Adeia

Sources - 34

Every claim above cites one of these, or states the reasoning that derived it. The quote is frozen at the date it was read: a link can rot, and an agent fetch returns a reading of a page rather than the page. Backs counts the whole claim ledger, so it can name a claim this page does not surface.

1. S01primarycompany filing2026-02-26
   Adeia Inc. Form 10-K for the year ended 31 December 2025
   The business description, the customer types and fee structures, the named licensees, the patent count and expiry, the competition statement, the concentration table and the five-customer figure, the revenue note with the recurring split and the $91.1M of prior-period performance obligations, the media and semiconductor split, the legal proceedings on Disney, DIRECTV, AMD, Shaw, Bell and Videotron, the term loan terms, the buyback history and the headcount.
   backsC01C02C03C06C09C10C14C20C22C25C26C28C40C45C46C48C55C58C59C61C63
2. S02primarycompany filing2026-08-05
   Adeia Inc. Form 10-Q for the quarter ended 30 June 2026
   Recurring and non-recurring revenue for the quarter and half, the media and semiconductor split, the MD&A attribution of the recurring decline to Pay-TV customers, the customer concentration table, remaining performance obligations by year, the term loan balance and rate, and Part II legal proceedings on DIRECTV, DISH, Fubo, Shaw, the Canadian cases and the settled Disney and AMD matters.
   backsC04C05C06C07C10C13C14C26C27C29C32C40C55C60
3. S03primarycompany filing2026-08-03
   Adeia Q2 2026 results release, Form 8-K Exhibit 99.1
   The income statement, balance sheet and cash-flow statement, the GAAP to non-GAAP reconciliations, the reiterated 2026 outlook, the raised $600M long-term target, the Google, RPX and L'Oréal agreements, the buyback and dividend figures.
   backsC12C15C26C27C28C30C32C39C47C49C52
4. S04primarytranscript2026-08-03
   Adeia Q2 2026 earnings call transcript
   The 54% non-Pay-TV recurring growth and the nearly-double ratio, the semiconductor revenue of $14.8M for the quarter and $48.3M for the half, the five-year framing of the $200M target, the renewal rate over 90%, the $150M cash-flow and $100M year-end cash guide, the CEO search update and the Fubo suit. Ten analyst turns from four analysts are a separate origin: Scott Searle on the DIRECTV and DISH hits, Hamed Khorsand on the guide's low end, Matthew Galinko on RPX.

   Our non-Pay-TV recurring revenue is strong and thriving, growing 54% year-over-year in the second quarter and is now nearly double the size of our Pay-TV recurring revenue.

   backsC11C12C15C23C34C47C49C62C63
5. S05primarycompany filing2026-02-23
   Adeia Q4 and full-year 2025 results release, Form 8-K Exhibit 99.1
   Q4 2025 revenue of $182.6M, the Disney agreement, the Microsoft agreement, the Vodafone and MLB deals, the full-year figures, the initial 2026 outlook and the Q4 income statement.
   backsC03C22C23C30C52
6. S06primarytranscript2026-02-23
   Adeia Q4 2025 earnings call transcript
   The Pay-TV share guide, the DIRECTV statement, the Q4 recurring split near 50-50, semiconductor revenue of $18M in 2024 and $26M in 2025, the NAND minimums and per-unit pricing, the 2027 and 2028 relicensing window, the OTT share and the 30% to 35% OTT revenue expectation, the leadership realignment. Analyst questions from Kevin Cassidy, Scott Searle and Hamed Khorsand are a separate origin.

   We are now anticipating Pay-TV will represent approximately 35% to 40% of our forecasted revenue this year. We are closely monitoring and taking direct action to challenges within our Pay-TV licensing program. Specifically, DIRECTV has filed certain litigation, which ultimately challenges the need for a new license agreement. ... I would also just add, Scott, on NAND just as a reminder, we signed the deals with Kioxia and SanDisk in March of 2023. At that time, they had no NAND products that utilized hybrid bonding. ... we'll pretty much fundamentally work through most of those minimums in '27, so it will be more pronounced then.

   backsC11C16C40C43C45
7. S07primarytranscript2026-05-04
   Adeia Q1 2026 earnings call transcript
   The Q1 and Q4 recurring figures, the $90M exit-rate guide, the DISH expiry at the end of March, the AMD retroactive component and the 10% remark, the S&P upgrade to BB, the refinancing timing and the $300M to $400M debt comfort range, the CEO's departure announcement, and the 85-15 internal-external portfolio split. Analyst questions are a separate origin.

