What is the 13F Pro Quality Score for ADEA?

13F Pro ranks Adeia Inc. (ADEA) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View ADEA's current score at https://13fpro.ai/company/ADEA (free sign-up required for the full ranking).

Where does 13F Pro source ADEA data?

All Adeia Inc. fundamentals and ownership data come directly from SEC EDGAR. Adeia Inc. files with the SEC under CIK 1803696. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is ADEA in?

Adeia Inc. (ADEA) is classified in the Communication Services sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/communication-services.

What drives ADEA's revenue?

Per Adeia Inc.'s latest 10-Q filed with the SEC on 2026-08-05, the biggest revenue drivers are: Recurring revenue ($73.5M, -14% YoY); Non-recurring revenue ($22.6M, +3441% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/ADEA.

What are ADEA's largest expenses?

Adeia Inc.'s latest 10-Q reports these as the largest expense items: Selling, general and administrative ($31.0M, -4% YoY); Amortization expense ($16.1M, +14% YoY); Research and development ($18.3M, +16% YoY). Sourced directly from SEC EDGAR filing text for Q2 FY2026 (quarter ended June 30, 2026).

How often is ADEA research updated on 13F Pro?

ADEA's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Adeia Inc.(ADEA)Stock Analysis

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Communication Services →Nasdaqmid

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SEC EDGAR: CIK 1803696 ADEA stock profile & AI dashboard →

13F Pro Quality Score

70.2/100

Rank #230 of 2,961 stocksTOP 10%

View Communication Services peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

71.5/100

Profitability

88.3/100

Balance Sheet

88.5/100

Earnings Quality

52.2/100

Free Cash Flow

90.8/100

Institutional Flow

78.8/100

Revenue Scale

36.3/100

Dilution Risk

19.3/100

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Why ADEA Scores 70/100

exact factor attribution · 2026-09-11

ADEA's composite is driven by free cash flow and profitability, held back by scale and shareholder dilution. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Free cash flow

+6.1 pts

91th pct

Profitability

+5.7 pts

88th pct

Revenue growth

+4.3 pts

72th pct

Capital efficiency

+3.9 pts

89th pct

Earnings growth

+2.1 pts

93th pct

Institutional flow

+1.4 pts

79th pct

Earnings quality

+0.2 pts

52th pct

Shareholder dilution

-1.5 pts

19th pct

Scale

-2.1 pts

36th pct

Latest change (2026-08-06): 58 → 65 · ↑ Revenue growth 24→58

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

ADEA Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for Adeia Inc. (ADEA), a Communication Services sector company. 13F Pro's AI-powered ranking engine scores ADEA at 70.2/100 on a 32-signal composite quality model, placing it at rank #230 of 2,961 stocks — the top 10% of the AI-ranked universe. ADEA scores in the top quartile across free cash flow (90.8), balance sheet strength (88.5), profitability (88.3). Areas of concern include revenue scale (36.3), which score below median versus the broader universe. Shareholder dilution risk is elevated at 19.3/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Adeia Inc. reports quarterly revenue of $96.1M, net income of $17.4M, free cash flow of $54.1M. Top institutional holders of ADEA by reported 13-F value include BlackRock, AMERIPRISE FINANCIAL, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. ADEA trades on the Nasdaq exchange and files with the SEC under CIK 1803696. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ADEA daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Adeia Inc. directly from SEC EDGAR. Adeia Inc.'s 13F Pro composite quality score has ranged between 29 and 70 since 2022, currently 70.2 — an improving long-term trajectory across 61 quarterly and live scoring snapshots.

✦

Fun facts about Adeia Inc.

Quirks, history, and lore behind ADEA — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. intellectual property company · listed on Nasdaq · operates in the media and semiconductor technology licensing space · headquartered in California.
2
The Numbers
Annual revenue in the low hundreds of millions — not because it sells products, but because it collects royalties from companies that do.
3
The History
The company was spun off in 2022 from a larger media and entertainment technology firm, inheriting a patent portfolio built up over decades of innovation in consumer electronics.
4
The Secret
It doesn't make a single physical product — its entire business is licensing patents covering technologies baked into your TV, streaming device, and cable box.
5
The Lore
Its parent company's legacy stretches back to pioneering interactive program guides — that on-screen TV schedule you scroll through is part of its DNA.
6
The Giveaway
Spun out of Rovi / TiVo's IP operations, this pure-play patent licensor trades under a ticker that's just one letter away from the word "idea."

