InterDigital Beats Q4 Earnings Estimates Despite Lower Y/Y Revenues

IDCC beats Q4 estimates as recurring revenues rise, but a sharp drop in catch-up fees tied to OPPO and Lenovo deals cuts sales and earnings.

Zacks Investment Research • Feb 6, 2026

InterDigital, Inc. (IDCC) Q4 2025 Earnings Call Transcript

InterDigital, Inc. (IDCC) Q4 2025 Earnings Call Transcript

Seeking Alpha • Feb 5, 2026

InterDigital Reports Fourth Quarter and Full Year 2025 Financial Results

Record year as licensing momentum drives a  24% increase in annualized recurring revenue 1 Near-record annual revenue drives all-time record levels of net income, adjusted EBITDA 2 , non-GAAP EPS 3 and free-cash flow 4 WILMINGTON, Del., Feb. 05, 2026 (GLOBE NEWSWIRE) -- InterDigital, Inc. (Nasdaq: IDCC), a wireless, video, and AI technology research and development company, today announced results for the fourth quarter and full year ended December 31, 2025.

GlobeNewsWire • Feb 5, 2026

InterDigital (IDCC) Q4 Earnings and Revenues Beat Estimates

InterDigital (IDCC) came out with quarterly earnings of $2.12 per share, beating the Zacks Consensus Estimate of $1.65 per share. This compares to earnings of $5.15 per share a year ago.

Zacks Investment Research • Feb 5, 2026

This Stock Surged 80% in One Year, and One Fund Locked In Gains Without Walking Away

Capital Management Corp sold 11,620 shares of InterDigital in the fourth quarter; the estimated trade value was $4.11 million based on quarterly average pricing. Meanwhile, the quarter-end position value decreased by $7.14 million, reflecting both share sales and market price movement.

The Motley Fool • Feb 2, 2026

InterDigital: Why Slower Growth Expectations Don't Break The Long-Term Thesis

InterDigital shares are down 15% over three months as analysts price in slower revenue and EPS growth following unusually strong catch-up licensing in recent years. Despite near-term normalization, annualized recurring revenue reached a record $588 million, driven by new and renewed smartphone licenses and expanding CE/IoT contributions. Licensing timing, not demand weakness, explains earnings volatility, as catch-up revenue inflates prior results while future guidance assumes only visible, recurring income.

Seeking Alpha • Jan 21, 2026

InterDigital signs new license agreement with LG Electronics

WILMINGTON, Del., Jan. 20, 2026 (GLOBE NEWSWIRE) -- InterDigital, Inc. (Nasdaq: IDCC), a mobile, video, and AI technology research and development company, today announced that the company has signed a new patent license agreement with LG Electronics.

GlobeNewsWire • Jan 20, 2026

InterDigital Issues Full Year 2026 Outlook

WILMINGTON, Del., Jan. 20, 2026 (GLOBE NEWSWIRE) -- InterDigital, Inc. (Nasdaq: IDCC), a mobile, video and AI technology research and development company, today announced its outlook for full year 2026.

GlobeNewsWire • Jan 20, 2026

InterDigital, The Brain Behind Mobile, Is Tackling New Subjects (Rating Upgrade)

InterDigital, Inc. (IDCC) got rich and sort-of famous (among in-the-know tech folks) creating key mobile-related Intellectual Property. The whole industry uses it, but about 15% resist licensing (paying for) it. IDCC, though tiny compared to big mobile firms, is a titan when it comes to chasing infringers. “Catchup” revenues, when holdouts finally write checks, That makes financial comparisons challenging. But it fattens IDCC's coffers and gives many would-be infringers cold feet.

Seeking Alpha • Jan 19, 2026

Why InterDigital Could Be a Huge AI Winner That Investors Ignore at Their Peril

InterDigital has already seen impressive growth as demand from AI-related applications picks up. The company foresees further surges in mobile traffic in the years ahead.

The Motley Fool • Jan 16, 2026