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InterDigital (IDCC)
NASDAQ:IDCC
Earnings Data
Report Date
Oct 30, 2025Before Open (Confirmed)
Period Ending
2025 (Q3)Consensus EPS Forecast
1.46Last Year’s EPS
1.14Same Quarter Last Year
Moderate Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call highlighted several strong achievements, including a significant new agreement with Samsung, record revenue figures, and increased guidance. However, there are ongoing uncertainties related to tax legislation and legal proceedings with Disney, as well as a dependency on future agreements for sustained growth.Company Guidance
Largest Agreement in Company History
InterDigital concluded arbitration with Samsung, resulting in an 8-year license agreement through 2030. Samsung will pay over $1 billion, equating to $131 million per year, a 67% increase from the previous agreement.
Record Annualized Recurring Revenue
Annualized recurring revenue reached an all-time record of $553 million, a 44% increase year-over-year, driven by the new Samsung agreement and other licensing deals.
Strong Performance in Smartphone Licensing
Smartphone program ARR reached $465 million, covering almost 80% of the global market. Recent agreements with Oppo, Vivo, and Lenovo contributed to a 58% year-over-year increase in smartphone ARR.
Growth in Consumer Electronics and IoT
Revenue from the CE and IoT program increased 175% in Q2 to about $65 million, supported by a new license agreement with HP.
Increased Full-Year 2025 Guidance
Full-year 2025 guidance raised to between $790 million and $850 million, up $110 million at midpoint, reflecting strong business momentum.
Record Adjusted EBITDA and Non-GAAP EPS
Q2 adjusted EBITDA was $237 million with a margin of 79%, and non-GAAP EPS reached an all-time high of $6.52, exceeding guidance.
Strong Free Cash Flow Projection
Free cash flow for full year 2025 is expected to exceed $400 million, nearly double the 2024 levels.
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 |
|---|---|---|---|
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 1.46.