Jun 2026 (Q2 FY26) — Aug 3, 2026
Adeia Q2 FY26 — Long-Term Revenue Target Raised to $600M on Strong Semiconductor Momentum
Read the full callAdeia earnings: last reported Mon, 3 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 96.1 | +12.1% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 26.4 | +7.3 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 17.4 | +3.9% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
1Y: $16.56 on 17 Oct 2025 → $21.05. High $33.63 (4 May 2026), low $11.74 (20 Nov 2025).
Overview
Call summaries
Adeia Q2 FY26 — Long-Term Revenue Target Raised to $600M on Strong Semiconductor Momentum
Read the full callEvery analysed call
Financials
Net profit, year on year: +4% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 86 | 119 | 88 | 86 | 87 | 183 | 105 | 96 |
| Expenses | 58 | 62 | 65 | 69 | 60 | 74 | 70 | 71 |
| Operating profit | 28 | 57 | 23 | 16 | 27 | 109 | 35 | 25 |
| Operating margin | 32.7% | 48.2% | 26.1% | 19.1% | 30.9% | 59.5% | 33.3% | 26.4% |
| Other income | 1 | 1 | 2 | 1 | 1 | 2 | 2 | 2 |
| Profit before tax | 17 | 46 | 14 | 8 | 18 | 101 | 28 | 19 |
| Tax rate | −15.0% | 22.5% | 15.0% | −119.4% | 52.1% | 27.0% | 18.6% | 8.6% |
| Net profit | 19 | 36 | 12 | 17 | 9 | 74 | 23 | 17 |
| EPS ($ per share) | 0.18 | — | 0.11 | 0.15 | 0.08 | — | 0.21 | 0.16 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | — | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | — | 148 | 264 | 188 | -124 | -56 | 3 | 92 |
| Total liabilities | — | 503 | 1,250 | 1,130 | 909 | 749 | 701 | 559 |
| Fixed assets | 31 | 33 | 63 | 5 | 5 | 7 | 6 | 6 |
| Investments | — | — | — | — | — | 29 | 32 | 64 |
| Total assets | — | 1,048 | 2,701 | 2,470 | 1,211 | 1,106 | 1,098 | 1,039 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 135 | 169 | 428 | 235 | 183 | 153 | 212 | 158 |
| Cash from investing | 11 | -19 | 18 | -6 | -3 | -34 | -24 | -40 |
| Cash from financing | -171 | -189 | -351 | -196 | -263 | -178 | -164 | -124 |
| Net cash flow | -25 | -39 | 96 | 31 | -87 | -60 | 24 | -6 |
| Capital expenditure | -3 | -9 | -7 | -14 | -13 | -4 | -2 | -2 |
| Free cash flow | 132 | 160 | 420 | 221 | 170 | 149 | 211 | 156 |
27 filings between Nov 1, 2025 and Oct 12, 2026.
Purchases
None
No insider bought shares.
Sales
$3.15M
1 sale by 1 insider
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Tanji Kevin | — | $3.15M | May 13, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 12, 2026 | Vachani Dipti Chief Executive Officer | Award | 173,740 | $0 |
| Aug 1, 2026 | Jones Keith A Chief Financial Officer | Tax withheld | 29,578 | $788.3K |
| Jun 1, 2026 | Davis Paul E. Chief Executive Officer | Tax withheld | 52,661 | $1.51M |
| May 13, 2026 | Tanji Kevin Chief Legal Officer | Sale | 99,342 | $3.15M |
| May 7, 2026 | VIJ SANDEEP Director | Award | 6,930 | $0 |
| May 7, 2026 | Molina V Sue Director | Award | 6,930 | $0 |
| May 7, 2026 | OCONNOR MAYES TONIA Director | Award | 6,930 | $0 |
| May 7, 2026 | Rymer Adam Director | Award | 6,930 | $0 |
| May 7, 2026 | Turner-Brim Phyllis Director | Award | 6,930 | $0 |
| May 7, 2026 | MOLONEY DANIEL M Director | Award | 6,930 | $0 |
| Mar 1, 2026 | Jones Keith A Chief Financial Officer | Tax withheld | 30,569 | $632.5K |
