Adeia (ADEA) Investor Presentation summary

Company overview and business model

• Focuses on inventing, developing, and licensing innovations in media and semiconductor sectors, with over 12,750 patent assets and $376M in 2024 revenue.

• Cumulative licensing revenue has reached approximately $10B, with 110+ current customers and 35+ years of innovation.

• Media patents target video experience fundamentals; semiconductor patents focus on hybrid bonding and advanced processing.

• Headquarters in San Jose, CA, and listed on NASDAQ under ticker ADEA.

Innovation and technology leadership

• Decades of pioneering innovation in electronic program guides, DVRs, cloud apps, AI/ML, and advanced packaging.

• Sustained R&D investment and portfolio development drive renewals and new deals.

• Media innovations include interactive guides, universal search, ad tech, and computer vision.

• Semiconductor leadership in chip scale packaging, wafer bonding, 2.5D/3D IC, and hybrid bonding IP.

Market opportunities and customer relationships

• Addressable markets include U.S. pay-TV (~$94B), OTT (~$139B), consumer electronics (~$120B), and social media (~$164B).

• OTT subscriptions are projected to grow, while pay-TV declines.

• $1.3B in total contract value signed since 2021, supported by 135+ license agreements with major global brands.

• Long-term relationships with companies like Micron, AT&T, Comcast, Samsung, Sony, and SK hynix.