IDCC
InterDigital, Inc.348.06
-2.83-0.81%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
8.98BP/E (TTM)
23.36Basic EPS (TTM)
14.90Dividend Yield
0.01%Recent Filings
8-K
Executive policy adds arbitration
InterDigital updated its Executive Severance and Change in Control Policy on September 4, 2025, mandating that executives sign a mutual arbitration agreement to qualify for benefits. This requires binding arbitration for most employment-related claims, barring specified exceptions. The change streamlines dispute resolution. Full details appear in the upcoming 10-Q.
8-K
Q2 revenue beats, guidance raised
InterDigital crushed Q2 2025 expectations with $300.6 million revenue, up 34% year-over-year, fueled by a landmark Samsung arbitration yielding $1.05 billion over eight years and a new HP PC license adding $44 million catch-up. Annualized recurring revenue hit a record $553 million, up 44%, while non-GAAP EPS soared 43% to $6.52. The company boosted full-year revenue guidance to $790-$850 million. Momentum builds, yet licensing delays loom.
10-Q
Q2 FY2025 results
InterDigital's Q2 revenue jumped 34% year-over-year to $300.6M, fueled by the Samsung arbitration win and new HP deal, while catch-up revenue rose 27% to $162.3M; smartphone licensing grew 18% to $235.1M, but CE/IoT/auto surged 175% to $65.3M. Operating income climbed to $205.4M from $133.9M, with diluted EPS at $5.35 (up from $3.93, reconciled via 33.7M shares including convertible effects). Cash from operations hit $105.1M in the quarter (derived), bolstering $517.9M in cash equivalents and $419.1M in short-term investments against $455.8M in current convertible debt due 2027. Revenue shares dropped sharply, trimming expenses. Solid liquidity supports buybacks and dividends. Yet U.S.-China trade tensions could snag renewals with key Chinese licensees.
8-K
Samsung license royalties set
InterDigital's patent license arbitration with Samsung concluded on July 28, 2025, setting royalties at $1.05 billion for an eight-year term starting January 1, 2023, through December 31, 2030. This deal boosts annual recurring revenue to $131 million, up 67% from prior levels. Q2 2025 adds $119 million in catch-up sales plus $33 million recurring. Revenue surges sharply.
8-K
Shareholders back InterDigital board
InterDigital's shareholders overwhelmingly elected eight directors, including Derek Aberle and S. Douglas Hutcheson, to one-year terms at the June 11, 2025 annual meeting. They approved the 2025 Equity Incentive Plan, advisory say-on-pay resolution, and ratification of PricewaterhouseCoopers as auditors for the year ending December 31, 2025. Strong support signals board continuity. No major dissent emerged.
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