflecti...

Investor releaseQuarter not tagged2026-05-05

Adeia: Q1 Earnings Snapshot

Associated Press

SAN JOSE, Calif. (AP) — SAN JOSE, Calif. (AP) — Adeia Inc. (ADEA) on Monday reported first-quarter net income of $22.8 million. On a per-share basis, the San Jose, California-based company said it had profit of 20 cents. Earnings, adjusted for one-time gains and costs, came to 38 cents per share. The provider of chip technology for small electronic devices posted revenue of $104.8 million in the period. Adeia expects full-year revenue in the range of $395 million to $435 million. Adeia shares have increased 94% since the beginning of the year. In the final minutes of trading on Monday, shares hit $33.50, more than doubling in the last 12 months. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on ADEA at https://www.zacks.com/ap/ADEA

Investor releaseQuarter not tagged2026-05-05

Adeia Announces CEO Paul Davis to Step Down by the Fourth Quarter of 2026; Board Launches Search Process

GlobeNewswire

SAN JOSE, Calif., May 04, 2026 (GLOBE NEWSWIRE) -- Adeia Inc. (Nasdaq: ADEA), the technology company known for developing foundational innovations that enable next-generation solutions for the semiconductor and media industries, today announced that after nearly 15 years at the company (including its predecessor companies), with the past four years serving as chief executive officer of Adeia Inc., Paul E. Davis has informed the company and the Board of Directors (the “Board”) that he intends to step down as the company’s chief executive officer and as a member of the Board to focus on his health and personal pursuits. Davis plans to stay on as the chief executive officer and Board member until such time as a successor has been named, with a target date for the search to be completed by the fourth quarter of 2026. In accordance with the company’s established governance policies, the Board is launching a search led by a special transition committee of the Board (the “Transition Committee”) that will be chaired by Dan Moloney, the company’s chairman of the Board. The Transition Committee will benefit from its existing chief executive officer succession planning process and will consider internal and external candidates. A nationally recognized search firm will assist the Transition Committee throughout the process. “Paul has been a steady hand at the wheel as chief executive officer, leading the company through a successful separation from Xperi and transitioning the company from one that was primarily reliant on revenue from Pay-TV customers to one with a growing and diverse customer base for both the media and semiconductor markets, and setting Adeia up for an even brighter future to come,” said Dan Moloney, chairman of the Board. “Our business today is positioned for continued revenue growth, led by an exceptional executive team with decades of experience and past successes. We are incredibly appreciative of Paul’s leadership over the past four years.” Davis has built an enduring culture at Adeia that is focused on innovation and connections, both internally and with its customers and partners. He started at Adeia’s predecessor company, Tessera Technologies, in 2011 as associate general counsel and quickly earned the trust and respect of the management team and Board and was named the general counsel within two years of joining the company. He helped guide t...

Investor releaseQuarter not tagged2026-05-05

Adeia Q1 Earnings Call Highlights

MarketBeat

Adeia reported Q1 revenue of about $105 million, an adjusted EBITDA margin of 60% and $58 million in operating cash flow, and signed eight license agreements including multiyear deals with AMD and Microsoft that management says expand its semiconductor and media growth markets. Recurring revenue fell to $66.3 million in Q1 but management expects it to increase to roughly $90 million by year-end, driven by a 28% year-over-year rise in non-pay TV revenue and a pipeline of renewals and new deals across semiconductors, consumer electronics, OTT and e-commerce. CEO Paul Davis plans to step down later this year (successor expected by Q4) while the company pursues a balanced capital plan—$28.1 million of debt reduction, $10 million in share repurchases (with $150 million remaining), ongoing dividends, five tuck-in IP acquisitions—and received an S&P credit upgrade to BB. Interested in Adeia Inc.? Here are five stocks we like better. Two Value Tech Stocks Trading Near a Breakout Level Adeia (NASDAQ:ADEA) reported first-quarter 2026 results driven by new license agreements and continued expansion beyond its legacy pay TV business, while also disclosing that President and CEO Paul Davis plans to step down later this year. Davis said the company entered 2026 with “significant momentum” following last year’s finish and pointed to new foundational agreements signed during the quarter with AMD and Microsoft, along with “additional deal activity across multiple verticals.” → Roblox Stock Slides to New Low as Safety Changes Weigh on Outlook For the first quarter, Adeia delivered revenue of $105 million, an adjusted EBITDA margin of 60%, and $58 million in operating cash flow, Davis said. CFO Keith Jones reported revenue of $104.8 million, attributing the result to “the execution of 8 deals across a diverse mix of customers, including semiconductors, consumer electronics, pay TV, and OTT.” Jones said Adeia signed eight license agreements in the quarter, including three new licenses “highlighted by AMD and Microsoft,” along with five renewals across pay TV, consumer electronics, semiconductors, and OTT. → The Real SpaceX Play: 5 Chip Stocks Powering the IPO Before It Launches Davis described the AMD agreement as a “seminal multi-year license” for access to Adeia’s semiconductor portfolio, including hybrid bonding technology. He said the deal resolved a dispute within four mon...

