View Financial HealthAdeia 配当と自社株買い配当金 基準チェック /26Adeia配当を支払う会社であり、現在の利回りは1.6%で、収益によって十分にカバーされています。主要情報1.6%配当利回り2.1%バイバック利回り総株主利回り3.7%将来の配当利回りn/a配当成長-11.0%次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向34%最近の配当と自社株買いの更新お知らせ • Feb 25Adeia Inc. announces Quarterly dividend, payable on March 30, 2026Adeia Inc. announced Quarterly dividend of USD 0.0500 per share payable on March 30, 2026, ex-date on March 16, 2026 and record date on March 16, 2026.お知らせ • Aug 06+ 1 more updateAdeia Inc. Declares Dividend, Payable on September 16, 2025The Board of Directors of Adeia Inc. declared a dividend of $0.05 per share, payable on September 16, 2025, to stockholders of record on August 26, 2025.お知らせ • Feb 19+ 1 more updateAdeia Inc. Declares Dividend, Payable on March 31, 2025Adeia Inc. declared a dividend of $0.05 per share, payable on March 31, 2025, to stockholders of record on March 10, 2025.Declared Dividend • Nov 18Third quarter dividend of US$0.05 announcedDividend of US$0.05 is the same as last year. Ex-date: 27th November 2024 Payment date: 18th December 2024 Dividend yield will be 1.7%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (52% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 79% over the next year, which should provide support to the dividend and adequate earnings cover.お知らせ • Nov 08Adeia Inc. Declares Dividend, Payable on December 18, 2024Adeia Inc. declared a dividend of $0.05 per share of common stock, payable on December 18, 2024, to stockholders of record on November 27, 2024.Declared Dividend • Aug 11Second quarter dividend of US$0.05 announcedDividend of US$0.05 is the same as last year. Ex-date: 27th August 2024 Payment date: 17th September 2024 Dividend yield will be 1.8%, which is higher than the industry average of 1.7%. Sustainability & Growth Dividend is well covered by both earnings (47% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 42% over the next year, which should provide support to the dividend and adequate earnings cover.すべての更新を表示Recent updatesお知らせ • May 07Adeia Inc. Announces Paul E. Davis Intends to Step Down as Chief Executive OfficerAdeia Inc. announced that after nearly 15 years at the company (including its predecessor companies), with the past four years serving as chief executive officer of Adeia Inc., Paul E. Davis has informed the company and the Board of Directors that he intends to step down as the company’s chief executive officer to focus on his health and personal pursuits. Davis plans to stay on as the chief executive officer until such time as a successor has been named, with a target date for the search to be completed by the fourth quarter of 2026. In accordance with the company’s established governance policies, the Board is launching a search led by a special transition committee of the Board that will be chaired by Dan Moloney, the company’s chairman of the Board. The Transition Committee will benefit from its existing chief executive officer succession planning process and will consider internal and external candidates. A nationally recognized search firm will assist the Transition Committee throughout the process. Davis has built an enduring culture at Adeia that is focused on innovation and connections, both internally and with its customers and partners. He started at Adeia’s predecessor company, Tessera Technologies, in 2011 as associate general counsel and quickly earned the trust and respect of the management team and Board and was named the general counsel within two years of joining the company. He helped guide the company as general counsel, and subsequently as chief legal officer, through several transformative transactions, including its mergers with DTS in 2016 and TiVo in 2020. In May of 2022, Davis was appointed to lead Adeia as its president and chief executive officer following its eventual separation from Xperi in October of 2022. During his tenure, the company grew its patent portfolio by over 35%, fueled by its commitment to investing in internal R&D, and increased its non-Pay-TV recurring revenue by over 60% by closing successful deals in key growth areas such as OTT and semiconductors, including landmark license agreements with Amazon, AMD, Disney, Kioxia, Microsoft and Sandisk. During this time, Adeia strengthened its balance sheet by reducing outstanding debt by nearly 50%, while driving strong financial results including delivering record revenue and earnings in 2025. The Board’s intention is for the next chief executive officer to build upon the successful transformation of the business, continuing to strengthen the company’s technology leadership in the media and semiconductor markets, diversification of its revenue streams, identifying and investing in new growth areas, and fostering a culture that empowers its people to achieve the company’s long-term growth ambitions and value creation goals.お知らせ • May 06+ 2 more updatesAdeia Inc. Reiterates Earnings Guidance for the Full Year Ending December 31, 2026Adeia Inc. reiterated earnings guidance for the full year ending December 31, 2026. For the period, the company expects GAAP revenue to be in the range of $395.0 million - $435.0 million and net income to be in the range of $57.2 million - $80.4 Million.お知らせ • Apr 08Adeia Inc. to Report Q1, 2026 Results on May 04, 2026Adeia Inc. announced that they will report Q1, 2026 results on May 04, 2026お知らせ • Apr 01Adeia Inc. Reiterates Earnings Guidance for the Full Year Ending December 31, 2026Adeia Inc. reiterated earnings guidance for the full year ending December 31, 2026. For the period, the company expects GAAP revenue to be in the range of $395.0 million - $435.0 million and Net income to be in the range of $57.2 million - $80.4 Million.お知らせ • Mar 26Adeia Inc., Annual General Meeting, May 07, 2026Adeia Inc., Annual General Meeting, May 07, 2026.お知らせ • Feb 25Adeia Inc. announces Quarterly dividend, payable on March 30, 2026Adeia Inc. announced Quarterly dividend of USD 0.0500 per share payable on March 30, 2026, ex-date on March 16, 2026 and record date on March 16, 2026.お知らせ • Feb 24Adeia Inc. Provides Earnings Guidance for the Full Year Ending December 31, 2026Adeia Inc. provided earnings guidance for the full year ending December 31, 2026. For the period, the company expects GAAP revenue to be in the range of $395.0 million - $435.0 million and Net income to be in the range of $57.2 million - $80.4 Million.お知らせ • Jan 27Adeia Inc. Announces Executive ChangesAdeia Inc. announced updates to its executive leadership team designed to strengthen execution towards the company’s long-term strategy and growth priorities. Craig Mitchell has rejoined Adeia as chief semiconductor officer, where he will lead the company’s semiconductor technology research and development organization. In this role, Mitchell is responsible for shaping Adeia’s long-term semiconductor technology vision, driving R&D execution, and deepening engagement across the global semiconductor ecosystem. Mitchell was previously chief executive officer and board director at AKHAN Semiconductor and prior to that had an impressive 30-year history across numerous leadership roles within the company’s predecessor companies, including Invensas and Tessera. Dr. Mark Kokes, appointed chief revenue officer, effective as of January 26, 2026, having previously been the company's Chief Licensing Officer & General Manager, will oversee Adeia’s global sales and go-to-market strategy, including managing the company’s intellectual property (IP) portfolio and revenue-generation activities. Kokes has successfully led the Media Sales and Strategy team since the separation and held prior senior IP officer roles at NantWorks, BlackBerry, and Intertrust Technologies Corporation. He is a 15-year industry veteran of the mobile and connected device industries with numerous patents and published academic articles across a wide range of technical research domains. Bill Thomas, named to a new position within the organization as chief strategy officer, will lead corporate strategy, including long-term planning, market analysis, and growth initiatives. Thomas has a proven track record of driving growth opportunities in the multimedia and tech sectors and is an expert in developing licensing programs, structuring complex licensing deals and forming strategic partnerships to drive market expansion. He has held senior IP licensing and business development leadership positions at VideoLabs, NAGRA, and Intellectual Ventures. Adeia also announced that effective as of March 13, 2026, Dana Escobar, chief licensing officer and general manager, semiconductor, will be transitioning out of the organization. During his tenure, Escobar played a key role in leading the semiconductor business through the company’s separation and establishing a strong foundation that included new customer engagements and meaningful technological advancements.お知らせ • Jan 22Adeia Inc. to Report Q4, 2025 Results on Feb 23, 2026Adeia Inc. announced that they will report Q4, 2025 results on Feb 23, 2026お知らせ • Dec 24Adeia Inc. Raises Earnings Guidance for the Year Ending December 31, 2025Adeia Inc. raised earnings guidance for the year ending December 31, 2025. For the period, the company expects Revenue of $425.0 million to $435.0 million compared to $360.0 million to $380.0 million from a year ago. Net income of $96.4 million to $113.9 million compared to $52.4 million to $71.6 million from a year ago.お知らせ • Nov 04+ 1 more updateAdeia Inc. Revises Unaudited Earnings Guidance for the Year Ending December 31, 2025Adeia Inc. revised unaudited earnings guidance for the year ending December 31, 2025. For the year, the company expects revenue to be between $360.0 million to $380.0 million against previous guidance of between $390.0 million to $430.0 million. Net income to be between $52.4 million to $71.6 million against previous guidance of between $85.1 million to $86.5 million.お知らせ • Oct 14Adeia Inc. to Report Q3, 2025 Results on Nov 03, 2025Adeia Inc. announced that they will report Q3, 2025 results on Nov 03, 2025お知らせ • Aug 06+ 1 more updateAdeia Inc. Declares Dividend, Payable on September 16, 2025The Board of Directors of Adeia Inc. declared a dividend of $0.05 per share, payable on September 16, 2025, to stockholders of record on August 26, 2025.お知らせ • Jul 09Adeia Inc. to Report Q2, 2025 Results on Aug 05, 2025Adeia Inc. announced that they will report Q2, 2025 results After-Market on Aug 05, 2025お知らせ • May 06+ 1 more updateAdeia Inc. Reiterates Earnings Guidance for the Year Ending December 31, 2025Adeia Inc. reiterated earnings guidance for the year ending December 31, 2025. For the year 2025, the company expects revenue of $390.0 million to $430.0 million and net income of $76.5 million to $81.6 million.