ADEA at a glance
Adeia Inc. (ADEA, SEC CIK 1803696) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on September 28, 2026 and Form 4 insider filings as recently as August 4, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Adeia Inc. (ADEA) reported revenue of $443.4 million (up 17.9% from FY2024) and net income of $111.1 million. Diluted EPS was $0.99.
- As of June 30, 2026, 32 institutional investment managers tracked by SignalX reported holding Adeia Inc. (ADEA) shares worth $2.3 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Tanji Kevin on May 13, 2026 of 99,342 shares at $31.75 per share.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $443.4M
- +17.9% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 32 funds
- $2.3B · +2 vs prior quarter
- Latest 8-K
- Sep 28, 2026
- Item 8.01 · Item 5.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: IP licensing platform specializing in media and semiconductor technologies for entertainment, consumer electronics, and AI applications
- New emphasis on RapidCool direct-to-chip liquid cooling technology for high-performance semiconductors, reducing thermal resistance by 70% and supporting 3x current power densities
- Strategic focus on semiconductor co-optimization, integrating circuit, process, and system design as a response to Moore’s Law limitations
- Patent portfolio grew to approximately 13,750 assets, with 6,250 US issued patents and 4,100 foreign issued patents as of Dec 31, 2025
- Significant 2024-2025 licensing milestones: multi-year agreements signed with Amazon and Disney in OTT video market; November 2025 litigation initiated against AMD in semiconductor segment
Risk Factors
- Litigation expense increased 81% YoY to $24.7M in 2025 due to increased activity in current IP-related litigation
- Geopolitical risks include exposure to armed conflict and trade regulations impacting semiconductor demand and supply chain stability
- Supply chain constrained by ongoing microchip shortages and labor shortages impacting semiconductor royalty revenue
- Competitive risk from new technologies by major customers including Disney and Amazon, influencing licensing revenue fluctuations
- Debt principal payments $60.4M in 2025 with $426.7M outstanding, demonstrating leverage risk impacting liquidity and financing flexibility
Management Discussion & Analysis
- Revenue and profitability details not provided in the MDA excerpt
- Forward-looking statements included, highlighting risks and uncertainties without specific guidance or outlook numbers
AI summary of the ADEA 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Risk Factors
- No risk-factors section provided; submitted text contains Items 2–6 only
- Share-repurchase risk: $140.0 million remaining authorization may not enhance stock value
- Capital-allocation risk: 352,753 shares repurchased at $28.36 average price during May 2026
- Executive-retention risk: severance agreements filed for Keith Jones, Kevin Tanji, and Mark Kokes
AI summary of the ADEA 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 8.01: Other Events
- Ms. Vachani appointed chief executive officer and director
- Leadership transition creates potential strategic and execution changes
Item 5.02: Departure/Appointment of Directors or Principal Officers
- CEO Paul Davis resigns effective October 12, 2026, citing health and personal pursuits, creating a leadership transition
- Dipti Vachani appointed CEO and director effective October 12, 2026, bringing nearly 30 years of semiconductor industry experience
Item EX-99.1: Item EX-99.1
- CEO succession effective October 12, 2026: Dipti Vachani replaces Paul E. Davis and joins Adeia’s Board
- Davis remains an adviser through year-end, supporting transition continuity after 15 years with the company
Item 2.02: Results of Operations and Financial Condition
- Adeia announced fiscal Q2 2026 results for the quarter ended June 30, 2026
- Financial results and financial-condition details are contained in Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q2 revenue $96.1M, GAAP net income $17.4M, and adjusted EBITDA $56.4M, showing strong profitability despite sequential revenue decline from $104.8M
- Six license agreements added 12 customers, including Google renewal and RPX agreement covering 10 e-commerce customers
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Enhanced severance protections approved for CFO Keith Jones, CRO Mark Kokes, and CLO Kevin Tanji
- Qualifying termination triggers acceleration of equity awards vesting within 12 months
AI summaries of ADEA 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for ADEA
Don't miss the next ADEA filing
- Alerts as it files. A push when ADEA files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut ADEA, by share count.
- Ask anything. An AI agent that reads every ADEA filing and answers with sources.
