IDCC Hits Record Highs: Overheated Or Undervalued?
InterDigital (NASDAQ: IDCC) has increased by 16% over the last five trading days, achieving record highs close to $258 per share (as of July 31), fueled by a significant $1.05 billion arbitration victory against Samsung. However, the pressing question for investors is whether this surge is still sustainable or if the stock has exceeded its fundamental values.
IDCC Q2 Earnings Beat Estimates, Revenues Surge Y/Y, Guidance Up
IDCC beats Q2 estimates as licensing momentum lifts revenues and earnings; full-year guidance raised on strong outlook.
InterDigital, Inc. (IDCC) Q2 2025 Earnings Call Transcript
InterDigital, Inc. (NASDAQ:IDCC ) Q2 2025 Earnings Conference Call July 31, 2025 10:00 AM ET Company Participants Lawrence Chen - President, CEO & Director Raiford Garrabrant - Head of Investor Relations Richard J. Brezski - Executive VP, CFO & Treasurer Conference Call Participants Anja Marie Theresa Soderstrom - Sidoti & Company, LLC Arjun Rohit Bhatia - William Blair & Company L.L.C.
Compared to Estimates, InterDigital (IDCC) Q2 Earnings: A Look at Key Metrics
Although the revenue and EPS for InterDigital (IDCC) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
InterDigital (IDCC) Beats Q2 Earnings and Revenue Estimates
InterDigital (IDCC) came out with quarterly earnings of $6.52 per share, beating the Zacks Consensus Estimate of $3.36 per share. This compares to earnings of $4.57 per share a year ago.
Is InterDigital (IDCC) Outperforming Other Computer and Technology Stocks This Year?
Here is how InterDigital (IDCC) and Corning (GLW) have performed compared to their sector so far this year.
InterDigital: High Margins And Solid Fundamentals, But Too Much Optimism Is Priced In
InterDigital's 2024 record profits were driven by one-time licensing payments; revenue is expected to normalize in 2025 as major OEMs are already contracted. The company boasts high margins, a strong balance sheet, and capital efficiency, but growth now depends on expanding into new verticals like PCs and streaming. Valuation appears stretched, as the stock price already reflects optimistic outcomes from potential catalysts that have yet to materialize or remain uncertain.
InterDigital: License Locked In, Catalysts Needed
InterDigital's 2024 revenue soared to a record $869M after signing 14 major licensing deals, with an impressive 63% EBITDA margin. The company's business model is driven by R&D and patent licensing, with a growing shift from smartphones to consumer electronics and IoT segments. Despite a 1Q25 revenue dip due to lower catch-up payments, underlying royalty flows are accelerating, and the royalty base is stabilizing.
Earnings Estimates Rising for InterDigital (IDCC): Will It Gain?
InterDigital (IDCC) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
InterDigital (IDCC) Is Up 8.89% in One Week: What You Should Know
Does InterDigital (IDCC) have what it takes to be a top stock pick for momentum investors? Let's find out.
InterDigital (IDCC) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
The headline numbers for InterDigital (IDCC) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
InterDigital, Inc. (IDCC) Q1 2025 Earnings Call Transcript
InterDigital, Inc. (NASDAQ:IDCC ) Q1 2025 Earnings Conference Call May 1, 2025 10:00 AM ET Company Participants Raiford Garrabrant - Head, Investor Relations Liren Chen - President and CEO Rich Brezski - Chief Financial Officer Conference Call Participants Scott Searle - ROTH Capital Anja Soderstrom - Sidoti Blayne Curtis - Jefferies Arjun Bhatia - William Blair Operator Good morning. And welcome to the First Quarter 2025 Earnings Call.
