{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-26-203975","form_type":"8-K","ticker":"ADEA","cik":"0001803696","company_name":"Adeia Inc.","filed_at":"2026-05-04T23:59:59+00:00","discovered_at":"2026-05-14T18:02:32.938561+00:00","generated_at":"2026-05-14T23:59:45.863419+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Adeia Q1 revenue $104.8M, GAAP EPS $0.21, adjusted EBITDA $62.3M, signed AMD and Microsoft deals","bullets":["Revenue $104.8M, GAAP net income $22.8M ($0.21 diluted EPS), non-GAAP diluted EPS $0.38.","Adjusted EBITDA $62.3M (60% margin); operating cash flow $58.5M.","Paid down $28.1M on term loan, balance $398.6M; repurchased $10M stock.","Signed new multi-year deals with AMD (semiconductor), Microsoft (media), and L'Oréal (e-commerce).","Reiterated FY2026 guidance: revenue $395-435M, adjusted EBITDA $213-245M."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-203975","json":"https://secwatch.observer/filing/0001193125-26-203975.json","markdown":"https://secwatch.observer/filing/0001193125-26-203975.md","text":"https://secwatch.observer/filing/0001193125-26-203975.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1803696/000119312526203975/0001193125-26-203975-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1803696/000119312526203975/adea-20260504.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-14T23:59:45.863419+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"82af7cf2eb7640218ee5f20ed3dc86dfbbdde8d8","claim":"Adeia Inc. reported first quarter ended March 31, 2026 results: EPS non-GAAP diluted EPS was $0.38. Guidance reaffirmed.","evidence_excerpt":"We had a strong start to 2026, delivering first quarter revenue of $105 million, generating $58 million in operating cash flow, and maintaining strong profitability with a 60% adjusted EBITDA margin","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1803696/000119312526203975/0001193125-26-203975-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter ended March 31, 2026"},{"label":"EPS","value":"non-GAAP diluted EPS was $0.38"},{"label":"Guidance","value":"reaffirmed"},{"label":"Result","value":"reported results"}]},{"claim_id":"82af7cf2eb7640218ee5f20ed3dc86dfbbdde8d8","claim":"Adeia Inc. reported first quarter ended March 31, 2026 results: EPS non-GAAP diluted EPS was $0.38. Guidance reaffirmed.","evidence_excerpt":"GAAP diluted earnings per share (EPS) was $0.21 and non-GAAP diluted EPS was $0.38","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1803696/000119312526203975/0001193125-26-203975-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter ended March 31, 2026"},{"label":"EPS","value":"non-GAAP diluted EPS was $0.38"},{"label":"Guidance","value":"reaffirmed"},{"label":"Result","value":"reported results"}]},{"claim_id":"f8b1890e73a351aaabe336585582c0eea70b84de","claim":"Adeia Inc. reported full year 2026 results: revenue $395.0 − 435.0, net income $57.2 − 80.4. Guidance reaffirmed.","evidence_excerpt":"Financial Outlook The Company is reiterating its full year 2026 outlook as follows: Category (in millions, except for tax rate) 2026 GAAP Outlook 2026 Non-GAAP Outlook Revenue $395.0 − 435.0 $395.0 − 435.0 Operating expenses (1) $295.0 − 305.0 $184.0 − 192.0 Interest expense $34.0 − 36.0 $34.0 − 36.0 Other income $5.5 − 6.5 $5.5 − 6.5 Tax rate 20% 21% Net","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1803696/000119312526203975/0001193125-26-203975-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"full year 2026"},{"label":"Revenue","value":"$395.0 − 435.0"},{"label":"Net income","value":"$57.2 − 80.4"},{"label":"Guidance","value":"reaffirmed"},{"label":"Result","value":"guidance update"}]}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}