Earnings summaries and quarterly performance for Adeia.
Executive leadership at Adeia.
Paul E. Davis
Detailed
Chief Executive Officer
CEO
DE
Dana Escobar
Detailed
Chief Licensing Officer & General Manager, Semiconductor
KA
Keith A. Jones
Detailed
Chief Financial Officer
KT
Kevin Tanji
Detailed
Chief Legal Officer and Corporate Secretary
MK
Mark Kokes
Detailed
Chief Licensing Officer & General Manager, Media
Board of directors at Adeia.
Research analysts who have asked questions during Adeia earnings calls.
HK
Hamed Khorsand
BWS Financial
3 questions for ADEA
Also covers: ARLO, ATEN, ATNI +13 more
MG
Matthew Galinko
Maxim Group
3 questions for ADEA
Also covers: ALMU, ARBE, CPTN +12 more
Kevin Cassidy
Rosenblatt Securities
2 questions for ADEA
Also covers: AMBA, BTDR, BZAI +13 more
MD
Madison De Paola
Rosenblatt Securities
1 question for ADEA
Also covers: NVTS, OUST
SS
Scott Searle
ROTH MKM
1 question for ADEA
Also covers: AIOT, AIRG, ARLO +21 more
Recent press releases and 8-K filings for ADEA.
Adeia Inc. Raises 2025 Financial Outlook
ADEA
Guidance Update
Revenue Acceleration/Inflection
Legal Proceedings
- Adeia Inc. raised its financial outlook for the year ending December 31, 2025, projecting revenue and earnings to significantly exceed prior guidance.
- This revised outlook is primarily driven by the execution of a long-term media IP license agreement with The Walt Disney Company, which also resolves all outstanding litigation between the companies.
- The updated GAAP revenue outlook for 2025 is $425.0 \u2013 $435.0 million, an increase from the prior guidance of $360.0 \u2013 $380.0 million.
- The updated GAAP net income outlook for 2025 is $96.4 \u2013 $113.9 million, compared to the prior guidance of $52.4 \u2013 $71.6 million.
- Operating expenses are also expected to be higher, reflecting increased variable compensation due to anticipated overachievement of performance targets.
Dec 22, 2025, 1:07 PM
Adeia Raises 2025 Financial Outlook
ADEA
Guidance Update
Revenue Acceleration/Inflection
Earnings
- Adeia Inc. has raised its financial outlook for the year ending December 31, 2025, anticipating results to surpass the high end of its previous guidance.
- This positive revision is primarily attributed to strong deal execution, notably the Disney agreement, which significantly boosts revenue expectations.
- The company's updated GAAP revenue guidance for 2025 is $425.0 - $435.0 million, an increase from the prior range of $360.0 - $380.0 million.
- Updated GAAP net income guidance for 2025 is $96.4 - $113.9 million, and Non-GAAP Adjusted EBITDA guidance is $257.1 - $265.1 million.
- Operating expenses are projected to be higher, reflecting increased variable compensation due to the expected overachievement of performance targets.
Dec 22, 2025, 1:06 PM
Adeia and Disney Enter Into Long-Term Media IP License Agreement
ADEA
Legal Proceedings
New Projects/Investments
- Adeia Inc. has entered into a long-term agreement with The Walt Disney Company for access to Adeia’s comprehensive media intellectual property (IP) portfolio.
- This agreement resolves all outstanding litigation between the companies and includes a long-term license covering all Disney's products and services that were the subject of the litigation.
- Adeia's CEO, Paul E. Davis, stated that the deal reflects their commitment to enabling cutting-edge media experiences and validates the significance of their technology in connected entertainment.
Dec 22, 2025, 1:05 PM
Adeia Reports Q3 2025 Revenue and Adjusts Full-Year Guidance Due to AMD Litigation
ADEA
Earnings
Guidance Update
Legal Proceedings
- 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.
Nov 3, 2025, 1:06 PM
Quarterly earnings call transcripts for Adeia.
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