NASDAQ$ADEA
Adeia Inc · Q4 2025 earnings
Q4 2025 earnings · · After market close · Investor relations
Briefing
Adeia reported record Q4 and FY2025 revenue, operating income, and adjusted EBITDA, plus a Disney license.
Adeia delivered record Q4 and full-year 2025 financial results across revenue, operating income, and adjusted EBITDA. The company signed a long-term license agreement with Disney, adding to OTT licensing wins. Adeia reduced debt by $60M and repurchased $20M of stock in 2025. Intellectual-property licensing remains the core earnings engine.
- Record Q4 and FY revenue, operating income, and adjusted EBITDA.
- Disney long-term license agreement signed.
- $60M debt reduction and $20M buybacks in 2025.
- Two largest OTT providers now under license.
Headline financials
Revenue & EPS history
Adeia · Revenue · Quarterly
$183M
Forward guidance
Licensing pipeline and renewals drive outlook; management emphasized recurring royalty growth from media partners.
Tailwinds
- Disney deal expands premium content licensing base.
- Capital returns via buybacks and deleveraging.
- High-margin IP model with limited capex.
Headwinds
- Dependence on licensee product cycles.
- Litigation and patent renewal risks inherent to IP model.
- Concentration among major OTT licensees.
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 Q4 2025
+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
Share your read of this quarter. Sign-in carries your eToro identity.
Join the conversation
Sign in with eToro to post your read of this quarter and vote on others'.
Sign in with eToro