The earnings call reflected a strong quarter with record-breaking achievements, particularly highlighted by a significant agreement with Samsung and substantial growth in recurring revenue and non-smartphone segments. However, challenges remain with ongoing legal proceedings and potential IP tariff uncertainties. Overall, the company's outlook is positive, supported by increased financial guidance and leadership in 6G development.

Company Guidance -

Q3 2025

In the second quarter of 2025, InterDigital reported a remarkable financial performance, achieving a record annualized recurring revenue (ARR) of $553 million, marking a 44% increase year-over-year. This growth was primarily driven by a significant arbitration outcome with Samsung, resulting in an 8-year license agreement worth over $1 billion, or $131 million annually—an increase of 67% from the previous agreement. The company's revenue for the quarter was $300 million, vastly exceeding the guidance of $170 million. The adjusted EBITDA margin rose to 79%, reflecting operational efficiency, while non-GAAP EPS reached an all-time high of $6.52. InterDigital raised its full-year 2025 guidance to a revenue range of $790 million to $850 million, with adjusted EBITDA between $551 million and $569 million, and non-GAAP EPS of $14.17 to $14.77. Free cash flow for the year is expected to nearly double from 2024 levels, potentially exceeding $400 million. The company continues to expand its licensing agreements, holding 80% of the global smartphone market under license, with aspirations of reaching $1 billion in ARR by 2030.

Record Agreement with Samsung

Concluded the largest agreement in company history with Samsung, valued at over $1 billion, increasing the annual payment by 67% compared to the previous agreement.

All-Time High Annualized Recurring Revenue

Annualized recurring revenue reached an all-time high of $553 million, marking a 44% year-over-year increase.

Significant Growth in Non-Smartphone Segments

Revenue from the CE and IoT program increased by 175% in the second quarter, reaching about $65 million.

Strong Financial Performance

Achieved record quarterly revenue of $300 million, exceeding the top end of guidance, with an adjusted EBITDA margin of 79%.

Positive Outlook for Free Cash Flow

Increased guidance for full-year 2025, with expectations for free cash flow to potentially exceed $400 million, nearly double the 2024 levels.

6G Development Leadership

Active involvement in 6G development with leadership roles in multiple 3GPP working groups, preparing for future monetization opportunities.

InterDigital (IDCC) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

IDCC Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2025 (Q3)	1.27 / -	1.14	―	―	―
Jul 31, 2025	2025 (Q2)	2.71 / 5.35	3.93	36.13% (+1.42)	―
May 01, 2025	2025 (Q1)	2.99 / 3.45	2.88	19.79% (+0.57)	―
Feb 06, 2025	2024 (Q4)	4.07 / 4.09	1.41	190.07% (+2.68)	―
Oct 31, 2024	2024 (Q3)	0.25 / 1.14	1.72	-33.72% (-0.58)	―
Aug 01, 2024	2024 (Q2)	0.33 / 3.93	0.79	397.47% (+3.14)	―
May 02, 2024	2024 (Q1)	2.74 / 2.88	3.58	-19.55% (-0.70)	―
Feb 15, 2024	2023 (Q4)	0.89 / 1.41	1.08	30.56% (+0.33)	―
Nov 02, 2023	2023 (Q3)	0.66 / 1.72	0.74	132.43% (+0.98)	―
Aug 03, 2023	2023 (Q2)	0.68 / 0.79	0.69	14.49% (+0.10)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

IDCC Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 31, 2025	$245.18	$258.20	+5.31%
May 01, 2025	$200.46	$201.61	+0.57%
Feb 06, 2025	$181.44	$210.56	+16.05%
Oct 31, 2024	$146.51	$149.21	+1.84%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does InterDigital (IDCC) report earnings?

InterDigital (IDCC) is schdueled to report earning on Oct 30, 2025, Before Open (Confirmed).

What is InterDigital (IDCC) earnings time?

InterDigital (IDCC) earnings time is at Oct 30, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is IDCC EPS forecast?

IDCC EPS forecast for the fiscal quarter 2025 (Q3) is 1.27.

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