お知らせ • Apr 08Adeia Inc. to Report Q1, 2025 Results on May 05, 2025Adeia Inc. announced that they will report Q1, 2025 results After-Market on May 05, 2025お知らせ • Mar 27+ 1 more updateAdeia Inc., Annual General Meeting, May 08, 2025Adeia Inc., Annual General Meeting, May 08, 2025.お知らせ • Feb 19+ 1 more updateAdeia Inc. Declares Dividend, Payable on March 31, 2025Adeia Inc. declared a dividend of $0.05 per share, payable on March 31, 2025, to stockholders of record on March 10, 2025.お知らせ • Jan 17Adeia Inc. to Report Q4, 2024 Results on Feb 18, 2025Adeia Inc. announced that they will report Q4, 2024 results After-Market on Feb 18, 2025Declared Dividend • Nov 18Third quarter dividend of US$0.05 announcedDividend of US$0.05 is the same as last year. Ex-date: 27th November 2024 Payment date: 18th December 2024 Dividend yield will be 1.7%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (52% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 79% over the next year, which should provide support to the dividend and adequate earnings cover.New Risk • Nov 14New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 22% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.9x net interest cover). Minor Risks Share price has been volatile over the past 3 months (7.6% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (12% net profit margin).お知らせ • Nov 08Adeia Inc. Narrows Earnings Guidance for the Full Year 2024Adeia Inc. narrows earnings guidance for the full year 2024. For the period, the company expects Revenue of $370.0 million - 400.0 million compared to $380.0 million - 420.0 million prior guidance. Net income $65.9 million - 69.3 million compared to $71.4 million - 75.6 million prior guidance.New Risk • Nov 08New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 22% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.9x net interest cover). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (12% net profit margin).Reported Earnings • Nov 08Third quarter 2024 earnings released: EPS: US$0.18 (vs US$0.23 in 3Q 2023)Third quarter 2024 results: EPS: US$0.18 (down from US$0.23 in 3Q 2023). Revenue: US$86.1m (down 15% from 3Q 2023). Net income: US$19.3m (down 20% from 3Q 2023). Profit margin: 22% (down from 24% in 3Q 2023). Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 8.0% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.お知らせ • Nov 08Adeia Inc. Declares Dividend, Payable on December 18, 2024Adeia Inc. declared a dividend of $0.05 per share of common stock, payable on December 18, 2024, to stockholders of record on November 27, 2024.Buy Or Sell Opportunity • Nov 02Now 20% undervaluedOver the last 90 days, the stock has risen 18% to US$12.39. The fair value is estimated to be US$15.53, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 34% over the last 3 years. Earnings per share has declined by 26%. Revenue is forecast to grow by 14% in a year. Earnings are forecast to grow by 64% in the next year.お知らせ • Oct 22Adeia Inc. to Report Q3, 2024 Results on Nov 07, 2024Adeia Inc. announced that they will report Q3, 2024 results After-Market on Nov 07, 2024Declared Dividend • Aug 11Second quarter dividend of US$0.05 announcedDividend of US$0.05 is the same as last year. Ex-date: 27th August 2024 Payment date: 17th September 2024 Dividend yield will be 1.8%, which is higher than the industry average of 1.7%. Sustainability & Growth Dividend is well covered by both earnings (47% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 42% over the next year, which should provide support to the dividend and adequate earnings cover.New Risk • Aug 09New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.0% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.9x net interest cover). Minor Risks Profit margins are more than 30% lower than last year (13% net profit margin). Shareholders have been diluted in the past year (2.0% increase in shares outstanding).Reported Earnings • Aug 07Second quarter 2024 earnings released: EPS: US$0.077 (vs US$0.013 in 2Q 2023)Second quarter 2024 results: EPS: US$0.077 (up from US$0.013 in 2Q 2023). Revenue: US$87.4m (up 5.0% from 2Q 2023). Net income: US$8.38m (up 491% from 2Q 2023). Profit margin: 9.6% (up from 1.7% in 2Q 2023). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 26% per year whereas the company’s share price has fallen by 22% per year.お知らせ • Aug 07+ 1 more updateAdeia Inc. Updates Earnings Guidance for the Full-Year 2024Adeia Inc. updated earnings guidance for the full-year 2024. For the year, the company reiterated revenue guidance of $380.0 million - $420.0 million, and updated the Net income forecast to $71.4 million - $75.6 million against previous guidance of $65.4 million - $70.7 million.Valuation Update With 7 Day Price Move • Aug 07Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to US$9.90, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 24x in the Software industry in the United Kingdom. Total returns to shareholders of 86% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$15.39 per share.お知らせ • Jul 16Adeia Inc. to Report Q2, 2024 Results on Aug 06, 2024Adeia Inc. announced that they will report Q2, 2024 results After-Market on Aug 06, 2024Buy Or Sell Opportunity • Jul 10Now 22% undervaluedOver the last 90 days, the stock has risen 6.4% to US$11.09. The fair value is estimated to be US$14.17, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 42% over the last 3 years. Earnings per share has declined by 20%. Revenue is forecast to grow by 14% in a year. Earnings are forecast to grow by 29% in the next year.Buy Or Sell Opportunity • Jun 11Now 21% undervaluedOver the last 90 days, the stock has risen 2.6% to US$11.28. The fair value is estimated to be US$14.24, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 42% over the last 3 years. Earnings per share has declined by 20%. Revenue is forecast to grow by 14% in a year. Earnings are forecast to grow by 29% in the next year.Buy Or Sell Opportunity • May 10Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to US$11.09. The fair value is estimated to be US$13.88, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 42% over the last 3 years. Earnings per share has declined by 20%. Revenue is forecast to grow by 14% in a year. Earnings are forecast to grow by 29% in the next year.New Risk • May 10New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.0% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.8x net interest cover). Minor Risks Profit margins are more than 30% lower than last year (11% net profit margin). Shareholders have been diluted in the past year (2.0% increase in shares outstanding).Declared Dividend • May 09First quarter dividend of US$0.05 announcedDividend of US$0.05 is the same as last year. Ex-date: 24th May 2024 Payment date: 18th June 2024 Dividend yield will be 1.9%, which is higher than the industry average of 1.7%. Sustainability & Growth Dividend is covered by both earnings (55% earnings payout ratio) and cash flows (15% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 35% over the next year, which should provide support to the dividend and adequate earnings cover.Reported Earnings • May 07First quarter 2024 earnings released: EPS: US$0.008 (vs US$0.28 in 1Q 2023)First quarter 2024 results: EPS: US$0.008 (down from US$0.28 in 1Q 2023). Revenue: US$83.4m (down 29% from 1Q 2023). Net income: US$899.0k (down 97% from 1Q 2023). Profit margin: 1.1% (down from 25% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 9.6% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 20% per year whereas the company’s share price has fallen by 22% per year.お知らせ • May 07+ 1 more updateAdeia Inc. Reiterates Earnings Guidance for the Full Year 2024Adeia Inc. reiterated earnings guidance for the full year 2024. For the period, the company expects Revenue to be $380.0 million to $420.0 million and Net income to be $65.4 million to $70.7 million.お知らせ • Apr 16Adeia Inc. to Report Q1, 2024 Results on May 06, 2024Adeia Inc. announced that they will report Q1, 2024 results After-Market on May 06, 2024お知らせ • Mar 28Adeia Inc., Annual General Meeting, May 09, 2024Adeia Inc., Annual General Meeting, May 09, 2024, at 10:00 Pacific Standard Time. Agenda: To elect seven members of the Board of Directors to hold office until the next annual meeting or until their successors are duly elected and qualified; to hold an advisory vote to approve the compensation of our named executive officers as described in this proxy statement; to approve an Amended and Restated 2020 Equity Incentive Plan; to ratify the appointment of PricewaterhouseCoopers LLP as the independent registered public accounting firm of the Company for the year ending December 31, 2024; and to transact such other business as may properly come before the meeting or any adjournment or postponement thereof.Upcoming Dividend • Mar 04Upcoming dividend of US$0.05 per shareEligible shareholders must have bought the stock before 11 March 2024. Payment date: 26 March 2024. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of British dividend payers (6.1%). In line with average of industry peers (1.6%).Declared Dividend • Feb 25Fourth quarter dividend of US$0.05 announcedDividend of US$0.05 is the same as last year. Ex-date: 11th March 2024 Payment date: 26th March 2024 Dividend yield will be 1.7%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (15% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 25% over the next 2 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 21+ 1 more updateAdeia Inc. Declares Dividend, Payable on March 26, 2024Adeia Inc. declared a dividend of $0.05 per share, payable on March 26, 2024, to stockholders of record on March 12, 2024.Reported Earnings • Feb 21Full year 2023 earnings released: EPS: US$0.63 (vs US$1.35 in FY 2022)Full year 2023 results: EPS: US$0.63 (down from US$1.35 in FY 2022). Revenue: US$388.8m (down 11% from FY 2022). Net income: US$67.4m (down 52% from FY 2022). Profit margin: 17% (down from 32% in FY 2022). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 2 years, compared to a 9.6% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.