InterDigital（IDCC）株式概要インターデジタル社は、ワイヤレス、ビジュアル、人工知能（AI）、および関連技術に特化した世界的な研究開発企業である。 詳細IDCC ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長0/6過去の実績3/6財務の健全性6/6配当金4/6報酬株価収益率（ 17.7 x） US市場（ 18.9 x）を下回っています。同業他社や業界と比較して、良好な取引価格 アナリストらは、株価が84.5%上昇するだろうとほぼ一致している。 リスク分析リスクチェックの結果、IDCC 、リスクは検出されなかった。すべてのリスクチェックを見るIDCC Community Fair Values Create NarrativeSee what 42 others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN45.8% undervaluedAnalystConsensusTarget•4d agoNew License Deals And Raised Outlook Will Drive Next Phase Of Risk581018AN41.0% undervaluedAnalystLowTarget•26d agoRising Anti-Trust And Open-Source Shifts Will Erode IP Value7303AN48.6% undervaluedAnalystHighTarget•2mo ago5G And 6G Trends Will Fuel IP Expansion Despite Challenges3901Top Analyst NarrativesAN45.8% undervaluedAnalystConsensusTarget•4d agoNew License Deals And Raised Outlook Will Drive Next Phase Of Risk581018AN41.0% undervaluedAnalystLowTarget•26d agoRising Anti-Trust And Open-Source Shifts Will Erode IP Value7303AN48.6% undervaluedAnalystHighTarget•2mo ago5G And 6G Trends Will Fuel IP Expansion Despite Challenges3901View all narrativesInterDigital, Inc. 競合他社AppFolioSymbol: NasdaqGM:APPFMarket cap: US$5.8bClear SecureSymbol: NYSE:YOUMarket cap: US$7.6bPegasystemsSymbol: NasdaqGS:PEGAMarket cap: US$5.6bManhattan AssociatesSymbol: NasdaqGS:MANHMarket cap: US$8.3b価格と性能株価の高値、安値、推移の概要InterDigital過去の株価現在の株価US$250.7552週高値US$412.6052週安値US$210.88ベータ1.491ヶ月の変化-28.99%3ヶ月変化-31.59%1年変化17.07%3年間の変化200.34%5年間の変化203.42%IPOからの変化2,346.34%最新ニュースナラティブの更新 • May 24IDCC: New Licensing Wins And Index Inclusion Will Support Durable Cash FlowsAnalysts have kept their $462.67 price target for InterDigital unchanged while adjusting key assumptions, including a slightly higher discount rate, much lower revenue growth expectations, reduced profit margin outlook, and a higher future P/E. These changes reflect a more cautious but still supportive view of the stock’s long term valuation drivers.ライブニュース • May 17InterDigital Exceeds Guidance With Strong Licensing Activity and Reaffirms 2026 OutlookInterDigital reported first quarter 2026 results that came in above its own guidance for revenue, adjusted EBITDA and EPS. The company signed six licensing agreements in the quarter, including a renewal with Xiaomi, which management linked to better-than-expected performance. InterDigital reaffirmed its full year 2026 outlook and provided specific revenue ranges for both the second quarter and the full year. Outperformance versus internal targets, combined with multiple signed agreements, points to licensing activity playing a central role in the current earnings profile. For you, the key watchpoints are whether this licensing momentum, including renewals like Xiaomi, continues through the rest of 2026 and how closely actual results track the reaffirmed guidance ranges.New Risk • May 03New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • May 03Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to US$291, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 16x in the Software industry in the US. Total returns to shareholders of 274% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$179 per share.お知らせ • May 03InterDigital, Inc. Provides Earnings Guidance for Second Quarter and Full Year 2026InterDigital, Inc. provided earnings guidance for second quarter and full year 2026. For the quarter, the company expects revenue of $139 million to $143 million and diluted EPS of $0.80 to $0.97. For the full year, the company expects revenue of $675 million to $775 million and diluted EPS of $5.77 to $8.51.ナラティブの更新 • May 02IDCC: New Licensing Wins And Index Inclusion Will Support Future Upside PotentialAnalysts reaffirmed their $425.00 price target on InterDigital, citing updated assumptions for revenue growth, profit margins and future P/E that keep their valuation outlook broadly in line with prior expectations. What's in the News InterDigital plans to showcase HDR Master Production for Advanced Streaming at NAB 2026, highlighting a metadata driven conversion workflow designed to support both HDR and SDR content, including ad insertion, using SMPTE standards such as ST 2094-60 (Product related announcement).最新情報をもっと見るRecent updatesナラティブの更新 • May 24IDCC: New Licensing Wins And Index Inclusion Will Support Durable Cash FlowsAnalysts have kept their $462.67 price target for InterDigital unchanged while adjusting key assumptions, including a slightly higher discount rate, much lower revenue growth expectations, reduced profit margin outlook, and a higher future P/E. These changes reflect a more cautious but still supportive view of the stock’s long term valuation drivers.ライブニュース • May 17InterDigital Exceeds Guidance With Strong Licensing Activity and Reaffirms 2026 OutlookInterDigital reported first quarter 2026 results that came in above its own guidance for revenue, adjusted EBITDA and EPS. The company signed six licensing agreements in the quarter, including a renewal with Xiaomi, which management linked to better-than-expected performance. InterDigital reaffirmed its full year 2026 outlook and provided specific revenue ranges for both the second quarter and the full year. Outperformance versus internal targets, combined with multiple signed agreements, points to licensing activity playing a central role in the current earnings profile. For you, the key watchpoints are whether this licensing momentum, including renewals like Xiaomi, continues through the rest of 2026 and how closely actual results track the reaffirmed guidance ranges.New Risk • May 03New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • May 03Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to US$291, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 16x in the Software industry in the US. Total returns to shareholders of 274% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$179 per share.お知らせ • May 03InterDigital, Inc. Provides Earnings Guidance for Second Quarter and Full Year 2026InterDigital, Inc. provided earnings guidance for second quarter and full year 2026. For the quarter, the company expects revenue of $139 million to $143 million and diluted EPS of $0.80 to $0.97. For the full year, the company expects revenue of $675 million to $775 million and diluted EPS of $5.77 to $8.51.ナラティブの更新 • May 02IDCC: New Licensing Wins And Index Inclusion Will Support Future Upside PotentialAnalysts reaffirmed their $425.00 price target on InterDigital, citing updated assumptions for revenue growth, profit margins and future P/E that keep their valuation outlook broadly in line with prior expectations. What's in the News InterDigital plans to showcase HDR Master Production for Advanced Streaming at NAB 2026, highlighting a metadata driven conversion workflow designed to support both HDR and SDR content, including ad insertion, using SMPTE standards such as ST 2094-60 (Product related announcement).Reported Earnings • May 01First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$2.93 (down from US$4.49 in 1Q 2025). Revenue: US$205.4m (down 2.4% from 1Q 2025). Net income: US$75.3m (down 35% from 1Q 2025). Profit margin: 37% (down from 55% in 1Q 2025). The decrease in margin was primarily driven by higher expenses. Revenue exceeded analyst estimates by 4.3%. Earnings per share (EPS) also surpassed analyst estimates by 25%. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has increased by 53% per year, which means it is tracking significantly ahead of earnings growth.Seeking Alpha • Apr 25InterDigital: Good Results Already Priced InSummary InterDigital shares have surged 55%, but current valuations are stretched, with sector multiple premiums exceeding 100%. Recent results show normalized, not accelerating, growth; strong ARR and margins are already priced in, with no new growth drivers visible. Management’s cautious guidance and consensus forecasts indicate revenue and EPS declines, while fair value models suggest 4-8% downside even under optimistic assumptions. I maintain a Hold rating, preferring to buy IDCC only on 10-20%+ pullbacks, as all growth prospects are already embedded in the price. Read the full article on Seeking Alphaお知らせ • Apr 21InterDigital, Inc., Annual General Meeting, Jun 10, 2026InterDigital, Inc., Annual General Meeting, Jun 10, 2026.ナラティブの更新 • Apr 17IDCC: LG Licensing Deal And 2026 Outlook Will Support Durable Cash FlowsAnalysts have nudged their price target on InterDigital higher to $462.67, citing updated 2026 outlooks following recent deal activity as key support for the shift. Analyst Commentary Bullish Takeaways Bullish analysts view the updated 2026 outlook, framed around the recent LG deal, as a key support for higher valuation expectations.お知らせ • Apr 17InterDigital, Inc. Showcases HDR Master Production for Advanced StreamingInterDigital, Inc. announced that it will showcase innovation and expertise underpinning HDR for advanced streaming at NAB 2026. High Dynamic Range technology delivers video content with improved contrast, brightness, and color range, which has accelerated its adoption in both production and distribution. InterDigital’s HDR innovation technologies enable the creation of premium HDR and standard dynamic range content in a single production workflow, allowing broadcasters and streaming providers to meet consumers’ growing demands for high-quality HDR content, especially premium live sport content enhanced with more vibrant colors, detail, and contrast. At NAB 2026, InterDigital will demonstrate “HDR Master Production for Advanced Streaming,” a conversion solution driven by the latest SMPTE metadata standards and that supports HDR content streaming with ad insertion mechanisms. InterDigital remains focused on developing technologies that deliver optimal HDR quality for all users and across the delivery workflow, including for SDR and HDR formats and inserted content like replays and advertisements. As part of NAB’s Broadcast Engineering and IT (BEIT) Conference, InterDigital’s Principal Engineer David Touze will present on “HDR Master Workflows – The Unmet Interoperability Challenge,” on Tuesday, April 21 at 9:30 – 9:50 a.m. PT in Room N256. David will explain that some productions, especially live sports, require precisely set and consistently maintained reference levels to support regular conversions between HDR and SDR formats, and InterDigital’s innovative metadata-driven method, formalized in the SMPTE Dynamic Range Conversion Characterization Metadata ST 2094-60 project, allows conversion consistency and guarantees interoperability between conversion techniques.Buy Or Sell Opportunity • Apr 16Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 22% to US$375. The fair value is estimated to be US$311, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 46%. For the next 3 years, revenue is forecast to grow by 0.8% per annum. Earnings are forecast to decline by 3.3% per annum over the same time period.お知らせ • Apr 14InterDigital, Inc. to Report Q1, 2026 Results on Apr 30, 2026InterDigital, Inc. announced that they will report Q1, 2026 results Pre-Market on Apr 30, 2026Recent Insider Transactions Derivative • Apr 08Executive VP & CTO notifies of intention to sell stockRajesh Pankaj intends to sell 2k shares in the next 90 days after lodging an Intent To Sell Form on the 6th of April. If the sale is conducted around the recent share price of US$313, it would amount to US$470k. Since June 2025, Rajesh's direct individual holding has decreased from 77.58k shares to 68.15k. There have been no trades via on-market transactions or options from company insiders in the last 12 months.ナラティブの更新 • Apr 03IDCC: LG Licensing Progress And 2026 Framework Will Support Future Upside PotentialAnalysts have maintained their $425.00 price target on InterDigital while updating their assumptions around revenue growth, profit margin, and a lower future P/E. They cite recent positive commentary around the LG deal and an updated 2026 outlook as key supports for the unchanged target.Declared Dividend • Mar 27Fourth quarter dividend of US$0.70 announcedShareholders will receive a dividend of US$0.70. Ex-date: 8th April 2026 Payment date: 22nd April 2026 Dividend yield will be 0.9%, which is higher than the industry average of 0.7%. Sustainability & Growth Dividend is well covered by both earnings (16% earnings payout ratio) and cash flows (15% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 34% over the next 3 years. However, it would need to fall by 82% to increase the payout ratio to a potentially unsustainable range.Valuation Update With 7 Day Price Move • Mar 26Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to US$299, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 15x in the Software industry in the US. Total returns to shareholders of 329% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$165 per share.お知らせ • Mar 25InterDigital, Inc. Declares Regular Quarterly Cash Dividend, Payable on or About April 22, 2026InterDigital, Inc. announced that its Board of Directors has declared a regular quarterly cash dividend of $0.70 per share on its common stock payable on or about April 22, 2026, to shareholders of record at the close of business on April 8, 2026.ナラティブの更新 • Mar 20IDCC: LG And Sony Licensing Will Support Higher Margins And Cash GenerationAnalysts have maintained their InterDigital fair value estimate at $488.00, making only minor tweaks to inputs after the LG deal and an updated 2026 outlook led to modestly adjusted assumptions for revenue growth, margins, and future P/E. Analyst Commentary Bullish analysts view the LG agreement and refreshed 2026 outlook as supportive of InterDigital’s existing fair value framework, rather than a reason to overhaul it.ナラティブの更新 • Mar 05IDCC: LG Licensing Will Support Higher Margins And Multi Year Earnings ExpansionAnalysts have raised their InterDigital price target to $488.00, citing updated expectations for positive revenue growth, an improved profit margin near 48%, and a lower future P/E of around 31x following recent research updates, including commentary on the LG deal. Analyst Commentary Bullish analysts are framing the LG agreement as a key support for their updated InterDigital thesis, tying it directly to higher confidence in revenue visibility, margin durability near 48%, and the ability to justify a P/E of about 31x alongside a US$488 price target.新しいナラティブ • Mar 04InterDigital Inc. (IDCC): The 6G Architect – Monetizing the AI and Wireless Frontier in 2026.InterDigital (IDCC) is currently asserting its dominance as a premier intellectual property powerhouse, trading at $370.80 as of the March 3, 2026, market close. The stock experienced a 2.12% decline today, a modest retracement following a massive rally triggered by its Q4 2025 earnings "super-beat" on February 5.