Here is how InterDigital (IDCC) and Corning (GLW) have performed compared to their sector so far this year.
InterDigital delivered strong 3Q25 results, with revenue up 28% year-over-year and Non-GAAP EPS beating estimates by $0.50. IDCC's acquisition of Deep Render enhances its AI-driven video compression capabilities, expanding its patent portfolio and accelerating innovation in next-gen video tech. Despite premium valuation metrics, IDCC's earnings-based multiples remain attractive versus peers, supported by robust profitability and a strong balance sheet.
InterDigital, Inc. ( IDCC ) Q3 2025 Earnings Call October 30, 2025 10:00 AM EDT Company Participants Raiford Garrabrant - Head of Investor Relations Lawrence Chen - President, CEO & Director Richard J. Brezski - Executive VP, CFO & Treasurer Conference Call Participants Scott Searle - ROTH Capital Partners, LLC, Research Division Presentation Operator Good morning, and welcome to InterDigital's Third Quarter 2025 Earnings Conference Call.
| Software Industry | Information Technology Sector | Lawrence Chen CEO | XBER Exchange | US45867G1013 ISIN |
| US Country | 430 Employees | 8 Oct 2025 Last Dividend | - Last Split | 26 Mar 1990 IPO Date |
InterDigital, Inc. stands out as a pioneering research and development enterprise with a focus on advancing wireless, visual, artificial intelligence (AI), and related technological domains on a global scale. The essence of the company revolves around the design and development of cutting-edge technologies that catalyze connectivity in a wide array of communication and entertainment products and services. This innovation-centric approach enables InterDigital to license its breakthrough technologies to entities engaged in the production and provision of wireless communications, consumer electronics, IoT devices, automobiles, and a variety of cloud-based services, including but not limited to video streaming. With its roots dating back to 1972 and a strategic headquarters in Wilmington, Delaware, InterDigital has cemented its position as a cornerstone in the realm of digital cellular and wireless technology development, spanning advancements in 2G, 3G, 4G, 5G, and IEEE 802-related products and networks.
InterDigital thrives at the forefront of innovation in cellular technologies, mastering developments across CDMA, TDMA, OFDM/OFDMA, and MIMO, which are pivotal for the progression of 2G, 3G, 4G, and 5G wireless networks. The company's influence extends to the design of mobile terminal devices, along with a comprehensive 3GPP technology portfolio in 5G, 5G advanced, and 6G, addressing the evolving requirements of telecommunications.
The reach of InterDigital's patented technologies spans a broad spectrum of products including smartphones, tablets, base stations, televisions, laptops, gaming consoles, set-top boxes, streaming devices, and vehicles equipped with connectivity features. This diverse application underscores the versatility and utility of InterDigital's innovations in enhancing the functionality and user experience of consumer electronics and connected automobiles.
Focused on elevating the quality and efficiency of video streaming and transmission, InterDigital has developed state-of-the-art video coding and transmission technologies. These advancements play a critical role in optimizing the delivery and display of video content across various platforms and devices, contributing significantly to the evolving landscape of digital media consumption.
In its continuous quest for innovation, InterDigital delves into the research and development of artificial intelligence and machine learning solutions. These cutting-edge technological pursuits aim to introduce new levels of intelligence and automation into devices, networks, and services, paving the way for smarter, more efficient, and intuitive technological ecosystems.