   Our recurring revenue during Q1 was $66.3 million as compared to $94.5 million in the prior quarter. The decrease in our recurring revenue was due to both subscriber declines and the timing of renewals with certain pay-TV customers.

   backsC07C11C12C14C22C26C37C49C60
8. S08primarycompany filing2026-05-06
   Adeia Inc. Form 10-Q for the quarter ended 31 March 2026
   Q1 2026 recurring revenue of $66,258K and non-recurring of $38,514K as first filed - the figures the Q2 10-Q's half-year totals no longer agree with.
   backsC13
9. S09primarycompany filing2026-04-01
   Adeia Form 8-K, press release on the DISH Network litigation and reiterated outlook
   The five-patent complaint in Colorado, the statement that DISH and its predecessors licensed the portfolio for decades, and the outlook reiterated the day the licence lapsed.
   backsC07C12
10. S10primarycompany filing2026-07-01
    Adeia Form 8-K, press release on the FuboTV litigation
    The four-patent complaint in Delaware and the statement that the Disney licence is separate from the Fubo claims.
    backsC38
11. S11primarycompany filing2025-02-19
    Adeia Inc. Form 10-K for the year ended 31 December 2024
    The prior year's licensed-operator list, which named AT&T including DirecTV and DirecTV Stream, and the five-customer concentration of 49.6%.
    backsC09C59
12. S12primarycompany filing2026-07-28
    Adeia Form 8-K, amended severance agreements for the chief financial, revenue and legal officers
    The 22 July 2026 compensation committee action adding benefits on a qualifying termination for the three officers, during the CEO search.
    backsC37
13. S13primarycompany filing2026-08-07
    EchoStar Corporation Form 10-Q for the quarter ended 30 June 2026 SATS
    6.391 million Pay-TV subscribers at 30 June 2026; the Adeia note with the five patents by number and title, the description of Adeia as not practising its claims, the treble-damages and injunction language, and the notice of automatic stay after the 30 June 2026 Chapter 11 filing.
    backsC08
14. S14primarycompany filing2026-07-23
    Comcast Corporation Form 10-Q for the quarter ended 30 June 2026 CMCSA
    Domestic video customers of 10.668 million against 11.771 million a year earlier, and the attribution of lower video revenue to the decline in video customers.
    backsC24
15. S15primarycompany filing2026-07-24
    Charter Communications Form 10-Q for the quarter ended 30 June 2026 CHTR
    Total video customers of 12.524 million against 12.631 million a year earlier.
    backsC24
16. S16primarycompany filing2026-08-05
    FuboTV Inc. Form 10-Q for the quarter ended 30 June 2026 FUBO
    Fubo's account of the Adeia complaint, the four patents, the response deadline of 21 September 2026 and its inability to estimate a loss.
    backsC38
17. S17primarycompany filing2026-01-23
    Intel Corporation Form 10-K for the year ended 27 December 2025 INTC
    Foveros Direct with hybrid-bonding support planned on Intel 18A-PT in 2028 - a logic maker dating its own adoption, from outside Adeia.
    backsC18
18. S18primarycompany filing2026-04-16
    Taiwan Semiconductor Manufacturing Company Form 20-F for the year ended 31 December 2025 TSM
    TSMC-SoIC named as TSMC's own chip-stacking manufacturing service, with no licence and no Adeia mentioned.
    backsC18
19. S19primarycompany release2026-07-23
    BE Semiconductor Industries N.V. - Q2-26 and H1-26 results release BESI
    Orders of €292.9M, up 128.8% on Q2-25, and hybrid bonding named as a growth driver - the tool maker's own measure of adoption.

    Revenue of € 249.9 million grew € 65.0 million, or 35.2%, vs. Q1-26 and € 101.8 million, or 68.7%, vs. Q2-25 due primarily to broad based growth, particularly for hybrid bonding, photonics and datacenter applications ... Orders of € 292.9 million rose 8.6% vs. Q1-26 due primarily to increased demand for datacenter, photonics and AI power management applications. Vs. Q2-25, up 128.8% due to broad based growth, particularly for AI computing applications

    backsC17
20. S20primaryregulator2025-09-30
    USPTO Patent Trial and Appeal Board - Trial Statistics FY25 End of Year Outcome Roundup, IPR and PGR (fiscal year to 30 September 2025; publication date not printed on the document) USPTO
    The FY2025 institution rate by petition of 50% (66% of the 935 Board decisions granted, 620, before director discretionary denials) and the outcome distribution above - the regulator's own measure of what a challenge to a patent achieves.

    Denied 315 (34%) Granted 620 (66%) Denied 304 (60%) Referred 201 (40%) 935 Total 505 Total Board DSCO Disposition rates by decision type FY 25: Oct. 1, 2024 to Sept. 30, 2025 ... FY 21 FY 22 FY 23 FY 24 FY 25 769 752 740 702 504 398 375 347 68% 67% 66% 50% ... Settled 368 (25%) DSCO Denied 302 (21%) Req. Adverse Judgment 36 (2%) Dismissed 35 (2%) Institution Denied 342 (23%) FWD All Unpatentable 250 (17%) FWD Mixed 75 (5%) FWD All Patentable 62 (4%) 1,470 Total

