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Adeia Inc. Common Stock Earnings Recaps

ADEA Information Technology 2 recaps
Next earnings: November 2, 2026 (estimated) · full calendar
Q2 2026 Aug 5, 2026

Adeia's stock jumped 17.1% following an earnings report that highlighted strong execution on high-value license agreements, solid cash generation, and an upgrade to long-term revenue targets, signaling investor confidence in the company’s growth trajectory despite ongoing Pay-TV headwinds.

Key takeaways
  • Reported Q2 revenue of $96.1 million and adjusted EBITDA margin of 58.7%.
  • Generated $54.6 million in cash from operations, ending the quarter with $137 million in cash.
  • Closed 6 new license agreements including major deals with Microsoft, AMD, Google, RPX, and L’Oreal.
  • Non-Pay-TV recurring revenue surged 54% year-over-year and is now nearly twice the size of Pay-TV revenue.
  • Raised long-term revenue target from $500 million to $600 million, driven by optimism in semiconductor markets and expanding media and e-commerce portfolios.
Full recap
Q3 2025 Nov 4, 2025

Adeia's Q3 2025 results met expectations with revenue of $87.3 million, driven by strong growth in non-Pay TV recurring revenue, which rose 31% year-over-year. However, the company has adjusted its full-year revenue guidance amidst ongoing litigation and other strategic initiatives.

Key takeaways
  • Non-Pay TV recurring revenue increased by 31% year-over-year, showcasing robust demand across expanding markets.
  • The company filed patent infringement lawsuits against AMD, emphasizing its commitment to protecting intellectual property and ensuring appropriate value for innovations.
  • Revenue guidance for 2025 was revised down due to delays in closing a license agreement, with clearer paths to growth anticipated in 2026 from ongoing negotiations.
  • Two long-term licensing agreements were successfully closed, including a renewal with Altice, reinforcing Adeia's expansion into the broader e-commerce space.
  • Progress in litigation regarding Disney and other notable players is encouraging, maintaining optimism for favorable outcomes that could enhance value.
Full recap

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