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Interdigital (IDCC)
NASDAQ:IDCC
Earnings Data
Report Date
Apr 30, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1.71Last Year’s EPS
3.45Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong operational and financial momentum highlighted by record 2025 financials, substantial ARR growth (+24% YoY), expanded licensing across smartphones and CE, a growing high-quality patent portfolio (+14% YoY), and strategic AI capabilities (DeepRender acquisition). However, the company faces near-term headwinds from expirations that temporarily reduced ARR, elevated litigation costs and ongoing multi-jurisdictional enforcement risks, and a 2026 guidance range that is below 2025 results absent additional new deals or arbitration outcomes. On balance, the positives around record performance, recurring revenue growth, robust cash generation, and a deep pipeline and IP position outweigh the short-term risks tied to timing of renewals, litigation costs, and conservative near-term guidance.Company Guidance
Record Full-Year Financials
Full-year 2025 revenue of $834 million (second-highest in company history); adjusted EBITDA of $589 million (record high); non-GAAP EPS of $15.31 (record high). Over four years (2021–2025) revenue roughly doubled, adjusted EBITDA nearly tripled, and non-GAAP EPS increased more than fourfold.
Strong Q4 Outperformance vs Outlook
Q4 2025 revenue of $158 million exceeded the high end of outlook ($144–$148M) and included $13 million of catch-up revenue. Q4 adjusted EBITDA was $88 million (vs outlook $68–$76M) with a 56% adjusted EBITDA margin. Q4 GAAP EPS $1.20 and non-GAAP EPS $2.12 both exceeded guidance ranges.
Annualized Recurring Revenue (ARR) Growth
ARR increased to $582 million, up 24% year over year, demonstrating growth in recurring licensing streams and momentum entering 2026.
Smartphone Licensing Momentum
Smartphone revenue reached an all-time high just below $680 million, up 14% year over year. Company licensed 8 of the top 10 smartphone manufacturers covering ~85% of the market and completed a long-term Samsung license extended to 2030; Xiaomi was renewed at the start of 2026.
Expanding CE/IoT and Video Licensing Footprint
Signed new CE/PC licenses including HP and LG, a CE device license with a significant social media company, and continued progress on video service licensing targeting major streaming platforms. Since 2021, over 50 license agreements signed with total contract value exceeding $4.6 billion.
IP Portfolio and R&D Strength
Patent portfolio grew ~14% year over year, surpassing 38,000 granted patents and applications. Acquisition of AI startup DeepRender (Q4) and leadership roles in standards (including 3GPP working group chair reelection) bolster AI, video, and 6G research capability.
Solid Cash Generation
Q4 cash from operations of $63 million and free cash flow of $48 million, supporting investment in R&D, M&A, and enforcement actions.
Recognition and Industry Awards
Multiple third-party recognitions in 2025 and early 2026 (Newsweek, Fortune, Time) and named Forbes' top most successful mid-cap company in America for 2026, highlighting long-term performance and market credibility.
IDCC Earnings History
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 |
|---|---|---|---|
Feb 05, 2026 | $313.87 | $345.05 | +9.93% |
Oct 30, 2025 | $382.02 | $395.49 | +3.53% |
Jul 31, 2025 | $244.13 | $257.10 | +5.31% |
May 01, 2025 | $199.61 | $200.75 | +0.57% |
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 Apr 30, 2026, Before Open (Confirmed).
What is Interdigital (IDCC) earnings time?
Interdigital (IDCC) earnings time is at Apr 30, 2026, 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 2026 (Q1) is 1.71.