    backsC21
21. S21secondaryvendor data2026-09-19
    Research pack, ADEA, built 2026-09-19
    Price, returns, the 52-week range, the price-move decomposition, trailing multiples against prior medians, the analyst rating series and estimates, the earnings history with filed GAAP figures beside adjusted, FINRA short interest, the insider window and base rate, the headcount series citing the 10-K, and the valuation cross-check against the filed revenue.
    backsC32C34C35C36C48C52
22. S22primarycompany filing2026-05-15
    Form 4, Kevin Tanji, transaction of 13 May 2026
    A 99,342-share open-market sale at $31.75 with no Rule 10b5-1 plan flag, read by scripts/insider_fetch.py.
    backsC36
23. S23primarycompany filing2026-02-05
    InterDigital, Inc. Form 10-K for the year ended 31 December 2025 IDCC
    The licensing model and buyer types for the cohort gate; 2025 revenue of $834.0M with $277.4M of catch-up revenue against $868.5M and $460.1M in 2024; the Smartphone $678.9M and CE, IoT/Auto $154.6M split.
    backsC53
24. S24primarycompany filing2026-02-18
    Rambus Inc. Form 10-K for the year ended 31 December 2025 RMBS
    Its own description as a chip and silicon-IP company - the reason it was refused as a peer.
    read, but no claim rests on it
25. S25primarycompany filing2026-02-26
    Xperi Inc. Form 10-K for the year ended 31 December 2025 XPER
    Its product business and its Competition section naming guide and audio makers - the reason it was refused as a peer.
    read, but no claim rests on it
26. S26primarycompany filing2026-08-05
    Advanced Micro Devices Form 10-Q for the quarter ended 27 June 2026 AMD
    An absence: no mention of Adeia or of hybrid bonding in the licensee's own quarterly report.
    backsC19
27. S27primarycompany filing2025-10-03
    Micron Technology Form 10-K for the year ended 28 August 2025 MU
    An absence: no mention of hybrid bonding in a named semiconductor licensee's annual report.
    backsC19
28. S28tertiarynews2026-07-23
    Investing.com - 'Besi Q2 2026 slides: AI demand drives record orders, stock dips' Investing.com
    The hybrid-bonding customer count from Besi's results presentation, second-hand; the presentation itself was not reached.

    Hybrid bonding customer adoption increased from 15 customers at year-end 2025 to 21 customers by the end of Q2 2026

    backsC51
29. S29primarycompany release2026-05-12
    Adeia press release - Adeia and Google Renew Multi-Year IP License Agreement
    The renewal, the customer-since date, and the absence of any term or fee.

    The renewal provides Google, a customer since 2012, with broad access to Adeia's media IP portfolio.

    backsC23
30. S30primarycompany release2026-06-30
    Adeia press release - Adeia Enters into Multi-Year IP License Agreement with RPX
    The ten-member structure, the e-commerce technologies covered, RPX's description of syndicated deals as reducing cost and friction for members, and no fee or term.

    Under the agreement, RPX has secured rights for 10 participating member companies to access Adeia's media intellectual property portfolio

    backsC47
31. S31primarycompany filing2026-08-17
    Sandisk Corporation Form 10-K for the year ended 3 July 2026 SNDK
    An absence: no mention of hybrid bonding or wafer bonding in a named NAND licensee's annual report.
    backsC19
32. S32primaryregulator2024-12-30
    Federal Communications Commission, 2024 Communications Marketplace Report (FCC 24-136), adopted 30 December 2024 - Section II.E, Multichannel Video Programming Distributors FCC
    The WHOLE US Pay-TV base and its rate of decline, which no licensee's filing can give - a filer reports its own subscribers and never the market. Note the provenance honestly: the FCC compiles these figures from S&P Global rather than counting them itself, so this is a regulator publishing an industry aggregate, not a government census.

    Figure II.E.1 shows that collectively, the number of traditional MVPD subscribers fell from 61.9 million at the end of 2022 to 54.1 million at the end of 2023, which represents a loss of 7.8 million video subscribers. ... In 2023, 65.3% of MVPD subscribers subscribed to cable while 25.3% subscribed to DBS and 9.4% subscribed to telephone companies. ... Figure II.E.3 shows the number of subscribers and market shares for the largest traditional MVPDs at the end of 2023. These MVPDs served approximately 92% of all traditional MVPD subscribers.

    backsC54
33. S33primarycompany filing2026-09-28
    Adeia Form 8-K, Item 5.02: Dipti Vachani appointed chief executive officer from 12 October 2026
    The successor, her start date, her pay and severance terms, and the outgoing chief executive's consulting agreement to 31 December 2026.
    backsC37
34. S34primarycompany filing2026-03-25
    Adeia Inc. proxy statement (DEF 14A), filed 25 March 2026, for the 7 May 2026 annual meeting
    Beneficial ownership at 9 March 2026, the executive officers' biographies and tenure, the 2025 bonus weights, goals and payouts, the PSU and RSU design, and the 2025 capital-allocation highlights.
    backsC56C57