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Adeia Earnings Calls
| Release date | May 04, 2026 |
| EPS estimate | $0.328 |
| EPS actual | $0.380 |
| EPS Surprise | 15.75% |
| Revenue estimate | 99.721M |
| Revenue actual | 104.772M |
| Revenue Surprise | 5.06% |
| Release date | Feb 23, 2026 |
| EPS estimate | $0.651 |
| EPS actual | $0.86 |
| EPS Surprise | 32.10% |
| Revenue estimate | 168.449M |
| Revenue actual | 182.6M |
| Revenue Surprise | 8.40% |
| Release date | Nov 03, 2025 |
| EPS estimate | $0.360 |
| EPS actual | $0.280 |
| EPS Surprise | -22.22% |
| Revenue estimate | 168.449M |
| Revenue actual | 87.339M |
| Revenue Surprise | -48.15% |
| Release date | Aug 05, 2025 |
| EPS estimate | $0.240 |
| EPS actual | $0.250 |
| EPS Surprise | 4.17% |
| Revenue estimate | 100.877M |
| Revenue actual | 85.735M |
| Revenue Surprise | -15.01% |
Last 4 Quarters for Adeia
Below you can see how ADEA performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 05, 2025 |
| Price on release | $12.49 |
| EPS estimate | $0.240 |
| EPS actual | $0.250 |
| EPS surprise | 4.17% |
| Date | Price |
|---|---|
| Jul 30, 2025 | $13.00 |
| Jul 31, 2025 | $12.95 |
| Aug 01, 2025 | $12.34 |
| Aug 04, 2025 | $12.39 |
| Aug 05, 2025 | $12.49 |
| Aug 06, 2025 | $13.78 |
| Aug 07, 2025 | $13.78 |
| Aug 08, 2025 | $14.23 |
| Aug 11, 2025 | $14.07 |
| 4 days before | -3.92% |
| 4 days after | 12.65% |
| On release day | 10.33% |
| Change in period | 8.23% |
| Release date | Nov 03, 2025 |
| Price on release | $14.30 |
| EPS estimate | $0.360 |
| EPS actual | $0.280 |
| EPS surprise | -22.22% |
| Date | Price |
|---|---|
| Oct 28, 2025 | $17.73 |
| Oct 29, 2025 | $17.60 |
| Oct 30, 2025 | $17.12 |
| Oct 31, 2025 | $17.04 |
| Nov 03, 2025 | $14.30 |
| Nov 04, 2025 | $12.75 |
| Nov 05, 2025 | $13.78 |
| Nov 06, 2025 | $14.00 |
| Nov 07, 2025 | $13.89 |
| 4 days before | -19.35% |
| 4 days after | -2.87% |
| On release day | -10.84% |
| Change in period | -21.66% |
| Release date | Feb 23, 2026 |
| Price on release | $18.48 |
| EPS estimate | $0.651 |
| EPS actual | $0.86 |
| EPS surprise | 32.10% |
| Date | Price |
|---|---|
| Feb 17, 2026 | $18.73 |
| Feb 18, 2026 | $18.53 |
| Feb 19, 2026 | $18.53 |
| Feb 20, 2026 | $19.01 |
| Feb 23, 2026 | $18.48 |
| Feb 24, 2026 | $19.75 |
| Feb 25, 2026 | $20.67 |
| Feb 26, 2026 | $20.85 |
| Feb 27, 2026 | $20.69 |
| 4 days before | -1.33% |
| 4 days after | 11.96% |
| On release day | 6.87% |
| Change in period | 10.46% |
| Release date | May 04, 2026 |
| Price on release | $33.63 |
| EPS estimate | $0.328 |
| EPS actual | $0.380 |
| EPS surprise | 15.75% |
| Date | Price |
|---|---|
| Apr 28, 2026 | $30.23 |
| Apr 29, 2026 | $30.69 |
| Apr 30, 2026 | $31.85 |
| May 01, 2026 | $33.00 |
| May 04, 2026 | $33.63 |
| May 05, 2026 | $27.83 |
| May 06, 2026 | $29.16 |
| May 07, 2026 | $27.42 |
| May 08, 2026 | $29.53 |
| 4 days before | 11.25% |
| 4 days after | -12.19% |
| On release day | -17.26% |
| Change in period | -2.32% |
Adeia Earnings Call Transcript Summary of Q1 2026
Adeia reported a strong start to 2026: Q1 revenue was $104.8M with adjusted EBITDA of $62.3M (60% margin) and operating cash flow of $58.5M. Management closed eight license agreements in the quarter, including multiyear deals with AMD (semiconductor/hybrid bonding) and Microsoft (media), and added L'Oréal in e-commerce. The company completed five small tuck-in IP acquisitions, expanded its patent estate to ~13,750 assets, and continues to invest in R&D and targeted M&A. Adeia reduced net debt to below $400M (term loan $398.6M), repurchased ~$10M of stock (446k shares), paid a $0.05/share dividend and declared another $0.05/share dividend, and received an S&P upgrade to BB. Management reiterated full-year 2026 revenue guidance of $395M–$435M, expects an adjusted EBITDA margin of ~55% for the year, operating expenses of $184M–$192M, interest expense $34M–$36M, and a ~21% non-GAAP tax rate. Risks/notes: recurring revenue dipped sequentially to $66.3M due to subscriber declines and timing of certain license revenue (SanDisk/Kioxia), DISH renewal remains unresolved and may lead to litigation, and AMD included a retroactive component recognized in Q1. CEO Paul Davis announced his intention to step down later this year (transition planned through appointment of a successor).