お知らせ • Feb 23InterDigital, Inc. to Showcase New Services and Immersive Experiences Underpinned by Wireless and AiInterDigital, Inc. will showcase innovation in AI, wireless, and video that is advancing network and device capabilities and enabling exciting new form factors, experiences, and services. Located at Hall 5 Stand 5C51, InterDigital will showcase cutting-edge research and industry collaborations, placing a spotlight on AI and sensing as key pillars of next-gen networks and exciting immersive video experiences and capabilities underpinned by the latest wireless innovation. AI-enabled Teleoperation: InterDigital will demonstrate the potential of AI-enabled services, as a remote vehicle operator uses real-time video to navigate complex environments. The operator's job is complemented by AI agents that maintain consistent quality of video delivery, despite degraded network conditions, to safely navigate the remote vehicle. Collaborative Sensing: InterDigital and Turk Telekom will reveal the world's first implementation of collaborative sensing using preliminary 6G architecture. Collaborative sensing is the fusing of sensing data from cellular and Wi-Fi signals to support real-time, continuous results for sensing services in applications like manufacturing, healthcare, situational awareness, and more. Leading 6G Research: This display of InterDigital's future-looking research will introduce the enabling technologies that will expand network capacity, natively integrate communication and computing capabilities to support emerging high-demand use of Gen AI, and significantly improve quality of user experience for an array of services in the 5G-Advanced and 6G era. Haptic-enabled Streaming: InterDigital and Razer will showcase the latest in delivering haptic-enabled content at scale, alongside collaborative efforts to popularize and encourage adoption of haptics through innovation, education, and standardization. Interactive AR Experiences: Step into an augmented reality-enhanced interactive world enabled by InterDigital's contributions to 3GPP and MPEG's scene Description, Avatar, and Haptic standards that enhance imivity, realism, and sensory feedback to foster engagement in AR environments. InterDigital will also participate in and contribute expertise to industry events and dialogues at the show. InterDigital is a partner of the AI Telco Troubleshooting Challenge, launched by GSMA, ETSI, IEEE GenAI Net, ITU, and TM Forum. The global competition invites teams to submit AI models developed to identify practical solutions that lead to more resilient, efficient and automated networks. winners will be selected at the awards ceremony and networking event on March 3rd from 16:30 - 18:30 CET in the Hall 8Networking lounge.ナラティブの更新 • Feb 19IDCC: LG Licensing And 2026 Outlook Will Support Higher Cash Flow VisibilityAnalysts have lifted their price target on InterDigital to $462.67, citing updated assumptions for revenue growth, profit margin, and a lower discount rate following recent research commentary around the LG agreement and the raised 2026 outlook. Analyst Commentary Bullish Takeaways Bullish analysts view the LG agreement as a key support for the higher price target of $462.67, helping them gain more confidence in the underlying assumptions used in their models.分析記事 • Feb 12We Like InterDigital's (NASDAQ:IDCC) Earnings For More Than Just Statutory ProfitShareholders appeared to be happy with InterDigital, Inc.'s ( NASDAQ:IDCC ) solid earnings report last week. This...Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$364, the stock trades at a forward P/E ratio of 52x. Average forward P/E is 13x in the Software industry in the US. Total returns to shareholders of 408% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$168 per share.New Risk • Feb 08New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.Reported Earnings • Feb 06Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: US$15.77 (up from US$14.16 in FY 2024). Revenue: US$834.0m (down 4.0% from FY 2024). Net income: US$406.6m (up 13% from FY 2024). Profit margin: 49% (up from 41% in FY 2024). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.4%. Revenue is forecast to stay flat during the next 3 years compared to a 15% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has increased by 72% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 06InterDigital, Inc. Provides Earnings Guidance for the First Quarter of 2026InterDigital, Inc. provided earnings guidance for the first quarter of 2026. For the quarter, the company expects revenue of $194 million to $200 million and diluted EPS of $1.61 to $1.86. Net income expected to be in the range of $57 million to $66 million.ナラティブの更新 • Feb 05IDCC: LG Licensing And 2026 Outlook Will Support Higher Margin ProfileNarrative Update Analysts have lifted their price target on InterDigital from about $412 to roughly $463, citing updated assumptions that include modest revenue growth, a higher projected profit margin near 44%, and a lower future P/E, informed in part by recent research following the LG deal and a raised 2026 outlook. Analyst Commentary Analysts are updating their views on InterDigital following the LG agreement and the raised 2026 outlook, with most of the discussion centering on how the new assumptions for revenue, margins and future P/E might affect the valuation and execution risk.ナラティブの更新 • Jan 22IDCC: Streaming And Licensing Execution Will Drive Upside To Elevated ExpectationsNarrative update on InterDigital Analysts have lifted their fair value estimate for InterDigital from US$260 to US$425, citing recent price target increases, Q3 performance commentary, and views that the company is better positioned to capture opportunities across its licensing and streaming verticals. Analyst Commentary Recent research points to a constructive view on InterDigital, with attention on how recent deals and licensing progress might feed into medium term expectations.お知らせ • Jan 20InterDigital, Inc. Provides Earnings Guidance for the Full Year 2026InterDigital, Inc. provided earnings guidance for the full year 2026. For the year, the company expects revenue of $675 to $775 million and diluted EPS of $5.77 to $8.51.お知らせ • Jan 13InterDigital, Inc. to Report Q4, 2025 Results on Feb 05, 2026InterDigital, Inc. announced that they will report Q4, 2025 results Pre-Market on Feb 05, 2026ナラティブの更新 • Jan 07IDCC: Streaming Execution Risk Will Define Sustainability Of Elevated ExpectationsAnalysts have raised their fair value estimate for InterDigital from US$220 to US$260, citing a higher price target, a Q3 beat with Q4 annual recurring revenue guidance described as in line, and growing confidence that the company is bringing together its three verticals to pursue a large streaming opportunity. Analyst Commentary Recent research points to higher fair value assumptions for InterDigital, with a raised price target reflecting confidence in the Q3 performance, Q4 annual recurring revenue guidance described as in line, and the potential in the streaming opportunity across its three verticals.Upcoming Dividend • Jan 07Upcoming dividend of US$0.70 per shareEligible shareholders must have bought the stock before 14 January 2026. Payment date: 28 January 2026. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of American dividend payers (4.4%). In line with average of industry peers (0.8%).Recent Insider Transactions Derivative • Dec 31President notifies of intention to sell stockLawrence Chen intends to sell 3k shares in the next 90 days after lodging an Intent To Sell Form on the 30th of December. If the sale is conducted around the recent share price of US$330, it would amount to US$980k. For the year to December 2021, Lawrence's total compensation was 10% salary and 90% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Lawrence's direct individual holding has increased from 142.77k shares to 182.84k. Company insiders have collectively sold US$14m more than they bought, via options and on-market transactions in the last 12 months.