The earnings call reflects a generally positive outlook with strong revenue and cash generation, successful new product launches, and recognition for company culture. However, there are concerns regarding increased litigation expenses and uncertainty in closing a major semiconductor deal. Despite these challenges, the company remains optimistic about meeting its annual targets.

Company Guidance -

Q4 2025

During Adeia's Second Quarter 2025 Earnings Conference Call, the company reported $85.7 million in revenue and $23.1 million in cash from operations. They successfully reduced their debt by $11.1 million, totaling over $300 million in debt reduction since separation. Adeia reiterated its full-year revenue guidance, projecting revenue between $390 million and $430 million for 2025, while expecting operating expenses to range from $160 million to $166 million. The adjusted EBITDA margin was reported at 53% for the quarter, with a non-GAAP income tax rate of 23%. Adeia's patent portfolio grew by 2% in the quarter, reaching over 13,000 assets. The company highlighted multiple new licensing agreements, including a multiyear deal with STMicroelectronics, and showcased their innovative RapidCool technology in the semiconductor sector. They expressed optimism about achieving their revenue targets through diverse opportunities beyond the semiconductor segment and discussed a balanced capital allocation strategy, including dividends and share repurchases.

Revenue and Cash Flow Performance

Delivered $85.7 million in revenue and $23.1 million in cash from operations. Reduced debt by $11.1 million, bringing total debt paydown since separation to over $300 million.

Launch of RapidCool Technology

Introduced RapidCool, a direct-to-chip liquid cooling technology for semiconductors, which lowers thermal resistance by 70% and manages heat at 3x current power densities.

License Agreement Expansion

Signed 5 license agreements, including 3 new customers in semiconductors and e-commerce. Non-pay TV recurring revenue increased by 28% year-over-year.

Recognition as Best Company to Work For

Adeia was named a Best Company to Work for by U.S. News and World Report for the second year in a row.

Adeia (ADEA) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

ADEA Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 24, 2026	2025 (Q4)	- / -	0.47	―	―	―
Aug 05, 2025	2025 (Q2)	0.26 / 0.25	0.28	-10.71% (-0.03)
May 05, 2025	2025 (Q1)	0.25 / 0.26	0.25	4.00% (+0.01)
Feb 18, 2025	2024 (Q4)	0.43 / 0.47	0.27	74.07% (+0.20)
Nov 07, 2024	2024 (Q3)	0.40 / 0.27	0.38	-28.95% (-0.11)
Aug 06, 2024	2024 (Q2)	0.23 / 0.28	0.26	7.69% (+0.02)
May 06, 2024	2024 (Q1)	0.21 / 0.25	0.48	-47.92% (-0.23)
Feb 20, 2024	2023 (Q4)	0.25 / 0.27	0.41	-34.15% (-0.14)
Nov 06, 2023	2023 (Q3)	0.27 / 0.38	0.31	22.58% (+0.07)
Aug 07, 2023	2023 (Q2)	0.25 / 0.26	0.245	6.12% (+0.02)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

ADEA Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 05, 2025	$12.49	$13.78	+10.33%
May 05, 2025	$12.30	$13.18	+7.15%
Feb 18, 2025	$13.37	$16.27	+21.69%
Nov 07, 2024	$13.93	$11.39	-18.23%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Adeia Inc. (ADEA) report earnings?

Adeia Inc. (ADEA) is schdueled to report earning on Feb 24, 2026, After Close (Confirmed).

What is Adeia Inc. (ADEA) earnings time?

Adeia Inc. (ADEA) earnings time is at Feb 24, 2026, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

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What is ADEA EPS forecast?

Currently, no data Available

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