Adeia Announces Record Fourth Quarter and Full Year 2025 Financial Results

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• The past year was exceptional, both financially and operationally, with record annual revenue and excellent operating income and adjusted EBITDA all exceeding high end of guidance range

  80% confidence

• Signed nine deals during Q4, including four with new customers, notably entering significant long-term license agreement with Disney

  80% confidence

• Expanded IP portfolios by 13% through combination of internal R&D and strategic tuck-in acquisitions

  80% confidence

• RapidCool thermal solution is now being evaluated by multiple technology leaders involved in the AI semiconductor supply chain

  80% confidence

• With recent realignment of senior leadership team, better positioned for long-term scale and growth

  80% confidence

• Non-Pay-TV recurring revenue grew 22% in 2025, validating strategy to diversify revenue streams

  80% confidence

• Signed 26 agreements in 2025 across diverse customer base, with record 12 of 26 deals with new customers

  80% confidence

• Full year 2026 revenue guidance of $395-435 million with adjusted EBITDA of $213.4-245.4 million

  80% confidence

• Finished the year with strong momentum, delivering record fourth-quarter revenue of $182.6 million, along with quarterly records in operating income and adjusted EBITDA

  80% confidence

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