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Adeia Inc.

ADEA

Technology · 26.65 +5.0% today

Jodie read · what matters now

Revenue increased 19.5% versus the comparable filing period.

The story is only the start. Jodie keeps watching the filing evidence, the companies connected to ADEA, and whether its market group begins moving.

Latest storyNo Struct brief yetJodie is monitoring new filings.
Disclosed connections9 verified links6 additional receipts in Pro
Organic co-movement groupSemiconductor Technology · ParticipantDiscovered from trading behaviour, not sector labels · Open group →

Latest filing assessment · baseline

Fundamentals strengthened in the latest filing

10-Q filed 2026-05-06 against the comparable filing from 2025-05-06.

constructive
OperationsconstructiveEvidence score +4
liquidityneutralEvidence score 0
valuationpremium

What improved

  • Revenue increased 19.5% versus the comparable filing period.
  • Operating margin improved 7.2 percentage points.
  • Net income increased 92.8% versus the comparable filing period.

What weakened

No thresholded deterioration was identified.

Filing receipts

Interest Expense (in thousands, except for percentages): Three Months Ended March 31, 2026 2025 Decrease % Change Interest expense $ 8,546 $ 10,649 $ (2,103 ) (20 )% The decrease in interest expense during the three months ended March 31, 2026, as compared to the same period in 2025, was primarily due to lower debt balance and lower variable interest rates.

Cash Flows from Operating Activities Cash flows provided by operations were $58.5 million for the three months ended March 31, 2026, primarily due to our net income of $22.8 million being adjusted for non-cash items of amortization of intangible assets of $15.9 million, stock-based compensation expense of $8.8 million, and $11.8 million in changes in operating assets and liabilities including payment during the period of employee bonuses earned in 2025.

Cash flows provided by operations were $57.1 million for the three months ended March 31, 2025, primarily due to our net income of $11.8 million being adjusted for non-cash items of amortization of intangible assets of $14.1 million, stock-based compensation expense of $8.2 million, and $25.8 million in changes in operating assets and liabilities including payment during the period of employee bonuses earned in 2024.

Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.

Who this business touches

The relationships behind ADEA

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

AMZN57.4% of ADEAcustomerFull receipt with Pro →
MSFTMicrosoft CorporationcustomerFull receipt with Pro →

Filing peers

Companies whose filings use similar operating language.

You can see the shape of the network here. Pro opens 6 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →

What is moving around it

Live connections

ADEA is currently a Participant in the organic co-movement group Semiconductor Technology. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

Theme membership history

No durable theme membership has been observed for this name yet.