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Adeia (ADEA)
NASDAQ:ADEA
Earnings Data
Report Date
May 11, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.3Last Year’s EPS
0.26Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call describes a very strong operational and financial year (record revenue, earnings, cash generation, significant new customer wins and diversified growth into OTT and semiconductors). Management emphasizes a robust pipeline and early 2026 deal momentum (including Microsoft). Offsetting risks include rising litigation expense and active disputes (e.g., DIRECTV), higher operating costs driven by variable compensation, guidance that implies margin compression to ~55% and a revenue range that could be below 2025 at the low end. On balance, the company delivered outsized 2025 results, has multiple growth vectors (OTT, semiconductors, patents/technology), and communicated a clear plan to manage legal and transition risks.Company Guidance
Record Annual Revenue and Earnings
Revenue of $443.0M for fiscal 2025 (record), exceeding the high end of guidance; operating income of $276M and adjusted EBITDA of $278M, both above guidance.
Strong Fourth Quarter Results and Cash Generation
Q4 revenue of ~$182.6M–$183M; Q4 adjusted EBITDA of $133.9M and adjusted EBITDA margin of 73%; ended Q4 with $136.7M in cash, cash equivalents and marketable securities and generated $60M of cash from operations in the quarter.
Deal Momentum and New Customer Wins
Executed 26 license agreements in 2025 and added a record 12 new customers; Q4 included 9 deals (8 media, 1 semiconductor) with 4 new customers. Notable wins: multiyear agreements with Disney and Microsoft, licensing with Amazon, Major League Baseball, and a renewal with Vodafone.
Diversification & OTT Growth
Non‑Pay‑TV recurring revenue grew 30% year‑over‑year in Q4; full‑year non‑Pay‑TV recurring revenue grew >20% in 2025 and >60% since 2022. Management forecasts Pay‑TV to decline to ~35%–40% of revenue in 2026 while OTT is expected to represent ~30%–35%.
Semiconductor Business Acceleration
Semiconductor revenue rose from ~$18M in 2024 to ~$26M in 2025 (≈40% YoY increase). Signed prototype and licensing agreements (including follow‑ons), and AMD and other logic players publicly moving to hybrid bonding; hybrid bonding recognized as an innovation driver and RapidCool gaining traction.
Patent Portfolio Expansion and Industry Recognition
Patent portfolio grew 13% in 2025 (third consecutive year of double‑digit growth); 66 new U.S. patents issued in 2025. Awards: hybrid bonding Best of Show and RapidCool Global Brands Award for Technology Excellence.
Balanced Capital Allocation and Shareholder Returns
Reduced debt by $60M in 2025, repurchased ~718,000 shares for $10M (remaining repurchase capacity ~$160M), paid a $0.05/share dividend with an additional $0.05/share approved; made 2 tuck‑in acquisitions while growing cash balance.
2026 Guidance and Long‑Term Ambition
2026 revenue guidance of $395M–$435M with adjusted EBITDA margin target ≈55%; management reiterates long‑term goal of $500M in annual licensing revenue and reports a strong pipeline and early 2026 deal activity.
ADEA Earnings History
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 |
|---|---|---|---|
Feb 23, 2026 | $18.48 | $19.75 | +6.87% |
Nov 03, 2025 | $14.24 | $12.70 | -10.84% |
Aug 05, 2025 | $12.40 | $13.68 | +10.32% |
May 05, 2025 | $12.21 | $13.08 | +7.13% |
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 May 11, 2026, After Close (Confirmed).
What is Adeia (ADEA) earnings time?
Adeia (ADEA) earnings time is at May 11, 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 2026 (Q1) is 0.3.