Every material Form 8-K ACACIA RESEARCH CORP has filed with the SEC since May 07, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Acacia Research reported third quarter 2026 results with total revenue of $54.4 million, down from $59.4 million a year earlier, mainly due to lower paid-up license revenue in its Intellectual Property Operations segment. The company posted a GAAP net loss of $5.6 million, or $0.06 per diluted share, versus a loss of $2.7 million a year earlier, while adjusted net income of $4.3 million, or $0.04 per diluted share, improved from an adjusted loss in the prior-year quarter.
Total revenue was $54.4 million versus $59.4 million for the quarter ended September 30, 2025.
GAAP net loss attributable to Acacia was $5.6 million, or $0.06 per diluted share, compared with a $2.7 million loss a year earlier.
Total Company Adjusted EBITDA was $3.9 million, compared with $8.0 million in the prior-year quarter.
Cash, equity securities and loans receivable totaled $346.3 million, or $3.55 per share, at September 30, 2026, with no parent-company debt.
Acacia Research reported second-quarter 2026 revenue of $114.6 million, up from $51.2 million a year earlier, driven mainly by higher paid-up licensing revenue in its Intellectual Property Operations segment. GAAP net income attributable to the company was $47 thousand, or $0.00 per diluted share, after a $30.9 million impairment of its equity method investment in MalinJ1, compared with a loss of $3.3 million in the prior-year quarter. Shareholders see higher sales and a return to GAAP breakeven, but the impairment charge largely offset operating gains.
Q2 2026 total revenue was $114.6 million versus $51.2 million in Q2 2025; Intellectual Property Operations contributed $60.9 million.
GAAP net income was $47 thousand ($0.00 per diluted share) versus a loss of $3.3 million ($0.03 per share) a year earlier.
Adjusted diluted EPS was $0.13 versus a loss of $0.06 a year earlier; Total Company Adjusted EBITDA was $17.3 million.
A $30.9 million impairment of the MalinJ1 equity method investment was recorded in the quarter; cash and investments totaled $334.6 million, or $3.43 per share, at June 30, 2026.
Acacia Research reported first quarter 2026 results on May 7, 2026. Revenue fell to $54.2 million from $124.4 million a year earlier, mainly because of lower paid-up license revenue at its Intellectual Property Operations segment, and the company posted a GAAP net loss of $15.7 million, compared with net income of $24.3 million in the prior-year quarter.
Total revenue was $54.2 million versus $124.4 million in the first quarter of 2025; Intellectual Property Operations revenue was $0.7 million versus $69.9 million.
GAAP net loss attributable to Acacia was $15.7 million, or $0.16 per diluted share, versus net income of $24.3 million, or $0.25 per diluted share, a year earlier.
Adjusted net loss was $6.6 million, or $0.07 per diluted share, versus adjusted net income of $33.1 million, or $0.34 per share, in the prior-year quarter.
Cash, cash equivalents, equity securities and loans receivable totaled $329.9 million, or $3.41 per share, at March 31, 2026, down from $339.6 million at December 31, 2025.
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