NASDAQ$ADEA
Adeia Inc · Q1 2026 earnings
Q1 2026 earnings · · Investor relations
Briefing
Adeia reported Q1 2026 revenue of $104.8M, net income of $22.8M, and diluted EPS of $0.20.
Total revenue increased to $104.8 million from $87.7 million, driven by intellectual property licensing. Income before taxes was $28.0 million versus $13.9 million; net income was $22.8 million versus $11.8 million. Diluted EPS was $0.20 versus $0.10.
- Total revenue $104.8M vs $87.7M (+20% YoY).
- Net income $22.8M; diluted EPS $0.20 vs $0.10.
- IP licensing remains sole reportable segment.
- Two customers each exceeded 10% of revenue.
Headline financials
Revenue & EPS history
Adeia · Revenue · Quarterly
$105M
Forward guidance
Management discussed licensing pipeline, semiconductor and media platform renewals, and capital return without numeric quarterly guidance.
Tailwinds
- Revenue growth from recurring and non-recurring IP licensing.
- Strong margin profile on licensing model.
Headwinds
- Customer concentration in top licensees.
- Timing of large contract renewals can swing quarterly revenue.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 18 quarterly earnings reports · overlaid with Q1 2026
+1.2%
Avg return
Earnings day
+4.0%
Avg return
5 days after
+6.8%
Avg return
30 days after
67%
12 / 18 earnings
Positive
+7.1%
Q1 2025
Best reaction
-10.8%
Q3 2025
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | +4.8% | +14.1% | +4.1% | |
| Q4 2025 | +6.9% | +12.1% | +32.0% | |
| Q3 2025 | -10.8% | -2.9% | -13.0% | |
| Q1 2025 | +7.1% | +8.0% | +7.7% | |
| Q3 2024 | +4.9% | -3.0% | +19.6% | |
| Q2 2024 | +6.8% | +10.1% | +17.4% | |
| Q1 2024 | +1.5% | +0.9% | +5.3% | |
| Q3 2023 | -1.9% | +2.1% | +4.3% | |
| Q2 2023 | +1.2% | -12.0% | -16.6% | |
| Q1 2023 | +0.3% | +24.2% | +46.3% | |
| Q3 2022 | +0.4% | -5.6% | -8.0% | |
| Q2 2022 | -1.3% | -1.7% | -8.3% | |
| Q1 2022 | -1.8% | +2.8% | +3.2% | |
| Q3 2021 | +0.5% | +1.8% | +5.4% | |
| Q2 2021 | +0.9% | -0.6% | -0.1% | |
| Q1 2021 | -0.8% | +1.4% | +10.1% | |
| Q3 2020 | +3.5% | +35.1% | +44.4% | |
| Q2 2020 | -1.2% | -14.8% | -31.9% |
Discussion
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