ADEA
Market read
The latest filing evidence is available. 0 of 25 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 5 directly disclosed connections are confirming.
Invalidation: The isolated read changes if ADEA's group or a disclosed connection begins moving with it.
Research brief
The latest filing evidence is available. 0 of 25 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 5 directly disclosed connections are confirming.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“31 Litigation Expense (in thousands, except for percentages): Three Months Ended June 30, Six Months Ended June 30, 2026 2025 Decrease % Change 2026 2025 Decrease % Change Litigation expense $ 5,334 $ 7,174 $ (1,840 ) (26 )% $ 11,307 $ 13,028 $ (1,721 ) (13 )…”10-Q · Aug 5, 2026 ↗
“Three Months Ended June 30, Six Months Ended June 30, 2026 2025 Increase % Change 2026 2025 Increase % Change Research and development $ 18,341 $ 15,857 $ 2,484 16 % $ 36,543 $ 32,324 $ 4,219 13 % The increase in R&D costs during the three and six months ende…”10-Q · Aug 5, 2026 ↗
“Interest Expense (in thousands, except for percentages): Three Months Ended June 30, Six Months Ended June 30, 2026 2025 Decrease % Change 2026 2025 Decrease % Change Interest expense $ 8,035 $ 10,216 $ (2,181 ) (21 )% $ 16,581 $ 20,865 $ (4,284 ) (21 )% The…”10-Q · Aug 5, 2026 ↗
“The decrease in income tax expense for the nine months ended September 30, 2025, as compared to the same period in the prior year was primarily due to unrealized foreign exchange gain associated with South Korea withholding tax refund claims.”10-Q · Nov 6, 2025 ↗
Valuation discipline
Price/sales 6.7× · EV/sales 7.4×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for ADEA. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment
10-Q filed 2026-08-05 against the comparable filing from 2025-08-07.
Capital and cash conversion
Capex, revenue, and operating cash flow are matched to the same reported duration. Reported accounting context, not a forecast or trading recommendation.
“Interest Expense (in thousands, except for percentages): Three Months Ended June 30, Six Months Ended June 30, 2026 2025 Decrease % Change 2026 2025 Decrease % Change Interest expense $ 8,035 $ 10,216 $ (2,181 ) (21 )% $ 16,581 $ 20,865 $ (4,284 ) (21 )% The decrease in interest expense during the three and six months ended June 30, 2026, as compared to the same periods 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 $113.1 million for the six months ended June 30, 2026, primarily due to our net income of $40.1 million being adjusted for noncash items of amortization of intangible assets of $32.0 million, stock-based compensation expense of $19.2 million, and $21.9 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 $80.3 million for the six months ended June 30, 2025, primarily due to our net income of $28.5 million being adjusted for noncash items of amortization of intangible assets of $28.3 million, stock-based compensation expense of $16.9 million, and $9.0 million in changes in operating assets and liabilities including payment during the period of employee bonuses earned in 2024.”
Historical filing backfill generated after the original filing window. It is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“The increase of $57.4 million was primarily attributable to the execution a new long-term license agreement with Disney in the fourth quarter of 2025, partially offset by a multi-year license agreement with Amazon in the fourth quarter of 2024.”
“The increase of $35.2 million was primarily attributable to the execution of three new license agreements in the first quarter of 2026, including AMD and another new customer for access to our semiconductor IP portfolio, and Microsoft for access to our media…”
“Select customers include LG, Panasonic, Roku, Samsung, Sharp, Canon and TCL.”
Filing peers
Companies whose filings use similar operating language.
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What is moving around it
ADEA is currently a Follower in the organic co-movement group Semiconductors. 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.
Context history
No durable theme membership has been observed for this name yet.