Adeia マネジメント
マネジメント 基準チェック /44
Adeiaの CEO はPaul Davisで、 Oct2022年に任命され、 の在任期間は 3.75年です。 の年間総報酬は$ 6.45Mで、 10.3%給与と89.7%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の1.38%を直接所有しており、その価値は$ 44.14M 。経営陣と取締役会の平均在任期間はそれぞれ3年と3.8年です。
主要情報
Paul Davis
最高経営責任者
US$6.5m
報酬総額
| CEO給与比率 | 10.26% |
| CEO在任期間 | 3.8yrs |
| CEOの所有権 | 1.4% |
| 経営陣の平均在職期間 | 3yrs |
| 取締役会の平均在任期間 | 3.8yrs |
経営陣の近況
Recent updates
ナラティブの更新 • Jul 08
ADEA: Licensing Momentum And AMD Settlement Will Support Future Cash Flow Visibility
Analysts have lifted their price target for Adeia from $40 to $43, citing recent updates to fair value estimates, discount rate inputs, and long term P/E assumptions, supported by Street research highlighting renewed licensing momentum and higher target revisions. Analyst Commentary Bullish analysts covering Adeia are highlighting the recent round of price target increases as an indication of growing confidence in the company’s ability to execute on its licensing model and support higher valuation benchmarks over time.
ナラティブの更新 • Jun 23
ADEA: AMD Settlement And Licensing Wins Will Drive Future Royalty Streams
Adeia's analyst price target has increased to $37.00, with analysts pointing to recent price target hikes and supportive commentary around the company's licensing momentum, including the AMD settlement. Analyst Commentary Recent research on Adeia centers on the higher price targets and the AMD licensing settlement, with analysts weighing how these developments affect the stock's valuation and the company's ability to execute on its licensing strategy.Seeking Alpha • Jun 19
Adeia: Multiple Growth Paths, Limited Upside At This Price
Summary Adeia Inc. licenses patents in media, entertainment, and semiconductors, with positive but decelerating growth. I previously rated ADEA a Hold due to revenue volatility and a persistently negative tangible book value. Despite these concerns, ADEA's stock broke out in early March and has demonstrated strong momentum since. Outstanding momentum metrics now characterize ADEA, though underlying financial concerns remain relevant. Read the full article on Seeking Alphaナラティブの更新 • Jun 09
ADEA: AMD Licensing Momentum Will Drive Future Hybrid Bonding Monetization
Analysts have lifted their fair value estimate for Adeia from $33 to $37, citing higher price targets related to recent AMD-linked licensing developments and updated assumptions on discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Bullish Takeaways Bullish analysts highlight the multi year license agreement with AMD as a key factor supporting higher fair value estimates, viewing it as an important commercial milestone for Adeia's licensing model.
ナラティブの更新 • May 26
ADEA: AMD License And Settlements Will Support Multi Year Earnings Power
Adeia's analyst price target has been revised from $28 to $30, with analysts pointing to the multi year AMD license agreement, recent litigation settlements, and stronger expected profit margins as key supports for the higher valuation. Analyst Commentary Recent research has centered on Adeia's multi year intellectual property license agreement with AMD and the resolution of key legal disputes.分析記事 • May 14
Statutory Profit Doesn't Reflect How Good Adeia's (NASDAQ:ADEA) Earnings Are
Even though Adeia Inc. ( NASDAQ:ADEA ) posted strong earnings, investors appeared to be underwhelmed. Our analysis says...ナラティブの更新 • May 04
ADEA: AMD Settlement Will Test Sustainability Of Recent Licensing Momentum
Adeia's analyst price target has shifted from $24 to $28, with analysts pointing to recent multi year licensing agreements, especially with AMD, and the resolution of key litigation as support for this higher valuation. Analyst Commentary Recent Street research on Adeia centers on the impact of new and renewed licensing agreements, along with the resolution of key litigation.ナラティブの更新 • Apr 19
ADEA: AMD Licensing And Resolved Litigation Will Support Future Upside
Adeia's analyst price targets have moved higher into a $30 to $40 range, as analysts point to the new multi year IP and license agreements with AMD, Microsoft and other customers, along with recent litigation settlements, as key support for their updated views. Analyst Commentary Recent research updates show analysts becoming more constructive on Adeia, with higher price targets clustering in the $30 to $40 range and commentary that focuses on intellectual property execution, licensing momentum and litigation outcomes.ナラティブの更新 • Apr 05
