Adeia Inc. (ADEA)

Over the past six months, Adeia's stock experienced several events, including the announcement of Q1 and Q2 2025 financial results, with Q2 earnings surpassing estimates but revenues falling short. The company distributed quarterly cash dividends in June and September. Adeia's stock increased by 40.39% over the last six months as of October 2, 2024. Institutional holdings changes included increased stakes by Meritage Portfolio Management, GAMMA Investing LLC, and Nisa Investment Advisors LLC. Adeia's Chief Legal Officer had shares withheld for taxes upon vesting. The announcement of the third-quarter 2025 financial results is scheduled for November 3, 2025.

Demand for Adeia's products and services exhibits seasonality, with the fourth quarter typically being the strongest due to a concentration of contract renewals, while the first and second quarters are generally weaker.

Adeia, Inc. is a technology company specializing in intellectual property licensing across the media and semiconductor industries, focusing on the creation and monetization of new technologies through its patent portfolios. In the media sector, it licenses to multichannel video programming distributors, over-the-top video service providers, and social media companies. For consumer electronics, Adeia licenses manufacturers of smart televisions, streaming media devices, video game consoles, mobile devices, and content storage devices. In the semiconductor industry, the company licenses providers of sensors, radio frequency components, memory, and logic devices. A notable recent product introduction is RapidCool™, a direct-to-chip liquid cooling technology. Adeia Inc. was formerly known as Xperi Corporation and changed its name in December 2019.

Adeia, Inc. has a global geographic footprint, operating in the United States, Canada, Asia, Europe, and the Middle East, as well as internationally.

In the past year, Adeia has demonstrated a strong reputation for innovation, receiving recognition at the Electronic Components and Technology Conference and securing double gold medals in the Merit Automotive Awards. In 2024, Adeia was ranked in the top 75 globally for the number of U.S. Patents issued. The company licenses its innovations under the Adeia brand name.

Institutional investors hold a significant majority of Adeia, Inc.'s stock, owning 96.8% of the shares. Major institutional owners include BlackRock, Inc., Ameriprise Financial Inc, Vanguard Group Inc, SLMCX - Columbia Seligman Communications and Information Fund Class A, iShares Core S&P Small-Cap ETF (IJR), State Street Corp, Rubric Capital Management LP, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Neuberger Berman Group LLC, and Harvey Partners, LLC. Individual insiders own 2.07% of the company's shares.