InterDigital maintains a stable, de-risked smartphone licensing base, complemented by a $0.70/share quarterly dividend and ongoing buybacks. IDCC's annualized recurring revenue grew 13% to $567.2M, with smartphone ARR up 18% and significant CE/IoT/Auto diversification offsetting smartphone timing declines. Margins are compressed near-term due to LG revenue-sharing and IP enforcement costs, but management reaffirms full-year guidance and expects normalization post-2026.
InterDigital (IDCC) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
InterDigital NASDAQ: IDCC executives outlined the company's licensing model, growth targets and patent-enforcement strategy during an appearance at the J.P. Morgan TMC conference, emphasizing the company's role in wireless, video compression and artificial intelligence research.
IDCC's licensing business gains steam with Xiaomi and LG deals, driving record recurring revenues and stronger smartphone market coverage.
InterDigital, Inc. (IDCC) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
InterDigital NASDAQ: IDCC Chief Financial Officer Rich Brezski outlined the company's patent licensing model, recent financial performance and long-term growth targets during a presentation at the 21st Annual Needham Technology, Media, and Consumer Conference.
IDCC beats Q1 estimates as licensing growth holds firm, but weaker smartphone revenues, lower catch-up sales and rising costs pressure result.
InterDigital, Inc. (IDCC) Q1 2026 Earnings Call Transcript
InterDigital (IDCC) came out with quarterly earnings of $2.57 per share, beating the Zacks Consensus Estimate of $2.54 per share. This compares to earnings of $4.21 per share a year ago.
A critical question for your portfolio and where to look for winners today If the board fired us and brought in a new CEO, what would he do? In the mid-1980s, Andy Grove posed that question to Intel co-founder Gordon Moore.
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