ADEA: AMD License And Settlements Will Drive Future Upside
Narrative Update The analyst price target for Adeia has increased from $22.75 to $33.00. Analysts point to the new multi year AMD license, recent settlements, and fresh licensing wins with Microsoft and a major semiconductor customer as key supports for higher valuation assumptions.ナラティブの更新 • Mar 21
ADEA: AMD License Resolutions Will Support Future Cash Flow Visibility
Adeia's analyst price target has been reset higher from $27.00 to $40.00, as analysts point to the new multi year license agreement with AMD, recent settlements with AMD and Disney, and fresh licensing wins with Microsoft and a semiconductor customer as key supports for their updated views. Analyst Commentary Bullish analysts are responding to Adeia's recent licensing momentum and litigation resolutions with higher price targets and reinforced confidence in the business model.ナラティブの更新 • Mar 07
ADEA: Disney Resolution And New Licensing Will Shape Future Credibility
Narrative update on Adeia The analyst price target for Adeia has been raised from $24 to $30 as analysts point to record quarterly results, new licensing deals, and guidance that suggests potential for revenue and free cash flow expansion beyond 2025. Analyst Commentary Recent research points to a more constructive stance on Adeia, with several firms lifting their price targets to $30 and citing record quarterly revenue, profits linked to a successful patent defense, and new licensing agreements with Microsoft and a semiconductor customer.ナラティブの更新 • Feb 21
ADEA: Disney Settlement And Licensing Outlook Will Shape Future Credibility
Analysts have maintained their $20.00 price target for Adeia, noting slightly revised assumptions for the discount rate, revenue growth, profit margin and future P/E ratio. Taken together, these updates continue to support their current valuation view.ナラティブの更新 • Feb 06
ADEA: Disney Settlement And Long-Term Licensing Will Drive Future Upside
Analysts maintained their fair value estimate for Adeia at $22.75, making only small adjustments to inputs such as the discount rate, revenue growth, profit margin, and future P/E assumptions, which together resulted in a modest refinement rather than a significant change in their overall price target view. What's in the News Adeia raised earnings guidance for the year ending December 31, 2025, with expected revenue of $425.0m to $435.0m, compared to prior guidance of $360.0m to $380.0m, and expected net income of $96.4m to $113.9m, compared to prior guidance of $52.4m to $71.6m (Key Developments).ナラティブの更新 • Jan 22
ADEA: Litigation Uncertainty And Hybrid Bonding Prospects Will Shape Credibility Outlook
Narrative Update on Adeia The analyst price target for Adeia has moved from US$17.00 to US$20.00. Analysts cite confusion around the recent post-earnings selloff, ongoing litigation questions, and continued interest in the recurring semis and hybrid bonding story as key reasons for the revised view.分析記事 • Jan 15
When Should You Buy Adeia Inc. (NASDAQ:ADEA)?
Adeia Inc. ( NASDAQ:ADEA ), might not be a large cap stock, but it saw a significant share price rise of 61% in the...ナラティブの更新 • Jan 08
ADEA: Recurring Semi Licensing And Hybrid Bonding Will Outweigh Litigation Overhang
Narrative Update on Adeia Analysts have lifted their price target on Adeia from $19.75 to $22.75, pointing to continued confidence in the recurring semiconductor licensing story and hybrid bonding potential, even as they factor in a slightly lower revenue growth outlook, a lower discount rate and a higher future P/E multiple. Analyst Commentary Recent commentary around Adeia focuses on how the post earnings share reaction lines up with the recurring semiconductor licensing story and expectations for hybrid bonding adoption, especially in light of ongoing litigation related to logic chiplet licensing for data center and artificial intelligence end markets.分析記事 • Dec 23
Earnings Not Telling The Story For Adeia Inc. (NASDAQ:ADEA) After Shares Rise 38%
Those holding Adeia Inc. ( NASDAQ:ADEA ) shares would be relieved that the share price has rebounded 38% in the last...ナラティブの更新 • Dec 21
ADEA: Hybrid Bonding Upside Will Outweigh Litigation Delays Over Time
