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.

Financial Statements

In thousands, USD
FY 2025FY 2024FY 2023FY 2022
Total Revenues443,386376,024388,788438,933
Gross Profit443,386376,024388,788438,933
Selling, General & Administrative Expenses119,534103,44395,226135,630
Depreciation & Amortization Expenses56,62170,72193,73597,077
Research & Development Expenses67,51959,59854,26444,579
Other Operating Expenses24,70913,6539,3338,587
Operating Profit175,003128,609136,230153,060
Interest Expense(40,359)(52,539)(62,574)(45,335)
Non-Operating Income6,2795,1176,3202,047
Total Non-Operating Income(34,080)(47,422)(56,254)(43,288)
Income Before Provision for Income Taxes140,92381,18779,976109,772
Provision for Income Taxes29,84816,56412,604(28,620)
Consolidated Net Income111,07564,62367,372138,392
Net Income Attributable to Minority Interests and Other(2,706)
Net Income Attributable to Discontinued Operations(436,978)
Net Income Attributable to Common Shareholders111,07564,62367,372(295,880)
Basic EPS1.020.590.631.33
Diluted EPS0.990.570.601.29
Basic Weighted Average Shares Outstanding108,845108,647106,554104,336
Diluted Weighted Average Shares Outstanding112,747113,061112,849107,580
Shares Outstanding108,999108,072107,384105,167
FY 2025FY 2024FY 2023FY 2022
Cash and Cash Equivalents73,13678,82554,560114,555
Short-Term Investments63,59731,56729,012
Total Cash and Cash Equivalents136,733110,39283,572114,555
Accounts Receivable158,460138,192114,570132,234
Total Trade Receivables158,460138,192114,570132,234
Other Current Assets8,7659,7927,70011,924
Total Current Assets303,958258,376205,842258,713
Net Property, Plant & Equipment14,29015,60016,45510,543
Net Intangible Assets303,456301,177347,172432,476
Goodwill313,660313,660313,660313,660
Other Long-Term Assets103,939209,148222,427195,134
Total Assets1,039,3031,097,9611,105,5561,210,526
Accounts Payable4,8278,0459,6238,546
Accrued Expenses34,25024,51719,13831,277
Current Portion of Long-Term Debt20,97521,02166,145109,813
Unearned Revenue19,72619,5237,13217,076
Total Current Liabilities79,77873,106102,038166,712
Long-Term Debt397,479454,435519,550619,580
Leases8,7349,4809,7304,794
Other Long-Term Liabilities72,771164,369117,616118,028
Total Long-Term Liabilities478,984628,284646,896742,402
Total Liabilities558,762701,390748,934909,114
Common Stock128125121117
Treasury Stock(297,778)(255,301)(222,497)(211,223)
Additional Paid-in Capital685,992648,914635,331636,266
Accumulated Other Comprehensive Income60(1)(8)(51)
Retained Earnings92,1392,834(56,325)(123,697)
Total Common Shareholders' Equity480,541396,571356,622301,412
Total Shareholders' Equity480,541396,571356,622301,412
Total Liabilities and Shareholders' Equity1,039,3031,097,9611,105,5561,210,526
FY 2025FY 2024FY 2023FY 2022
Net Income111,07564,62367,372(298,586)
Depreciation & Amortization58,58172,77995,274160,387
Share-Based Compensation Expense34,67426,64118,05752,626
Other Adjustments36,569(4,786)15,442318,848
Changes in Trade Receivables(59,698)(11,796)(16,035)(61,781)
Changes in Accounts Payable(2,457)(372)(894)18,601
Changes in Accrued Expenses(776)3,684(14,604)(3,614)
Changes in Unearned Revenue(14,377)54,274(7,355)(215)
Changes in Other Operating Activities(5,505)7,414(4,502)(3,243)
Cash from Operating Activities158,086212,461152,755183,023
Capital Expenditure(1,806)(1,821)(3,812)(12,576)
Proceeds from Sale of Property, Plant & Equipment86
Purchases of Intangible Assets(6,950)(20,476)(2,531)(290)
Purchases of Investments(57,301)(33,175)(42,845)(4,490)
Proceeds from Sale of Investments25,79631,45014,70064,830
Payments for Business Acquisitions(50,473)
Cash from Investing Activities(40,261)(24,022)(34,488)(2,913)
Repayments of Long-Term Debt(60,356)(114,167)(148,000)(40,500)
Net Issuance / (Repayments) of Long-Term Debt(60,356)(114,167)(148,000)(40,500)
Issuance of Common Shares2,4043,2472,35114,260
Repurchases of Common Shares(43,792)(31,487)(11,274)(33,201)
Net Issuance / (Repurchases) of Common Shares(41,388)(28,240)(8,923)(18,941)
Common Share Dividends Paid(21,770)(21,767)(21,339)(20,888)
Other Financing Activities(182,928)
Cash from Financing Activities(123,514)(164,174)(178,262)(263,257)
Effect of Exchange Rate Changes on Cash and Cash Equivalents(3,419)
Increase / (Decrease) in Cash, Cash Equivalents and Restricted Cash(5,689)24,265(59,995)(86,566)

Key Metrics & Ratios

MetricValue
Market Cap$1.88B
P/E17.42x
P/S4.24x
EV/EBITDA9.29x
Return on Equity25.3%
Return on Invested Capital15.5%
Current Ratio3.81x
Dividend Yield1.2%
Free Cash Flow Margin35.2%

Margins

Gross margin
100.0%
Operating margin
39.5%
Net margin
25.1%

Quarterly Trend

QuarterRevenueYoY growthOperating marginOperating income
Q2 2026 $96M +12.1% 26.4% $25M
Q1 2026 $105M +19.5% 33.2% $35M
Q4 2025 $183M +53.3% 59.5% $109M
Q3 2025 $87M +1.4% 30.9% $27M
Q2 2025 $86M 19.1% $16M
Q1 2025 $88M 26.0% $23M
Q4 2024 $119M 48.2% $57M
Q3 2024 $86M 32.7% $28M

More on Adeia Inc.

Figures compiled from public company filings.

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