AI brief of an SEC Form 8-K · Adeia (ADEA)

Adeia reports record Q4 2025 revenue of $182.6 million; 2026 outlook below 2025

Mixed Impact 4 of 5 earnings Written later

Adeia reported record fourth-quarter 2025 revenue of $182.6 million, up from $119.2 million a year earlier, and full-year 2025 revenue of $443.4 million, up from $376.0 million. Its 2026 outlook calls for revenue of $395.0 million to $435.0 million and GAAP net income of $57.2 million to $80.4 million, both below the 2025 actual results of $443.4 million and $111.1 million.

Key points

  • Q4 2025 GAAP diluted EPS was $0.65, versus $0.32 in Q4 2024; non-GAAP diluted EPS was $0.86.
  • Full-year 2025 GAAP net income was $111.1 million and adjusted EBITDA was $277.6 million.
  • 2026 guidance: revenue $395.0 million to $435.0 million; GAAP net income $57.2 million to $80.4 million; adjusted EBITDA $213.4 million to $245.4 million.
  • A long-term license agreement with Disney was signed in Q4 2025, resolving all outstanding litigation.

The filing

CompanyAdeia (ADEA)
Form8-K, current report
Filed with the SECFeb 23, 2026, 4:14 PM ET
Accession number0001193125-26-063996

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:55 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 23, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.