Analysts have modestly raised their price target for Adeia, citing the recent post earnings selloff as a buying opportunity and pointing to resilient recurring semiconductor growth along with an unchanged hybrid bonding thesis that they say supports upside toward $27.00 per share. Analyst Commentary Bullish Takeaways Bullish analysts view the post earnings pullback as dislocated from fundamentals, arguing that resilient recurring semiconductor revenue and an intact hybrid bonding thesis justify upside toward the raised price target.ナラティブの更新 • Dec 07
ADEA: Hybrid Bonding Momentum Will Support Upside Despite Litigation Timing Risk
Adeia's analyst price target has been reaffirmed at $19.75 per share, as analysts view the recent share selloff as a buying opportunity given the company's resilient recurring semiconductor revenue and unchanged hybrid-bonding growth story, despite near term credibility concerns and questions about the timing of litigation. Analyst Commentary Analysts broadly characterize the latest selloff as disconnected from Adeia's long term fundamentals, with near term uncertainty seen as more of a trading disruption than a structural break in the equity story.ナラティブの更新 • Nov 23
ADEA: Post-Earnings Selloff Will Offer Upside Amid Litigation Uncertainty
Adeia Price Target Revised Amid Mixed Signals Analysts have maintained their fair value estimate for Adeia at $19.75. They cite ongoing growth in semiconductor licensing and stable long-term prospects, despite modest adjustments to key assumptions and near-term uncertainty following recent earnings developments.分析記事 • Nov 06
Adeia Inc. Just Missed Earnings - But Analysts Have Updated Their Models
Adeia Inc. ( NASDAQ:ADEA ) missed earnings with its latest quarterly results, disappointing overly-optimistic...ナラティブの更新 • Nov 05
ADEA: Recurring Chip Revenue Will Support Upside Despite Litigation Risks
Narrative Update on Adeia: Analyst Price Target Adjustment Analysts have lowered their price target for Adeia from $20.67 to $19.75 per share, citing concerns around decreased profit margin projections and ongoing uncertainties in licensing timing. However, they note that recurring growth in semiconductors continues to support the company's long-term outlook.分析記事 • Oct 25
Investors Appear Satisfied With Adeia Inc.'s (NASDAQ:ADEA) Prospects
With a price-to-earnings (or "P/E") ratio of 22.3x Adeia Inc. ( NASDAQ:ADEA ) may be sending bearish signals at the...分析記事 • Sep 18
Should You Think About Buying Adeia Inc. (NASDAQ:ADEA) Now?
While Adeia Inc. ( NASDAQ:ADEA ) might not have the largest market cap around , it saw a significant share price rise...ナラティブの更新 • Sep 03
Connected Devices And Semiconductors Will Drive Future Prospects Despite Risks
Analysts have raised Adeia’s price target from $17.33 to $20.67, citing accelerating recurring sales, expanding semiconductor opportunities fueled by data center and AI adoption, and confidence in the company’s robust, scalable licensing model. Analyst Commentary Recurring sales acceleration expected as over-the-top and next-generation semi-hybrid bonding solutions are licensed and commercialized.分析記事 • Aug 15
Adeia's (NASDAQ:ADEA) Performance Is Even Better Than Its Earnings Suggest
NasdaqGS:ADEA 1 Year Share Price vs Fair Value Explore Adeia's Fair Values from the Community and select yours Adeia...分析記事 • Aug 09
Adeia (NASDAQ:ADEA) Is Paying Out A Dividend Of $0.05
Adeia Inc.'s ( NASDAQ:ADEA ) investors are due to receive a payment of $0.05 per share on 16th of September. The...分析記事 • Jul 28
Does Adeia (NASDAQ:ADEA) Have A Healthy Balance Sheet?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Jul 07
Some Shareholders Feeling Restless Over Adeia Inc.'s (NASDAQ:ADEA) P/E Ratio
Adeia Inc.'s ( NASDAQ:ADEA ) price-to-earnings (or "P/E") ratio of 21x might make it look like a sell right now...分析記事 • Jun 16
Is It Time To Consider Buying Adeia Inc. (NASDAQ:ADEA)?
Adeia Inc. ( NASDAQ:ADEA ), is not the largest company out there, but it saw a decent share price growth of 16% on the...分析記事 • May 13
Adeia (NASDAQ:ADEA) Will Pay A Dividend Of $0.05
The board of Adeia Inc. ( NASDAQ:ADEA ) has announced that it will pay a dividend on the 17th of June, with investors...分析記事 • Mar 13
Is Adeia (NASDAQ:ADEA) A Risky Investment?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...分析記事 • Feb 20
Adeia Inc.'s (NASDAQ:ADEA) 27% Share Price Surge Not Quite Adding Up
Despite an already strong run, Adeia Inc. ( NASDAQ:ADEA ) shares have been powering on, with a gain of 27% in the last...分析記事 • Feb 05
When Should You Buy Adeia Inc. (NASDAQ:ADEA)?
