Adeia Dirección
Dirección controles de criterios 4/4
El CEO de Adeia es Paul Davis , nombrado en Oct 2022, tiene una permanencia de 3.58 años. compensación anual total es $6.45M, compuesta por 10.3% salario y 89.7% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.96% de las acciones de la empresa, por valor de $28.35M. La antigüedad media del equipo directivo y de la junta directiva es de 2.9 años y 3.6 años, respectivamente.
Información clave
Paul Davis
Chief Executive Officer (CEO)
US$6.5m
Compensación total
| Porcentaje del salario del CEO | 10.26% |
| Permanencia del CEO | 3.6yrs |
| Participación del CEO | 1.0% |
| Permanencia media de la dirección | 2.9yrs |
| Promedio de permanencia en la Junta Directiva | 3.6yrs |
Actualizaciones recientes de la dirección
Recent updates
Artículo de análisis • May 14
Statutory Profit Doesn't Reflect How Good Adeia's (NASDAQ:ADEA) Earnings Are
Even though Adeia Inc. ( NASDAQ:ADEA ) posted strong earnings, investors appeared to be underwhelmed. Our analysis says...
Actualización de narrativa • May 04
ADEA: AMD Settlement Will Test Sustainability Of Recent Licensing Momentum
Adeia's analyst price target has shifted from $24 to $28, with analysts pointing to recent multi year licensing agreements, especially with AMD, and the resolution of key litigation as support for this higher valuation. Analyst Commentary Recent Street research on Adeia centers on the impact of new and renewed licensing agreements, along with the resolution of key litigation.
Actualización de narrativa • Apr 19
ADEA: AMD Licensing And Resolved Litigation Will Support Future Upside
Adeia's analyst price targets have moved higher into a $30 to $40 range, as analysts point to the new multi year IP and license agreements with AMD, Microsoft and other customers, along with recent litigation settlements, as key support for their updated views. Analyst Commentary Recent research updates show analysts becoming more constructive on Adeia, with higher price targets clustering in the $30 to $40 range and commentary that focuses on intellectual property execution, licensing momentum and litigation outcomes.Actualización de narrativa • Apr 05
ADEA: AMD License And Settlements Will Drive Future Upside
Narrative Update The analyst price target for Adeia has increased from $22.75 to $33.00. Analysts point to the new multi year AMD license, recent settlements, and fresh licensing wins with Microsoft and a major semiconductor customer as key supports for higher valuation assumptions.
Actualización de narrativa • Mar 21
ADEA: AMD License Resolutions Will Support Future Cash Flow Visibility
Adeia's analyst price target has been reset higher from $27.00 to $40.00, as analysts point to the new multi year license agreement with AMD, recent settlements with AMD and Disney, and fresh licensing wins with Microsoft and a semiconductor customer as key supports for their updated views. Analyst Commentary Bullish analysts are responding to Adeia's recent licensing momentum and litigation resolutions with higher price targets and reinforced confidence in the business model.Actualización de narrativa • Mar 07
ADEA: Disney Resolution And New Licensing Will Shape Future Credibility
Narrative update on Adeia The analyst price target for Adeia has been raised from $24 to $30 as analysts point to record quarterly results, new licensing deals, and guidance that suggests potential for revenue and free cash flow expansion beyond 2025. Analyst Commentary Recent research points to a more constructive stance on Adeia, with several firms lifting their price targets to $30 and citing record quarterly revenue, profits linked to a successful patent defense, and new licensing agreements with Microsoft and a semiconductor customer.Actualización de narrativa • Feb 21
ADEA: Disney Settlement And Licensing Outlook Will Shape Future Credibility
Analysts have maintained their $20.00 price target for Adeia, noting slightly revised assumptions for the discount rate, revenue growth, profit margin and future P/E ratio. Taken together, these updates continue to support their current valuation view.Actualización de narrativa • Feb 06
ADEA: Disney Settlement And Long-Term Licensing Will Drive Future Upside
Analysts maintained their fair value estimate for Adeia at $22.75, making only small adjustments to inputs such as the discount rate, revenue growth, profit margin, and future P/E assumptions, which together resulted in a modest refinement rather than a significant change in their overall price target view. What's in the News Adeia raised earnings guidance for the year ending December 31, 2025, with expected revenue of $425.0m to $435.0m, compared to prior guidance of $360.0m to $380.0m, and expected net income of $96.4m to $113.9m, compared to prior guidance of $52.4m to $71.6m (Key Developments).Actualización de narrativa • Jan 22
ADEA: Litigation Uncertainty And Hybrid Bonding Prospects Will Shape Credibility Outlook
Narrative Update on Adeia The analyst price target for Adeia has moved from US$17.00 to US$20.00. Analysts cite confusion around the recent post-earnings selloff, ongoing litigation questions, and continued interest in the recurring semis and hybrid bonding story as key reasons for the revised view.Artículo de análisis • Jan 15
When Should You Buy Adeia Inc. (NASDAQ:ADEA)?