お知らせ • Jan 30Adeia Inc. to Report Q4, 2023 Results on Feb 20, 2024Adeia Inc. announced that they will report Q4, 2023 results After-Market on Feb 20, 2024お知らせ • Jan 05Adeia Inc. Appoints Joseph Guiliano as Chief Intellectual Property OfficerAdeia Inc. announced that Joseph Guiliano was appointed as Adeia’s chief intellectual property (IP) officer, after serving as outside legal counsel for Adeia’s IP portfolio since 1995. Prior to his appointment as Adeia’s chief IP officer, Guiliano served as the lead outside IP counsel for the media business of Adeia and its predecessor companies since 1995. Most recently, Guiliano was a cofounder and managing partner of Haley Guiliano LLP, an international IP law firm with clients that include both start-up companies as well as established innovators across domestic and international markets. Prior to founding Haley Guiliano, he was the chair of the IP Rights Management practice at Ropes & Gray LLP. Over the course of his three-decade career, Guiliano has handled a wide range of IP legal matters, including patent prosecution, IP transactions, and patent infringement and trade secret misappropriation litigation. He has helped clients navigate intricate issues in a variety of technical disciplines, such as medical devices, cellular telephony, semiconductor processing, and linear and streaming media services.Valuation Update With 7 Day Price Move • Dec 20Investor sentiment improves as stock rises 15%After last week's 15% share price gain to US$11.78, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 29x in the Software industry in the United Kingdom. Simply Wall St's valuation model estimates the intrinsic value at US$8.25 per share.Board Change • Dec 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Phyllis Turner-Brim was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Nov 23Chief Licensing Officer & GM of Media recently sold US$203k worth of stockOn the 20th of November, Mark Kokes sold around 20k shares on-market at roughly US$9.91 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Upcoming Dividend • Nov 18Upcoming dividend of US$0.05 per share at 2.0% yieldEligible shareholders must have bought the stock before 24 November 2023. Payment date: 18 December 2023. Payout ratio is a comfortable 17% but the company is paying out more than the cash it is generating. Trailing yield: 2.0%. Lower than top quartile of British dividend payers (6.2%). Higher than average of industry peers (1.8%).お知らせ • Nov 08+ 1 more updateAdeia Inc. Is Provides Earnings Guidance for the Full-Year Ending December 31, 2023Adeia Inc. is provided earnings guidance for the full-year ending December 31, 2023. For the year, the company expects revenue of $385.0 million - $395.0 million and GAAP net income of $54.7 - $56.7 million.お知らせ • Nov 07Adeia Inc. Appoints Phyllis Turner-Brim to Board of DirectorsAdeia Inc. announced that veteran,intellectual property (IP) attorney and advisor, Phyllis Turner-Brim, joined Adeia's board of directors on Friday, November 3, 2023. Turner-Brim brings to Adeia a three-decade IP legal career with 15 years of executive experience advising C-suite executives and senior leaders -- including those in Fortune 500 companies -- on issues ranging from strategy and marketing to technology management and IP enforcement. She is widely recognized for elegantly bridging the disciplines of technology, business and law to realize value derived from investments in IP. Turner-Brim is also an astute student of -- and contributor to -- the discourse driving today's innovation society. Recently, Turner-Brim took on the role of senior vice president and deputy general counsel, Products, Services and Brand Security at HP Inc. (HP) where she leads legal for HP's Personal Systems, Print, Workforce Solutions, 3D Print and Incubation business units. Immediately prior, she was HP's senior vice president and deputy general counsel for Innovation and Brand Protection, where she had global responsibility for HP's IP function, including strategy, patent development, IP sales and licensing, enforcement, anti-counterfeiting and fraud prevention. An active and frequent advisor to HP's C-suite, Turner-Brim is also a member of multiple working groups within the organization, including the Legal, Global Marketing, and Strategy and Incubation Leadership teams. She also served as the vice president and assistant general counsel at Starbucks and was the legal executive at the intersection of IP and technology. Prior to Starbucks, Turner-Brim was the vice president, chief IP counsel at Intellectual Ventures where sheled the teams responsible for outbound licensing, patent acquisitions and IP policy initiatives. She has held similar roles with Intermec Technologies Corp. (now Honeywell), Walmart Stores Inc. and Cabot Microelectronics Corp. Turner-Brim holds a Bachelor of Science degree in chemical engineering from the Illinois Institute of Technology and a Juris Doctor degree from the University of Cincinnati.Reported Earnings • Nov 07Third quarter 2023 earnings released: EPS: US$0.23 (vs US$3.72 loss in 3Q 2022)Third quarter 2023 results: EPS: US$0.23 (up from US$3.72 loss in 3Q 2022). Revenue: US$101.4m (down 52% from 3Q 2022). Net income: US$24.2m (up US$413.2m from 3Q 2022). Profit margin: 24% (up from net loss in 3Q 2022). Revenue is forecast to grow 24% p.a. on average during the next 2 years, compared to a 8.1% growth forecast for the Software industry in the United Kingdom.お知らせ • Oct 17Adeia Inc. to Report Q3, 2023 Results on Nov 06, 2023Adeia Inc. announced that they will report Q3, 2023 results After-Market on Nov 06, 2023Buying Opportunity • Oct 03Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be US$11.83, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 25% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 5.2% in a year. Earnings is forecast to decline by 36% in the next year.Valuation Update With 7 Day Price Move • Sep 29Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$10.62, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 29x in the Software industry in the United Kingdom. Total returns to shareholders of 224% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$13.42 per share.お知らせ • Sep 12Adeia and NVIDIA Resolve LitigationAdeia Inc. announced that NVIDIA and Adeia have resolved the existing litigation between the companies on confidential terms.お知らせ • Sep 08Adeia Inc. Appoints Jarl Berntzen as Chief Corporate Development OfficerAdeia Inc. announced that Jarl Berntzen joined Adeia as the company’s chief corporate development officer on September 5, 2023. Berntzen joins Adeia from Oppenheimer & Co., where he was managing director of technology investment banking and head of technology M&A. At Oppenheimer, he was responsible for soliciting and executing M&A transactions and private capital raises across the full technology spectrum. Prior to that, Berntzen held corporate development leadership roles at Dolby Laboratories and Rambus. Earlier in his career, he worked for more than a decade in the M&A departments at Goldman, Sachs & Co., where he held the position of vice president. Berntzen is a seasoned corporate development professional with vast experience evaluating and leading technology acquisition and investment opportunities. He earned both a B.Sc. and an M.Sc. degree in Economics and Business Administration from Copenhagen Business School.Upcoming Dividend • Aug 18Upcoming dividend of US$0.05 per share at 2.0% yieldEligible shareholders must have bought the stock before 25 August 2023. Payment date: 18 September 2023. Payout ratio is a comfortable 21% but the company is paying out more than the cash it is generating. Trailing yield: 2.0%. Lower than top quartile of British dividend payers (6.2%). Higher than average of industry peers (1.8%).Valuation Update With 7 Day Price Move • Aug 14Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$9.89, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 31x in the Software industry in the United Kingdom. Total returns to shareholders of 132% over the past year. Simply Wall St's valuation model estimates the intrinsic value at US$12.90 per share.お知らせ • Aug 09Adam Rymer Joins Adeia’s Board of DirectorsAdeia Inc. announced that Adam Rymer joined Adeia’s board of directors as of August 4, 2023. Rymer is a recognized leader in the technology, media and entertainment sectors. As an entrepreneur and executive, his experience spans the gaming, TV, film, music and live streaming industries. He has demonstrated success in driving innovation in emerging technology at companies ranging from start-ups to public institutions. Rymer is a results-driven multi-disciplinary leader with a proven track record. He brings extensive experience in developing new business models and products, structuring organizations, raising capital and M&A. He is currently the president of Reason Advisory, a consultancy firm focused on the media, entertainment and technology sectors. The firm conducts extensive work on the future of consumer behavior, evolving business models and technology adoption. In addition, Reason Advisory provides expert consultation on M&A, due diligence, organizational structuring, financial modeling and board leadership. Rymer previously served as chief executive officer of Envy Gaming, and president of Legendary Entertainment'sDigital Networks Group before that. Prior to Legendary Entertainment, Rymer was chief operating officer/chief financial officer of Lava Bear Films and was executive producer of the feature film The Rover, released in 2014. Prior to Lava Bear, he spent eight years at Universal Studios Motion Picture Group, most recently as senior vice president, Universal Pictures Digital Platforms, where he spearheaded the studio’s distribution and new business initiatives through emerging channels including mobile, broadband, interactive and digital cinema. He is a graduate of The Wharton School with a Master of Business Administration and Harvard University with a Bachelor of Arts in applied mathematics and economics.Reported Earnings • Aug 08Second quarter 2023 earnings released: EPS: US$0.013 (vs US$0.054 loss in 2Q 2022)Second quarter 2023 results: EPS: US$0.013 (up from US$0.054 loss in 2Q 2022). Revenue: US$83.2m (down 64% from 2Q 2022). Net income: US$1.42m (up US$7.04m from 2Q 2022). Profit margin: 1.7% (up from net loss in 2Q 2022). The move to profitability was driven by lower expenses. Revenue is forecast to grow 31% p.a. on average during the next 2 years, compared to a 8.4% growth forecast for the Software industry in the United Kingdom.