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What's Driving ADEA's Business? Latest 10-Q Breakdown

✓ 25/25 datapoints verified

AI-extracted from Adeia Inc.'s 10-Q filed 2026-08-05 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Q2 revenue rose 12% YoY to $96.1M as $22.6M of settlement-driven non-recurring revenue offset a 14% decline in recurring Pay-TV royalties, pushing operating margin to 26% from 19% a year ago.

Biggest Revenue Drivers

Recurring revenue$73.5M-14% YoY

Driven primarily by declines in royalty revenue from certain Pay-TV customers, partially offset by license agreements executed with new customers after Q2 2025

Non-recurring revenue$22.6M+3441% YoY

Driven by two multi-year license agreements executed in Q2 2026, each including consideration for release of past IP infringement

Biggest Revenue Drivers

Total revenue: $96.1M+12% YoY

Recurring revenue$73.5M-14% YoY

Driven primarily by declines in royalty revenue from certain Pay-TV customers, partially offset by license agreements executed with new customers after Q2 2025

Non-recurring revenue$22.6M+3441% YoY

Driven by two multi-year license agreements executed in Q2 2026, each including consideration for release of past IP infringement

Largest Expense Items

Selling, general and administrative$31.0M-4% YoY

Decrease in advertising expense, partially offset by increased personnel costs from higher headcount

Amortization expense$16.1M+14% YoY

Patents acquired in 2025 and 2026, partially offset by certain intangible assets becoming fully amortized during 2025

Research and development$18.3M+16% YoY

Increase in patent portfolio expenses and personnel-related costs from increased headcount

Litigation expense$5.3M-26% YoY

Decreased expense from certain matters that have settled, partially offset by expenses from new litigation matters

Margins: Operating income rose to 26% of revenue from 19% a year ago, as revenue growth combined with lower SG&A and litigation expense outpaced increases in R&D and amortization.

Watch Items from the Filing

Two customers each represented 10%+ of Q2 revenue (Customer B 15.6%, Customer C 13.7%), and two customers made up 33% and 13% of accounts receivable at quarter-end.
Recurring revenue fell $11.6M (-14%) YoY on continued declines in royalty revenue from certain Pay-TV customers, a structural headwind to the core license base.
Litigation against DISH/EchoStar and DIRECTV is active and unresolved; certain DISH entities filed Chapter 11 bankruptcy on June 30, 2026, automatically staying related infringement cases.
Non-recurring revenue swung from $0.6M to $22.6M largely on one-time past-infringement settlement payments, a source that is inherently lumpy and non-repeating quarter to quarter.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$96.1M

Net Income

Q2 2026

$17.4M

Free Cash Flow

Q2 2026

$54.1M

ROIC

Q2 2026

11.5%

D/E Ratio

Q2 2026

0.85

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+17.9% YoY

$443.4MFY 2025

FY22 $438.9MFY23 $388.8MFY24 $376.0MFY25 $443.4M

Net Income

+71.9% YoY

$111.1MFY 2025

FY22 $-295.9MFY23 $67.4MFY24 $64.6MFY25 $111.1M

Operating Income

+36.1% YoY

$175.0MFY 2025

FY22 $153.1MFY23 $136.2MFY24 $128.6MFY25 $175.0M

EPS (Diluted)

