Adeia(ADEA)
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Wall Street Bulls Look Optimistic About ADEIA INC (ADEA): Should You Buy?
Zacks Investment Research· 2024-03-21 22:31
经纪推荐分析 - 投资者通常依赖华尔街分析师的推荐来决定是否买入、卖出或持有股票[1] - Adeia (ADEA) 目前的平均经纪推荐值为1.33,介于强烈买入和买入之间[2] - 经纪推荐中有两个强烈买入和一个买入,强烈买入和买入分别占66.7%和33.3%[3] - 经纪推荐虽然建议购买 Adeia (ADEA),但仅凭此信息做投资决定可能不明智[4]
Wall Street Analysts Think Adeia (ADEA) Is a Good Investment: Is It?
Zacks Investment Research· 2024-03-05 23:31
经纪推荐 - Adeia目前的平均经纪推荐(ABR)为1.25,介于1到5之间(强烈买入到强烈卖出),根据四家经纪公司实际推荐(买入、持有、卖出等)计算得出[2] - 目前的ABR中,有三个强烈买入和一个买入推荐,强烈买入和买入分别占所有推荐的75%和25%[3] - 经纪推荐趋势显示应该买入Adeia,但仅凭此信息做出投资决策可能不明智,多项研究表明经纪推荐在引导投资者选择具有最佳价格增长潜力的股票方面成功有限甚至没有成功[4]
7 Out-of-the-Spotlight Tech Stocks Ripe for Discovery
InvestorPlace· 2024-02-29 06:29
While it’s tempting to jump on a company like Nvidia (NASDAQ:NVDA), at some point, it won’t match expectations, which brings us to a discussion about underappreciated tech stocks. They’re nowhere near as enticing as NVDA. However, they could offer superior returns. That might sound like an arrogant if not irrational proposition. But the thing is, a company that has already exceeded expectations can only aim higher to enjoy similar praise. On the flipside, the reduced expectations of diamond-in-the-rough tec ...
Adeia Renews Multi-year IP License Agreement with Paramount
Newsfilter· 2024-02-27 21:30
SAN JOSE, Calif., Feb. 27, 2024 (GLOBE NEWSWIRE) -- Adeia Inc. (NASDAQ:ADEA), the company whose patented innovations shape the way the world explores and experiences entertainment, today announced that Paramount has renewed a multi-year license agreement for Adeia's media intellectual property (IP) portfolio. Paramount+ continues to be one of the fastest growing streaming services and in the third quarter of 2023 Paramount+ reported over 63M subscribers. Beyond its strong subscription operations, Paramount ...
Adeia(ADEA) - 2023 Q4 - Annual Report
2024-02-24 05:07
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number: 001-39304 ADEIA INC. (Exact Name of Registrant as Specified in Its Charter) Delaware 84-4734590 (State or Other Jurisdiction of (I.R.S. Employer Incorporation or Organizati ...
Adeia(ADEA) - 2023 Q4 - Earnings Call Transcript
2024-02-21 10:14
财务数据和关键指标变化 - 公司在第四季度实现收入8690万美元,全年收入接近中间值指引范围 [33] - 公司调整后EBITDA为5410万美元,调整后EBITDA利润率为62% [37] - 公司在2023年共偿还1.48亿美元债务,使用99%自由现金流用于偿还 [38][39] 各条业务线数据和关键指标变化 - 公司在社交媒体、有线电视和消费电子领域签署了8个协议,包括2个新协议和6个续约 [10][11][12] - 公司在半导体业务方面与西部数据和铠侠签署了重要协议,进一步巩固了在内存行业的地位 [16] - 公司在OTT领域与DEZn和Starz签署了协议,为未来增长奠定基础 [17] 各个市场数据和关键指标变化 - 公司在有线电视市场继续保持领先地位,与Cox、Verizon和Altice等主要运营商续约 [17] - 公司在OTT市场取得进展,预计未来将成为重要的收入来源以抵消有线电视下降 [17] 公司战略和发展方向及行业竞争 - 公司未来将加大在OTT、半导体和相邻领域如广告技术、电子商务等的投入和布局 [20][21][22] - 公司将继续加大研发投入,扩大媒体和半导体专利组合,为未来增长奠定基础 [20][22] - 公司将加强销售团队和基础设施建设,以更好地把握市场机遇 [20][22] - 公司将继续推进半导体业务的"协同优化"战略,提升现有技术的效率和价值 [29][30][31] 管理层对经营环境和未来前景的评论 - 公司对2024年前景充满信心,将继续保持高续约率的同时拓展新客户 [41][42] - 