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Adeia
Adeia (ADEA) investor relations material
Adeia Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary23 Feb, 2026
Executive summary
Achieved record annual revenue of $443.4 million in 2025, exceeding guidance, with strong operating income and adjusted EBITDA performance.
Closed 26 license agreements, including 12 with new customers across OTT, semiconductors, consumer electronics, Pay-TV, and e-commerce, diversifying the revenue base.
Signed major multi-year agreements with Disney, Microsoft, Amazon, and Major League Baseball, resolving litigation and expanding presence in OTT and sports media.
Non-Pay-TV recurring revenue grew 22–30% year-over-year in Q4, reflecting successful diversification.
Expanded IP portfolio by 13% in 2025 through R&D and six tuck-in acquisitions; RapidCool thermal solution evaluated by AI semiconductor leaders.
Financial highlights
Q4 2025 revenue was $182.6 million, with nine deals including four new license agreements; full-year revenue reached $443.4 million.
Q4 GAAP net income was $73.7 million; adjusted EBITDA was $133.9 million; full-year GAAP net income was $111.1 million, adjusted EBITDA $277.6 million.
Q4 adjusted EBITDA margin was 73%; full-year adjusted EBITDA margin was 63%.
Ended Q4 with $136.7 million in cash and generated $60 million in cash from operations.
Paid down $60.4 million in debt and repurchased $20 million in shares in 2025; $160 million remains authorized for repurchases.
Outlook and guidance
2026 revenue guidance is $395 million to $435 million, with balanced revenue expected between H1 and H2.
Operating expenses projected at $184 million to $192 million (non-GAAP); litigation expense expected to increase year-over-year.
Adjusted EBITDA for 2026 expected between $213.4 million and $245.4 million; non-GAAP tax rate at 20–21%.
Capital expenditures forecasted at $2 million for 2026.
Board declared a $0.05/share dividend payable March 30, 2026.
Identify the other major OTT licensee
RapidCool™ AI supply chain evaluation status
Explain 2026 revenue guidance vs. 2025 actuals
What drives 2026 EBITDA margin compression?
Logic customer deal assumptions in 2026 guidance
DIRECTV litigation: expected resolution path
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Next Adeia earnings date
Q1 20264 May, 2026
Adeia
Next Adeia earnings date
Q1 20264 May, 2026
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Frequently asked questions
Adeia Inc is a technology licensing company specializing in intellectual property related to semiconductor packaging and media entertainment. The company develops and licenses innovations that enable advancements in electronics, including memory solutions, interconnects, and digital media technologies. Adeia serves industries such as consumer electronics, computing, and automotive. The company is headquartered in San Jose, California, and its shares are listed on the NASDAQ.
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