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.
Adeia Inc. director and CEO Paul E. Davis reported equity compensation-related transactions in Adeia common stock. On March 1, 2026, he received a grant or award acquisition of 361,480 shares at $0.00 per share upon full vesting of previously granted Performance Stock Units after a three-year performance period, and 149,950 restricted stock units that vest in four equal installments on each of the first four anniversaries of the grant date.
On the same date, 70,084 shares and 183,913 shares were disposed of through tax-withholding dispositions at $20.69 per share to satisfy tax obligations tied to vesting. Following these transactions, his directly owned common stock holdings reported in separate lines were 1,606,926 shares and 1,573,963 shares.
Adeia Inc. files its annual report describing a technology and IP licensing business focused on media and semiconductor markets. The company licenses a portfolio of approximately 13,750 patent assets as of December 31, 2025, spanning content discovery, personalization, AI-related media technologies and advanced semiconductor packaging.
Adeia’s customers include major Pay-TV operators, OTT video providers, consumer electronics makers, social media platforms and semiconductor manufacturers, generally paying fixed, per-subscriber or per-unit fees. Five customers represented 55.7% of revenue for the year ended December 31, 2025, underscoring customer concentration risk.
The report highlights growth initiatives in OTT licensing, semiconductor hybrid bonding and cooling (including RapidCool), and expansion into adjacent markets such as e-commerce and automotive. As of December 31, 2025, Adeia reports $426.7 million of Term Loan B debt, $73.1 million in cash and cash equivalents and $63.6 million in marketable securities, with about 150 full-time employees. The company outlines extensive risk factors, including litigation, patent protection, regulatory changes, leverage and reliance on renewing time-limited license agreements.
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. (ADEA) reported Q3 2025 results. Revenue was $87.3 million, up slightly year over year, while operating income was $27.0 million. Net income was $8.8 million with diluted EPS of $0.08. For the first nine months, revenue reached $260.7 million and net income was $37.4 million with diluted EPS of $0.33.
The business remains largely recurring: Q3 recurring revenue was $86.3 million. Media contributed $79.7 million and Semiconductor $7.6 million. Operating cash flow was strong at $98.1 million year to date. Cash, cash equivalents and marketable securities totaled $115.1 million; long‑term debt outstanding was $447.8 million under a Term Loan B carrying a 7.8% rate as of September 30, 2025.
Deferred revenue was $82.3 million (current and long‑term), and remaining performance obligations were $370.5 million. The company paid a $0.05 quarterly dividend and repurchased about 0.8 million shares for $10.0 million earlier in the year, with $170.0 million remaining on the authorization. Shares outstanding were 109,510,191 as of October 23, 2025.
Adeia Inc. (ADEA) filed a Form 4 for an officer transaction. The company’s Chief Licensing Officer, Media, reported a tax withholding related to vesting on 11/01/2025.
The filing shows 6,259 shares of common stock were withheld under code F at a price of $17.04 to satisfy tax obligations tied to the release of vested shares. Following this transaction, the reporting person beneficially owns 234,635 shares, held directly.
The explanation states the shares were withheld to cover tax withholding obligations in connection with the release of shares subject to vesting.
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.
Adeia Inc. (ADEA) reported an insider Form 4 transaction. On 10/19/2025, 5,828 shares of common stock were withheld at $16.56 under transaction code F to satisfy tax withholding tied to a vesting release. After this transaction, the reporting person directly owned 236,298 shares.
The filer is an officer, serving as Chief Licensing Officer, Semi.
Adeia Inc. (ADEA) reported an insider transaction by its Chief Legal Officer. On 10/19/2025, 8,117 shares of common stock were withheld at $16.56 under transaction code F, which indicates shares withheld to cover taxes upon the release of vested shares. Following this administrative transaction, the reporting person directly owns 310,561 shares.
Adeia Inc. (ADEA) reported an insider tax-withholding transaction. On 10/19/2025, the Chief Licensing Officer, Media had 8,117 shares of common stock withheld at $16.56 per share to satisfy tax withholding obligations tied to a vesting release. Following this administrative transaction, the officer beneficially owned 240,894 shares, held directly. This filing reflects share withholding rather than an open‑market sale.