公司将在研发、销售和诉讼等方面进行投入,为未来增长做好准备 [44] - 公司预计2024年收入将更多集中在下半年,第一季度收入与2023年第二季度相当 [42][43] 问答环节重要的提问和回答 问题1 **Hamed Khorsand 提问** 询问公司与社交媒体客户的协议内容及其在其他社交媒体公司的适用性 [49] **Paul Davis 回答** 公司已经覆盖了约85%的社交媒体市场,此次协议涵盖了视频、搜索和推荐等关键技术,对大多数社交媒体平台都具有重要意义 [50] 问题2 **Hamed Khorsand 提问** 询问公司诉讼费用增加的原因及其对谈判的影响 [51] **Paul Davis 回答** 公司诉讼费用增加主要是恢复到历史正常水平,公司仍然优先通过谈判达成协议,过去3年签署了95个以上协议几乎没有诉讼 [52] 问题3 **Hamed Khorsand 提问** 询问公司是否有望在2024年签署或续签OTT服务提供商 [53] **Paul Davis 回答** 公司在OTT领域取得了进展,如与DEZn和Starz的协议,并预计2024年会继续取得OTT方面的成功 [53]
Adeia(ADEA) - 2023 Q4 - Earnings Call Presentation
2024-02-21 09:05
业绩总结 - 公司2023年第四季度营收为8,690万美元,全年营收为388.8亿美元[11] - 公司2023年第四季度净利润为12.7亿美元,全年净利润为67.4亿美元[11] - 公司2024年预计营收为38.0 - 42.0亿美元,预计净利润为57.8 - 70.7亿美元[12] 用户数据 - 公司签署了32份许可协议,包括与Western Digital、Kioxia、Samsung、Cox、Verizon、Altice、DAZN、Starz和一家国际领先的社交媒体公司[6] 未来展望 - 公司2024年预计营收为38.0 - 42.0亿美元,预计净利润为57.8 - 70.7亿美元[12] 新产品和新技术研发 - 公司签署了32份许可协议,包括与Western Digital、Kioxia、Samsung、Cox、Verizon、Altice、DAZN、Starz和一家国际领先的社交媒体公司[6] 市场扩张和并购 - 公司签署了32份许可协议,包括与Western Digital、Kioxia、Samsung、Cox、Verizon、Altice、DAZN、Starz和一家国际领先的社交媒体公司[6]
Why Adeia (ADEA) Outpaced the Stock Market Today
Zacks Investment Research· 2024-02-09 08:01
Adeia (ADEA) closed at $12.95 in the latest trading session, marking a +0.86% move from the prior day. This move outpaced the S&P 500's daily gain of 0.06%. Elsewhere, the Dow gained 0.13%, while the tech-heavy Nasdaq added 0.24%. Shares of the provider of chip technology for small electronic devices witnessed a gain of 8.81% over the previous month, beating the performance of the Business Services sector with its gain of 7.07% and the S&P 500's gain of 6.45%. The investment community will be closely monito ...
Adeia Demonstrates Hybrid Bonding Technology During Chiplet Summit 2024
Newsfilter· 2024-02-06 21:30
SANTA CLARA, Calif., Feb. 06, 2024 (GLOBE NEWSWIRE) -- Adeia Inc. (NASDAQ:ADEA), the company whose patented innovations enhance billions of devices, today announced that it is showcasing its hybrid bonding technology at the Chiplet Summit on February 6 through 8, 2024, at the Santa Clara Convention Center. Over the past 30 years, Adeia has pioneered fundamental advances in the semiconductor industry. With an extensive and growing portfolio of intellectual property covering hybrid bonding, advanced process n ...
Adeia (ADEA) Flat As Market Gains: What You Should Know
Zacks Investment Research· 2024-02-03 08:01
Adeia (ADEA) ended the recent trading session at $12.53, demonstrating no swing from the preceding day's closing price. This change lagged the S&P 500's 1.07% gain on the day. Elsewhere, the Dow saw an upswing of 0.35%, while the tech-heavy Nasdaq appreciated by 1.74%. Heading into today, shares of the provider of chip technology for small electronic devices had gained 2.12% over the past month, lagging the Business Services sector's gain of 3.12% and the S&P 500's gain of 2.93% in that time. Analysts and i ...