Adeia (ADEA) Company Report

Adeia reported Q3 2025 revenue of $87.3 million, which was in line with expectations.
The company adjusted its 2025 full-year revenue guidance to $360-$380 million primarily because it has filed patent infringement litigation against AMD, making a license agreement unlikely to close in 2025.
Non-Pay TV recurring revenue was up 31% year over year for Q3 2025 and has increased 81% since separation.
Adeia made debt payments of $11.1 million in Q3 2025, contributing to a total of $312 million paid down since separation.
The company's patent portfolio has grown by over 35% since separation to over 13,000 patent assets.

Nov 3, 2025, 10:00 PM

ADEA Announces Q3 2025 Results and FY 2025 Outlook

ADEA

Earnings

Guidance Update

Debt Issuance

ADEA reported Q3 2025 revenue of $87.3 million and made $11.1 million in principal payments towards debt.
The company secured long-term deals with Altice and a new e-commerce customer, and received a positive ruling in the Videotron case.
Since its separation, ADEA has signed 20 new and renewal license agreements, expanded its patent portfolios by over 35%, and improved its balance sheet through a balanced capital allocation approach.
For FY 2025, ADEA projects GAAP revenue between $360.0 million and $380.0 million, and Non-GAAP Adjusted EBITDA between $202.3 million and $218.3 million.

Nov 3, 2025, 10:00 PM

Adeia Announces Third Quarter 2025 Financial Results and Updates Full-Year Guidance

ADEA

Earnings

Guidance Update

Legal Proceedings

Adeia reported revenue of $87.3 million and non-GAAP diluted earnings per share (EPS) of $0.28 for the third quarter ended September 30, 2025.
The company updated its full-year 2025 revenue guidance to a range of $360.0 million to $380.0 million, down from the prior range of $390.0 million to $430.0 million, primarily because a license agreement with AMD is now unlikely to close in the fourth quarter of 2025.
Adeia filed patent infringement litigation against AMD for extensive and unauthorized use of its semiconductor portfolio, specifically patents related to hybrid bonding and advanced process nodes.
The company paid down $11.1 million of debt in the third quarter, bringing the total debt repayment to $312 million since separation.