お知らせ • Jul 18Adeia Inc. to Report Q2, 2023 Results on Aug 07, 2023Adeia Inc. announced that they will report Q2, 2023 results After-Market on Aug 07, 2023Buying Opportunity • Jun 01Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 8.3%. The fair value is estimated to be US$11.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to decline by 1.6% in a year. Earnings is forecast to decline by 46% in the next year.Upcoming Dividend • May 19Upcoming dividend of US$0.05 per share at 2.2% yieldEligible shareholders must have bought the stock before 26 May 2023. Payment date: 20 June 2023. Payout ratio is a comfortable 19% but the company is paying out more than the cash it is generating. Trailing yield: 2.2%. Lower than top quartile of British dividend payers (5.8%). Higher than average of industry peers (1.8%).Valuation Update With 7 Day Price Move • May 15Investor sentiment improves as stock rises 24%After last week's 24% share price gain to US$8.92, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 29x in the Software industry in the United Kingdom. Total returns to shareholders of 109% over the past year. Simply Wall St's valuation model estimates the intrinsic value at US$15.29 per share.Reported Earnings • May 09First quarter 2023 earnings released: EPS: US$0.28 (vs US$0.24 in 1Q 2022)First quarter 2023 results: EPS: US$0.28 (up from US$0.24 in 1Q 2022). Revenue: US$117.3m (down 54% from 1Q 2022). Net income: US$29.0m (up 16% from 1Q 2022). Profit margin: 25% (up from 9.7% in 1Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.5% p.a. on average during the next 2 years, compared to a 8.2% growth forecast for the Software industry in the United Kingdom.お知らせ • May 09Adeia Inc. Declares a Dividend, Payable on June 20, 2023Adeia Inc. announced that its Board of Directors declared a dividend of $0.05 per share of common stock, payable on June 20, 2023, to stockholders of record on May 30, 2023.Board Change • Apr 18High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. Independent Director Raghu Rau is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Upcoming Dividend • Mar 07Upcoming dividend of US$0.05 per share at 2.1% yieldEligible shareholders must have bought the stock before 14 March 2023. Payment date: 29 March 2023. Payout ratio is a comfortable 15% but the company is paying out more than the cash it is generating. Trailing yield: 2.1%. Lower than top quartile of British dividend payers (5.5%). Higher than average of industry peers (1.8%).Reported Earnings • Feb 24Full year 2022 earnings released: EPS: US$1.35 (vs US$0.53 loss in FY 2021)Full year 2022 results: EPS: US$1.35 (up from US$0.53 loss in FY 2021). Revenue: US$438.9m (down 50% from FY 2021). Net income: US$141.1m (up US$196.6m from FY 2021). Profit margin: 32% (up from net loss in FY 2021). The move to profitability was driven by lower expenses. Revenue is forecast to stay flat during the next 2 years compared to a 9.0% growth forecast for the Software industry in the United Kingdom.Upcoming Dividend • Aug 19Upcoming dividend of US$0.05 per shareEligible shareholders must have bought the stock before 26 August 2022. Payment date: 19 September 2022. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.2%. Lower than top quartile of British dividend payers (5.2%). Lower than average of industry peers (2.0%).Reported Earnings • Aug 09Second quarter 2022 earnings released: US$0.054 loss per share (vs US$0.011 loss in 2Q 2021)Second quarter 2022 results: US$0.054 loss per share (down from US$0.011 loss in 2Q 2021). Revenue: US$234.0m (up 5.3% from 2Q 2021). Net loss: US$5.63m (loss widened 403% from 2Q 2021). Over the next year, revenue is forecast to grow 2.0%, compared to a 21% growth forecast for the industry in the United Kingdom.Board Change • Aug 09High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. No experienced directors. No highly experienced directors. Independent Director Darcy Antonellis is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Board Change • Jun 23High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. No experienced directors. No highly experienced directors. Independent Director Darcy Antonellis is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • May 26Xperi Holding Corporation Appoints Paul E. Davis as CEO of AdeiaXperi Holding Corporation announced the appointment of Paul E. Davis as Chief Executive Officer of Adeia, the intellectual property (IP) business of Xperi, effective upon completion of its separation as a stand-alone company later this fall. Prior to separation, Mr. Davis will serve as the President of Adeia and continue in his role as Chief Legal Officer of Xperi. Additional executive leadership appointments will be determined over the coming months as the separation process progresses. Mr. Davis currently serves as Chief Legal Officer and Corporate Secretary at Xperi. Paul joined the Company in 2011 and in 2013 was promoted to Senior Vice President, General Counsel and Corporate Secretary of Tessera Technologies Inc., the predecessor to Xperi Corporation before the acquisition of DTS Inc. in 2016. Before joining the company, he was an attorney at Skadden, Arps, Slate, Meagher & Flom LLP, with a focus on mergers and acquisitions, corporate securities matters and corporate governance. Mr. Davis holds a Juris Doctor from the University of California, Hastings College of the Law, graduating magna cum laude, and B.A. degrees in history and political science from the University of California, San Diego.Reported Earnings • May 11First quarter 2022 earnings released: EPS: US$0.24 (vs US$0.05 in 1Q 2021)First quarter 2022 results: EPS: US$0.24 (up from US$0.05 in 1Q 2021). Revenue: US$257.4m (up 16% from 1Q 2021). Net income: US$24.9m (up 372% from 1Q 2021). Profit margin: 9.7% (up from 2.4% in 1Q 2021). Over the next year, revenue is forecast to grow 1.0%, compared to a 26% growth forecast for the industry in the United Kingdom.お知らせ • May 10+ 1 more updateXperi Holding Corporation Declares Dividend, Payable on June 21, 2022On April 29, 2022, the Board of Directors of Xperi Holding Corporation declared a dividend of $0.05 per share, payable on June 21, 2022, to stockholders of record on May 31, 2022.Board Change • May 06High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. No experienced directors. No highly experienced directors. Independent Director Darcy Antonellis is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Apr 26Xperi Holding Corporation to Report Q1, 2022 Results on May 09, 2022Xperi Holding Corporation announced that they will report Q1, 2022 results After-Market on May 09, 2022Board Change • Mar 31High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. No experienced directors. No highly experienced directors. Independent Director Darcy Antonellis is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Upcoming Dividend • Mar 09Upcoming dividend of US$0.05 per shareEligible shareholders must have bought the stock before 15 March 2022. Payment date: 30 March 2022. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.3%. Lower than top quartile of British dividend payers (4.9%). Lower than average of industry peers (2.0%).Board Change • Mar 09High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. No experienced directors. No highly experienced directors. Independent Director Darcy Antonellis is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Mar 01Xperi Holding Corporation Launches Suite of Omni-Screen, Data-Driven Advertising Solutions to Bridge Gap Between Linear Tv and StreamingXperi Holding Corporation announced the launch of TiVo Xtend™. As TV consumption shifts away from linear and towards OTT and VOD, advertisers are seeing their reach decline from traditional TV buys. TiVo Xtend bridges the gap between linear and streaming, allowing advertisers to understand how audiences are engaging with their TV campaigns. Since revolutionizing what it meant to watch TV with the original DVR in 1999, TiVo continues to redefine the entertainment experience with innovative technology and customizable solutions, pioneering the future of personalization and making it easier to find, watch and enjoy content. As a real-time data provider, TiVo enables brands, agencies, programmers, publishers, platforms and measurement firms to integrate TiVo’s viewership and TV ad exposure data into their planning, measurement and attribution products and services. Supported by innovative technology and customizable solutions, TiVo Xtend provides the data and platforms to accurately target audiences across channels. Key features include: TiVo Xtend Data: Deterministic, first-party viewership data to identify who has or has not tuned into programming or seen a message from a brand or its competitor. TiVo Xtend Audiences: Custom or pre-built programmatic audience segments, scaled and tested for precise digital targeting on CTV, PC, tablet and mobile. TiVo Xtend CTV: Premium CTV inventory layered with Xtend or custom audiences to add incremental reach and frequency to linear across 40 million households. TiVo Xtend Dynamic Ads: Dynamic, clickable ads placed within native TiVo Guides to promote content to relevant and engaged audiences.お知らせ • Feb 24Xperi Holding Corporation Declares Dividend, Payable on March 30, 2022On Feb. 3, 2022, the Board of Directors of Xperi Holding Corporation declared a dividend of $0.05 per share, payable on March 30, 2022, to stockholders of record on March 16, 2022.決済の安定と成長配当データの取得安定した配当: 0M2Aの配当金支払いは、過去10年間 変動性 が高かった。増加する配当: 0M2Aの配当金支払額は過去10年間減少しています。配当利回り対市場Adeia 配当利回り対市場0M2A 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (0M2A)1.6%市場下位25% (GB)2.3%市場トップ25% (GB)5.7%業界平均 (Software)2.8%アナリスト予想 (0M2A) (最長3年)n/a注目すべき配当: 0M2Aの配当金 ( 1.6% ) はUK市場の配当金支払者の下位 25% ( 2.27% ) と比べると目立ったものではありません。高配当: 0M2Aの配当金 ( 1.6% ) はUK市場の配当金支払者の上位 25% ( 5.69% ) と比較すると低いです。株主への利益配当収益カバレッジ: 0M2Aの 配当性向 ( 33.6% ) はかなり低いため、配当金の支払いは利益によって十分にカバーされます。株主配当金キャッシュフローカバレッジ: 0M2Aは 現金配当性向 ( 11.4% ) が低いため、配当金の支払いはキャッシュフローによって完全にカバーされています。高配当企業の発掘7D1Y7D1Y7D1YGB 市場の強力な配当支払い企業。View Management企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2025/04/30 18:21終値2025/01/31 00:00収益2024/12/31年間収益2024/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Adeia Inc. 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。15 アナリスト機関Christopher MuseBarclaysTed MoreauBarrington Research Associates, Inc.Gary MobleyBenchmark Company12 その他のアナリストを表示
お知らせ • Feb 25Adeia Inc. announces Quarterly dividend, payable on March 30, 2026Adeia Inc. announced Quarterly dividend of USD 0.0500 per share payable on March 30, 2026, ex-date on March 16, 2026 and record date on March 16, 2026.