分析記事 • Dec 25Is InterDigital (NASDAQ:IDCC) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...ナラティブの更新 • Dec 23IDCC Streaming And Licensing Wins Will Drive Multi Year Earnings ExpansionAnalysts have lifted their price target on InterDigital from approximately $311 to about $488, reflecting confidence that recent licensing wins, upward revisions to long term revenue and EPS forecasts, and evidence of execution across streaming and other key verticals can support a higher valuation despite slightly softer growth and margin assumptions. Analyst Commentary Bullish analysts have reiterated a constructive view on InterDigital, highlighting recent price target increases as evidence that the company is executing well against its strategic roadmap and expanding addressable markets.ナラティブの更新 • Dec 08IDCC: Recurring Licensing Wins Will Drive Smartphone And Streaming UpsideAnalysts have nudged their price targets for InterDigital higher, with recent increases of $20 and $25 helping support an updated valuation around $412 per share. They point to stronger recurring revenue, new smartphone licensing wins, and growing confidence in the large streaming opportunity as key drivers.Declared Dividend • Dec 08Third quarter dividend of US$0.70 announcedShareholders will receive a dividend of US$0.70. Ex-date: 14th January 2026 Payment date: 28th January 2026 Dividend yield will be 0.7%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (12% earnings payout ratio) and cash flows (12% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 64% over the next 2 years. However, it would need to fall by 86% to increase the payout ratio to a potentially unsustainable range.お知らせ • Dec 05InterDigital, Inc. Declares Regular Quarterly Cash Dividend, Payable on or About January 28, 2026InterDigital, Inc. announced that its Board of Directors has declared a regular quarterly cash dividend of $0.70 per share on its common stock, payable on or about January 28, 2026 to shareholders of record at the close of business on January 14, 2026.ナラティブの更新 • Nov 24IDCC: Momentum Will Accelerate With New Streaming And Smartphone Licensing DealsAnalysts have raised their price target on InterDigital from $450 to $475. This change reflects confidence after strong Q3 results and continued execution across multiple growth opportunities.ナラティブの更新 • Nov 09IDCC: Share Momentum Will Accelerate With Streaming and Smartphone Licensing WinsInterDigital's analyst price target has increased significantly from $328.75 to $412.00, as analysts cite recent strong licensing wins, improved revenue guidance, and promising long-term opportunities across multiple business segments. Analyst Commentary Analysts have weighed in on InterDigital's recent performance and prospects, providing new price targets and perspectives on the company's outlook following significant business developments.Reported Earnings • Oct 31Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: US$2.62 (up from US$1.36 in 3Q 2024). Revenue: US$164.7m (up 28% from 3Q 2024). Net income: US$67.5m (up 97% from 3Q 2024). Profit margin: 41% (up from 27% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 7.4%. Earnings per share (EPS) also surpassed analyst estimates by 30%. Revenue is expected to decline by 12% p.a. on average during the next 3 years, while revenues in the Software industry in the US are expected to grow by 15%. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has increased by 96% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 30+ 1 more updateInterDigital, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year 2025InterDigital, Inc. provided earnings guidance for the fourth quarter and full year 2025. For the quarter, the company expected revenue to be $144 million - $148 million and diluted EPS to be $0.72 - $0.95. Net income of $26 million - $34 million. For the full year, the company expected revenue to be $820 million - $824 million and diluted EPS to be $11.27 to $11.50. Net income of $389 million - $397 million.ナラティブの更新 • Oct 26New License Deals And Raised Outlook Will Drive Next Phase Of RiskNarrative Update on InterDigital Analysts have raised their price target for InterDigital by $20 to $340 per share, citing stronger revenue outlooks and new licensing agreements as key drivers of this upward revision. Analyst Commentary Recent commentary from equity analysts highlights both optimism and reservations about InterDigital’s outlook following its latest licensing wins and improved guidance.お知らせ • Oct 14InterDigital, Inc. to Report Q3, 2025 Results on Oct 30, 2025InterDigital, Inc. announced that they will report Q3, 2025 results Pre-Market on Oct 30, 2025ナラティブの更新 • Oct 126G Expansion Will Expose Overheated Valuation RisksAnalysts have raised their price target for InterDigital by $5 to $328.75, citing an improved revenue growth outlook, higher profit margin forecasts, and recent licensing agreements with major smartphone vendors. Analyst Commentary Recent research updates have highlighted both optimism and caution regarding InterDigital's prospects, following new licensing agreements and raised financial forecasts.Board Change • Oct 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 5 highly experienced directors. Independent Director Samir Armaly was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.ナラティブの更新 • Sep 286G Expansion Will Expose Overheated Valuation RisksInterDigital's consensus price target was raised from $283.67 to $323.75, driven by a major new licensing deal, increased recurring revenues, an improved revenue outlook, and expanding partnership opportunities. Analyst Commentary Signed a new multiyear license agreement with a major Chinese smartphone vendor, resulting in stronger recurring revenue streams.分析記事 • Sep 23InterDigital, Inc.'s (NASDAQ:IDCC) 30% Price Boost Is Out Of Tune With EarningsInterDigital, Inc. ( NASDAQ:IDCC ) shares have continued their recent momentum with a 30% gain in the last month alone...お知らせ • Sep 23Interdigital, Inc. Raises Earnings Guidance for the Third Quarter 2025InterDigital, Inc. raised earnings guidance for the third quarter 2025. For the period, the company expects Revenue to be in range of $155 Million - $159 Million compared to $136 million - $140 million previous guidance. Diluted EPS to be in range of $1.39 - $1.56 compared to $0.94 - $1.11 previous guidance.分析記事 • Sep 21InterDigital (NASDAQ:IDCC) Is Paying Out A Larger Dividend Than Last YearThe board of InterDigital, Inc. ( NASDAQ:IDCC ) has announced that it will be paying its dividend of $0.70 on the 22nd...Declared Dividend • Sep 21Second quarter dividend of US$0.70 announcedShareholders will receive a dividend of US$0.70. Ex-date: 8th October 2025 Payment date: 22nd October 2025 Dividend yield will be 0.7%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (12% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 82% over the next 3 years. However, it would need to fall by 87% to increase the payout ratio to a potentially unsustainable range.