Acacia Research to Announce Q4 Earnings on March 11
- Earnings Announcement Date: Acacia Research (ACTG) is set to release its Q4 2023 earnings report on March 11 before the market opens, with consensus EPS expected at -$0.14, reflecting a 100% year-over-year decline, indicating significant profitability challenges for the company.
- Revenue Decline Forecast: Analysts project revenue to be $38 million, down 22.2% year-over-year, highlighting the sales pressures and intensified market competition faced by Acacia in the current economic climate.
- Historical Performance Review: Over the past two years, ACTG has beaten EPS estimates 50% of the time and revenue estimates 100% of the time, suggesting strong revenue management capabilities, although profitability remains a concern that needs addressing.
- Market Reaction Anticipation: Given the current financial expectations and historical performance, the market may react cautiously to the upcoming earnings report, with investors needing to monitor how the company addresses the dual pressures of profitability and revenue decline.
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- Earnings Announcement Date: Acacia Research (ACTG) is set to release its Q4 2023 earnings report on March 11 before the market opens, with consensus EPS expected at -$0.14, reflecting a 100% year-over-year decline, indicating significant profitability challenges for the company.
- Revenue Decline Forecast: Analysts project revenue to be $38 million, down 22.2% year-over-year, highlighting the sales pressures and intensified market competition faced by Acacia in the current economic climate.
- Historical Performance Review: Over the past two years, ACTG has beaten EPS estimates 50% of the time and revenue estimates 100% of the time, suggesting strong revenue management capabilities, although profitability remains a concern that needs addressing.
- Market Reaction Anticipation: Given the current financial expectations and historical performance, the market may react cautiously to the upcoming earnings report, with investors needing to monitor how the company addresses the dual pressures of profitability and revenue decline.
- Earnings Release Schedule: Acacia Research Corporation has announced it will release its Q4 and full year 2025 financial results before market open on March 11, 2026, reflecting the company's commitment to transparency and investor communication.
- Conference Call Details: The company will host a conference call on the same day at 8:00 a.m. ET to discuss the financial results, with investors able to dial 888-506-0062 (U.S. and Canada) or 973-528-0011 (international) for real-time information.
- Webcast Availability: The conference call will be simultaneously webcasted on the company's website and a designated link, ensuring global investors can access real-time information, thereby enhancing interaction between the company and its investors.
- Operational Philosophy: Acacia focuses on acquiring and operating attractive businesses across the industrial, energy, and technology sectors, leveraging its extensive industry relationships and capital base to drive value growth, which underscores its strategic positioning in the market.

Management Presentation: Acacia Research Corporation's management team, including CEO MJ McNulty and CFO Michael Zambito, will present at the Southwest IDEAS Investor Conference in Dallas on November 20, 2025, at 3:40 pm ET, and will also host investor meetings throughout the day.
Webcast Access: A live webcast of Acacia's presentation will be available on the conference host's website and Acacia's investor relations page.
Conference Overview: The IDEAS Investor Conferences are annual events that allow quality companies to showcase their investment potential to a significant audience of investment professionals, with sponsors managing over $200 billion in assets.
Company Focus: Acacia Research Corporation is dedicated to acquiring and operating businesses in the industrial, energy, and technology sectors, leveraging its expertise and capital to drive value, guided by principles of people, process, and performance.
Acacia Research Corp Options Activity: Acacia Research Corp (ACTG) has seen a trading volume of 889 options contracts today, equating to about 88,900 underlying shares, which is 40.7% of its average daily trading volume over the past month.
High Volume Call Option for ACTG: The $2.50 strike call option expiring on May 15, 2026, has particularly high activity with 877 contracts traded, representing approximately 87,700 underlying shares.
Intuitive Machines Inc Options Activity: Intuitive Machines Inc (LUNR) reported a significant options trading volume of 26,685 contracts, or about 2.7 million underlying shares, also making up 40.7% of its average daily trading volume.
High Volume Call Option for LUNR: The $9.50 strike call option expiring on November 14, 2025, has seen notable trading with 8,155 contracts, representing around 815,500 underlying shares.
Airline Stock Performance: Airline shares have shown relative strength, increasing by approximately 2.1% overall, with Allegiant Travel leading the gains at about 19% and United Airlines Holdings up by 5.4% on Wednesday.
Market Sector Leaders: The video highlights the top-performing sectors on Wednesday, including rental, leasing, royalty, and airlines.
Author's Perspective: The views expressed in the article are solely those of the author and do not necessarily represent the opinions of Nasdaq, Inc.
Date of Report: The information pertains to market activity on Wednesday.
Financial Performance Overview: Acacia Research reported a 98% year-over-year increase in GAAP revenue to $51.2 million for Q2 2025, primarily due to the acquisition of Deflecto, although it fell short of the $55 million estimate. Non-GAAP earnings per share were $(0.06), missing expectations, and adjusted EBITDA declined significantly from the previous year.
Segment Analysis and Future Outlook: The Intellectual Property segment saw a drastic drop in revenue to $0.3 million, indicating volatility, while manufacturing operations became the largest revenue contributor despite slim margins. The company is focusing on integrating acquisitions and maintaining cash flow, but faces challenges in sustaining revenue and profitability moving forward.