Investor releaseQuarter not tagged2026-05-05

Adeia Announces First Quarter 2026 Financial Results

GlobeNewswire

Signed new license agreements with AMD and Microsoft Generated $58 million in cash from operations and achieved 60% adjusted EBITDA margin Paid down debt by $28 million bringing our outstanding balance to less than $400 million SAN JOSE, Calif., May 04, 2026 (GLOBE NEWSWIRE) -- Adeia Inc. (Nasdaq: ADEA) (the “Company” or “Adeia”) today announced financial results for the first quarter ended March 31, 2026. “We had a strong start to 2026, delivering first quarter revenue of $105 million, generating $58 million in operating cash flow, and maintaining strong profitability with a 60% adjusted EBITDA margin,” said Paul E. Davis, chief executive officer of Adeia. “We closed eight license agreements during the quarter, three of which were with new customers, including multi-year agreements with AMD and Microsoft. We believe our deal execution year-to-date highlights both the strength of our IP portfolio in our core markets, like Pay-TV, consumer electronics and social media, and our ability to expand our business with new customers in growth markets like semiconductors and e-commerce. Our non–Pay-TV recurring revenue continued to grow, with an impressive 28% year-over-year increase in the quarter, reflecting progress in diversifying our business. We are excited to see our foundational innovations gaining broad market adoption. Most importantly, hybrid bonding is rapidly being designed into products for the logic and memory markets that are supporting the AI ecosystem. We also remained disciplined in our capital allocation, reducing debt to less than $400 million while continuing to return capital to shareholders and invest in our patent portfolios, including tuck-in acquisitions.” First Quarter Financial Highlights Revenue was $104.8 million as compared to $182.6 million in the fourth quarter of 2025 GAAP diluted earnings per share (EPS) was $0.21 and non-GAAP diluted EPS was $0.38 GAAP net income was $22.8 million and adjusted EBITDA was $62.3 million Cash flow from operations was $58.5 million Paid down $28.1 million on our term loan Repurchased $10.0 million of our common stock Business Highlights Signed a new multi-year license agreement with AMD, a leading semiconductor company, for access to our semiconductor portfolio, including our hybrid bonding technology Signed a new multi-year license agreement with Microsoft, a leading technology company with a broad a...

Investor releaseQuarter not tagged2026-05-05

Adeia Q1 Non-GAAP Earnings, Revenue Rise; 2026 Revenue Outlook Reiterated

MT Newswires

Adeia (ADEA) reported Q1 non-GAAP earnings late Monday of $0.38 per diluted share, up from $0.26 a y

Investor releaseQuarter not tagged2026-05-05

Adeia (ADEA) Q2 2025 Earnings Transcript

Motley Fool

Image source: The Motley Fool. Tuesday, August 5, 2025 at 5 p.m. ET President and Chief Executive Officer — Paul E. Davis Chief Financial Officer — Keith A. Jones Vice President, Investor Relations — Chris Chaney Need a quote from a Motley Fool analyst? Email [email protected] Paul Davis, our President and CEO; and Keith Jones, our CFO. Paul will share with you some general observations regarding the quarter, and then Keith will give further details on our financial results and guidance. We will then conclude with a question-and-answer period. In addition to today's earnings release, there is an earnings presentation, which you can access along with the webcast in the IR portion of our website. Before turning the call over to Paul, I would like to provide a few reminders. First, today's discussion contains forward-looking statements that are predictions, projections or other statements about future events, which are based on management's current expectations and beliefs and therefore, subject to risks, uncertainties and changes in circumstances. For more information on the risks and uncertainties that could cause our actual results to differ materially from what we discuss today, please refer to the Risk Factors section in our SEC filings, including our annual report on Form 10-K and our quarterly report on Form 10-Q. Please note that the company does not intend to update or alter these forward-looking statements to reflect events or circumstances arising after this call. To enhance investors' understanding of our ongoing economic performance, we will discuss non-GAAP information during this call. We use non-GAAP financial measures internally to evaluate and manage our operations. We have, therefore, chosen to provide this information to enable you to perform comparisons of our operating results as we do internally. We have provided reconciliations of these non-GAAP measures to the most directly comparable GAAP measures in the earnings release, the earnings presentation and on the Investor Relations section of our website. A recording of this conference call will be made available on the Investor Relations website at adeia.com. Now I'd like to turn the call over to our CEO, Paul Davis. Paul E. Davis: Thank you, Chris, and thank you, everyone, for joining us today. I'm glad to be here again to share the results and progress we've made in the second quarter. Our sec...

