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InterDigital (IDCC)
NASDAQ:IDCC
Earnings Data
Report Date
Jul 31, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
2.17Last Year’s EPS
3.93Same Quarter Last Year
Strong Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 01, 2025
|% Change Since: 6.71%
|Next Earnings Date:Jul 31, 2025
Earnings Call Sentiment|Positive
The earnings call highlighted strong financial performance, significant new licensing agreements, and record-high recurring revenue, despite challenges with cash flow and pending arbitration with Samsung. The positive developments and growth opportunities outweigh the lowlights.Company Guidance
During the Q1 2025 earnings call, InterDigital reaffirmed its annual revenue guidance for 2025, projecting between $660 million and $760 million. The company reported Q1 revenue of $211 million, which exceeded its updated guidance of $206 million due to a new licensing agreement with Vivo Mobile, a major smartphone manufacturer, contributing significantly to an annualized recurring revenue (ARR) increase of 30% year-over-year, reaching a record $503 million. InterDigital's adjusted EBITDA margin rose to 76%, driven by decreased operating expenses, while non-GAAP EPS increased 18% year-over-year to $4.21, surpassing the previously guided range of $3.60 to $3.90. The company also highlighted its long-term licensing agreements, which account for over 90% of its revenue, and the addition of a multiyear licensing agreement with HP, covering more than 50% of the PC market. Looking forward, Q2 revenue is expected to be between $165 million and $175 million, with an adjusted EBITDA margin of about 65% and non-GAAP EPS ranging from $2.67 to $2.90.Record-High Annual Recurring Revenue
InterDigital's annualized recurring revenue (ARR) for Q1 2025 increased 30% year-over-year to a record level of $503 million, driven by a new licensing agreement with Vivo.
Significant Licensing Agreements
InterDigital signed major licensing agreements with Vivo and HP, covering 80% of the global smartphone market and over 50% of the PC market, respectively.
Strong Financial Performance
Q1 2025 revenue, adjusted EBITDA, and non-GAAP EPS all exceeded the high end of guidance, with revenue reaching $211 million, adjusted EBITDA at nearly $160 million, and non-GAAP EPS at $4.21.
Dividend Increase
InterDigital increased its dividend by 50% since Q3 last year, reflecting strong financial health and commitment to returning capital to shareholders.
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 |
|---|---|---|---|
May 01, 2025 | $201.00 | $202.15 | +0.57% |
Feb 06, 2025 | $181.93 | $211.12 | +16.04% |
Oct 31, 2024 | $146.90 | $149.61 | +1.84% |
Aug 01, 2024 | $121.70 | $135.69 | +11.50% |
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 Jul 31, 2025, TBA Not Confirmed.
What is InterDigital (IDCC) earnings time?
InterDigital (IDCC) earnings time is at Jul 31, 2025, TBA Not 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 (Q2) is 2.17.