お知らせ • Aug 06+ 1 more updateAdeia Inc. Declares Dividend, Payable on September 16, 2025The Board of Directors of Adeia Inc. declared a dividend of $0.05 per share, payable on September 16, 2025, to stockholders of record on August 26, 2025.
お知らせ • Feb 19+ 1 more updateAdeia Inc. Declares Dividend, Payable on March 31, 2025Adeia Inc. declared a dividend of $0.05 per share, payable on March 31, 2025, to stockholders of record on March 10, 2025.
Declared Dividend • Nov 18Third quarter dividend of US$0.05 announcedDividend of US$0.05 is the same as last year. Ex-date: 27th November 2024 Payment date: 18th December 2024 Dividend yield will be 1.7%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (52% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 79% over the next year, which should provide support to the dividend and adequate earnings cover.
お知らせ • Nov 08Adeia Inc. Declares Dividend, Payable on December 18, 2024Adeia Inc. declared a dividend of $0.05 per share of common stock, payable on December 18, 2024, to stockholders of record on November 27, 2024.
Declared Dividend • Aug 11Second quarter dividend of US$0.05 announcedDividend of US$0.05 is the same as last year. Ex-date: 27th August 2024 Payment date: 17th September 2024 Dividend yield will be 1.8%, which is higher than the industry average of 1.7%. Sustainability & Growth Dividend is well covered by both earnings (47% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 42% over the next year, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 07Adeia Inc. Announces Paul E. Davis Intends to Step Down as Chief Executive OfficerAdeia Inc. announced that after nearly 15 years at the company (including its predecessor companies), with the past four years serving as chief executive officer of Adeia Inc., Paul E. Davis has informed the company and the Board of Directors that he intends to step down as the company’s chief executive officer to focus on his health and personal pursuits. Davis plans to stay on as the chief executive officer until such time as a successor has been named, with a target date for the search to be completed by the fourth quarter of 2026. In accordance with the company’s established governance policies, the Board is launching a search led by a special transition committee of the Board that will be chaired by Dan Moloney, the company’s chairman of the Board. The Transition Committee will benefit from its existing chief executive officer succession planning process and will consider internal and external candidates. A nationally recognized search firm will assist the Transition Committee throughout the process. Davis has built an enduring culture at Adeia that is focused on innovation and connections, both internally and with its customers and partners. He started at Adeia’s predecessor company, Tessera Technologies, in 2011 as associate general counsel and quickly earned the trust and respect of the management team and Board and was named the general counsel within two years of joining the company. He helped guide the company as general counsel, and subsequently as chief legal officer, through several transformative transactions, including its mergers with DTS in 2016 and TiVo in 2020. In May of 2022, Davis was appointed to lead Adeia as its president and chief executive officer following its eventual separation from Xperi in October of 2022. During his tenure, the company grew its patent portfolio by over 35%, fueled by its commitment to investing in internal R&D, and increased its non-Pay-TV recurring revenue by over 60% by closing successful deals in key growth areas such as OTT and semiconductors, including landmark license agreements with Amazon, AMD, Disney, Kioxia, Microsoft and Sandisk. During this time, Adeia strengthened its balance sheet by reducing outstanding debt by nearly 50%, while driving strong financial results including delivering record revenue and earnings in 2025. The Board’s intention is for the next chief executive officer to build upon the successful transformation of the business, continuing to strengthen the company’s technology leadership in the media and semiconductor markets, diversification of its revenue streams, identifying and investing in new growth areas, and fostering a culture that empowers its people to achieve the company’s long-term growth ambitions and value creation goals.
お知らせ • May 06+ 2 more updatesAdeia Inc. Reiterates Earnings Guidance for the Full Year Ending December 31, 2026Adeia Inc. reiterated earnings guidance for the full year ending December 31, 2026. For the period, the company expects GAAP revenue to be in the range of $395.0 million - $435.0 million and net income to be in the range of $57.2 million - $80.4 Million.
お知らせ • Apr 08Adeia Inc. to Report Q1, 2026 Results on May 04, 2026Adeia Inc. announced that they will report Q1, 2026 results on May 04, 2026
お知らせ • Apr 01Adeia Inc. Reiterates Earnings Guidance for the Full Year Ending December 31, 2026Adeia Inc. reiterated earnings guidance for the full year ending December 31, 2026. For the period, the company expects GAAP revenue to be in the range of $395.0 million - $435.0 million and Net income to be in the range of $57.2 million - $80.4 Million.
お知らせ • Mar 26Adeia Inc., Annual General Meeting, May 07, 2026Adeia Inc., Annual General Meeting, May 07, 2026.
お知らせ • Feb 25Adeia Inc. announces Quarterly dividend, payable on March 30, 2026Adeia Inc. announced Quarterly dividend of USD 0.0500 per share payable on March 30, 2026, ex-date on March 16, 2026 and record date on March 16, 2026.
お知らせ • Feb 24Adeia Inc. Provides Earnings Guidance for the Full Year Ending December 31, 2026Adeia Inc. provided earnings guidance for the full year ending December 31, 2026. For the period, the company expects GAAP revenue to be in the range of $395.0 million - $435.0 million and Net income to be in the range of $57.2 million - $80.4 Million.
お知らせ • Jan 27Adeia Inc. Announces Executive ChangesAdeia Inc. announced updates to its executive leadership team designed to strengthen execution towards the company’s long-term strategy and growth priorities. Craig Mitchell has rejoined Adeia as chief semiconductor officer, where he will lead the company’s semiconductor technology research and development organization. In this role, Mitchell is responsible for shaping Adeia’s long-term semiconductor technology vision, driving R&D execution, and deepening engagement across the global semiconductor ecosystem. Mitchell was previously chief executive officer and board director at AKHAN Semiconductor and prior to that had an impressive 30-year history across numerous leadership roles within the company’s predecessor companies, including Invensas and Tessera. Dr. Mark Kokes, appointed chief revenue officer, effective as of January 26, 2026, having previously been the company's Chief Licensing Officer & General Manager, will oversee Adeia’s global sales and go-to-market strategy, including managing the company’s intellectual property (IP) portfolio and revenue-generation activities. Kokes has successfully led the Media Sales and Strategy team since the separation and held prior senior IP officer roles at NantWorks, BlackBerry, and Intertrust Technologies Corporation. He is a 15-year industry veteran of the mobile and connected device industries with numerous patents and published academic articles across a wide range of technical research domains. Bill Thomas, named to a new position within the organization as chief strategy officer, will lead corporate strategy, including long-term planning, market analysis, and growth initiatives. Thomas has a proven track record of driving growth opportunities in the multimedia and tech sectors and is an expert in developing licensing programs, structuring complex licensing deals and forming strategic partnerships to drive market expansion. He has held senior IP licensing and business development leadership positions at VideoLabs, NAGRA, and Intellectual Ventures. Adeia also announced that effective as of March 13, 2026, Dana Escobar, chief licensing officer and general manager, semiconductor, will be transitioning out of the organization. During his tenure, Escobar played a key role in leading the semiconductor business through the company’s separation and establishing a strong foundation that included new customer engagements and meaningful technological advancements.
お知らせ • Jan 22Adeia Inc. to Report Q4, 2025 Results on Feb 23, 2026Adeia Inc. announced that they will report Q4, 2025 results on Feb 23, 2026
お知らせ • Dec 24Adeia Inc. Raises Earnings Guidance for the Year Ending December 31, 2025Adeia Inc. raised earnings guidance for the year ending December 31, 2025. For the period, the company expects Revenue of $425.0 million to $435.0 million compared to $360.0 million to $380.0 million from a year ago. Net income of $96.4 million to $113.9 million compared to $52.4 million to $71.6 million from a year ago.
お知らせ • Nov 04+ 1 more updateAdeia Inc. Revises Unaudited Earnings Guidance for the Year Ending December 31, 2025Adeia Inc. revised unaudited earnings guidance for the year ending December 31, 2025. For the year, the company expects revenue to be between $360.0 million to $380.0 million against previous guidance of between $390.0 million to $430.0 million. Net income to be between $52.4 million to $71.6 million against previous guidance of between $85.1 million to $86.5 million.
