Adeia signed a long-term IP license with Altice USA, enhancing Optimum's entertainment services and resolving ongoing litigation.
Quiver AI Summary
Adeia Inc. has announced a long-term intellectual property license agreement with Altice USA, facilitating the use of Adeia's patented innovations in content discovery and personalization for Optimum, one of the largest broadband and video service providers in the U.S. This agreement enhances Optimum's offerings, including internet services and OTT streaming, allowing subscribers to enjoy improved content navigation and user experiences. Additionally, it resolves any ongoing litigation between the two companies. Adeia's extensive IP portfolio will enable Optimum to provide advanced features like personalized viewing experiences and voice search, emphasizing their commitment to enhancing consumer entertainment options.
Potential Positives
- Adeia Inc. has secured a long-term IP licensing agreement with Altice USA, which enhances its revenue stream and long-term business stability.
- This agreement resolves all outstanding litigation between the two companies, potentially reducing legal costs and fostering a more collaborative relationship.
- The partnership enables Optimum to enhance its service offerings, utilizing Adeia’s IP for advanced content discovery and personalization, which could increase customer satisfaction and retention for both companies.
- Adeia’s innovative technologies help shape the future of digital entertainment, positioning the company as a crucial player in a rapidly evolving media landscape.
Potential Negatives
- The press release indicates a reliance on licensing agreements to generate revenue, which may signify a lack of proprietary products compared to competitors.
- The resolution of litigation suggests that there may have been significant disputes regarding Adeia's intellectual property, raising questions about the robustness of their IP portfolio and potential vulnerabilities.
- There is no mention of any financial terms of the agreement, which could lead to speculation about the potential impact on revenue and profitability from this licensing deal.
FAQ
What is the recent agreement between Adeia Inc. and Altice USA?
Adeia Inc. has signed a long-term intellectual property license agreement with Altice USA to enhance its entertainment services nationwide.
How does this agreement benefit Optimum subscribers?
The agreement ensures Optimum subscribers receive advanced content discovery, navigation, and personalized viewing experiences, enhancing overall satisfaction.
What products and services does this agreement cover?
The agreement supports Optimum's internet services, cable television, and over-the-top (OTT) streaming platforms across the United States.
What innovations does Adeia’s IP portfolio provide?
Adeia's IP portfolio includes technologies for advanced content recommendations, voice search, and personalized media experiences for users.
Who is Adeia Inc.?
Adeia Inc. is a leading research and development and IP licensing company focused on innovative technologies in the media and semiconductor industries.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$ADEA Hedge Fund Activity
We have seen 117 institutional investors add shares of $ADEA stock to their portfolio, and 101 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BLACKROCK, INC. removed 533,503 shares (-3.1%) from their portfolio in Q2 2025, for an estimated $7,543,732
- INVESCO LTD. removed 462,409 shares (-48.1%) from their portfolio in Q2 2025, for an estimated $6,538,463
- MANUFACTURERS LIFE INSURANCE COMPANY, THE added 448,274 shares (+19.3%) to their portfolio in Q2 2025, for an estimated $6,338,594
- JPMORGAN CHASE & CO added 395,462 shares (+110.7%) to their portfolio in Q2 2025, for an estimated $5,591,832
- ROYCE & ASSOCIATES LP added 292,722 shares (+109.4%) to their portfolio in Q2 2025, for an estimated $4,139,089
- JANE STREET GROUP, LLC removed 278,201 shares (-79.7%) from their portfolio in Q2 2025, for an estimated $3,933,762
- PACER ADVISORS, INC. removed 246,103 shares (-23.4%) from their portfolio in Q2 2025, for an estimated $3,479,896
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$ADEA Analyst Ratings
Wall Street analysts have issued reports on $ADEA in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- BWS Financial issued a "Buy" rating on 07/09/2025
- Roth Capital issued a "Buy" rating on 06/20/2025
- Rosenblatt issued a "Buy" rating on 05/06/2025
To track analyst ratings and price targets for $ADEA, check out Quiver Quantitative's $ADEA forecast page.
$ADEA Price Targets
Multiple analysts have issued price targets for $ADEA recently. We have seen 3 analysts offer price targets for $ADEA in the last 6 months, with a median target of $18.0.
Here are some recent targets:
- Hamed Khorsand from BWS Financial set a target price of $18.0 on 08/06/2025
- Scott Searle from Roth Capital set a target price of $26.0 on 06/20/2025
- Kevin Cassidy from Rosenblatt set a target price of $17.0 on 05/06/2025
Full Release
SAN JOSE, Calif., Sept. 30, 2025 (GLOBE NEWSWIRE) -- Adeia Inc. (Nasdaq: ADEA), the company whose innovations shape the way the world explores and experiences entertainment, announced it has signed a long-term intellectual property (IP) license agreement with Altice USA, offering products and services nationwide as Optimum (“Optimum”), one of the largest broadband and video service providers in the United States. This agreement supports Optimum’s services, including internet services, as well as cable television and over-the-top (OTT) streaming platforms, ensuring subscribers enjoy advanced content discovery and navigation experiences. This agreement also resolves all of the outstanding litigation between the companies.
This agreement supports Optimum in delivering rich and user-friendly entertainment experiences supported by Adeia’s portfolio of patented innovations in content discovery, search and personalization.
Adeia’s extensive IP portfolio enables service providers like Optimum to offer cutting-edge features such as advanced content recommendations, voice search and personalized viewing experiences. This agreement ensures Optimum can continue to deliver high-quality, user-friendly entertainment options to its diverse customer base.
“Adeia’s media IP portfolio enables pay-TV providers to deliver a truly personalized media experience to consumers by continually advancing innovations that enhance the customer experience—including improvements in content discovery, search, and recommendations, among other areas,” said Dr. Mark Kokes, Adeia’s chief licensing officer, media. “This agreement highlights the ongoing value of our IP portfolio in enabling personalized and seamless media experiences for consumers across the country.”
About Adeia Inc.
Adeia is a leading R&D and intellectual property (IP) licensing company that accelerates the adoption of innovative technologies in the media and semiconductor industries. Adeia’s fundamental innovations underpin technology solutions that are shaping and elevating the future of digital entertainment and electronics. Adeia’s IP portfolios power the connected devices that touch the lives of millions of people around the world every day as they live, work and play. For more, please visit
www.adeia.com
.
About Optimum
Optimum is a brand of Altice USA (NYSE: ATUS), one of the largest broadband communications and video services providers in the United States, delivering broadband, video, mobile, proprietary content and advertising services to approximately 4.5 million residential and business customers across 21 states. The company operates Optimum Media, an advanced advertising and data business, which provides audience-based, multiscreen advertising solutions to local, regional and national businesses and advertising clients. Altice USA also offers hyper-local through its News 12 Networks.
For Information Contact:
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