お知らせ • Sep 18+ 1 more updateInterdigital Appoints Julia C. Mattis as Chief Licensing OfficerInterDigital, Inc. announced that Julia C. Mattis has been appointed as the company’s new Chief Licensing Officer, reporting to Liren Chen, President and Chief Executive Officer of InterDigital. Julia joined InterDigital in 2010 and has worked in several senior positions across the licensing team including Chief Licensing Counsel, Head of Smartphone Licensing, and, most recently, Interim Chief Licensing Officer. Prior to joining InterDigital, Julia worked in private practice at law firms in Richmond and Philadelphia. She holds a JD from the University of Richmond School of Law and a Bachelor of Arts from James Madison University.Price Target Changed • Sep 17Price target increased by 13% to US$300Up from US$267, the current price target is an average from 4 analysts. New target price is 8.2% below last closing price of US$327. Stock is up 142% over the past year. The company is forecast to post earnings per share of US$11.72 for next year compared to US$14.16 last year.ナラティブの更新 • Sep 136G Expansion Will Expose Overheated Valuation RisksInterDigital's modestly improved revenue growth outlook and a higher projected future P/E multiple have driven a notable increase in its analyst price target from $266.50 to $283.67. What's in the News InterDigital will showcase its innovative Versatile Video Coding (VVC) with advanced film grain preservation at IBC 2025, highlighting substantial bitrate reductions and enhanced image quality for high-resolution streaming.お知らせ • Sep 03InterDigital , Inc. to Showcase Codec Innovation Underpinning Authentic, High-Quality Video StreamingInterDigital, Inc. will showcase video innovation at the International Broadcasting Convention (IBC), taking place in Amsterdam from September 12 - 15, 2025. InterDigital will demonstrate at IBC alongside MC-IF partners at the Ultra HD Forum booth, spotlighting the benefits of Versatile Video Coding (VVC, also known as H.266) enhanced with Film Grain preservation, to deliver premium, cinema-grade streaming experiences. Film grain is a powerful cinematic tool that conveys texture and authenticity in storytelling. However, preserving film grain detail during compression and streaming poses a significant challenge. At IBC 2025, InterDigital will showcase an innovative framework that combines Film Grain Analysis and Synthesis with the next-generation compression performance of VVC to optimize streaming quality without sacrificing artistic intent. VVC, finalized in 2020, represents the next milestone in video delivery. Offering up to 50% bitrate reduction compared to HEVC while maintaining equivalent perception quality, VVC is particularly well-suited to data-intensive, high-resolution formats such as 4K, 8K, 360 degree, and 3D content. With advanced tools like sub- picturesures for independent decoding, reference picture resampling (RPR) for flexible resolution adaptation, and layered coding tailored for foveated rendering in VR/AR, VVC is uniquely positioned to support the demands of the streaming and immersive era. By pairing VVC's powerful efficiency with advanced film grain preservation, InterDigital enables content creators and distributors to deliver cinema-quality authenticity alongside the practical benefits of seamless, bandwidth-efficient streaming. At the Ultra HD Forum booth in Hall 14 -- 14.C11, InterDigital will demonstrate how its codec innovations maintain image integrity throughout the end-to-end delivery process, giving content owners greater control over video quality. Together with colleagues and contributors from the Media Coding Industry Forum (MC-IF), InterDigital will highlight how the industry is embracing VVC as the foundation for next-generation video delivery at scale.分析記事 • Aug 29InterDigital (NASDAQ:IDCC) Could Become A Multi-BaggerFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...分析記事 • Aug 08InterDigital's (NASDAQ:IDCC) Promising Earnings May Rest On Soft FoundationsNasdaqGS:IDCC 1 Year Share Price vs Fair Value Explore InterDigital's Fair Values from the Community and select yours...Major Estimate Revision • Aug 07Consensus revenue estimates increase by 16%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from US$708.0m to US$823.9m. EPS estimate increased from US$8.86 to US$11.72 per share. Net income forecast to shrink 33% next year vs 26% growth forecast for Software industry in the US . Consensus price target up from US$234 to US$267. Share price rose 3.0% to US$266 over the past week.Reported Earnings • Aug 01Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: US$6.97 (up from US$4.35 in 2Q 2024). Revenue: US$300.6m (up 35% from 2Q 2024). Net income: US$180.6m (up 65% from 2Q 2024). Profit margin: 60% (up from 49% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 56%. Earnings per share (EPS) also surpassed analyst estimates by 95%. Revenue is expected to decline by 13% p.a. on average during the next 3 years, while revenues in the Software industry in the US are expected to grow by 13%. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has increased by 62% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 31+ 1 more updateInterDigital, Inc. Raises earnings Guidance for the Year 2025InterDigital, Inc. raised earnings guidance for the year 2025. For the year, company expected current guidance to be in range of $790 Million to $850 Million as compared to previous revenue guidance to be in range $660 Million to $760 Million. Diluted EPS to be in range of $10.94 to $11.47 against previous Diluted EPS guidance of $6.79 to $9.67.分析記事 • Jul 25There's No Escaping InterDigital, Inc.'s (NASDAQ:IDCC) Muted EarningsInterDigital, Inc.'s ( NASDAQ:IDCC ) price-to-earnings (or "P/E") ratio of 14.8x might make it look like a buy right...お知らせ • Jul 15InterDigital, Inc. to Report Q2, 2025 Results on Jul 31, 2025InterDigital, Inc. announced that they will report Q2, 2025 results Pre-Market on Jul 31, 2025分析記事 • Jul 10Calculating The Fair Value Of InterDigital, Inc. (NASDAQ:IDCC)Key Insights Using the 2 Stage Free Cash Flow to Equity, InterDigital fair value estimate is US$251 InterDigital's...Upcoming Dividend • Jul 02Upcoming dividend of US$0.60 per shareEligible shareholders must have bought the stock before 09 July 2025. Payment date: 23 July 2025. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of American dividend payers (4.7%). Higher than average of industry peers (0.7%).お知らせ • Jun 30InterDigital, Inc.(NasdaqGS:IDCC) dropped from Russell 2000 Dynamic IndexInterDigital, Inc.(NasdaqGS:IDCC) dropped from Russell 2000 Dynamic IndexDeclared Dividend • Jun 18First quarter dividend of US$0.60 announcedShareholders will receive a dividend of US$0.60. Ex-date: 9th July 2025 Payment date: 23rd July 2025 Dividend yield will be 0.9%, which is higher than the industry average of 0.7%. Sustainability & Growth Dividend is covered by both earnings (12% earnings payout ratio) and cash flows (52% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 72% over the next 3 years. However, it would need to fall by 86% to increase the payout ratio to a potentially unsustainable range.分析記事 • Jun 13Should You Think About Buying InterDigital, Inc. (NASDAQ:IDCC) Now?InterDigital, Inc. ( NASDAQ:IDCC ), is not the largest company out there, but it received a lot of attention from a...お知らせ • Jun 13Added Docs- Declares Regular Quarterly Cash Dividend, Payable on July 23, 2025InterDigital, Inc. announced that its Board of Directors has declared a regular quarterly cash dividend of $0.60 per share on its common stock payable on July 23, 2025, to shareholders of record at the close of business on July 9, 2025.