Adeia can look like a quiet licensing company until the moving parts show up: lumpy patent revenue, high margins, customer concentration, debt paydown, semiconductor wins, litigation, and a CEO search running through 2026.
References
Sources used in this report
SEC APISEC submissions JSON2026-05-14 · Issuer identity, ticker, exchange, CIK, SIC, and filing recency.SEC APISEC companyfacts JSON2026-05-14 · XBRL cross-check path for entity name and revenue facts.SEC filingFY2025 Form 10-K2026-02-26 · Business model, patent portfolio, segment structure, revenue mix, FY2025 financials, debt, litigation, customer concentration, and risks.SEC filingQ1 2026 Form 10-Q2026-05-06 · Latest quarterly financials, revenue disaggregation, balance sheet, cash flow, debt, buybacks, dividends, and customer concentration.Company release furnished to SECQ1 2026 earnings release2026-05-04 · Q1 headline results, AMD and Microsoft license wins, L'Oreal early-Q2 license, adjusted EBITDA, operating cash flow, debt paydown, and FY2026 outlook.Company release furnished to SECCEO-transition release2026-05-04 · CEO departure timing, board search process, and management transition context.SEC governance filing2026 definitive proxy statement2026-03-25 · Board, executive, governance, compensation, and shareholder-meeting evidence.