Adeia Inc. ( NASDAQ:ADEA ), is not the largest company out there, but it received a lot of attention from a substantial...Seeking Alpha • Jan 24
Adeia: Medium Quality Business In A Competitive Industry
Summary Adeia operates in a competitive patent development market with significant risks, showing lower ROCE and R&D investment compared to InterDigital. The OTT market presents growth opportunities for Adeia, but the decline in traditional Pay-TV poses risks to future revenue. Overall, the risks associated with ADEA outweigh the opportunities, leading me to rate the company as a hold. Read the full article on Seeking Alpha分析記事 • Dec 17
Why Investors Shouldn't Be Surprised By Adeia Inc.'s (NASDAQ:ADEA) 26% Share Price Surge
Adeia Inc. ( NASDAQ:ADEA ) shareholders would be excited to see that the share price has had a great month, posting a...CEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$122m |
| Dec 31 2025 | US$6m | US$663k | US$111m |
| Sep 30 2025 | n/a | n/a | US$73m |
| Jun 30 2025 | n/a | n/a | US$84m |
| Mar 31 2025 | n/a | n/a | US$76m |
| Dec 31 2024 | US$7m | US$625k | US$65m |
| Sep 30 2024 | n/a | n/a | US$41m |
| Jun 30 2024 | n/a | n/a | US$46m |
| Mar 31 2024 | n/a | n/a | US$39m |
| Dec 31 2023 | US$5m | US$625k | US$67m |
| Sep 30 2023 | n/a | n/a | US$128m |
| Jun 30 2023 | n/a | n/a | US$98m |
| Mar 31 2023 | n/a | n/a | US$112m |
| Dec 31 2022 | US$12m | US$508k | US$138m |
| Sep 30 2022 | n/a | n/a | US$174m |
| Jun 30 2022 | n/a | n/a | US$135m |
| Mar 31 2022 | n/a | n/a | US$119m |
| Dec 31 2021 | n/a | n/a | US$68m |
| Sep 30 2021 | n/a | n/a | US$139m |
| Jun 30 2021 | n/a | n/a | US$154m |
| Mar 31 2021 | n/a | n/a | US$133m |
| Dec 31 2020 | n/a | n/a | US$240m |
| Sep 30 2020 | n/a | n/a | -US$49m |
| Jun 30 2020 | n/a | n/a | -US$35m |
| Mar 31 2020 | n/a | n/a | -US$18m |
| Dec 31 2019 | US$1m | US$360k | -US$63m |
報酬と市場: Paulの 総報酬 ($USD 6.45M ) は、 US市場 ($USD 6.95M ) の同様の規模の企業の平均とほぼ同じです。
報酬と収益: Paulの報酬は、過去 1 年間の会社の業績と一致しています。
CEO
Paul Davis (51 yo)
3.8yrs
在職期間
US$6,454,507
報酬
Mr. Paul E. Davis, J.D., has been the Chief Executive Officer & Director of Adeia Inc. since October 1, 2022. Mr. Davis was the President of Adeia Inc. from May 2022 to October 1, 2022. He had been the Chi...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| CEO & Director | 3.8yrs | US$6.45m | 1.38% $ 44.1m | |
| Chief Financial Officer | 3.9yrs | US$3.14m | 0.27% $ 8.7m | |
| Chief Legal Officer & Corporate Secretary | no data | US$2.70m | 0.093% $ 3.0m | |
| Chief Revenue Officer | less than a year | US$2.68m | 0.12% $ 3.8m | |
| Chief Technology Officer | 3.4yrs | データなし | データなし | |
| Vice President of Investor Relations | no data | データなし | データなし | |
| Chief Corporate Development Officer | 2.8yrs | データなし | データなし | |
| Chief People Officer | 3.3yrs | データなし | データなし | |
| Chief Semiconductor Officer | less than a year | US$831.67k | データなし | |
| Chief intellectual property (IP) officer | no data | データなし | データなし | |
| Chief Strategy Officer | less than a year | データなし | データなし |
3.0yrs
平均在職期間
53yo
平均年齢
経験豊富な経営陣: ADEAの経営陣は 経験豊富 であると考えられます ( 3年の平均在職年数)。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| CEO & Director | 3.8yrs | US$6.45m | 1.38% $ 44.1m | |
| Independent Director | 1.2yrs | US$234.04k | 0.013% $ 407.5k | |
| Independent Chairman | 6.1yrs | US$312.95k | 0.10% $ 3.2m | |
| Independent Director | 3.8yrs | US$264.95k | 0.066% $ 2.1m | |
| Independent Director | 2.9yrs | US$251.95k | 0.042% $ 1.3m | |
| Independent Director | 2.7yrs | US$259.79k | 0.038% $ 1.2m | |
| Independent Director | 4.6yrs | US$265.95k | 0% $ 0 |
3.8yrs
平均在職期間
60yo
平均年齢
経験豊富なボード: ADEAの 取締役会 は 経験豊富 であると考えられます ( 3.8年の平均在任期間)。
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 | 2026/07/12 14:59 |
| 終値 | 2026/07/10 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
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. 4 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 Muse | Barclays |
| Ted Moreau | Barrington Research Associates, Inc. |
| Gary Mobley | Benchmark Company |