Investor releaseQuarter not tagged2026-05-05

Adeia Inc. Q1 2026 Earnings Call Summary

Moby

Performance was driven by the successful conversion of high-value prospects into long-term partners, specifically highlighted by foundational agreements with AMD and Microsoft. The AMD agreement validates the semiconductor portfolio's relevance in next-generation computing, particularly as AI and high-performance computing drive the adoption of chiplet architectures and hybrid bonding. Management attributes the rapid resolution of the AMD dispute—within four months of litigation—to the strength of their IP and a proven, efficient enforcement strategy. Non-pay TV recurring revenue grew 28% year-over-year, reflecting a strategic pivot toward diversifying revenue streams to offset known declines in the traditional pay TV market. Operational focus is shifting toward thermal management solutions like RapidCool, which improved cooling capability to 5 watts per square millimeter to meet AI-driven power density demands. The company is expanding its e-commerce presence, recently adding L'Oréal to its customer base, viewing this vertical as a significant future growth lever despite its currently small revenue contribution. Management reiterated full-year 2026 revenue guidance of $395 million to $435 million, assuming a relatively equal split between the first and second halves of the year, though the second quarter is expected to be modestly lower than the first. Quarterly recurring revenue is expected to scale from $66.3 million in Q1 to approximately $90 million by year-end as new agreements and renewals ramp up. The path to the $500 million annual revenue goal depends on the continued addition of high-value customers in growth markets like semiconductors, OTT, and social media. Portfolio growth is expected to moderate over time as management believes the current 13.75 thousand assets are well-positioned to support multiple upcoming licensing cycles. The CEO transition process is underway with a target to identify a successor by the fourth quarter, maintaining a 'business as usual' approach during the interim. A renewal dispute with DISH Network led to an agreement expiration in March; management expressed disappointment but remains confident in a resolution based on recent successes with Disney and AMD. Q1 recurring revenue was negatively impacted by the timing of revenue recognition for SanDisk and Kioxia, which contributed no revenue in the quarter but are expect...

Investor releaseQuarter not tagged2026-05-05

Adeia (ADEA) Q1 2026 Earnings Transcript

Motley Fool

Image source: The Motley Fool. Monday, May 4, 2026 at 5 p.m. ET President and Chief Executive Officer — Paul Davis Chief Financial Officer — Keith Jones Vice President, Investor Relations — Chris [Surname not provided] Paul Davis, our President and CEO, and Keith Jones, our CFO. Paul will share general observations regarding the quarter, then Keith will provide further details on our financial results and guidance. We will then conclude with a question-and-answer period. In addition to today’s earnings release, there is an earnings presentation which you can access along with the webcast on the Investor Relations portion of our website at adeia.com. Before turning the call over to Paul, I would like to provide a few reminders. First, today’s discussion contains forward-looking statements that are predictions, projections, or other statements about future events which are based on management’s current expectations and beliefs, and therefore are subject to risks, uncertainties, and changes in circumstances. For more information on the risks and uncertainties that could cause our actual results to differ materially from what we discuss today, please refer to the Risk Factors section in our SEC filings, including our Annual Report on Form 10-K and our Quarterly Report on Form 10-Q. Please note that the company does not intend to update or alter these forward-looking statements to reflect events or circumstances arising after this call. To enhance investors’ understanding of our ongoing economic performance, we will discuss non-GAAP information during this call. We use non-GAAP financial measures internally to evaluate and manage our operations. We have therefore chosen to provide this information to enable you to perform comparisons of our operating results as we do internally. We have provided reconciliations of these non-GAAP measures to the most directly comparable GAAP measures in the earnings release, the earnings presentation, and on the Investor Relations section of our website. A recording of this conference call will be made available on the Investor Relations website at adeia.com. Now I would like to turn the call over to our CEO, Paul Davis. Paul Davis: Thank you, Chris, and thank you, everyone, for joining us today. I am pleased to be here to share our results for 2026. After last year’s strong finish, including our license agreement with Disney, we...

Investor releaseQuarter not tagged2026-05-05

Adeia (ADEA) Surpasses Q1 Earnings and Revenue Estimates

Zacks

Adeia (ADEA) came out with quarterly earnings of $0.38 per share, beating the Zacks Consensus Estimate of $0.36 per share. This compares to earnings of $0.26 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +7.04%. A quarter ago, it was expected that this provider of chip technology for small electronic devices would post earnings of $0.73 per share when it actually produced earnings of $0.86, delivering a surprise of +17.81%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. Adeia, which belongs to the Zacks Technology Services industry, posted revenues of $104.77 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 0.31%. This compares to year-ago revenues of $87.67 million. The company has topped consensus revenue estimates two times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Adeia shares have added about 91.3% since the beginning of the year versus the S&P 500's gain of 5.6%. While Adeia has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Adeia was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #1 (Strong Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 R...

As of 2026-07-18 • Updated weeklySource: Earnings sourceIngestion runbook