종목/ADEA
Adeia Inc.
2026년 전체 매출: $395.0 − $435.0 million; 운영비(GAAP): $295.0 − $305.0 million; 운영비(Non‑GAAP): $184.0 − $192.0 million; 이자비용: $34.0 − $36.0 million; 기타수익: $5.5 − $6.5 million; 세율: GAAP 20%, Non‑GAAP 21%; GAAP 순이익: $57.2 − $80.4 million; Non‑GAAP 순이익: $144.2 − $168.7 million; Adjusted EBITDA: $213.4 − $245.4 million; 희석주식수(추정): 114.0 − 115.0 million.
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Adeia Inc., together with its subsidiaries, operates as a media and semiconductor intellectual property licensing platform company in the United States, Asia, Canada, Europe, the Middle East, and internationally. The company licenses its patent portfolios across various markets, including multichannel video programming distributors comprising cable, satellite, and telecommunications television providers that aggregate and distribute linear content over networks, as well as television providers that aggregate and stream linear content over broadband networks; over-the-top video service providers, such as subscription video-on-demand and free advertising-supported streaming service providers, providers that offer online services and devices that enable internet streaming and downloading of movies, television shows, music and other types of media content, as well as content providers, networks, and media companies. It also licenses consumer electronics manufacturers, which includes producers of smart televisions, streaming media devices, video game consoles, mobile devices, content storage devices, and other connected media devices; semiconductors, including providers of memory, logic, sensors, and radio frequency devices; and social media companies that allow users to stream and upload user-generated content. The company licenses its intellectual properties under the Adeia brand. The company was formerly known as Xperi Holding Corporation and changed its name to Adeia Inc. The company was incorporated in 2019 and is headquartered in San Jose, California.
| 발표일 | 분기 | EPS 예상 | EPS 실제 | Surprise | 매출 실제 | 발표 직후 반응 |
|---|---|---|---|---|---|---|
| 5월 4일 (월) | 2026 Q1 | $0.33 | $0.38 | +13.5% | $105M | — |
| AVGO | 브로드컴 | 1.97T | +1.3% | 100% (4/4) |
| MU | 마이크론 | 896B | +33.2% | 100% (4/4) |
매출·조정 EBITDA·현금흐름이 강하게 나와 'beat'로 해석될 가능성이 높고, 특히 높은 60% adjusted EBITDA margin과 비-페이TV 매출 성장(28% YoY)이 긍정적 시사점을 제공한다. 다만 부채 잔액(약 $398.6M)과 분기 매출의 계절성(직전 분기 대비 감소)이 투자자들의 주의 포인트로 남아 리스크로 작용할 수 있음.