+73.7% YoY

$0.99FY 2025

FY22 $-2.75FY23 $0.60FY24 $0.57FY25 $0.99

Total Assets

-5.3% YoY

$1.04BFY 2025

FY22 $1.21BFY23 $1.11BFY24 $1.10BFY25 $1.04B

Total Debt

-11.5% YoY

$439.4MFY 2025

FY22 $839.2MFY23 $651.8MFY24 $496.5MFY25 $439.4M

Op. Cash Flow

-25.6% YoY

$158.1MFY 2025

FY22 $183.0MFY23 $152.8MFY24 $212.5MFY25 $158.1M

Free Cash Flow

-25.8% YoY

$156.3MFY 2025

FY22 $170.4MFY23 $148.9MFY24 $210.6MFY25 $156.3M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$443.4M +17.9%	$376.0M -3.3%	$388.8M -11.4%	$438.9M +12.2%	$391.2M -24.2%	$515.9M
Net Income	$111.1M +71.9%	$64.6M -4.1%	$67.4M +122.8%	$-295.9M -433.5%	$-55.5M -137.8%	$146.8M
Operating Income	$175.0M +36.1%	$128.6M -5.6%	$136.2M -11.0%	$153.1M +28.6%	$119.0M -55.5%	$267.5M
EPS (Diluted)	$0.99 +73.7%	$0.57 -5.0%	$0.60 +121.8%	$-2.75 -2015.4%	$-0.13 -129.7%	$0.44
Total Assets	$1.04B -5.3%	$1.10B -0.7%	$1.11B -8.7%	$1.21B -51.0%	$2.47B -8.6%	$2.70B
Total Debt	$439.4M -11.5%	$496.5M -23.8%	$651.8M -22.3%	$839.2M +4.7%	$801.6M -9.2%	$883.0M
Operating Cash Flow	$158.1M -25.6%	$212.5M +39.1%	$152.8M -16.5%	$183.0M -22.0%	$234.8M -45.1%	$427.6M
Free Cash Flow	$156.3M -25.8%	$210.6M +41.4%	$148.9M -12.6%	$170.4M -22.8%	$220.8M -47.4%	$420.2M

AI Insight: ADEA Financial Trends

Adeia doubled Q4 2025 revenue to $183M and net income to $74M, then normalized sharply in H1 2026 despite sustained debt reduction.

• Q4 2025 revenue surged to $183M (vs. $87M in Q3 2025), but Q1–Q2 2026 retreated to $105M and $96M respectively.

• Operating income peaked at $109M in Q4 2025 (59.6% margin), then contracted to $25M in Q2 2026 (26.0% margin).

• Total debt fell $140M from Q3 2024 ($549M) to Q2 2026 ($407M); equity expanded $99M over the same span.

⚠ Q4 2025 spike appears one-time; H1 2026 revenue and operating income suggest underlying baseline is much lower.

⚠ Net income volatility: $74M (Q4 2025) to $9M (Q3 2025) to $17M (Q2 2026) signals unstable earnings.

AI Insight: ADEA Ratio Trends

Adeia's profitability metrics have normalized sharply from Q4 2025's exceptional quarter, with OpMargin, NPM, and ROIC all declining materially into Q2 2026.

• OpMargin collapsed from 59.5% in Q4 2025 to 26.4% in Q2 2026, a 33.1pp decline in just two quarters.

• ROIC fell from 47.3% in Q4 2025 to 11.5% in Q2 2026, erasing nearly 75% of peak returns in six months.

• Leverage improved: D/E decreased from 1.45 in Q3 2024 to 0.85 in Q2 2026, strengthening balance sheet resilience.

⚠ Q4 2025 appears to be an outlier—profitability metrics have reverted to or below pre-Q4 2025 levels, warranting clarity on whether that quarter reflected one-time gains.

⚠ Consistent margin pressure across Q1–Q2 2026 suggests a structural shift rather than seasonal volatility; sustainability uncertain.

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Available Research

13F Pro tracks comprehensive data for Adeia Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of ADEA

BlackRock, Inc.
$573.3M17,408,648 sh
AMERIPRISE FINANCIAL INC
$451.5M13,713,908 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$288.3M8,753,578 sh
FMR LLC
$197.5M5,996,066 sh
STATE STREET CORP
$159.6M4,847,633 sh
VANGUARD CAPITAL MANAGEMENT LLC
$157.7M4,788,374 sh
Neuberger Berman Group LLC
$114.5M3,477,104 sh
PRICE T ROWE ASSOCIATES INC /MD/
$100.6M3,054,242 sh
GEODE CAPITAL MANAGEMENT, LLC
$99.3M3,014,633 sh
DIMENSIONAL FUND ADVISORS LP
$91.8M2,788,968 sh

Fund	Value	Shares
BlackRock, Inc.	$573.3M	17,408,648
AMERIPRISE FINANCIAL INC	$451.5M	13,713,908
VANGUARD PORTFOLIO MANAGEMENT LLC	$288.3M	8,753,578
FMR LLC	$197.5M	5,996,066
STATE STREET CORP	$159.6M	4,847,633
VANGUARD CAPITAL MANAGEMENT LLC	$157.7M	4,788,374
Neuberger Berman Group LLC	$114.5M	3,477,104
PRICE T ROWE ASSOCIATES INC /MD/	$100.6M	3,054,242
GEODE CAPITAL MANAGEMENT, LLC	$99.3M	3,014,633
DIMENSIONAL FUND ADVISORS LP	$91.8M	2,788,968

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Is ADEA a good stock to buy?

13F Pro's AI-powered analysis of Adeia Inc. (ADEA) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Communication Services sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for ADEA are available on the ADEA stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. ADEA is classified as a mid company.

Which hedge funds own ADEA?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling ADEA. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Adeia Inc.'s investment landscape.