Adeia Inc. ( NASDAQ:ADEA ), might not be a large cap stock, but it saw a significant share price rise of 61% in the...Actualización de narrativa • Jan 08
ADEA: Recurring Semi Licensing And Hybrid Bonding Will Outweigh Litigation Overhang
Narrative Update on Adeia Analysts have lifted their price target on Adeia from $19.75 to $22.75, pointing to continued confidence in the recurring semiconductor licensing story and hybrid bonding potential, even as they factor in a slightly lower revenue growth outlook, a lower discount rate and a higher future P/E multiple. Analyst Commentary Recent commentary around Adeia focuses on how the post earnings share reaction lines up with the recurring semiconductor licensing story and expectations for hybrid bonding adoption, especially in light of ongoing litigation related to logic chiplet licensing for data center and artificial intelligence end markets.Seeking Alpha • Dec 23
Adeia After Disney: Better Visibility, Same Risk Profile
Summary Adeia Inc. surged 30% after a new Disney IP deal and raised FY25 revenue outlook, reflecting strong market optimism. ADEA’s core business is stabilizing, with Q3 revenue of $87.3M and a shift toward recurring non-pay-TV revenue, up 31% YoY. Diversification into OTT, e-commerce, social media, and semiconductors is reducing reliance on declining cable and supporting incremental growth. ADEA’s adjusted EBITDA margin reached 58% in Q3, with disciplined cost control, healthy liquidity, and ongoing debt reduction strengthening its financial position. Read the full article on Seeking AlphaArtículo de análisis • Dec 23
Earnings Not Telling The Story For Adeia Inc. (NASDAQ:ADEA) After Shares Rise 38%
Those holding Adeia Inc. ( NASDAQ:ADEA ) shares would be relieved that the share price has rebounded 38% in the last...Actualización de narrativa • Dec 21
ADEA: Hybrid Bonding Upside Will Outweigh Litigation Delays Over Time
Analysts have modestly raised their price target for Adeia, citing the recent post earnings selloff as a buying opportunity and pointing to resilient recurring semiconductor growth along with an unchanged hybrid bonding thesis that they say supports upside toward $27.00 per share. Analyst Commentary Bullish Takeaways Bullish analysts view the post earnings pullback as dislocated from fundamentals, arguing that resilient recurring semiconductor revenue and an intact hybrid bonding thesis justify upside toward the raised price target.Actualización de narrativa • Dec 07
ADEA: Hybrid Bonding Momentum Will Support Upside Despite Litigation Timing Risk
Adeia's analyst price target has been reaffirmed at $19.75 per share, as analysts view the recent share selloff as a buying opportunity given the company's resilient recurring semiconductor revenue and unchanged hybrid-bonding growth story, despite near term credibility concerns and questions about the timing of litigation. Analyst Commentary Analysts broadly characterize the latest selloff as disconnected from Adeia's long term fundamentals, with near term uncertainty seen as more of a trading disruption than a structural break in the equity story.Actualización de narrativa • Nov 23
ADEA: Post-Earnings Selloff Will Offer Upside Amid Litigation Uncertainty
Adeia Price Target Revised Amid Mixed Signals Analysts have maintained their fair value estimate for Adeia at $19.75. They cite ongoing growth in semiconductor licensing and stable long-term prospects, despite modest adjustments to key assumptions and near-term uncertainty following recent earnings developments.Artículo de análisis • Nov 06
Adeia Inc. Just Missed Earnings - But Analysts Have Updated Their Models
Adeia Inc. ( NASDAQ:ADEA ) missed earnings with its latest quarterly results, disappointing overly-optimistic...Actualización de narrativa • Nov 05
ADEA: Recurring Chip Revenue Will Support Upside Despite Litigation Risks
Narrative Update on Adeia: Analyst Price Target Adjustment Analysts have lowered their price target for Adeia from $20.67 to $19.75 per share, citing concerns around decreased profit margin projections and ongoing uncertainties in licensing timing. However, they note that recurring growth in semiconductors continues to support the company's long-term outlook.Artículo de análisis • Oct 25
Investors Appear Satisfied With Adeia Inc.'s (NASDAQ:ADEA) Prospects
With a price-to-earnings (or "P/E") ratio of 22.3x Adeia Inc. ( NASDAQ:ADEA ) may be sending bearish signals at the...Artículo de análisis • Sep 18
Should You Think About Buying Adeia Inc. (NASDAQ:ADEA) Now?
