Adeia: How The Company Is Turning Into The Secret Engine Of HBM Chips [Seeking Alpha]
Advanced Micro Devices, Inc. (AMD)
Last advanced micro devices, inc. earnings: 4/28 04:25 pm
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Source: Seeking Alpha
Recent agreements with AMD and new licensing deals with Disney and Microsoft provide catalysts offsetting pay-TV decline and supporting a re-rating thesis. ADEA's high-margin, operating-leverage model yielded Q4 revenues of $182.6M (+109% QoQ) and 62.6% adjusted EBITDA margin, with 2026 guidance emphasizing recurring, higher-quality revenue. Valuation based on segment multiples yields an equity value of ~$3.3B ($29/share), with further upside as semiconductor revenues scale and OTT surpasses 30% of total revenue. kynny/iStock via Getty Images Adeia Inc ( ADEA ) is traditionally known as an old patent company in the pay-TV sector. However, it decided to transform into a key player in the semiconductor industry, as its portfolio covers some areas, including This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock,
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- AMD Deepens Asian AI Ties With NAVER Cloud And Samsung Deals [Yahoo! Finance]Yahoo! Finance
AMD
Earnings
- 2/3/26 - Beat
AMD
Sec Filings
- 3/27/26 - Form ARS
- 3/27/26 - Form DEFA14A
- 3/27/26 - Form DEF
- AMD's page on the SEC website