Adeia Share Price Today

Adeia launches AI-powered e-commerce tech for digital wallets

Adeia Inc. announced new e-commerce technologies including Clickable Video and Digital Wallet architecture. The technology aims to reduce checkout steps to three by linking video services directly to digital wallet providers. Clickable Video uses computer vision to identify objects in video streams and match them to inventory in real time. Juniper Research projects digital wallet adoption will exceed 5.2 billion users in 2026. The platform targets connected TVs, OTT services, and online marketplaces to create new monetization paths.

Adeia shares fall 16% as revenue guidance cut on deal delays

Adeia shares fell over 15% on November 3, 2026, after reporting Q3 EPS of $0.21 against a $0.33 consensus estimate. Full-year 2026 revenue guidance was cut from $395 million-$435 million to $375 million-$415 million due to delayed media-licensing deals. Media licensing accounted for approximately 81% of Q3 revenue ($65 million of $80.2 million), creating significant concentration risk. Levi & Korsinsky, LLP is investigating potential securities law violations tied to the company's exposure to these delayed contracts.

Rosenblatt maintains Buy on Adeia, lowers price target to $35

Rosenblatt Securities maintains a Buy rating on Adeia but lowers the price target from $40 to $35. Adeia reported Q3FY26 revenue of $80.2 million and cut full-year sales guidance to $375M-$415M. Adjusted EPS guidance was reduced to $1.20-$1.43, falling short of the $1.42 analyst estimate. Operating expenses rose 9% QoQ to $43.8 million, driven by a 35% increase in litigation costs.

Adeia Q3FY26 Results: Earnings call scheduled for November 2, 2026

Adeia Inc. will release Q3FY26 financial results on November 2, 2026. Earnings conference call scheduled for 5:00 pm Eastern Time. Telephonic replay available until November 9, 2026.

Adeia renews multi-year IP license agreement with Spectrum

Adeia renewed its multi-year IP license agreement with Charter Communications' Spectrum brand. The renewal extends coverage to Spectrum's broadband and mobility businesses alongside pay-TV. The relationship between Adeia and Spectrum spans more than two decades. Adeia's innovations are embedded in billions of devices across global media ecosystems.

Adeia appoints Dipti Vachani as CEO effective October 12, 2026

Adeia Inc. appointed Dipti Vachani as CEO effective October 12, 2026. Vachani joins the board of directors on the same day. Paul E. Davis steps down to focus on health and personal pursuits. Vachani brings nearly 30 years of semiconductor industry experience.