ADEA

Adeia Inc. remains a hold as licensing delays and volatile revenue overshadow recent deal momentum and a post-selloff valuation reset. Q3 2026 revenue fell to $80.2M, EBITDA margin dropped to 46%, and 2026 revenue guidance was lowered due to delayed media licensing agreements. Recurring revenue is strong, but ADEA's growth depends on finalizing new agreements and long-term semiconductor opportunities that won't materialize until 2027+.

Adeia shares sold off after the Company cut full-year revenue guidance because a small number of large media-licensing deals slipped. The investigation focuses on how much of Adeia's outlook rested on those few contracts.

Adeia Inc. (ADEA) Q3 2026 Earnings Call Transcript

Dipti Vachani appointed as Chief Executive Officer Signed multi-year license renewals with Charter and TCL Reiterate confidence in long-term $600 million annual revenue outlook SAN JOSE, Calif., Nov. 02, 2026 (GLOBE NEWSWIRE) -- Adeia Inc. (Nasdaq: ADEA) (the “Company” or “Adeia”), the technology company pioneering foundational innovations that shape how the world computes, connects and experiences entertainment, today announced financial results for the third quarter ended September 30, 2026.

The Sustainable Value Strategy trailed its benchmark, the Russell 2500 Value Index, in the third quarter. New positions include Lineage, Birkenstock, Matador Resources, KBR and ICON. InterDigital, Stevanato Group and Exelixis rounded out our top contributors.

SAN JOSE, Calif., Oct. 22, 2026 (GLOBE NEWSWIRE) -- Adeia Inc. (Nasdaq: ADEA), the technology company pioneering foundational innovations that shape how the world computes, connects and experiences entertainment, today announced that TCL Electronics Holdings Limited ("TCL"), a global leader in consumer electronics and one of the world's largest television manufacturers headquartered in Shenzhen, China, has entered into a multi-year license renewal with Adeia for access to its media intellectual property (IP) portfolio.

SAN JOSE, Calif., Oct. 19, 2026 (GLOBE NEWSWIRE) -- Adeia Inc. (Nasdaq: ADEA), the technology company pioneering foundational innovations that shape how the world computes, connects and experiences entertainment, will announce its financial results for the third quarter ended September 30, 2026, on Monday, November 2, 2026.

SAN JOSE, Calif., Oct. 15, 2026 (GLOBE NEWSWIRE) -- Adeia Inc. (Nasdaq: ADEA), the technology company pioneering foundational innovations that shape how the world computes, connects and experiences entertainment, today announced it has won the 2026 AutoTech Breakthrough Award for Overall Electric Vehicle Innovation of the Year.

SAN JOSE, Calif., Oct. 05, 2026 (GLOBE NEWSWIRE) -- Adeia Inc. (Nasdaq: ADEA), the technology company pioneering foundational innovations that shape how the world computes, connects and experiences entertainment, today announced that it has entered into a multi-year renewal of its intellectual property (IP) license agreement with Charter Communications, Inc., through its Spectrum brand.

SAN JOSE, Calif., Sept. 28, 2026 (GLOBE NEWSWIRE) -- Adeia Inc. (Nasdaq: ADEA), the technology company pioneering foundational innovations that shape how the world computes, connects, and experiences entertainment, today announced that its board of directors (the “Board”) has appointed Dipti Vachani as chief executive officer, effective October 12, 2026.