Adeia Inc. (ADEA) Form 8-K — Nov 2, 2026
Adeia reported Q3 2026 revenue of $80.2 million, down from $96.1 million in Q2 and $87.3 million a year ago, with GAAP net income of $2.3 million and non-GAAP diluted EPS of $0.21. The company appointed Dipti Vachani, a semiconductor industry veteran with nearly 30 years of experience, as CEO and signed eight license agreements in the quarter, including multi-year renewals with Charter and TCL plus four new customers.
Key figures
- Eps
- GAAP diluted EPS $0.02; non-GAAP diluted EPS $0.21
- Revenue
- 80200000
- Guidance
- FY2026 revenue lowered to $375.0-$415.0M from $395.0-$435.0M; GAAP net income $52.8-$79.2M; non-GAAP net income $136.7-$164.3M; adjusted EBITDA $201.1-$237.1M
- Net Income
- 2267000
- Total Debt
- 386500000
- Revenue Yoy
- Q3 revenue $80.2M vs $87.3M in Q3 2025 (down ~8% YoY); nine-month revenue $281.1M vs $260.7M
- Cash Position
- 127700000
- New customers
- 4
- Adjusted ebitda q3
- 36900000
- Term loan paydown q3
- 6100000
- License agreements signed
- 8
- Long term revenue outlook
- $600 million annual
- Cash flow from operations q3
- 5100000
- Quarterly dividend per share
- 0.05
AI analysis
Red flags5 · Pro
The rest of the AI analysis, red flags and sentiment are part of Signal8 Pro.
AI-generated analysis of a public disclosure. Not investment advice; verify against the original document.