While Adeia Inc. ( NASDAQ:ADEA ) might not have the largest market cap around , it saw a significant share price rise...Actualización de narrativa • Sep 03
Connected Devices And Semiconductors Will Drive Future Prospects Despite Risks
Analysts have raised Adeia’s price target from $17.33 to $20.67, citing accelerating recurring sales, expanding semiconductor opportunities fueled by data center and AI adoption, and confidence in the company’s robust, scalable licensing model. Analyst Commentary Recurring sales acceleration expected as over-the-top and next-generation semi-hybrid bonding solutions are licensed and commercialized.Artículo de análisis • Aug 15
Adeia's (NASDAQ:ADEA) Performance Is Even Better Than Its Earnings Suggest
NasdaqGS:ADEA 1 Year Share Price vs Fair Value Explore Adeia's Fair Values from the Community and select yours Adeia...Artículo de análisis • Aug 09
Adeia (NASDAQ:ADEA) Is Paying Out A Dividend Of $0.05
Adeia Inc.'s ( NASDAQ:ADEA ) investors are due to receive a payment of $0.05 per share on 16th of September. The...Artículo de análisis • Jul 28
Does Adeia (NASDAQ:ADEA) Have A Healthy Balance Sheet?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Artículo de análisis • Jul 07
Some Shareholders Feeling Restless Over Adeia Inc.'s (NASDAQ:ADEA) P/E Ratio
Adeia Inc.'s ( NASDAQ:ADEA ) price-to-earnings (or "P/E") ratio of 21x might make it look like a sell right now...Artículo de análisis • Jun 16
Is It Time To Consider Buying Adeia Inc. (NASDAQ:ADEA)?
Adeia Inc. ( NASDAQ:ADEA ), is not the largest company out there, but it saw a decent share price growth of 16% on the...Artículo de análisis • May 13
Adeia (NASDAQ:ADEA) Will Pay A Dividend Of $0.05
The board of Adeia Inc. ( NASDAQ:ADEA ) has announced that it will pay a dividend on the 17th of June, with investors...Artículo de análisis • Mar 13
Is Adeia (NASDAQ:ADEA) A Risky Investment?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Artículo de análisis • Feb 20
Adeia Inc.'s (NASDAQ:ADEA) 27% Share Price Surge Not Quite Adding Up
Despite an already strong run, Adeia Inc. ( NASDAQ:ADEA ) shares have been powering on, with a gain of 27% in the last...Artículo de análisis • Feb 05
When Should You Buy Adeia Inc. (NASDAQ:ADEA)?
Adeia Inc. ( NASDAQ:ADEA ), is not the largest company out there, but it received a lot of attention from a substantial...Seeking Alpha • Jan 24
Adeia: Medium Quality Business In A Competitive Industry
Summary Adeia operates in a competitive patent development market with significant risks, showing lower ROCE and R&D investment compared to InterDigital. The OTT market presents growth opportunities for Adeia, but the decline in traditional Pay-TV poses risks to future revenue. Overall, the risks associated with ADEA outweigh the opportunities, leading me to rate the company as a hold. Read the full article on Seeking AlphaArtículo de análisis • Dec 17
Why Investors Shouldn't Be Surprised By Adeia Inc.'s (NASDAQ:ADEA) 26% Share Price Surge
Adeia Inc. ( NASDAQ:ADEA ) shareholders would be excited to see that the share price has had a great month, posting a...Artículo de análisis • Dec 05
Is There An Opportunity With Adeia Inc.'s (NASDAQ:ADEA) 32% Undervaluation?