分析記事 • May 31Here's Why InterDigital (NASDAQ:IDCC) Has Caught The Eye Of InvestorsInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Reported Earnings • May 02First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: US$4.49 (up from US$3.20 in 1Q 2024). Revenue: US$210.5m (down 20% from 1Q 2024). Net income: US$115.6m (up 42% from 1Q 2024). Profit margin: 55% (up from 31% in 1Q 2024). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) also surpassed analyst estimates by 16%. Revenue is expected to decline by 7.6% p.a. on average during the next 3 years, while revenues in the Software industry in the US are expected to grow by 12%. Over the last 3 years on average, earnings per share has increased by 57% per year whereas the company’s share price has increased by 52% per year.お知らせ • May 01InterDigital, Inc. Provides Earnings Guidance for the Second Quarter of 2025 and Reaffirms Earnings Guidance for the Full Year of 2025InterDigital, Inc. provided earnings guidance for the second quarter of 2025 and reaffirmed earnings guidance for the full year of 2025. For the quarter, the company expects revenue to be in the range of $165 million to $170 million. Diluted EPS to be in the range of $1.90 to $2.11. For the year, the company expects revenue to be in the range of $660 million to $760 million. Diluted EPS to be in the range of $6.79 to $9.67.お知らせ • Apr 28InterDigital, Inc., Annual General Meeting, Jun 11, 2025InterDigital, Inc., Annual General Meeting, Jun 11, 2025.お知らせ • Apr 15InterDigital, Inc. to Report Q1, 2025 Results on May 01, 2025InterDigital, Inc. announced that they will report Q1, 2025 results Pre-Market on May 01, 2025お知らせ • Apr 07InterDigital, Inc. Announces Step Down of Eeva Hakoranta as Chief Licensing Officer, Effective April 4, 2025InterDigital, Inc. announced changes to its leadership team. Eeva Hakoranta will step down from her role as chief licensing officer, effective April 4, 2025, and will remain with the company for the next three months as a Senior Advisor, to facilitate the transition of her responsibilities. Julia Mattis, a 15-year veteran of InterDigital and currently the VP of Licensing and Head of the Smartphone Licensing Program, will immediately assume an interim role leading the Licensing team as the search commences for the permanent Chief Licensing Officer.Upcoming Dividend • Apr 02Upcoming dividend of US$0.60 per shareEligible shareholders must have bought the stock before 09 April 2025. Payment date: 23 April 2025. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of American dividend payers (4.7%). Higher than average of industry peers (0.9%).お知らせ • Apr 01InterDigital to Demonstrate “HDR Without Limits” Alongside Partners At NAB 2025InterDigital, Inc. announced that it will be showcasing high-dynamic range (HDR) video streaming technologies at NAB 2025, taking place in Las Vegas from April 5 – 9, 2025. As a critical enabler of advanced video technologies, InterDigital will showcase innovation driving “HDR Without Limits” alongside partners at the ATSC NextGen TV, Ultra HD Forum, and Advanced HDR by Technicolor booths. HDR technology delivers video content with improved contrast, brightness, and color range, which has accelerated its adoption in both production and distribution. InterDigital’s HDR innovation technologies enable the creation of premium HDR and standard dynamic range (SDR) content in a single production workflow, allowing broadcasters and streaming providers to meet consumers’ growing demands for high-quality HDR content. InterDigital and Philips collaborate under the Advanced HDR by Technicolor brand to develop production, distribution, and display solutions that deliver premium live sport viewing experiences with more vibrant colors, detail, and contrast for broadcast and streaming distribution workflows. As part of the Advanced HDR by Technicolor demonstrations at NAB, InterDigital will display a solution for single-master, dynamic, and tunable HDR workflows that allow creative control for the best viewer experience and highlight how broadcasters and content creators can and have embraced these dynamic workflows for premium HDR content, while ensuring interoperability across production and distribution systems. At NAB, visitors can experience “HDR Without Limits” at several partner booths, including: ATSC’s NextGen TV – At West Hall Booth #W3056, experience how Advanced HDR by Technicolor is driving the next wave of live sports and entertainment content through ATSC3.0/NextGen TV networks. Ultra HD Forum – At West Hall Booth #W4051, experience the dynamic content conversion capabilities of “HDR Without Limits” through the “Enhancing Available Content with UltraHD Technologies” demonstration. Advanced HDR by Technicolor (Invitation Only) – At West Hall private meeting room #W2675, schedule in-depth discussions, exclusive demos, and strategic planning sessions.Recent Insider Transactions Derivative • Mar 18Independent Director notifies of intention to sell stockJean Rankin intends to sell 3k shares in the next 90 days after lodging an Intent To Sell Form on the 17th of March. If the sale is conducted around the recent share price of US$223, it would amount to US$597k. Since March 2024, Jean's direct individual holding has increased from 27.48k shares to 28.91k. Company insiders have collectively sold US$14m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions Derivative • Mar 06President exercised options and sold US$5.4m worth of stockOn the 4th of March, Lawrence Chen exercised 40k options at a strike price of around US$73.15 and sold these shares for an average price of US$208 per share. This trade did not impact their existing holding. For the year to December 2021, Lawrence's total compensation was 15% salary and 85% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Lawrence's direct individual holding has increased from 113.83k shares to 158.78k. This was the only transaction from an insider over the last 12 months.お知らせ • Mar 06InterDigital, Inc. Revises Earnings Guidance for the First Quarter of 2025InterDigital, Inc. revised earnings guidance for the first quarter of 2025. For the period, the company now expects revenue to be in the range of $202 million to $206 million compared to previous guidance to be in the range of $112 million to $116 million. Diluted EPS (per share) to be in the range of $2.78 to $2.99 compared to previous guidance to be in the range of $0.58 to $0.79.