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    Matthew Galinko • Maxim Group

    Matthew Galinko's questions to Adeia Inc (ADEA) leadership

    Matthew Galinko's questions to Adeia Inc (ADEA) leadership • Q2 2025

    Question

    Matthew Galinko from Maxim Group inquired about the expected revenue cadence for the second half of 2025, asking if it would be concentrated in the fourth quarter. He also asked if R&D spending might increase if large deals were signed earlier than expected.

    Answer

    CFO Keith Jones stated that the primary focus is on closing deals within the year for the right economics, rather than on specific quarterly timing, but noted that the top end of the guidance range is in play. He clarified that recent spending reductions were mainly in SG&A and that the company remains committed to R&D, which could see modest growth as Adeia will invest to accelerate its business when opportunities arise.

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    Matthew Galinko's questions to Adeia Inc (ADEA) leadership • Q4 2024

    Question

    Matthew Galinko of Maxim Group questioned the sourcing and evaluation of recent IP portfolio acquisitions and inquired about the company's long-term debt targets.

    Answer

    CEO Paul Davis detailed that the five 2024 IP acquisitions, focused on OTT and broadband, were sourced from various public and private companies to fill strategic portfolio gaps. CFO Keith Jones addressed the balance sheet, noting significant debt reduction and interest savings. Jones indicated the company has a comfortable long-term debt level in mind, after which it will prioritize reinvestment and shareholder returns.

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    Matthew Galinko's questions to Adeia Inc (ADEA) leadership • Q3 2024

    Question

    Matthew Galinko of Maxim Group LLC inquired about the background of the recent patent litigation against Disney and the current pipeline for tuck-in M&A opportunities.

    Answer

    CEO Paul Davis explained that while specific negotiation details with Disney are confidential, litigation became a necessary step forward after it was clear a mutual agreement was unlikely. CFO Keith Jones addressed capital allocation, noting that strong cash flow and recent debt repricing provide flexibility to begin executing on the $200 million share repurchase program and continue debt paydowns in Q4, signaling a more balanced approach to returning capital to shareholders.

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    Matthew Galinko's questions to Galaxy Digital Inc. (GLXY) leadership

    Matthew Galinko's questions to Galaxy Digital Inc. (GLXY) leadership • Q2 2025

    Question

    Matthew Galinko of Maxim Group inquired about the competitive environment for winning business from digital asset treasury companies and Galaxy's success in engaging these new players.

    Answer

    Founder, CEO & Director Michael Novogratz noted that while Galaxy is seeing a tremendous amount of opportunity and has engaged with over 20 companies, the peak of new company issuance may have passed. He highlighted that the focus will shift to which existing companies become dominant players and that these vehicles have been highly effective at bringing new investors into the crypto space.

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    Matthew Galinko's questions to Xperi Inc (XPER) leadership

    Matthew Galinko's questions to Xperi Inc (XPER) leadership • Q1 2025

    Question

    Matthew Galinko from Maxim Group asked for an update on the pipeline for new TV OEM partners and whether the year-end target for monthly active users (MAUs) has been adjusted due to potential macroeconomic factors like tariffs.

    Answer

    CEO Jon Kirchner confirmed the company expects to add one to two new TV partners this year and remains on track to meet its goal of 5 million monthly active users (MAUs) by year-end. He noted that while tariffs create a fluid environment, the company's current plans and targets have not been meaningfully impacted, and they continue to monitor the situation closely.

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    Matthew Galinko's questions to Xperi Inc (XPER) leadership • Q4 2024

    Question

    Matthew Galinko of Maxim Group asked about the operational process for rolling out the TiVo One platform, including whether it involves new negotiations with partners or is primarily a software update. He also inquired about the current competitive landscape for the Media Platform as Xperi seeks to add new TV OEM partners.

    Answer

    CEO Jon Kirchner described the TiVo One rollout as a long-planned initiative that is operationally a 'fairly ordinary course' process of deploying software updates in partnership with OEMs. Regarding competition, Kirchner acknowledged the environment is intense but stated Xperi has overcome key barriers to entry. He emphasized that Xperi's value proposition as an independent, content-first platform with a favorable business model continues to resonate with potential partners.

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