Every 8-K that Adeia Inc. (ADEA) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow ADEA and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full ADEA filings page.
Adeia Inc. appointed Dipti Vachani as chief executive officer and director, effective October 12, 2026; Paul E. Davis’s resignation from both roles is effective the same day. Davis will serve as a consultant through December 31, 2026, for a fixed fee of $183,000.
Beginning October 12, Vachani’s annual base salary is $730,000, with a target bonus equal to 100% of salary based on company financial objectives and individual objectives set by the Board; her fiscal 2026 bonus will be prorated for her active employment. Her equity awards have an aggregate target grant date value of $11,000,000: $4,400,000 in time-based restricted stock units vesting over four years and $6,600,000 in performance-based units tied to a three-year performance period and continued employment. For qualifying terminations, the planned severance agreement provides cash equal to 150% of salary plus target bonus if the termination is more than three months before or more than twelve months after a change in control, and 200% if it is within three months before or twelve months following one.
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. reported the results of its 2026 annual stockholder meeting held on May 7, 2026. Stockholders elected seven directors to the board, with each nominee receiving over 95 million votes in favor and substantial support relative to votes cast against or abstaining.
Stockholders approved an advisory vote on named executive officer compensation, with 94,464,253 votes for, 1,774,851 against, and 40,712 abstentions. They also approved an amendment to the Amended and Restated 2020 Equity Incentive Plan to increase the shares reserved for issuance by an additional 10,700,000 shares of common stock, supported by 92,842,214 votes for and 3,399,879 against.
In addition, stockholders ratified the appointment of PricewaterhouseCoopers LLP as Adeia’s independent registered public accounting firm for the year ending December 31, 2026, with 102,595,650 votes for, 1,942,187 against, and 23,328 abstentions.
Adeia Inc. announced that CEO Paul E. Davis plans to step down as chief executive officer and board member to focus on his health and personal pursuits. He will remain in both roles until a successor is named, with the search targeted for completion by the fourth quarter of 2026.
The board has formed a special Transition Committee, chaired by chairman Dan Moloney, and engaged a nationally recognized search firm to evaluate internal and external candidates. The company highlights Davis’s tenure, including growing its patent portfolio by over 35%, increasing non-Pay-TV recurring revenue by over 60%, reducing outstanding debt by nearly 50%, and delivering record revenue and earnings in 2025.
Adeia Inc. reported strong first quarter 2026 results, with revenue of $104.8 million and GAAP net income of $22.8 million, up from $11.8 million a year earlier. GAAP diluted EPS was $0.20 and non-GAAP diluted EPS was $0.38. Adjusted EBITDA reached $62.3 million, representing a 60% margin, and cash flow from operations was $58.5 million.
The company signed eight license deals in the quarter, including new multi-year agreements with AMD and Microsoft, and in early Q2 added L’Oréal as a new media portfolio customer. Adeia continued shifting its mix, with non–Pay-TV recurring revenue growing 28% year over year. It paid down $28.1 million of term debt, reducing the balance to $398.6 million, repurchased $10.0 million of stock, and paid a $0.05 per-share dividend while declaring another $0.05 dividend. Management reiterated full-year 2026 guidance, including revenue of $395–$435 million and non-GAAP net income of $144.2–$168.7 million.
Adeia Inc. announced a multi-year intellectual property license agreement with Advanced Micro Devices (AMD) covering Adeia’s comprehensive semiconductor IP portfolio. This deal gives AMD long-term access to Adeia’s technologies in areas such as hybrid bonding, semiconductor packaging and processing.
The agreement also resolves all outstanding litigation between the companies, eliminating an ongoing legal dispute. Adeia’s CEO said the resolution allows both sides to move forward and may open the door to future collaboration on advanced semiconductor technologies, reinforcing Adeia’s role as a long-standing IP provider to leading chipmakers.
Adeia Inc. reported record fourth-quarter and full-year 2025 results driven by strong licensing momentum in media and semiconductors. Full-year revenue reached $443.4 million, up from $376.0 million, with GAAP net income of $111.1 million and adjusted EBITDA of $277.6 million. Fourth-quarter revenue was $182.6 million, generating GAAP diluted EPS of $0.65 and non-GAAP diluted EPS of $0.86.
The company signed 26 agreements in 2025, including a long-term license with Disney, multi-year deals with Major League Baseball and Vodafone, and a January 2026 media-portfolio license with Microsoft. Non-Pay-TV recurring revenue grew 22%. Adeia reduced term-loan principal by $60.4 million, repurchased $20.0 million of stock, and paid a quarterly dividend of $0.05 per share, which was also declared for March 30, 2026.
For 2026, Adeia guides revenue to $395.0–435.0 million, GAAP net income to $57.2–80.4 million, non-GAAP net income to $144.2–168.7 million, and adjusted EBITDA to $213.4–245.4 million, with a GAAP tax rate of 20% and non-GAAP tax rate of 21%.
Adeia Inc. reported organizational changes in its leadership team. Effective January 26, 2026, the company appointed Dr. Mark Kokes as Chief Revenue Officer, expanding his responsibilities from his prior role as Chief Licensing Officer & General Manager, Media. On the same date, Adeia announced that Dana Escobar, Chief Licensing Officer & General Manager, Semiconductor, plans to depart the company effective March 13, 2026.
Under an existing severance agreement dated February 9, 2023, and subject to customary conditions including a release of claims and confidentiality compliance, Mr. Escobar will receive severance payments and benefits previously described in Adeia’s 2025 proxy statement. The company also issued a press release detailing these organizational changes and other matters, which is filed as an exhibit to this report.
Adeia Inc. reported that it announced its financial results for the third quarter ended September 30, 2025. The company furnished this update in an 8-K, noting that a detailed press release is provided as Exhibit 99.1.
The disclosure states that the information under Item 2.02, including Exhibit 99.1, is being furnished and not filed under the Exchange Act. Adeia’s common stock trades on the Nasdaq Global Select Market under the symbol ADEA.