Riverwater Partners Sustainable Value Strategy Q3 2026 Portfolio Update

The Sustainable Value Strategy trailed its benchmark, the Russell 2500 Value Index, in the third quarter. New positions include Lineage, Birkenstock, Matador Resources, KBR and ICON. InterDigital, Stevanato Group and Exelixis rounded out our top contributors.

Seeking Alpha • Oct 27, 2026

Adeia Enters into Multi-Year IP License Renewal with TCL

SAN JOSE, Calif., Oct. 22, 2026 (GLOBE NEWSWIRE) -- Adeia Inc. (Nasdaq: ADEA), the technology company pioneering foundational innovations that shape how the world computes, connects and experiences entertainment, today announced that TCL Electronics Holdings Limited ("TCL"), a global leader in consumer electronics and one of the world's largest television manufacturers headquartered in Shenzhen, China, has entered into a multi-year license renewal with Adeia for access to its media intellectual property (IP) portfolio.

GlobeNewsWire • Oct 22, 2026

Adeia to Release Third Quarter 2026 Financial Results on November 2, 2026

SAN JOSE, Calif., Oct. 19, 2026 (GLOBE NEWSWIRE) -- Adeia Inc. (Nasdaq: ADEA), the technology company pioneering foundational innovations that shape how the world computes, connects and experiences entertainment, will announce its financial results for the third quarter ended September 30, 2026, on Monday, November 2, 2026.

GlobeNewsWire • Oct 19, 2026

Adeia Wins 2026 AutoTech Breakthrough Award for Overall Electric Vehicle Innovation of the Year

SAN JOSE, Calif., Oct. 15, 2026 (GLOBE NEWSWIRE) -- Adeia Inc. (Nasdaq: ADEA), the technology company pioneering foundational innovations that shape how the world computes, connects and experiences entertainment, today announced it has won the 2026 AutoTech Breakthrough Award for Overall Electric Vehicle Innovation of the Year.

GlobeNewsWire • Oct 15, 2026

Adeia Renews IP License Agreement with Spectrum

SAN JOSE, Calif., Oct. 05, 2026 (GLOBE NEWSWIRE) -- Adeia Inc. (Nasdaq: ADEA), the technology company pioneering foundational innovations that shape how the world computes, connects and experiences entertainment, today announced that it has entered into a multi-year renewal of its intellectual property (IP) license agreement with Charter Communications, Inc., through its Spectrum brand.

GlobeNewsWire • Oct 5, 2026

Adeia Appoints Dipti Vachani as Chief Executive Officer

SAN JOSE, Calif., Sept. 28, 2026 (GLOBE NEWSWIRE) -- Adeia Inc. (Nasdaq: ADEA), the technology company pioneering foundational innovations that shape how the world computes, connects, and experiences entertainment, today announced that its board of directors (the “Board”) has appointed Dipti Vachani as chief executive officer, effective October 12, 2026.

GlobeNewsWire • Sep 28, 2026

Adeia Recognized with Two Asia Pacific Business Awards Honoring Regional Innovation and Leadership

Company named Asia Pacific Outstanding Company of the Year  Steve Kim recognized as Outstanding Executive of the Year

GlobeNewsWire • Sep 16, 2026

Adeia: One Dimensional Growth Is Still Growth

Adeia is rated a Buy as semiconductor IP licensing drives explosive top-line growth, despite a shift away from recurring revenue. Semiconductor IP licensing revenues surged 314% YoY, offsetting declines in legacy media business and transforming ADEA's revenue mix. Recurring revenues now comprise 73% of the total, down from 98%, raising concerns about revenue visibility and sustainability.

Seeking Alpha • Sep 2, 2026

Adeia Q2 Earnings Call Highlights

Adeia NASDAQ: ADEA reported second-quarter 2026 revenue of $96.1 million and adjusted EBITDA of $56.4 million, producing an adjusted EBITDA margin of 59%. The intellectual-property licensing company said results were in line with its expectations and reiterated full-year revenue guidance of $395 million to $435 million.

MarketBeat • Aug 3, 2026

Adeia Inc. (ADEA) Q2 2026 Earnings Call Transcript

Adeia Inc. (ADEA) Q2 2026 Earnings Call Transcript

Seeking Alpha • Aug 3, 2026