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Filing Flows › Adeia (ADEA) › Q2 2026 › vs Q1 2026

Adeia (ADEA) Q2 2026 vs Q1 2026 (quarter over quarter)

Adeia's revenue fell $8.7M (-8%) from $105M in Q1 2026 to $96.1M in Q2 2026. The biggest changes: Nonrecurring Revenue −$15.9M (-41%); Recurring Revenue +$7.3M (+11%). Operating margin 26.4% against 33.2% (-6.8 pts).

Adeia, Q2 2026: revenue $96.1M (+12% year over year), operating margin 26.4%, net earnings $17.4M, operating cash flow $54.6M. The chart draws each line against Q1 2026, the increases inside each band.

Adeia: what changed, Q2 2026 vs Q1 2026Adeia: what changed, Q2 2026 vs Q1 2026Nonrecurring Revenue−$15.9MOperating profit−$9.5MPre-tax earnings−$9.0MRecurring Revenue$7.3MNet earnings−$5.4MFree cash flow (OCF − capex)−$4.0MOperating cash flow−$3.9MIncome tax−$3.6MShare-based compensation$1.7MSG&A$1.1M

Margins

Q2 2026Q1 2026Change
Operating margin26.4%33.2%-6.8 pts
Net margin18.1%21.7%-3.7 pts
Free cash flow margin56.3%55.4%+0.8 pts

Every line

LineQ2 2026Q1 2026Change%
Recurring Revenue$73.5M$66.3M$7.3M+11%
Nonrecurring Revenue$22.6M$38.5M−$15.9M-41%
Revenue$96.1M$105M−$8.7M-8%
Operating profit$25.4M$34.8M−$9.5M-27%
Costs & expenses$70.7M$69.9M$804K+1%
Pre-tax earnings$19.0M$28.0M−$9.0M-32%
Other expense, net$6.4M$6.9M−$484K-7%
Research & development$18.3M$18.2M$139K+0.8%
SG&A$31.0M$29.8M$1.1M+4%
Other operating costs$21.4M$21.9M−$481K-2%
Net earnings$17.4M$22.8M−$5.4M-24%
Income tax$1.6M$5.2M−$3.6M-69%
Depreciation & amortization$16.6M$16.4M$146K+0.9%
Share-based compensation$10.5M$8.8M$1.7M+19%
Working capital & other$10.2M$10.5M−$294K-3%
Operating cash flow$54.6M$58.5M−$3.9M-7%
Free cash flow (OCF − capex)$54.1M$58.1M−$4.0M-7%
Capital expenditures$561K$434K$127K+29%

Questions

How much did Adeia's revenue grow quarter over quarter in Q2 2026?

Adeia's revenue fell $8.7M (-8%) from $105M in Q1 2026 to $96.1M in Q2 2026.

What drove Adeia's revenue change in Q2 2026?

Nonrecurring Revenue −$15.9M (-41%); Recurring Revenue +$7.3M (+11%).

Q2 2026 results → · Compare in the interactive Sankey →