Adeia Inc. Q4 2025 Earnings Call Summary

Record 2025 revenue was driven by a deliberate shift toward high-growth verticals, specifically OTT and semiconductors, reducing historical reliance on the Pay-TV market. The successful resolution of the Disney litigation after one year demonstrated the broad applicability of the media portfolio to major OTT services and reinforced management's ability to defend IP effectively. Non-Pay-TV recurring revenue grew 30% year-over-year in Q4; overall in 2025, this segment grew by more than 20% for the year ...