ADEA · Adeia Inc.
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Metrics snapshot
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AI Brief
Q2 FY26 earnings call · Aug 3, 2026TL;DR. Adeia reported Q2 revenue of $96.1M with 59% adjusted EBITDA margin and $54.6M in operating cash flow, reiterated 2026 revenue guidance of $395–$435M, and raised its long-term annual revenue outlook to $600M (from $500M) driven by an increased semiconductor target of $200M (from $100M) on hybrid bonding adoption.
- + Raised long-term annual revenue outlook to $600M from $500M
- + Raised long-term semiconductor target to $200M annually from $100M
- + Non-PayTV recurring revenue grew 54% year-over-year
- + Signed six license agreements adding a record 12 new customers, including a multi-year Google renewal covering YouTube TV
- + Signed a multi-year RPX agreement adding 10 e-commerce customers in a single deal
- + Q2 operating cash flow of $54.6M with $137.1M cash balance; executed all four capital allocation pillars
- − Filed patent infringement claims against Fubo
- − CEO transition underway with successor expected by Q4 2026
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Software - Application — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
ADEA
this stock
Adeia Inc.
|
$2.75B | +49.2% | +17.9% | 22.9 | 6.8% |
|
QH
QUHUO Ltd
|
$350.35B | +240.7% | +59.7% | — | 0.0% |
|
SAP
Sap SE
|
$243.17B | -14.1% | — | — | 0.4% |
|
CRM
Salesforce, Inc.
|
$191.79B | -11.4% | +25.9% | 21.3 | 3.9% |
|
SHOP
Shopify Inc.
|
$183.03B | -6.0% | +30.1% | 95.5 | 1.3% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| ADEA | +1.0% | +1.1% | -3.7% | +0.6% | +49.2% |
| SPY | -0.2% | -0.5% | +12.2% | +0.9% | +12.9% |
| vs SPY | +1.2% | +1.6% | -15.9% | -0.4% | +36.4% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.