NOTE 9 – GOODWILL AND IDENTIFIED INTANGIBLE ASSETS

Goodwill

The carrying value of goodwill at December 31, 2025 and December 31, 2024 was $313.7 million. There were no changes to the carrying value of goodwill from January 1, through December 31, 2025. Goodwill at each reporting unit is evaluated for potential impairment annually, as of the beginning of the fourth quarter, and whenever events or changes in circumstances indicate the carrying amount of goodwill may not be recoverable. The process of evaluating goodwill for potential impairment is subjective and requires significant estimates, assumptions and judgments particularly related to the identification of reporting units, the assignment of assets and liabilities to reporting units and estimating the fair value of each reporting unit.

As part of its annual goodwill impairment test, the Company elected to proceed with a qualitative goodwill impairment test and no indicators of potential impairment were identified. Additionally, based on the qualitative evaluation, which included consideration of the carrying value and market capitalization of the Company, no goodwill impairment triggers were identified as of December 31, 2025. No impairment charges were recognized for the years ended December 31, 2025, 2024 and 2023.

 

Identified Intangible Assets

 

Identified intangible assets consisted of the following (in thousands):

 

 

 

 

 

December 31, 2025

 

 

December 31, 2024

 

 

 

Average
Life
(Years)

 

Gross
Assets

 

 

Accumulated
Amortization

 

 

Net

 

 

Gross
Assets

 

 

Accumulated
Amortization

 

 

Net

 

Finite-lived intangible assets

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Acquired patents / core technology

 

3-10

 

$

737,985

 

 

$

(434,529

)

 

$

303,456

 

 

$

679,085

 

 

$

(377,908

)

 

$

301,177

 

Customer contracts and related relationships

 

3-9

 

 

155,900

 

 

 

(155,900

)

 

 

 

 

 

155,900

 

 

 

(155,900

)

 

 

 

Existing technology / content database

 

5-10

 

 

38,681

 

 

 

(38,681

)

 

 

 

 

 

38,681

 

 

 

(38,681

)

 

 

 

Trademarks/trade name

 

4-10

 

 

1,300

 

 

 

(1,300

)

 

 

 

 

 

1,300

 

 

 

(1,300

)

 

 

 

Total intangible assets

 

 

 

$

933,866

 

 

$

(630,410

)

 

$

303,456

 

 

$

874,966

 

 

$

(573,789

)

 

$

301,177

 

 

As of December 31, 2025, the estimated future amortization expense of total finite-lived intangible assets was as follows (in thousands):

 

 

 

Amounts

 

2026

 

$

63,292

 

2027

 

 

62,940

 

2028

 

 

57,897

 

2029

 

 

55,648

 

2030

 

 

30,223

 

Thereafter

 

 

33,456

 

Total

 

$

303,456

 

Historical Timeline

Fiscal YearFiled
2025Feb 26, 2026Showing above
2024Feb 19, 2025
2023Feb 23, 2024
2022Mar 1, 2023
2021Feb 24, 2022
2020Feb 26, 2021

About Goodwill & Intangibles Disclosures

Goodwill and intangible asset disclosures reveal the premium paid in acquisitions and how management assesses whether that premium retains its value. Since goodwill is no longer amortized under US GAAP, the annual impairment test is the only mechanism that adjusts carrying values downward — making the assumptions behind that test critically important for investors.

Key signals: a history of goodwill impairments suggests management consistently overpays for acquisitions. Watch the gap between reporting unit fair value and carrying amount — when fair value exceeds carrying amount by less than 10-20%, a small decline in business performance could trigger a write-down. For finite-lived intangibles, examine useful life assumptions across customer relationships, technology, and trade names; aggressive estimates inflate near-term earnings. Compare total intangibles-to-total-assets ratios against peers to assess acquisition dependency. Rising goodwill as a percentage of equity can signal balance sheet fragility.