Welcome to our dedicated page for Adeia SEC filings (Ticker: ADEA), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Adeia Inc. filings document an intellectual property licensing business focused on semiconductor and media technologies. Form 8-K reports furnish operating results and financial condition updates, license-agreement announcements, patent litigation matters, litigation settlements and capital allocation actions tied to the company's licensing model.
Proxy and annual-meeting filings cover board elections, executive compensation advisory votes, equity incentive plan amendments, auditor ratification and related governance disclosures. Other current reports record executive and organizational changes, severance arrangements, stockholder voting outcomes and Regulation FD disclosures for material business events.
Ameriprise Financial, Inc., through its investment adviser subsidiary Columbia Management Investment Advisers, LLC (CMIA) and Columbia Seligman Technology and Information Fund, filed an amended ownership report on Adeia Inc. common stock. AFI reports beneficial ownership of 13,713,908 shares, representing 12.4% of Adeia’s common stock, primarily via accounts managed by CMIA. CMIA reports beneficial ownership of 12,866,172 shares (11.7%), and the Fund directly owns 8,147,793 shares (7.4%) as of June 30, 2026. The report explains that AFI and CMIA may be deemed to beneficially own these shares in their roles as parent holding company and investment adviser, while each disclaims beneficial ownership.
ADEIA INC received a Schedule 13G filing reporting that FMR LLC and Abigail P. Johnson are beneficial owners of a significant position in the company’s common stock. FMR LLC reports beneficial ownership of 5,996,066.35 shares of common stock, representing 5.4% of the class outstanding.
FMR LLC has sole dispositive power over 5,996,066.35 shares and sole voting power over 5,990,702 shares, with no shared voting or dispositive power. Abigail P. Johnson is reported with sole dispositive power over the same 5,996,066.35 shares, but no voting power, reflecting her control position over FMR LLC and its subsidiaries.
One or more other persons have the right to receive dividends or sale proceeds from these ADEIA INC shares, but no single such person holds more than 5% of the total outstanding common stock. Subsidiaries involved in acquiring the securities are identified in an attached Exhibit 99 under the parent holding company structure.
Adeia Inc. generated revenue of 96,117 (in thousands) for the quarter ended June 30, 2026, up from 85,735 a year earlier. Non-recurring IP licensing, including past infringement resolutions, rose to 22,593, while recurring revenue declined to 73,524. Media licensing contributed 81,317 and Semiconductor licensing 14,800. Net income was 17,366 versus 16,722, with diluted EPS of 0.15.
For the first half of 2026, revenue was 200,889 and net income 40,139. Operating cash flow increased to 113,122, supporting cash, cash equivalents and marketable securities totaling $137.1 million at June 30, 2026. Gross Term Loan B debt outstanding was 392,552 (with 365,029 classified as long term). Remaining performance obligations were 519,112. Adeia paid dividends of 0.05 per common share and repurchased approximately 0.8 million shares for $20.0 million, leaving $140.0 million available under its authorization.
Adeia Inc. Chief Financial Officer Keith A. Jones reported a tax-withholding disposition of 29,578 shares of common stock on August 1, 2026 at $26.65 per share. The shares were withheld to satisfy tax obligations upon vesting, and he now directly holds 552,189 shares.
Adeia Inc. reported Q2 2026 revenue of $96.1 million, with GAAP net income of $17.4 million and GAAP diluted EPS of $0.15. Non-GAAP net income was $39.1 million, or $0.34 per diluted share, and adjusted EBITDA reached $56.4 million, a 59% margin. Operating cash flow was $54.6 million.
The company signed six license agreements, including a multi-year renewal with Google covering YouTube TV and a multi-year RPX agreement adding 10 new e-commerce customers, plus new deals with L'Oréal and other media and consumer electronics partners. Non-Pay-TV recurring revenue grew 54% year-over-year.
Adeia raised its long-term annual revenue outlook to $600 million, targeting $200 million from semiconductors and $400 million from media, and reiterated its 2026 revenue outlook of $395.0-435.0 million, GAAP net income of $57.2-80.4 million, and adjusted EBITDA of $213.4-245.4 million. During the quarter it reduced term-loan principal by $6.1 million, ending at $392.6 million, repurchased $10.0 million of stock, and paid a quarterly dividend of $0.05 per share.
Adeia Inc. approved amended and restated severance agreements for Chief Financial Officer Keith A. Jones, Chief Revenue Officer Dr. Mark Kokes, and Chief Legal Officer and Secretary Kevin Tanji, as authorized by the Compensation Committee on July 22, 2026.
Under these agreements, if an executive experiences a Qualifying Termination, unvested equity awards scheduled to vest within 12 months will accelerate, including certain performance-based awards. For performance-based equity, completed fiscal-year goals vest based on actual performance, while remaining goals vest at the greater of target or actual performance, as determined by the company. In a CIC Qualifying Termination tied to a Change in Control, existing full acceleration of all equity continues, with performance-based vesting levels determined using the same actual-versus-target framework.
Adeia Inc. director and Chief Executive Officer Paul E. Davis reported a routine share disposition related to tax obligations, not an open-market trade. A total of 52,661 shares of Common Stock were withheld at $28.61 per share to satisfy tax withholding obligations tied to the release of previously vesting shares. Following this tax-withholding event, Davis directly holds 1,522,947 shares of Adeia Common Stock, indicating he retained a substantial equity position after the transaction.
Adeia Inc. Chief Legal Officer Kevin Tanji reported an open-market sale of 99,342 shares of Adeia common stock on May 13, 2026 at a weighted average price of $31.75 per share. According to the filing, the shares were sold in multiple transactions at prices ranging from $31.34 to $32.15, inclusive. After these transactions, Tanji directly holds 312,913 shares of Adeia common stock.
ADEA submitted a Form 144 notice reporting proposed dispositions of Common Stock held as Restricted Stock and Performance Shares. The filing lists multiple award lots with grant dates of 03/01/2025 and 03/01/2026, including examples of 41,052, 14,436, and 9,933 shares.
The form names Morgan Stanley Smith Barney LLC as the broker and shows a filing date of 05/13/2026. The filing enumerates individual lots rather than a single aggregate block.