Adeia (ADEA) Earnings Call Presentation

Company Overview - Adeia has generated approximately $10 billion in cumulative licensing revenue[8] - The company's 2024 revenue was $376 million[8] - Adeia possesses over 12,750 patent assets[8] - The company has over 110 current customers[8] Financial Performance and Outlook - Since 2021, Adeia has signed ~$1.3 billion in total contract value supported by 135+ license agreements[19, 20] - Q1 2025 revenue reached $87.7 million, with cash from operations at $57.1 million[89] - The company anticipates revenue growth of approximately 5-7%[82] - Non-GAAP operating expenses are projected to increase by about 5-8%[82] - The FY25 revenue outlook is between $390 million and $430 million[97] Semiconductor Business - Adeia aims to achieve sustainable annual semiconductor revenue exceeding $100 million[67]