ADEA alerts on your phone. Follow it in the SignalX Android app.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Jones Keith A | F | Aug 1, 2026 | 29,578 | $26.65 |
| Davis Paul E. | F | Jun 1, 2026 | 52,661 | $28.61 |
| Tanji Kevin | Sell | May 13, 2026 | 99,342 | $31.75 |
| Molina V Sue | A | May 7, 2026 | 6,930 | - |
| Turner-Brim Phyllis | A | May 7, 2026 | 6,930 | - |
| Rymer Adam | A | May 7, 2026 | 6,930 | - |
| VIJ SANDEEP | A | May 7, 2026 | 6,930 | - |
| MOLONEY DANIEL M | A | May 7, 2026 | 6,930 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $376.0M | $443.4M |
| Operating Income | $136.2M | $128.6M | $175.0M |
| Net Income | - | $64.6M | $111.1M |
| Op. Margin | - | 34.2% | 39.5% |
| Net Margin | - | 17.2% | 25.1% |
| Balance Sheet | |||
| Total Assets | $1.1B | $1.1B | $1.0B |
| Equity | - | $396.6M | $480.5M |
| ROE | - | 16.3% | 23.1% |
| Per Share | |||
| EPS | $0.60 | $0.57 | $0.99 |
| Cash Flow | |||
| Operating CF | - | $212.5M | $158.1M |
| CapEx | $3.8M | $1.8M | $1.8M |
Source: XBRL data in Adeia Inc. (ADEA)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate ADEA share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 32 | $2.34B |
| Q1 2026 | 30 | $1.53B |
| Q4 2025 | 27 | $1.05B |
| Q3 2025 | 28 | $1.04B |
| Q2 2025 | 27 | $856.5M |
| Q1 2025 | 25 | $576.7M |
| Q4 2024 | 20 | $584.6M |
| Q3 2024 | 17 | $311.1M |
- T. Rowe Price Group+2.92M (+2203%)
- FMR LLC (Fidelity)+2.59M (+76%)
- Goldman Sachs Group+625.2K (+62%)
- BlackRock+596.1K (+4%)
- Morgan Stanley+316.1K (+33%)
- Ameriprise Financial−849.1K (-6%)
- Renaissance Technologies LLC−270.6K (-42%)
- JPMorgan Chase & Co−205.7K (-39%)
- Soros Fund Management−39.2K (-78%)
- Fifth Third Bancorp−31.2K (-56%)
- Two Sigma Investments+212.4K
- D.E. Shaw & Co+44.3K
Source: 13F-HR filings on SEC EDGAR (aggregated from 206 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
ADEA filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 28, 2026 | - | Analysis | - |
| SC 13G | Aug 6, 2026 | - | - | |
| 10-Q | Aug 5, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Aug 4, 2026 | - | - | - |
| 8-K | Aug 3, 2026 | - | Analysis | - |
| 8-K | Jul 28, 2026 | - | Analysis | - |
| 8-K | Jul 1, 2026 | - | Analysis | - |
| 4 | Jun 2, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 11, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 8-K | May 8, 2026 | - | Analysis | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 10-Q | May 6, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 4, 2026 | - | Analysis | - |
| 8-K | May 4, 2026 | - | Analysis | - |
| SC 13G | Apr 29, 2026 | - | - | |
| SC 13G | Apr 28, 2026 | - | - | |
| 8-K | Apr 1, 2026 | - | - | - |
| 8-K | Mar 9, 2026 | - | Analysis | - |
| 4 | Mar 3, 2026 | - | - | - |
| 4 | Mar 3, 2026 | - | - | - |
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ADEA SEC filings: frequently asked questions
Which institutions hold ADEA stock?
As of June 30, 2026, the largest Adeia Inc. (ADEA) holders among the 13F filers tracked by SignalX were BlackRock ($573.3 million), Ameriprise Financial ($451.5 million), Vanguard Portfolio Management LLC ($288.3 million), FMR LLC (Fidelity) ($197.4 million), State Street Corp ($159.6 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was ADEA's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Adeia Inc. (ADEA) reported revenue of $443.4 million (up 17.9% from FY2024) and net income of $111.1 million. Diluted EPS was $0.99. The figures come from the XBRL data in the 10-K.
What are the main risks in ADEA's latest 10-K?
In the 10-K filed February 26, 2026, Adeia Inc. (ADEA) flagged: Litigation expense increased 81% YoY to $24.7M in 2025 due to increased activity in current IP-related litigation. Geopolitical risks include exposure to armed conflict and trade regulations impacting semiconductor demand and supply chain stability. (AI summary of the Risk Factors section.)
What did ADEA report in its latest 8-K?
Adeia Inc. (ADEA) filed an 8-K on September 28, 2026 reporting Item 8.01 (Other Events) and Item 5.02 (Departure/Appointment of Directors or Principal Officers). Ms. Vachani appointed chief executive officer and director.
What are the latest ADEA SEC filings?
Adeia Inc. (ADEA) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on September 28, 2026 and a Form 4 insider filing on August 4, 2026.
What is ADEA's SEC CIK number?
Adeia Inc. (ADEA)'s SEC Central Index Key (CIK) is 1803696. EDGAR lists every ADEA filing under that number.
Ask anything about ADEA
The research agent reads ADEA's filings, financials, insider trades and 13F holders, then answers with sources.