Patent Owners & Lessors

Patent Owners & Lessors

Companies classified under SIC 6794, Patent Owners & Lessors, specialize in acquiring, managing, and monetizing intellectual property portfolios, primarily through licensing agreements, royalty streams, and strategic cross-licensing deals. Their customers range from large pharmaceutical, semiconductor, and software corporations to hardware manufacturers, emerging tech startups, and universities seeking access to protected technologies without bearing full R&D or legal costs. Revenue quality depends on enforceable patent rights, renewal strategies, and the ability to negotiate long-term contracts, while major risks include changing patent law, heightened antitrust scrutiny of licensing practices, invalidation challenges, and shifting global IP regimes. In 2024–2025, the sector is shaped by AI- and biotech-related filings, standard-essential patent debates, rising litigation finance, and volatile valuation multiples as interest rates and regulatory agendas evolve. Investors and operators track disclosure closely, making up-to-date deal pipelines, risk factors, and royalty metrics critical; to monitor these dynamics in real time, view live SEC filings for SIC 6794 firms on Earnings Feed.

Source: Earnings Feed research · Nov 23