お知らせ • Oct 14Adeia Inc. to Report Q3, 2025 Results on Nov 03, 2025Adeia Inc. announced that they will report Q3, 2025 results on Nov 03, 2025
お知らせ • Aug 06+ 1 more updateAdeia Inc. Declares Dividend, Payable on September 16, 2025The Board of Directors of Adeia Inc. declared a dividend of $0.05 per share, payable on September 16, 2025, to stockholders of record on August 26, 2025.
お知らせ • Jul 09Adeia Inc. to Report Q2, 2025 Results on Aug 05, 2025Adeia Inc. announced that they will report Q2, 2025 results After-Market on Aug 05, 2025
お知らせ • May 06+ 1 more updateAdeia Inc. Reiterates Earnings Guidance for the Year Ending December 31, 2025Adeia Inc. reiterated earnings guidance for the year ending December 31, 2025. For the year 2025, the company expects revenue of $390.0 million to $430.0 million and net income of $76.5 million to $81.6 million.
お知らせ • Apr 08Adeia Inc. to Report Q1, 2025 Results on May 05, 2025Adeia Inc. announced that they will report Q1, 2025 results After-Market on May 05, 2025
お知らせ • Mar 27+ 1 more updateAdeia Inc., Annual General Meeting, May 08, 2025Adeia Inc., Annual General Meeting, May 08, 2025.
お知らせ • Feb 19+ 1 more updateAdeia Inc. Declares Dividend, Payable on March 31, 2025Adeia Inc. declared a dividend of $0.05 per share, payable on March 31, 2025, to stockholders of record on March 10, 2025.
お知らせ • Jan 17Adeia Inc. to Report Q4, 2024 Results on Feb 18, 2025Adeia Inc. announced that they will report Q4, 2024 results After-Market on Feb 18, 2025
Declared Dividend • Nov 18Third quarter dividend of US$0.05 announcedDividend of US$0.05 is the same as last year. Ex-date: 27th November 2024 Payment date: 18th December 2024 Dividend yield will be 1.7%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (52% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 79% over the next year, which should provide support to the dividend and adequate earnings cover.
New Risk • Nov 14New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 22% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.9x net interest cover). Minor Risks Share price has been volatile over the past 3 months (7.6% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (12% net profit margin).
お知らせ • Nov 08Adeia Inc. Narrows Earnings Guidance for the Full Year 2024Adeia Inc. narrows earnings guidance for the full year 2024. For the period, the company expects Revenue of $370.0 million - 400.0 million compared to $380.0 million - 420.0 million prior guidance. Net income $65.9 million - 69.3 million compared to $71.4 million - 75.6 million prior guidance.
New Risk • Nov 08New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 22% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.9x net interest cover). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (12% net profit margin).
Reported Earnings • Nov 08Third quarter 2024 earnings released: EPS: US$0.18 (vs US$0.23 in 3Q 2023)Third quarter 2024 results: EPS: US$0.18 (down from US$0.23 in 3Q 2023). Revenue: US$86.1m (down 15% from 3Q 2023). Net income: US$19.3m (down 20% from 3Q 2023). Profit margin: 22% (down from 24% in 3Q 2023). Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 8.0% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.
お知らせ • Nov 08Adeia Inc. Declares Dividend, Payable on December 18, 2024Adeia Inc. declared a dividend of $0.05 per share of common stock, payable on December 18, 2024, to stockholders of record on November 27, 2024.
Buy Or Sell Opportunity • Nov 02Now 20% undervaluedOver the last 90 days, the stock has risen 18% to US$12.39. The fair value is estimated to be US$15.53, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 34% over the last 3 years. Earnings per share has declined by 26%. Revenue is forecast to grow by 14% in a year. Earnings are forecast to grow by 64% in the next year.
お知らせ • Oct 22Adeia Inc. to Report Q3, 2024 Results on Nov 07, 2024Adeia Inc. announced that they will report Q3, 2024 results After-Market on Nov 07, 2024
Declared Dividend • Aug 11Second quarter dividend of US$0.05 announcedDividend of US$0.05 is the same as last year. Ex-date: 27th August 2024 Payment date: 17th September 2024 Dividend yield will be 1.8%, which is higher than the industry average of 1.7%. Sustainability & Growth Dividend is well covered by both earnings (47% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 42% over the next year, which should provide support to the dividend and adequate earnings cover.
New Risk • Aug 09New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.0% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.9x net interest cover). Minor Risks Profit margins are more than 30% lower than last year (13% net profit margin). Shareholders have been diluted in the past year (2.0% increase in shares outstanding).
Reported Earnings • Aug 07Second quarter 2024 earnings released: EPS: US$0.077 (vs US$0.013 in 2Q 2023)Second quarter 2024 results: EPS: US$0.077 (up from US$0.013 in 2Q 2023). Revenue: US$87.4m (up 5.0% from 2Q 2023). Net income: US$8.38m (up 491% from 2Q 2023). Profit margin: 9.6% (up from 1.7% in 2Q 2023). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 26% per year whereas the company’s share price has fallen by 22% per year.
お知らせ • Aug 07+ 1 more updateAdeia Inc. Updates Earnings Guidance for the Full-Year 2024Adeia Inc. updated earnings guidance for the full-year 2024. For the year, the company reiterated revenue guidance of $380.0 million - $420.0 million, and updated the Net income forecast to $71.4 million - $75.6 million against previous guidance of $65.4 million - $70.7 million.
Valuation Update With 7 Day Price Move • Aug 07Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to US$9.90, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 24x in the Software industry in the United Kingdom. Total returns to shareholders of 86% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$15.39 per share.
お知らせ • Jul 16Adeia Inc. to Report Q2, 2024 Results on Aug 06, 2024Adeia Inc. announced that they will report Q2, 2024 results After-Market on Aug 06, 2024
Buy Or Sell Opportunity • Jul 10Now 22% undervaluedOver the last 90 days, the stock has risen 6.4% to US$11.09. The fair value is estimated to be US$14.17, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 42% over the last 3 years. Earnings per share has declined by 20%. Revenue is forecast to grow by 14% in a year. Earnings are forecast to grow by 29% in the next year.
Buy Or Sell Opportunity • Jun 11Now 21% undervaluedOver the last 90 days, the stock has risen 2.6% to US$11.28. The fair value is estimated to be US$14.24, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 42% over the last 3 years. Earnings per share has declined by 20%. Revenue is forecast to grow by 14% in a year. Earnings are forecast to grow by 29% in the next year.
Buy Or Sell Opportunity • May 10Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to US$11.09. The fair value is estimated to be US$13.88, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 42% over the last 3 years. Earnings per share has declined by 20%. Revenue is forecast to grow by 14% in a year. Earnings are forecast to grow by 29% in the next year.
New Risk • May 10New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.0% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.8x net interest cover). Minor Risks Profit margins are more than 30% lower than last year (11% net profit margin). Shareholders have been diluted in the past year (2.0% increase in shares outstanding).
Declared Dividend • May 09First quarter dividend of US$0.05 announcedDividend of US$0.05 is the same as last year. Ex-date: 24th May 2024 Payment date: 18th June 2024 Dividend yield will be 1.9%, which is higher than the industry average of 1.7%. Sustainability & Growth Dividend is covered by both earnings (55% earnings payout ratio) and cash flows (15% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 35% over the next year, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 07First quarter 2024 earnings released: EPS: US$0.008 (vs US$0.28 in 1Q 2023)First quarter 2024 results: EPS: US$0.008 (down from US$0.28 in 1Q 2023). Revenue: US$83.4m (down 29% from 1Q 2023). Net income: US$899.0k (down 97% from 1Q 2023). Profit margin: 1.1% (down from 25% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 9.6% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 20% per year whereas the company’s share price has fallen by 22% per year.
お知らせ • May 07+ 1 more updateAdeia Inc. Reiterates Earnings Guidance for the Full Year 2024Adeia Inc. reiterated earnings guidance for the full year 2024. For the period, the company expects Revenue to be $380.0 million to $420.0 million and Net income to be $65.4 million to $70.7 million.
お知らせ • Apr 16Adeia Inc. to Report Q1, 2024 Results on May 06, 2024Adeia Inc. announced that they will report Q1, 2024 results After-Market on May 06, 2024
お知らせ • Mar 28Adeia Inc., Annual General Meeting, May 09, 2024Adeia Inc., Annual General Meeting, May 09, 2024, at 10:00 Pacific Standard Time. Agenda: To elect seven members of the Board of Directors to hold office until the next annual meeting or until their successors are duly elected and qualified; to hold an advisory vote to approve the compensation of our named executive officers as described in this proxy statement; to approve an Amended and Restated 2020 Equity Incentive Plan; to ratify the appointment of PricewaterhouseCoopers LLP as the independent registered public accounting firm of the Company for the year ending December 31, 2024; and to transact such other business as may properly come before the meeting or any adjournment or postponement thereof.
Upcoming Dividend • Mar 04Upcoming dividend of US$0.05 per shareEligible shareholders must have bought the stock before 11 March 2024. Payment date: 26 March 2024. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of British dividend payers (6.1%). In line with average of industry peers (1.6%).
