While Adeia experienced strong growth in non-Pay TV revenue and successfully secured new license agreements, the impact of litigation against AMD and the subsequent adjustment in revenue guidance tempered the overall positive performance. The company's strategic initiatives in expanding its patent portfolio and reducing debt are commendable, but the ongoing legal challenges present potential risks.

Company Guidance

During Adeia's Third Quarter 2025 Earnings Conference Call, the company provided updated financial guidance and metrics. Revenue for the third quarter was reported at $87.3 million, with non-Pay TV recurring revenue up 31% year-over-year. Due to litigation with AMD, Adeia lowered its full-year 2025 revenue guidance to a range of $360 million to $380 million, reflecting the unlikelihood of closing a licensing agreement with AMD this year. Operating expenses for the third quarter were $37.1 million, a 9% decrease from the prior quarter, while litigation expenses were $5.2 million, down 28% from the previous quarter. The adjusted EBITDA for the third quarter was $50.7 million, with a margin of 58%. Adeia's pipeline remains robust, with multiple opportunities in media and semiconductor sectors expected to drive revenue growth in 2026. The company also emphasized its strong cash position, generating $17.8 million in cash from operations during the third quarter, and maintaining $115.1 million in cash, cash equivalents, and marketable securities.

Non-Pay TV Recurring Revenue Growth

Adeia's non-Pay TV recurring revenue was up 31% year-over-year for the third quarter and has increased by 81% since separation, indicating strong growth in new verticals such as semiconductors, OTT, and e-commerce.

Successful License Agreements

The company closed two long-term license agreements: a renewal with Altice, a major broadband and video service provider, and a new agreement with an e-commerce customer. Adeia has signed four e-commerce customers since entering this market last year.

Debt Reduction

Adeia made debt payments of $11.1 million during the quarter, continuing its commitment to pay down debt at an accelerated rate, with a total debt reduction of $312 million since separation.

Patent Portfolio Expansion

The company increased its patent portfolio from approximately 9,500 assets at separation to over 13,000, reflecting a growth of over 35%, primarily driven by internal R&D in areas like OTT, AI, and hybrid bonding.

Recognition and Awards

Adeia was named one of the Best Places to Work by U.S. News & World Report for two consecutive years and received the Best of Show Award for Most Innovative Technology at the Future of Memory and Storage Conference.

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

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ADEA Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 24, 2026	2025 (Q4)	0.42 / -	0.47	―	―	―
Nov 03, 2025	2025 (Q3)	0.35 / 0.28	0.27	3.70% (+0.01)
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)

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
Nov 03, 2025	$14.30	$12.75	-10.84%
Aug 05, 2025	$12.45	$13.73	+10.33%
May 05, 2025	$12.26	$13.13	+7.13%
Feb 18, 2025	$13.33	$16.22	+21.68%

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 (ADEA) report earnings?

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

What is Adeia (ADEA) earnings time?

Adeia (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?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is ADEA EPS forecast?

ADEA EPS forecast for the fiscal quarter 2025 (Q4) is 0.42.

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