お知らせ • Feb 18+ 1 more updateInterDigital, Inc. and Keysight Technologies to Demonstrate Dynamic AI-Enabled Sensing at Mobile World Congress 2025InterDigital, Inc. and Keysight Technologies announced that they will demonstrate dynamic AI-enabled sensing capabilities at Mobile World Congress (MWC) 2025. Presented at InterDigital's booth, Hall 5C51, the partners will implement a sensing solution that leverages existing 3GPP signals to demonstrate how AI enhances sensing accuracy while adapting to dynamic environments to deliver more robust services and experiences. Anticipated hallmark technologies of 6G are the integration of sensing and communication (ISAC) and use of AI everywhere in the network to manage, predict, and solve a wide variety of problems. AI-enabled wireless sensing uses wireless signals to detect environmental changes, objects, or human activities. The combination of AI and sensing will empower wireless networks to better understand their surroundings and unlock a broad range of use cases, like immersive experiences, intruder detection for smart homes, eHealth monitoring, autonomous vehicles in connected environments, and more. InterDigital and Keysight's joint demo will showcase how AI-enabled sensing can empower robust sensing with high accuracy, even in dynamic or cluttered environments, to enable real-time, non-intrusive monitoring and seamless integration of the sensing data into diverse applications. Using a radio frequency (RF) digital twin and leveraging signals compliant with existing 3GPP standards, the demo will show how the integration of AI enables the network to accurately track human presence and movement by analyzing variations in channel state information (CSI). This demonstration includes technology developed by Keysight as part of CENTRIC and 6G-SANDBOX, projects that have received funding from the Smart Networks and Services Joint Undertaking (SNS JU) under the European Union's Horizon Europe research and innovation program under Grant Agreement No 101096379 and 101096328 respectively.Major Estimate Revision • Feb 13Consensus revenue estimates increase by 22%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from US$548.7m to US$671.8m. EPS estimate increased from US$4.89 to US$7.42 per share. Net income forecast to shrink 34% next year vs 21% growth forecast for Software industry in the US . Consensus price target up from US$177 to US$195. Share price rose 15% to US$210 over the past week.Valuation Update With 7 Day Price Move • Feb 13Investor sentiment improves as stock rises 15%After last week's 15% share price gain to US$210, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 7x in the Software industry in the US. Total returns to shareholders of 223% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$130 per share.Declared Dividend • Feb 09Fourth quarter dividend of US$0.60 announcedShareholders will receive a dividend of US$0.60. Ex-date: 9th April 2025 Payment date: 23rd April 2025 Dividend yield will be 0.9%, which is higher than the industry average of 0.7%. Sustainability & Growth Dividend is well covered by both earnings (12% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 70% over the next 3 years. However, it would need to fall by 87% to increase the payout ratio to a potentially unsustainable range.Price Target Changed • Feb 07Price target increased by 11% to US$195Up from US$177, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of US$204. Stock is up 97% over the past year. The company is forecast to post earnings per share of US$7.42 for next year compared to US$14.16 last year.Reported Earnings • Feb 06Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: US$14.16 (up from US$7.97 in FY 2023). Revenue: US$868.5m (up 58% from FY 2023). Net income: US$358.6m (up 68% from FY 2023). Profit margin: 41% (up from 39% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.5%. Revenue is expected to decline by 13% p.a. on average during the next 3 years, while revenues in the Software industry in the US are expected to grow by 12%. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 47% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 06InterDigital, Inc. Approves Quarterly Cash Dividend, Payable on April 23, 2025InterDigital, Inc. announced that its board of directors has approved an increase in the company’s quarterly cash dividend from $0.45 to $0.60 per share. The increase in the regular quarterly dividend will take effect beginning with the dividend paid in second quarter 2025. The board of directors also declared a regular quarterly cash dividend of $0.60 per share on its common stock, payable on April 23, 2025, to shareholders of record at the close of business on April 9, 2025.お知らせ • Jan 23InterDigital, Inc. to Report Q4, 2024 Results on Feb 06, 2025InterDigital, Inc. announced that they will report Q4, 2024 results at 9:30 AM, US Eastern Standard Time on Feb 06, 2025株主還元IDCCUS SoftwareUS 市場7D-6.1%-1.0%1.3%1Y17.1%-9.4%27.7%株主還元を見る業界別リターン: IDCC過去 1 年間で-9.4 % の収益を上げたUS Software業界を上回りました。リターン対市場: IDCCは、過去 1 年間で27.7 % のリターンを上げたUS市場を下回りました。価格変動Is IDCC's price volatile compared to industry and market?IDCC volatilityIDCC Average Weekly Movement7.5%Software Industry Average Movement9.5%Market Average Movement7.2%10% most volatile stocks in US Market16.6%10% least volatile stocks in US Market3.0%安定した株価: IDCC 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: IDCCの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1972460Liren Chenwww.interdigital.comインターデジタル社は、ワイヤレス、ビジュアル、人工知能（AI）、および関連技術に特化したグローバル研究開発企業として事業を展開している。無線通信機器、家電製品、IoT機器、自動車などのメーカーや、ビデオストリーミングなどのクラウドベースのサービスプロバイダーなど、さまざまな製品やサービスを提供する企業にライセンスを供与している。同社は、デジタルセルラーおよびワイヤレス製品やネットワークで使用されるさまざまなイノベーションを設計・開発している。CDMA、TDMA、OFDM/OFDMA、MIMOなど、2G、3G、4G、5Gワイヤレスネットワークやモバイル端末機器に使用されるセルラー技術、5Gアドバンスドおよび6Gの3GPP技術ポートフォリオ、携帯電話、自動車および自律走行車、ウェアラブル、スマート工場およびスマートホーム、ロボット、ドローン、その他のコネクテッド家電製品向けの技術も開発している。さらに、ビデオ・コーディングと伝送技術、人工知能と機械学習ソリューションも提供している。さらに、同社の特許技術は、スマートフォン、タブレット、家電製品、基地局、テレビ、ノートパソコン、ゲーム機、セットトップボックス、ストリーミングデバイス、コネクテッドカーなど、さまざまな製品に使用されているほか、特許技術は、ビデオストリーミング、ユーザー生成コンテンツ共有、ビデオ会議、ビデオゲーム、その他のクラウドベースのサービスなど、さまざまなサービスに使用されている。インターデジタル社は1972年に設立され、デラウェア州ウィルミントンに本社を置いている。もっと見るInterDigital, Inc. 基礎のまとめInterDigital の収益と売上を時価総額と比較するとどうか。IDCC 基礎統計学時価総額US$6.52b収益（TTM）US$366.37m売上高(TTM)US$828.92m17.7xPER（株価収益率7.8xP/SレシオIDCC は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計IDCC 損益計算書（TTM）収益US$828.92m売上原価US$127.18m売上総利益US$701.74mその他の費用US$335.37m収益US$366.37m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）14.18グロス・マージン84.66%純利益率44.20%有利子負債／自己資本比率35.2%IDCC の長期的なパフォーマンスは？過去の実績と比較を見る配当金1.1%現在の配当利回り19%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/28 21:45終値2026/05/28 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋InterDigital, Inc. 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。11 アナリスト機関Brett SimpsonArete Research Services LLPAmir RozwadowskiBarclaysScott SearleBenchmark Company8 その他のアナリストを表示
ナラティブの更新 • May 24IDCC: New Licensing Wins And Index Inclusion Will Support Durable Cash FlowsAnalysts have kept their $462.67 price target for InterDigital unchanged while adjusting key assumptions, including a slightly higher discount rate, much lower revenue growth expectations, reduced profit margin outlook, and a higher future P/E. These changes reflect a more cautious but still supportive view of the stock’s long term valuation drivers.
ライブニュース • May 17InterDigital Exceeds Guidance With Strong Licensing Activity and Reaffirms 2026 OutlookInterDigital reported first quarter 2026 results that came in above its own guidance for revenue, adjusted EBITDA and EPS. The company signed six licensing agreements in the quarter, including a renewal with Xiaomi, which management linked to better-than-expected performance. InterDigital reaffirmed its full year 2026 outlook and provided specific revenue ranges for both the second quarter and the full year. Outperformance versus internal targets, combined with multiple signed agreements, points to licensing activity playing a central role in the current earnings profile. For you, the key watchpoints are whether this licensing momentum, including renewals like Xiaomi, continues through the rest of 2026 and how closely actual results track the reaffirmed guidance ranges.
New Risk • May 03New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • May 03Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to US$291, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 16x in the Software industry in the US. Total returns to shareholders of 274% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$179 per share.
