Adeia had a strong first quarter with significant new customer acquisitions and robust non-pay TV revenue growth. However, increased litigation costs and challenges in the pay TV market present some concerns. The company's positive financial guidance and strategic focus on growth areas mitigate these challenges.

Company Guidance -

Q2 2025

During Adeia's first quarter 2025 earnings call, the company provided guidance reiterating their full-year revenue projection of $390 million to $430 million. Operating expenses are expected to range from $166 million to $174 million, with an anticipated increase in litigation expenses in Q2. Interest expenses are projected between $41 million and $43 million, and other income is forecasted to be $4 million to $4.5 million. Adeia maintained a non-GAAP tax rate of 23% and expects an adjusted EBITDA margin of approximately 59%. The company highlighted their strong cash generation, with $57.1 million generated from operations, enabling ongoing stock buybacks and dividend payments. Additionally, Adeia emphasized their strategic growth through new customer acquisitions and patent portfolio expansions, including a 4% increase in operating expenses driven by R&D and litigation costs.

Strong Revenue and Cash Flow

Adeia generated $88 million in revenue and $57 million in cash from operations, in line with expectations, and maintained a strong cash position.

Successful New License Agreements

Signed 10 license agreements in Q1 2025, including four new customers in growth areas such as social media, OTT, and semiconductors.

Significant Increase in Non-Pay TV Recurring Revenue

Non-pay TV parts of the business saw recurring revenue increase by 25% year-over-year.

Expansion of Patent Portfolio

Grew total patent portfolio to over 12,750 assets, with a focus on strategic acquisitions such as micro LEDs and imaging portfolios.

Positive Financial Guidance

Reiterated full-year 2025 revenue guidance of $390 million to $430 million, with an adjusted EBITDA margin of approximately 59%.

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
Aug 05, 2025	2025 (Q2)	0.26 / -	0.28	―	―	―
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)
May 08, 2023	2023 (Q1)	0.33 / 0.48	0.433	10.85% (+0.05)

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
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%
Aug 06, 2024	$9.65	$10.31	+6.84%

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 Aug 05, 2025, After Close (Confirmed).

What is Adeia (ADEA) earnings time?

Adeia (ADEA) earnings time is at Aug 05, 2025, 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 (Q2) is 0.26.

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