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Adeia (ADEA) investor relations material
Adeia Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary3 Nov, 2025
Executive summary
Q3 2025 revenue reached $87.3 million, up 1.4% year-over-year, with strong growth in non-Pay TV recurring revenue and new license agreements, but net income declined to $8.8 million due to higher litigation and tax expenses.
Secured long-term licensing deals with Altice and a new e-commerce customer, and signed 20 new and renewal agreements, expanding presence in semiconductors, OTT, and e-commerce.
Filed multiple patent infringement lawsuits against AMD, impacting the likelihood of closing a license agreement in Q4 and prompting a downward revision of full-year revenue guidance.
Recognized for innovation with awards for hybrid bonding technology and workplace culture, and celebrated third anniversary as a standalone company.
Positive litigation developments with Disney, Shaw, and Videotron, including favorable rulings and awarded damages.
Financial highlights
Q3 2025 revenue was $87.3 million, with adjusted EBITDA of $50.7 million and a margin of 58%.
Q3 2025 GAAP net income was $8.8 million; non-GAAP net income was $32.0 million.
Operating expenses (non-GAAP) were $37.1 million, down 9% sequentially; GAAP operating expenses were $60.3 million.
Interest expense for Q3 was $10.1 million; other income was $1.5 million, mainly from interest on cash and investments.
Ended Q3 with $115.1 million in cash, cash equivalents, and marketable securities; generated $17.8 million in cash from operations.
Outlook and guidance
2025 revenue guidance revised to $360–$380 million due to AMD litigation; prior guidance included anticipated AMD license.
2025 GAAP net income expected between $52.4–$71.6 million; non-GAAP net income $127.4–$139.8 million; adjusted EBITDA projected at $202.3–$218.3 million.
Operating expense guidance lowered to $160–$164 million, reflecting cost-saving initiatives and expected litigation costs.
Recurring revenue expected to cross $90 million in Q4, with a strong pipeline supporting potential growth in 2026.
Diluted shares outstanding projected at 112.0–113.0 million.
What is the strategic importance of AMD litigation?
What drives non-Pay-TV recurring revenue growth?
How will AI investments impact future revenue?
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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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