Adeia: One Dimensional Growth Is Still Growth

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.

Seeking Alpha • Sep 2, 2026

Adeia Q2 Earnings Call Highlights

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.

MarketBeat • Aug 3, 2026

Adeia Inc. (ADEA) Q2 2026 Earnings Call Transcript

Adeia Inc. (ADEA) Q2 2026 Earnings Call Transcript

Seeking Alpha • Aug 3, 2026

Adeia Announces Second Quarter 2026 Financial Results

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.

GlobeNewsWire • Aug 3, 2026

Adeia (ADEA) Tops Q2 Earnings and Revenue Estimates

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.

Zacks Investment Research • Aug 3, 2026

Adeia to Release Second Quarter 2026 Financial Results on August 3, 2026

SAN JOSE, Calif., July 13, 2026 (GLOBE NEWSWIRE) -- Adeia Inc. (Nasdaq: ADEA) will announce its financial results for the second quarter ended June 30, 2026, on Monday, August 3, 2026.

GlobeNewsWire • Jul 13, 2026

New Strong Sell Stocks for July 6th

PLAY, BEP and ADEA have been added to the Zacks Rank #5 (Strong Sell) List on July 6, 2026.

Zacks Investment Research • Jul 6, 2026

Adeia Initiates Patent Infringement Litigation Against Fubo

SAN JOSE, Calif., July 01, 2026 (GLOBE NEWSWIRE) -- Adeia Inc. (Nasdaq: ADEA), the technology company whose innovations power next-generation media and semiconductor experiences, today announced that its wholly owned subsidiary has filed a patent infringement lawsuit against FuboTV Inc. (NYSE: FUBO) and certain of its subsidiaries in the United States District Court for the District of Delaware.

GlobeNewsWire • Jul 1, 2026

Adeia Enters into Multi-Year IP License Agreement with RPX

SAN JOSE, Calif., June 30, 2026 (GLOBE NEWSWIRE) -- Adeia Inc. (Nasdaq: ADEA), the technology company known for developing innovations that enable next-generation solutions for the semiconductor and media industries, today announced it has entered into a multi-year license agreement with RPX Corporation, a leading provider of patent risk management solutions.

GlobeNewsWire • Jun 30, 2026

Adeia: Multiple Growth Paths, Limited Upside At This Price

Adeia Inc. licenses patents in media, entertainment, and semiconductors, with positive but decelerating growth. I previously rated ADEA a Hold due to revenue volatility and a persistently negative tangible book value. Despite these concerns, ADEA's stock broke out in early March and has demonstrated strong momentum since.

Seeking Alpha • Jun 19, 2026