Declared Dividend • Feb 25Fourth quarter dividend of US$0.05 announcedDividend of US$0.05 is the same as last year. Ex-date: 11th March 2024 Payment date: 26th March 2024 Dividend yield will be 1.7%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (15% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 25% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 21+ 1 more updateAdeia Inc. Declares Dividend, Payable on March 26, 2024Adeia Inc. declared a dividend of $0.05 per share, payable on March 26, 2024, to stockholders of record on March 12, 2024.
Reported Earnings • Feb 21Full year 2023 earnings released: EPS: US$0.63 (vs US$1.35 in FY 2022)Full year 2023 results: EPS: US$0.63 (down from US$1.35 in FY 2022). Revenue: US$388.8m (down 11% from FY 2022). Net income: US$67.4m (down 52% from FY 2022). Profit margin: 17% (down from 32% in FY 2022). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 2 years, compared to a 9.6% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.
お知らせ • Jan 30Adeia Inc. to Report Q4, 2023 Results on Feb 20, 2024Adeia Inc. announced that they will report Q4, 2023 results After-Market on Feb 20, 2024
お知らせ • Jan 05Adeia Inc. Appoints Joseph Guiliano as Chief Intellectual Property OfficerAdeia Inc. announced that Joseph Guiliano was appointed as Adeia’s chief intellectual property (IP) officer, after serving as outside legal counsel for Adeia’s IP portfolio since 1995. Prior to his appointment as Adeia’s chief IP officer, Guiliano served as the lead outside IP counsel for the media business of Adeia and its predecessor companies since 1995. Most recently, Guiliano was a cofounder and managing partner of Haley Guiliano LLP, an international IP law firm with clients that include both start-up companies as well as established innovators across domestic and international markets. Prior to founding Haley Guiliano, he was the chair of the IP Rights Management practice at Ropes & Gray LLP. Over the course of his three-decade career, Guiliano has handled a wide range of IP legal matters, including patent prosecution, IP transactions, and patent infringement and trade secret misappropriation litigation. He has helped clients navigate intricate issues in a variety of technical disciplines, such as medical devices, cellular telephony, semiconductor processing, and linear and streaming media services.
Valuation Update With 7 Day Price Move • Dec 20Investor sentiment improves as stock rises 15%After last week's 15% share price gain to US$11.78, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 29x in the Software industry in the United Kingdom. Simply Wall St's valuation model estimates the intrinsic value at US$8.25 per share.
Board Change • Dec 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Phyllis Turner-Brim was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Nov 23Chief Licensing Officer & GM of Media recently sold US$203k worth of stockOn the 20th of November, Mark Kokes sold around 20k shares on-market at roughly US$9.91 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Upcoming Dividend • Nov 18Upcoming dividend of US$0.05 per share at 2.0% yieldEligible shareholders must have bought the stock before 24 November 2023. Payment date: 18 December 2023. Payout ratio is a comfortable 17% but the company is paying out more than the cash it is generating. Trailing yield: 2.0%. Lower than top quartile of British dividend payers (6.2%). Higher than average of industry peers (1.8%).
お知らせ • Nov 08+ 1 more updateAdeia Inc. Is Provides Earnings Guidance for the Full-Year Ending December 31, 2023Adeia Inc. is provided earnings guidance for the full-year ending December 31, 2023. For the year, the company expects revenue of $385.0 million - $395.0 million and GAAP net income of $54.7 - $56.7 million.
お知らせ • Nov 07Adeia Inc. Appoints Phyllis Turner-Brim to Board of DirectorsAdeia Inc. announced that veteran,intellectual property (IP) attorney and advisor, Phyllis Turner-Brim, joined Adeia's board of directors on Friday, November 3, 2023. Turner-Brim brings to Adeia a three-decade IP legal career with 15 years of executive experience advising C-suite executives and senior leaders -- including those in Fortune 500 companies -- on issues ranging from strategy and marketing to technology management and IP enforcement. She is widely recognized for elegantly bridging the disciplines of technology, business and law to realize value derived from investments in IP. Turner-Brim is also an astute student of -- and contributor to -- the discourse driving today's innovation society. Recently, Turner-Brim took on the role of senior vice president and deputy general counsel, Products, Services and Brand Security at HP Inc. (HP) where she leads legal for HP's Personal Systems, Print, Workforce Solutions, 3D Print and Incubation business units. Immediately prior, she was HP's senior vice president and deputy general counsel for Innovation and Brand Protection, where she had global responsibility for HP's IP function, including strategy, patent development, IP sales and licensing, enforcement, anti-counterfeiting and fraud prevention. An active and frequent advisor to HP's C-suite, Turner-Brim is also a member of multiple working groups within the organization, including the Legal, Global Marketing, and Strategy and Incubation Leadership teams. She also served as the vice president and assistant general counsel at Starbucks and was the legal executive at the intersection of IP and technology. Prior to Starbucks, Turner-Brim was the vice president, chief IP counsel at Intellectual Ventures where sheled the teams responsible for outbound licensing, patent acquisitions and IP policy initiatives. She has held similar roles with Intermec Technologies Corp. (now Honeywell), Walmart Stores Inc. and Cabot Microelectronics Corp. Turner-Brim holds a Bachelor of Science degree in chemical engineering from the Illinois Institute of Technology and a Juris Doctor degree from the University of Cincinnati.
Reported Earnings • Nov 07Third quarter 2023 earnings released: EPS: US$0.23 (vs US$3.72 loss in 3Q 2022)Third quarter 2023 results: EPS: US$0.23 (up from US$3.72 loss in 3Q 2022). Revenue: US$101.4m (down 52% from 3Q 2022). Net income: US$24.2m (up US$413.2m from 3Q 2022). Profit margin: 24% (up from net loss in 3Q 2022). Revenue is forecast to grow 24% p.a. on average during the next 2 years, compared to a 8.1% growth forecast for the Software industry in the United Kingdom.
お知らせ • Oct 17Adeia Inc. to Report Q3, 2023 Results on Nov 06, 2023Adeia Inc. announced that they will report Q3, 2023 results After-Market on Nov 06, 2023
Buying Opportunity • Oct 03Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be US$11.83, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 25% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 5.2% in a year. Earnings is forecast to decline by 36% in the next year.
Valuation Update With 7 Day Price Move • Sep 29Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$10.62, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 29x in the Software industry in the United Kingdom. Total returns to shareholders of 224% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$13.42 per share.
お知らせ • Sep 12Adeia and NVIDIA Resolve LitigationAdeia Inc. announced that NVIDIA and Adeia have resolved the existing litigation between the companies on confidential terms.
お知らせ • Sep 08Adeia Inc. Appoints Jarl Berntzen as Chief Corporate Development OfficerAdeia Inc. announced that Jarl Berntzen joined Adeia as the company’s chief corporate development officer on September 5, 2023. Berntzen joins Adeia from Oppenheimer & Co., where he was managing director of technology investment banking and head of technology M&A. At Oppenheimer, he was responsible for soliciting and executing M&A transactions and private capital raises across the full technology spectrum. Prior to that, Berntzen held corporate development leadership roles at Dolby Laboratories and Rambus. Earlier in his career, he worked for more than a decade in the M&A departments at Goldman, Sachs & Co., where he held the position of vice president. Berntzen is a seasoned corporate development professional with vast experience evaluating and leading technology acquisition and investment opportunities. He earned both a B.Sc. and an M.Sc. degree in Economics and Business Administration from Copenhagen Business School.
Upcoming Dividend • Aug 18Upcoming dividend of US$0.05 per share at 2.0% yieldEligible shareholders must have bought the stock before 25 August 2023. Payment date: 18 September 2023. Payout ratio is a comfortable 21% but the company is paying out more than the cash it is generating. Trailing yield: 2.0%. Lower than top quartile of British dividend payers (6.2%). Higher than average of industry peers (1.8%).
Valuation Update With 7 Day Price Move • Aug 14Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$9.89, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 31x in the Software industry in the United Kingdom. Total returns to shareholders of 132% over the past year. Simply Wall St's valuation model estimates the intrinsic value at US$12.90 per share.
お知らせ • Aug 09Adam Rymer Joins Adeia’s Board of DirectorsAdeia Inc. announced that Adam Rymer joined Adeia’s board of directors as of August 4, 2023. Rymer is a recognized leader in the technology, media and entertainment sectors. As an entrepreneur and executive, his experience spans the gaming, TV, film, music and live streaming industries. He has demonstrated success in driving innovation in emerging technology at companies ranging from start-ups to public institutions. Rymer is a results-driven multi-disciplinary leader with a proven track record. He brings extensive experience in developing new business models and products, structuring organizations, raising capital and M&A. He is currently the president of Reason Advisory, a consultancy firm focused on the media, entertainment and technology sectors. The firm conducts extensive work on the future of consumer behavior, evolving business models and technology adoption. In addition, Reason Advisory provides expert consultation on M&A, due diligence, organizational structuring, financial modeling and board leadership. Rymer previously served as chief executive officer of Envy Gaming, and president of Legendary Entertainment'sDigital Networks Group before that. Prior to Legendary Entertainment, Rymer was chief operating officer/chief financial officer of Lava Bear Films and was executive producer of the feature film The Rover, released in 2014. Prior to Lava Bear, he spent eight years at Universal Studios Motion Picture Group, most recently as senior vice president, Universal Pictures Digital Platforms, where he spearheaded the studio’s distribution and new business initiatives through emerging channels including mobile, broadband, interactive and digital cinema. He is a graduate of The Wharton School with a Master of Business Administration and Harvard University with a Bachelor of Arts in applied mathematics and economics.