Key Insights The projected fair value for Adeia is US$19.94 based on 2 Stage Free Cash Flow to Equity Current share...Análisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$122m |
| Dec 31 2025 | US$6m | US$663k | US$111m |
| Sep 30 2025 | n/a | n/a | US$73m |
| Jun 30 2025 | n/a | n/a | US$84m |
| Mar 31 2025 | n/a | n/a | US$76m |
| Dec 31 2024 | US$7m | US$625k | US$65m |
| Sep 30 2024 | n/a | n/a | US$41m |
| Jun 30 2024 | n/a | n/a | US$46m |
| Mar 31 2024 | n/a | n/a | US$39m |
| Dec 31 2023 | US$5m | US$625k | US$67m |
| Sep 30 2023 | n/a | n/a | US$128m |
| Jun 30 2023 | n/a | n/a | US$98m |
| Mar 31 2023 | n/a | n/a | US$112m |
| Dec 31 2022 | US$12m | US$508k | US$138m |
| Sep 30 2022 | n/a | n/a | US$174m |
| Jun 30 2022 | n/a | n/a | US$135m |
| Mar 31 2022 | n/a | n/a | US$119m |
| Dec 31 2021 | n/a | n/a | US$68m |
| Sep 30 2021 | n/a | n/a | US$139m |
| Jun 30 2021 | n/a | n/a | US$154m |
| Mar 31 2021 | n/a | n/a | US$133m |
| Dec 31 2020 | n/a | n/a | US$240m |
| Sep 30 2020 | n/a | n/a | -US$49m |
| Jun 30 2020 | n/a | n/a | -US$35m |
| Mar 31 2020 | n/a | n/a | -US$18m |
| Dec 31 2019 | US$1m | US$360k | -US$63m |
Compensación vs. Mercado: La compensación total ($USD6.45M) de Paul está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD7.02M).
Compensación vs. Ingresos: La compensación de Paul ha sido consistente con los resultados de la empresa en el último año.
CEO
Paul Davis (50 yo)
3.6yrs
Permanencia
US$6,454,507
Compensación
Mr. Paul E. Davis, J.D., has been the Chief Executive Officer & Director of Adeia Inc. since October 1, 2022. Mr. Davis was the President of Adeia Inc. from May 2022 to October 1, 2022. He had been the Chi...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| CEO & Director | 3.6yrs | US$6.45m | 0.96% $ 28.3m | |
| Chief Financial Officer | 3.8yrs | US$3.14m | 0.27% $ 8.0m | |
| Chief Legal Officer & Corporate Secretary | no data | US$2.70m | 0.093% $ 2.8m | |
| Chief Revenue Officer | less than a year | US$2.68m | 0.12% $ 3.5m | |
| Chief Technology Officer | 3.3yrs | sin datos | sin datos | |
| Vice President of Investor Relations | no data | sin datos | sin datos | |
| Chief Corporate Development Officer | 2.7yrs | sin datos | sin datos | |
| Chief People Officer | 3.1yrs | sin datos | sin datos | |
| Chief Semiconductor Officer | less than a year | US$831.67k | sin datos | |
| Chief intellectual property (IP) officer | no data | sin datos | sin datos | |
| Chief Strategy Officer | less than a year | sin datos | sin datos |
2.9yrs
Permanencia media
52yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de ADEA se considera experimentado (2.9 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| CEO & Director | 3.6yrs | US$6.45m | 0.96% $ 28.3m | |
| Independent Director | 1yr | US$234.04k | 0.013% $ 377.7k | |
| Independent Chairman | 5.9yrs | US$312.95k | 0.10% $ 3.0m | |
| Independent Director | 3.6yrs | US$264.95k | 0.066% $ 2.0m | |
| Independent Director | 2.8yrs | US$251.95k | 0.042% $ 1.2m | |
| Independent Director | 2.5yrs | US$259.79k | 0.038% $ 1.1m | |
| Independent Director | 4.4yrs | US$265.95k | 0% $ 0 |
3.6yrs
Permanencia media
59yo
Promedio de edad
Junta con experiencia: La junta directiva de ADEA se considera experimentada (3.6 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/26 20:20 |
| Precio de las acciones al final del día | 2026/05/22 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Adeia Inc. está cubierta por 15 analistas. 4 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Christopher Muse | Barclays |
| Ted Moreau | Barrington Research Associates, Inc. |
| Gary Mobley | Benchmark Company |