InterDigital Inc
IDCC
ISIN null / Valor 3253858
InterDigital Inc
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About company
InterDigital Inc is a leading company in the wireless and video technology industry, with a strong focus on research and innovation. With a history of over 50 years, the company has been instrumental in developing essential wireless technologies that have become integral to daily life. InterDigital is a key contributor to global standards in video research, driving advancements in 2D, 3D, and immersive video standards, as well as state-of-the-art video codecs and solutions. The company's engineers are at the forefront of developing advanced technologies that shape the future of wireless communication and video, with a particular emphasis on the evolution from 5G to 6G. InterDigital's inventions have a wide-reaching impact, improving products across various markets and transforming industries to enable connected ecosystems that are part of our daily lives.
Summarized from source with an LLMView SourceSector: TelecommunicationsLatest Results (20.11.2025):
InterDigital, Inc. reported results for the third quarter of 2025 (Q3 2025). Revenue was $164.7 million (up 28% YoY), net income was $67.5 million with diluted EPS of $1.93 (up 97% and 69% YoY, respectively), and annualized recurring revenue (ARR) reached an all‑time high of $588.0 million (up 49% YoY). Non‑GAAP EPS was $2.55 and Adjusted EBITDA was $104.9 million, both showing strong year‑over‑year gains.
Key financials
Revenue $164.7M (+28% YoY); net income $67.5M (+97% YoY); diluted EPS $1.93 (+69% YoY). Net income margin improved to 41% (up 14 percentage points vs. Q3 2024).
Non‑GAAP performance
Adjusted EBITDA $104.9M (+62% YoY) with a 64% adjusted EBITDA margin (up 14 ppt). Non‑GAAP net income was $78.2M (+74% YoY) and non‑GAAP EPS was $2.55 (+56% YoY).
ARR and recurring trends
Annualized recurring revenue (ARR) was $588.0M, an all‑time high and +49% YoY. Catch‑up revenue declined to $17.7M (‑41% YoY), per management.
Revenue by program
Smartphone revenue was $136.4M (+56% YoY). CE, IoT/Auto declined to $28.2M (‑31% YoY). “Other” was minimal at $0.1M (‑91% YoY).
Return of capital
Q3 2025 repurchases: 0.1M shares for $35.3M. Dividends declared: $0.70 per share, $18.0M. Total return of capital in the quarter: $53.3M.
Corporate developments
Company closed four new license agreements, completed the Samsung smartphone arbitration, appointed a new chief licensing officer, and highlighted progress in AI and standards leadership.
Convertible notes
The 3.50% Senior Convertible Notes due 2027 are convertible during the quarter ending Dec 31, 2025; current conversion rate is 12.9041 shares per $1,000 principal. Previously entered call spread transactions economically increase the conversion price to $105.77 (vs. $77.49 nominal).
Near‑term outlook
Outlook based on existing agreements: Q4 2025 revenue $144–$148M, Adjusted EBITDA $68–$76M, diluted EPS $0.72–$0.95, non‑GAAP EPS $1.38–$1.63. Full‑year 2025 revenue $820–$824M, Adjusted EBITDA $569–$577M, diluted EPS $11.27–$11.50, non‑GAAP EPS $14.57–$14.83.
Summarized from source with an LLMView SourceKey figures
Performance
Volatility
8435 M
Market cap (USD)
367,403
Daily traded volume (Shares)
196.68 / 191.1
1 day high/low (USD)
52 weeks high/low (USD)
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Ratings & reviews
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