IDCC beats Q4 estimates as recurring revenues rise, but a sharp drop in catch-up fees tied to OPPO and Lenovo deals cuts sales and earnings.
InterDigital, Inc. (IDCC) Q4 2025 Earnings Call Transcript
InterDigital (IDCC) came out with quarterly earnings of $2.12 per share, beating the Zacks Consensus Estimate of $1.65 per share. This compares to earnings of $5.15 per share a year ago.
InterDigital shares are down 15% over three months as analysts price in slower revenue and EPS growth following unusually strong catch-up licensing in recent years. Despite near-term normalization, annualized recurring revenue reached a record $588 million, driven by new and renewed smartphone licenses and expanding CE/IoT contributions. Licensing timing, not demand weakness, explains earnings volatility, as catch-up revenue inflates prior results while future guidance assumes only visible, recurring income.
InterDigital, Inc. (IDCC) got rich and sort-of famous (among in-the-know tech folks) creating key mobile-related Intellectual Property. The whole industry uses it, but about 15% resist licensing (paying for) it. IDCC, though tiny compared to big mobile firms, is a titan when it comes to chasing infringers. “Catchup” revenues, when holdouts finally write checks, That makes financial comparisons challenging. But it fattens IDCC's coffers and gives many would-be infringers cold feet.
InterDigital, Inc. (IDCC) Presents at 53rd Annual Nasdaq Investor Conference Transcript
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.
InterDigital posts strong Q3 results as revenue and earnings beat estimates, powered by robust smartphone licensing gains.
InterDigital (IDCC) came out with quarterly earnings of $2.55 per share, beating the Zacks Consensus Estimate of $1.79 per share. This compares to earnings of $1.63 per share a year ago.
InterDigital (IDCC) caught the attention of George Tsilis on today's Overlooked Stocks segment. He walks through the company's unique cross-section exposure to global OEMs like Alphabet (GOOGL) and Lenovo.