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.
InterDigital Q1 Earnings Beat Estimates Despite Lower Revenues
Despite healthy smartphone licensing momentum, IDCC reports a top-line decline year over year, owing to weakness in the consumer electronics and IoT market.
InterDigital (IDCC) Surpasses Q1 Earnings and Revenue Estimates
InterDigital (IDCC) came out with quarterly earnings of $4.21 per share, beating the Zacks Consensus Estimate of $3.72 per share. This compares to earnings of $3.58 per share a year ago.
Will Lower Revenues Affect InterDigital's Q1 Earnings Results?
IDCC is expected to report a top-line contraction year over year in the first quarter of 2025 due to fierce competition and macroeconomic headwinds.
Best Income Stocks to Buy for April 21st
TKOMY and IDCC made it to the Zacks Rank #1 (Strong Buy) income stocks list on April 21, 2025.
InterDigital (IDCC) Upgraded to Strong Buy: What Does It Mean for the Stock?
InterDigital (IDCC) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).
InterDigital: An IP Powerhouse Positioned To Ride AI, Connectivity Boom
InterDigital: An IP Powerhouse Positioned To Ride AI, Connectivity Boom
