Business Description

Adeia Inc. is a pure-play intellectual property licensing company based in San Jose, California. The company invents, develops, and licenses foundational technologies for the media and semiconductor industries. Adeia is distinctive for its extensive patent portfolio, which powers content discovery, digital entertainment, and advanced semiconductor packaging solutions globally.

Everything on Adeia Inc.

Revenue (FY2025) $443M
YoY growth +17.9%
Operating margin 39.5%
Direction Expanding
Gross margin 100.0%
Net margin 25.1%

Earnings Transcripts

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Leadership & board

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Paul E. Davis — Chief Executive Officer and Director View full profile ↗ V. Sue Molina — Director; Chair, Audit Committee View full profile ↗ Daniel Moloney — Chairman of the Board View full profile ↗ Tonia O'Connor — Director; Chair, Compensation Committee View full profile ↗ Adam Rymer — Director View full profile ↗ Phyllis Turner-Brim — Director; Chair, Nominating and Corporate Governance Committee View full profile ↗ Sandeep Vij — Director View full profile ↗ Keith A. Jones — Chief Financial Officer View full profile ↗ Kevin Tanji — Chief Legal Officer and Corporate Secretary View full profile ↗ Dr. Mark Kokes — Chief Revenue Officer View full profile ↗ Dana Escobar — Former Chief Licensing Officer and General Manager, Semiconductor View full profile ↗

Share Repurchase Program

Total authorized
$200.0 million
Remaining (FY2025 (year ended December 31, 2025))
$160.0 million
Latest FY repurchased
$20.0 million

Customer Concentration

Customer concentration is high. For the year ended December 31, 2025, five customers represented 55.7% of aggregate revenue, and two customers each accounted for 10% or more of total revenue (Customer A at 20% and Customer B at 16%). At December 31, 2025, one customer represented 63% of aggregate accounts receivable.

Recent SEC Filings

2026-08-03 Reported quarterly results View filing ↗
2026-07-28 Leadership change (directors/officers) View filing ↗
2026-07-01 Regulation FD disclosure View filing ↗
2026-05-08 Shareholder vote results View filing ↗
2026-05-04 Leadership change (directors/officers) (+1 more) View filing ↗
2026-05-04 Reported quarterly results View filing ↗
2026-04-01 Regulation FD disclosure View filing ↗
2026-03-09 Regulation FD disclosure View filing ↗
2026-02-23 Reported quarterly results View filing ↗
2026-01-26 Leadership change (directors/officers) (+1 more) View filing ↗
2025-12-22 Regulation FD disclosure View filing ↗
2025-11-03 Reported quarterly results View filing ↗

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