tiprankstipranks
Trending News
More News >
InterDigital (IDCC)
NASDAQ:IDCC
US Market
Advertisement

InterDigital (IDCC) Earnings Dates, Call Summary & Reports

Compare
662 Followers

Earnings Data

Report Date
Oct 30, 2025
Before Open (Confirmed)
Period Ending
2025 (Q3)
Consensus EPS Forecast
1.27
Last Year’s EPS
1.14
Same Quarter Last Year
Moderate Buy
Based on 5 Analysts Ratings

Earnings Call Summary

Q2 2025
Earnings Call Date:Jul 31, 2025|
% Change Since:
|
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
During the InterDigital Second Quarter 2025 Earnings Call, the company announced several significant achievements and provided updated guidance for the year. InterDigital concluded an arbitration with Samsung, resulting in an 8-year license agreement worth over $1 billion, equating to $131 million per year, a 67% increase from the previous agreement. This development increased the company's annualized recurring revenue (ARR) to a record $553 million, marking a 44% year-over-year increase. The revenue for Q2 2025 was $300 million, surpassing the top end of guidance, largely due to the Samsung arbitration award and a new license agreement with HP. 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 from $14.17 to $14.77. The company also reported strong free cash flow, expecting it to exceed $400 million for the full year, nearly double the 2024 levels. These results reflect the strength of InterDigital's innovation and its growing momentum in both its smartphone and consumer electronics and IoT programs.
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.

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

IDCC Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Oct 30, 2025
2025 (Q3)
1.27 / -
1.14
Jul 31, 2025
2025 (Q2)
2.71 / 5.35
3.9336.13% (+1.42)
May 01, 2025
2025 (Q1)
2.99 / 3.45
2.8819.79% (+0.57)
Feb 06, 2025
2024 (Q4)
4.07 / 4.09
1.41190.07% (+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
0.79397.47% (+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
1.0830.56% (+0.33)
Nov 02, 2023
2023 (Q3)
0.66 / 1.72
0.74132.43% (+0.98)
Aug 03, 2023
2023 (Q2)
0.68 / 0.79
0.6914.49% (+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.
            What am I Missing?
            Make informed decisions based on Top Analysts' activity
            Know what industry insiders are buying
            Get actionable alerts from top Wall Street Analysts
            Find out before anyone else which stock is going to shoot up
            Get powerful stock screeners & detailed portfolio analysis