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Adeia Sues Dish Network, Maintains 2026 Revenue Outlook

Adeia said it filed a patent infringement lawsuit against Dish Network and reiterated its full-year 2026 outlook, keeping revenue unchanged at $395 million to $435 million.

The company’s operating expense outlook for 2026 remains split sharply between its GAAP and non-GAAP ranges. GAAP operating expenses are projected at $295 million to $305 million, while non-GAAP operating expenses are forecast at $184 million to $192 million.

Interest expense is expected to come in at $34 million to $36 million, unchanged from the prior outlook, and other income is still projected at $5.5 million to $6.5 million. Adeia kept its tax rate guidance at 20% on a GAAP basis and 21% on a non-GAAP basis.

For net income, Adeia’s 2026 GAAP outlook is $57.2 million to $80.4 million, while its non-GAAP net income outlook is $144.2 million to $168.7 million. Adjusted EBITDA is projected at $213.4 million to $245.4 million. Diluted shares outstanding are expected to be 114 million to 115 million.

The lawsuit targets Dish and certain affiliates and alleges infringement of five patents tied to media and pay-TV technologies. Adeia said its media IP portfolio is broadly licensed across the pay-TV industry, including most major U.S. providers. Following these announcements, the company's shares moved -3.41%, and are now trading at a price of $24.36. For the full picture, make sure to review Adeia's 8-K report.

The above analysis is intended for educational purposes only and was performed on the basis of publicly available data. It is not to be construed as a recommendation to buy or sell any security. Any buy, sell, or other recommendations mentioned in the article are direct quotations of consensus recommendations from the analysts covering the stock, and do not represent the opinions of Market Inference or its writers. Past performance, accounting data, and inferences about market position and corporate valuation are not reliable indicators of future price movements. Market Inference does not provide financial advice. Investors should conduct their own review and analysis of any company of interest before making an investment decision.

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