

Adeia is rated a Buy as semiconductor IP licensing drives explosive top-line growth, despite a shift away from recurring revenue. Semiconductor IP licensing revenues surged 314% YoY, offsetting declines in legacy media business and transforming ADEA's revenue mix. Recurring revenues now comprise 73% of the total, down from 98%, raising concerns about revenue visibility and sustainability.

BlackRock Inc. bought a new position in shares of Adeia Inc. (NASDAQ: ADEA) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 17,408,648 shares of the company's stock, valued at approximately $573,267,000. BlackRock Inc. owned about 15.78%

Assenagon Asset Management S.A. trimmed its position in shares of Adeia Inc. (NASDAQ: ADEA) by 33.8% during the undefined quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 117,221 shares of the company's stock after selling 59,859 shares during the quarter. Assenagon Asset Management

Adeia (NASDAQ: ADEA) reported second-quarter 2026 revenue of $96.1 million and adjusted EBITDA of $56.4 million, producing an adjusted EBITDA margin of 59%. The intellectual-property licensing company said results were in line with its expectations and reiterated full-year revenue guidance of $395 million to $435 million. President and CEO Paul Davis said the company generated $54.6

Adeia Inc. (ADEA) Q2 2026 Earnings Call Transcript

Adeia (ADEA) came out with quarterly earnings of $0.34 per share, beating the Zacks Consensus Estimate of $0.3 per share. This compares to earnings of $0.25 per share a year ago.

Adeia NASDAQ: ADEA reported second-quarter 2026 revenue of $96.1 million and adjusted EBITDA of $56.4 million, producing an adjusted EBITDA margin of 59%. The intellectual-property licensing company said results were in line with its expectations and reiterated full-year revenue guidance of $395 million to $435 million.

Signed multi-year license renewal with Google, which includes YouTube TV, one of the largest Pay-TV providers Signed multi-year license agreement with RPX, encompassing 10 new e-commerce customers Long-term annual revenue outlook increased to $600 million on the strength of our semiconductor business SAN JOSE, Calif., Aug. 03, 2026 (GLOBE NEWSWIRE) -- Adeia Inc. (Nasdaq: ADEA) (the “Company” or “Adeia”) today announced financial results for the second quarter ended June 30, 2026.