| Mar 1, 2026 | Jones Keith A Chief Financial Officer | Tax withheld | 153,414 | $3.17M |
| Mar 1, 2026 | Jones Keith A Chief Financial Officer | Award | 95,260 | $0 |
| Mar 1, 2026 | Davis Paul E. Chief Executive Officer | Tax withheld | 70,084 | $1.45M |
| Mar 1, 2026 | Davis Paul E. Chief Executive Officer | Award | 361,480 | $0 |
| Mar 1, 2026 | Davis Paul E. Chief Executive Officer | Tax withheld | 183,913 | $3.81M |
| Mar 1, 2026 | Davis Paul E. Chief Executive Officer | Award | 149,950 | $0 |
| Mar 1, 2026 | Kokes Mark Chief Licensing Officer, Media | Tax withheld | 28,007 | $579.5K |
| Mar 1, 2026 | Kokes Mark Chief Licensing Officer, Media | Award | 112,961 | $0 |
| Mar 1, 2026 | Kokes Mark Chief Licensing Officer, Media | Tax withheld | 57,473 | $1.19M |
| Mar 1, 2026 | Kokes Mark Chief Licensing Officer, Media | Award | 76,820 | $0 |
| Mar 1, 2026 | Tanji Kevin Chief Legal Officer | Tax withheld | 32,614 | $674.8K |
| Mar 1, 2026 | Tanji Kevin Chief Legal Officer | Award | 112,961 | $0 |
| Mar 1, 2026 | Tanji Kevin Chief Legal Officer | Tax withheld | 57,473 | $1.19M |
| Mar 1, 2026 | Tanji Kevin Chief Legal Officer | Award | 76,820 | $0 |
| Mar 1, 2026 | Jones Keith A Chief Financial Officer | Award | 301,535 | $0 |
| Nov 1, 2025 | Kokes Mark Chief Licensing Officer, Media | Tax withheld | 6,259 | $106.7K |
| Oct 19, 2025 | Kokes Mark Chief Licensing Officer, Media | Tax withheld | 8,117 | $134.4K |
| Oct 19, 2025 | Tanji Kevin Chief Legal Officer | Tax withheld | 8,117 | $134.4K |
| Oct 19, 2025 | Escobar Dana Chief Licensing Officer, Semi | Tax withheld | 5,828 | $96.5K |
| Aug 1, 2025 | Jones Keith A Chief Financial Officer | Tax withheld | 29,519 | $364.3K |
| Jun 2, 2025 | Davis Paul E. Chief Executive Officer | Tax withheld | 420,445 | $5.33M |
| Jun 2, 2025 | Davis Paul E. Chief Executive Officer | Award | 828,038 | $0 |
| Jun 1, 2025 | Davis Paul E. Chief Executive Officer | Tax withheld | 52,556 | $674.8K |
| May 8, 2025 | Molina V Sue Director | Award | 14,060 | $0 |
| May 8, 2025 | MOLONEY DANIEL M Director | Award | 14,060 | $0 |
| May 8, 2025 | OCONNOR MAYES TONIA Director | Award | 14,060 | $0 |
| May 8, 2025 | Rymer Adam Director | Award | 14,060 | $0 |
| May 8, 2025 | Turner-Brim Phyllis Director | Award | 14,060 | $0 |
| May 8, 2025 | VIJ SANDEEP Director | Award | 14,060 | $0 |
| May 1, 2025 | Escobar Dana Chief Licensing Officer, Semi | Tax withheld | 2,188 | $27.0K |
| Apr 30, 2025 | Davis Paul E. Chief Executive Officer | Tax withheld | 65,596 | $807.5K |
| Apr 30, 2025 | Davis Paul E. Chief Executive Officer | Award | 129,186 | $0 |
| Mar 1, 2025 | Kokes Mark Chief Licensing Officer, Media | Award | 79,130 | $0 |
| Mar 1, 2025 | Tanji Kevin Chief Legal Officer | Tax withheld | 25,583 | $402.2K |
| Mar 1, 2025 | Tanji Kevin Chief Legal Officer | Award | 79,130 | $0 |
| Mar 1, 2025 | Jones Keith A Chief Financial Officer | Tax withheld | 19,065 | $299.7K |
| Mar 1, 2025 | Jones Keith A Chief Financial Officer | Award | 90,430 | $0 |
| Mar 1, 2025 | Davis Paul E. Chief Executive Officer | Tax withheld | 50,464 | $793.3K |
| Mar 1, 2025 | Davis Paul E. Chief Executive Officer | Award | 180,860 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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