Reported Earnings • Aug 08Second quarter 2023 earnings released: EPS: US$0.013 (vs US$0.054 loss in 2Q 2022)Second quarter 2023 results: EPS: US$0.013 (up from US$0.054 loss in 2Q 2022). Revenue: US$83.2m (down 64% from 2Q 2022). Net income: US$1.42m (up US$7.04m from 2Q 2022). Profit margin: 1.7% (up from net loss in 2Q 2022). The move to profitability was driven by lower expenses. Revenue is forecast to grow 31% p.a. on average during the next 2 years, compared to a 8.4% growth forecast for the Software industry in the United Kingdom.
お知らせ • Jul 18Adeia Inc. to Report Q2, 2023 Results on Aug 07, 2023Adeia Inc. announced that they will report Q2, 2023 results After-Market on Aug 07, 2023
Buying Opportunity • Jun 01Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 8.3%. The fair value is estimated to be US$11.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to decline by 1.6% in a year. Earnings is forecast to decline by 46% in the next year.
Upcoming Dividend • May 19Upcoming dividend of US$0.05 per share at 2.2% yieldEligible shareholders must have bought the stock before 26 May 2023. Payment date: 20 June 2023. Payout ratio is a comfortable 19% but the company is paying out more than the cash it is generating. Trailing yield: 2.2%. Lower than top quartile of British dividend payers (5.8%). Higher than average of industry peers (1.8%).
Valuation Update With 7 Day Price Move • May 15Investor sentiment improves as stock rises 24%After last week's 24% share price gain to US$8.92, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 29x in the Software industry in the United Kingdom. Total returns to shareholders of 109% over the past year. Simply Wall St's valuation model estimates the intrinsic value at US$15.29 per share.
Reported Earnings • May 09First quarter 2023 earnings released: EPS: US$0.28 (vs US$0.24 in 1Q 2022)First quarter 2023 results: EPS: US$0.28 (up from US$0.24 in 1Q 2022). Revenue: US$117.3m (down 54% from 1Q 2022). Net income: US$29.0m (up 16% from 1Q 2022). Profit margin: 25% (up from 9.7% in 1Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.5% p.a. on average during the next 2 years, compared to a 8.2% growth forecast for the Software industry in the United Kingdom.
お知らせ • May 09Adeia Inc. Declares a Dividend, Payable on June 20, 2023Adeia Inc. announced that its Board of Directors declared a dividend of $0.05 per share of common stock, payable on June 20, 2023, to stockholders of record on May 30, 2023.
Board Change • Apr 18High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. Independent Director Raghu Rau is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Upcoming Dividend • Mar 07Upcoming dividend of US$0.05 per share at 2.1% yieldEligible shareholders must have bought the stock before 14 March 2023. Payment date: 29 March 2023. Payout ratio is a comfortable 15% but the company is paying out more than the cash it is generating. Trailing yield: 2.1%. Lower than top quartile of British dividend payers (5.5%). Higher than average of industry peers (1.8%).
Reported Earnings • Feb 24Full year 2022 earnings released: EPS: US$1.35 (vs US$0.53 loss in FY 2021)Full year 2022 results: EPS: US$1.35 (up from US$0.53 loss in FY 2021). Revenue: US$438.9m (down 50% from FY 2021). Net income: US$141.1m (up US$196.6m from FY 2021). Profit margin: 32% (up from net loss in FY 2021). The move to profitability was driven by lower expenses. Revenue is forecast to stay flat during the next 2 years compared to a 9.0% growth forecast for the Software industry in the United Kingdom.
Upcoming Dividend • Aug 19Upcoming dividend of US$0.05 per shareEligible shareholders must have bought the stock before 26 August 2022. Payment date: 19 September 2022. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.2%. Lower than top quartile of British dividend payers (5.2%). Lower than average of industry peers (2.0%).
Reported Earnings • Aug 09Second quarter 2022 earnings released: US$0.054 loss per share (vs US$0.011 loss in 2Q 2021)Second quarter 2022 results: US$0.054 loss per share (down from US$0.011 loss in 2Q 2021). Revenue: US$234.0m (up 5.3% from 2Q 2021). Net loss: US$5.63m (loss widened 403% from 2Q 2021). Over the next year, revenue is forecast to grow 2.0%, compared to a 21% growth forecast for the industry in the United Kingdom.
Board Change • Aug 09High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. No experienced directors. No highly experienced directors. Independent Director Darcy Antonellis is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Board Change • Jun 23High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. No experienced directors. No highly experienced directors. Independent Director Darcy Antonellis is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • May 26Xperi Holding Corporation Appoints Paul E. Davis as CEO of AdeiaXperi Holding Corporation announced the appointment of Paul E. Davis as Chief Executive Officer of Adeia, the intellectual property (IP) business of Xperi, effective upon completion of its separation as a stand-alone company later this fall. Prior to separation, Mr. Davis will serve as the President of Adeia and continue in his role as Chief Legal Officer of Xperi. Additional executive leadership appointments will be determined over the coming months as the separation process progresses. Mr. Davis currently serves as Chief Legal Officer and Corporate Secretary at Xperi. Paul joined the Company in 2011 and in 2013 was promoted to Senior Vice President, General Counsel and Corporate Secretary of Tessera Technologies Inc., the predecessor to Xperi Corporation before the acquisition of DTS Inc. in 2016. Before joining the company, he was an attorney at Skadden, Arps, Slate, Meagher & Flom LLP, with a focus on mergers and acquisitions, corporate securities matters and corporate governance. Mr. Davis holds a Juris Doctor from the University of California, Hastings College of the Law, graduating magna cum laude, and B.A. degrees in history and political science from the University of California, San Diego.
Reported Earnings • May 11First quarter 2022 earnings released: EPS: US$0.24 (vs US$0.05 in 1Q 2021)First quarter 2022 results: EPS: US$0.24 (up from US$0.05 in 1Q 2021). Revenue: US$257.4m (up 16% from 1Q 2021). Net income: US$24.9m (up 372% from 1Q 2021). Profit margin: 9.7% (up from 2.4% in 1Q 2021). Over the next year, revenue is forecast to grow 1.0%, compared to a 26% growth forecast for the industry in the United Kingdom.
お知らせ • May 10+ 1 more updateXperi Holding Corporation Declares Dividend, Payable on June 21, 2022On April 29, 2022, the Board of Directors of Xperi Holding Corporation declared a dividend of $0.05 per share, payable on June 21, 2022, to stockholders of record on May 31, 2022.
Board Change • May 06High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. No experienced directors. No highly experienced directors. Independent Director Darcy Antonellis is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Apr 26Xperi Holding Corporation to Report Q1, 2022 Results on May 09, 2022Xperi Holding Corporation announced that they will report Q1, 2022 results After-Market on May 09, 2022
Board Change • Mar 31High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. No experienced directors. No highly experienced directors. Independent Director Darcy Antonellis is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Upcoming Dividend • Mar 09Upcoming dividend of US$0.05 per shareEligible shareholders must have bought the stock before 15 March 2022. Payment date: 30 March 2022. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.3%. Lower than top quartile of British dividend payers (4.9%). Lower than average of industry peers (2.0%).
Board Change • Mar 09High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. No experienced directors. No highly experienced directors. Independent Director Darcy Antonellis is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Mar 01Xperi Holding Corporation Launches Suite of Omni-Screen, Data-Driven Advertising Solutions to Bridge Gap Between Linear Tv and StreamingXperi Holding Corporation announced the launch of TiVo Xtend™. As TV consumption shifts away from linear and towards OTT and VOD, advertisers are seeing their reach decline from traditional TV buys. TiVo Xtend bridges the gap between linear and streaming, allowing advertisers to understand how audiences are engaging with their TV campaigns. Since revolutionizing what it meant to watch TV with the original DVR in 1999, TiVo continues to redefine the entertainment experience with innovative technology and customizable solutions, pioneering the future of personalization and making it easier to find, watch and enjoy content. As a real-time data provider, TiVo enables brands, agencies, programmers, publishers, platforms and measurement firms to integrate TiVo’s viewership and TV ad exposure data into their planning, measurement and attribution products and services. Supported by innovative technology and customizable solutions, TiVo Xtend provides the data and platforms to accurately target audiences across channels. Key features include: TiVo Xtend Data: Deterministic, first-party viewership data to identify who has or has not tuned into programming or seen a message from a brand or its competitor. TiVo Xtend Audiences: Custom or pre-built programmatic audience segments, scaled and tested for precise digital targeting on CTV, PC, tablet and mobile. TiVo Xtend CTV: Premium CTV inventory layered with Xtend or custom audiences to add incremental reach and frequency to linear across 40 million households. TiVo Xtend Dynamic Ads: Dynamic, clickable ads placed within native TiVo Guides to promote content to relevant and engaged audiences.
お知らせ • Feb 24Xperi Holding Corporation Declares Dividend, Payable on March 30, 2022On Feb. 3, 2022, the Board of Directors of Xperi Holding Corporation declared a dividend of $0.05 per share, payable on March 30, 2022, to stockholders of record on March 16, 2022.