お知らせ • May 03InterDigital, Inc. Provides Earnings Guidance for Second Quarter and Full Year 2026InterDigital, Inc. provided earnings guidance for second quarter and full year 2026. For the quarter, the company expects revenue of $139 million to $143 million and diluted EPS of $0.80 to $0.97. For the full year, the company expects revenue of $675 million to $775 million and diluted EPS of $5.77 to $8.51.
ナラティブの更新 • May 02IDCC: New Licensing Wins And Index Inclusion Will Support Future Upside PotentialAnalysts reaffirmed their $425.00 price target on InterDigital, citing updated assumptions for revenue growth, profit margins and future P/E that keep their valuation outlook broadly in line with prior expectations. What's in the News InterDigital plans to showcase HDR Master Production for Advanced Streaming at NAB 2026, highlighting a metadata driven conversion workflow designed to support both HDR and SDR content, including ad insertion, using SMPTE standards such as ST 2094-60 (Product related announcement).
ナラティブの更新 • May 24IDCC: New Licensing Wins And Index Inclusion Will Support Durable Cash FlowsAnalysts have kept their $462.67 price target for InterDigital unchanged while adjusting key assumptions, including a slightly higher discount rate, much lower revenue growth expectations, reduced profit margin outlook, and a higher future P/E. These changes reflect a more cautious but still supportive view of the stock’s long term valuation drivers.
ライブニュース • May 17InterDigital Exceeds Guidance With Strong Licensing Activity and Reaffirms 2026 OutlookInterDigital reported first quarter 2026 results that came in above its own guidance for revenue, adjusted EBITDA and EPS. The company signed six licensing agreements in the quarter, including a renewal with Xiaomi, which management linked to better-than-expected performance. InterDigital reaffirmed its full year 2026 outlook and provided specific revenue ranges for both the second quarter and the full year. Outperformance versus internal targets, combined with multiple signed agreements, points to licensing activity playing a central role in the current earnings profile. For you, the key watchpoints are whether this licensing momentum, including renewals like Xiaomi, continues through the rest of 2026 and how closely actual results track the reaffirmed guidance ranges.
New Risk • May 03New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • May 03Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to US$291, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 16x in the Software industry in the US. Total returns to shareholders of 274% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$179 per share.
お知らせ • May 03InterDigital, Inc. Provides Earnings Guidance for Second Quarter and Full Year 2026InterDigital, Inc. provided earnings guidance for second quarter and full year 2026. For the quarter, the company expects revenue of $139 million to $143 million and diluted EPS of $0.80 to $0.97. For the full year, the company expects revenue of $675 million to $775 million and diluted EPS of $5.77 to $8.51.
ナラティブの更新 • May 02IDCC: New Licensing Wins And Index Inclusion Will Support Future Upside PotentialAnalysts reaffirmed their $425.00 price target on InterDigital, citing updated assumptions for revenue growth, profit margins and future P/E that keep their valuation outlook broadly in line with prior expectations. What's in the News InterDigital plans to showcase HDR Master Production for Advanced Streaming at NAB 2026, highlighting a metadata driven conversion workflow designed to support both HDR and SDR content, including ad insertion, using SMPTE standards such as ST 2094-60 (Product related announcement).
Reported Earnings • May 01First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$2.93 (down from US$4.49 in 1Q 2025). Revenue: US$205.4m (down 2.4% from 1Q 2025). Net income: US$75.3m (down 35% from 1Q 2025). Profit margin: 37% (down from 55% in 1Q 2025). The decrease in margin was primarily driven by higher expenses. Revenue exceeded analyst estimates by 4.3%. Earnings per share (EPS) also surpassed analyst estimates by 25%. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has increased by 53% per year, which means it is tracking significantly ahead of earnings growth.
Seeking Alpha • Apr 25InterDigital: Good Results Already Priced InSummary InterDigital shares have surged 55%, but current valuations are stretched, with sector multiple premiums exceeding 100%. Recent results show normalized, not accelerating, growth; strong ARR and margins are already priced in, with no new growth drivers visible. Management’s cautious guidance and consensus forecasts indicate revenue and EPS declines, while fair value models suggest 4-8% downside even under optimistic assumptions. I maintain a Hold rating, preferring to buy IDCC only on 10-20%+ pullbacks, as all growth prospects are already embedded in the price. Read the full article on Seeking Alpha
お知らせ • Apr 21InterDigital, Inc., Annual General Meeting, Jun 10, 2026InterDigital, Inc., Annual General Meeting, Jun 10, 2026.
ナラティブの更新 • Apr 17IDCC: LG Licensing Deal And 2026 Outlook Will Support Durable Cash FlowsAnalysts have nudged their price target on InterDigital higher to $462.67, citing updated 2026 outlooks following recent deal activity as key support for the shift. Analyst Commentary Bullish Takeaways Bullish analysts view the updated 2026 outlook, framed around the recent LG deal, as a key support for higher valuation expectations.
お知らせ • Apr 17InterDigital, Inc. Showcases HDR Master Production for Advanced StreamingInterDigital, Inc. announced that it will showcase innovation and expertise underpinning HDR for advanced streaming at NAB 2026. High Dynamic Range technology delivers video content with improved contrast, brightness, and color range, which has accelerated its adoption in both production and distribution. InterDigital’s HDR innovation technologies enable the creation of premium HDR and standard dynamic range content in a single production workflow, allowing broadcasters and streaming providers to meet consumers’ growing demands for high-quality HDR content, especially premium live sport content enhanced with more vibrant colors, detail, and contrast. At NAB 2026, InterDigital will demonstrate “HDR Master Production for Advanced Streaming,” a conversion solution driven by the latest SMPTE metadata standards and that supports HDR content streaming with ad insertion mechanisms. InterDigital remains focused on developing technologies that deliver optimal HDR quality for all users and across the delivery workflow, including for SDR and HDR formats and inserted content like replays and advertisements. As part of NAB’s Broadcast Engineering and IT (BEIT) Conference, InterDigital’s Principal Engineer David Touze will present on “HDR Master Workflows – The Unmet Interoperability Challenge,” on Tuesday, April 21 at 9:30 – 9:50 a.m. PT in Room N256. David will explain that some productions, especially live sports, require precisely set and consistently maintained reference levels to support regular conversions between HDR and SDR formats, and InterDigital’s innovative metadata-driven method, formalized in the SMPTE Dynamic Range Conversion Characterization Metadata ST 2094-60 project, allows conversion consistency and guarantees interoperability between conversion techniques.
Buy Or Sell Opportunity • Apr 16Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 22% to US$375. The fair value is estimated to be US$311, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 46%. For the next 3 years, revenue is forecast to grow by 0.8% per annum. Earnings are forecast to decline by 3.3% per annum over the same time period.
お知らせ • Apr 14InterDigital, Inc. to Report Q1, 2026 Results on Apr 30, 2026InterDigital, Inc. announced that they will report Q1, 2026 results Pre-Market on Apr 30, 2026
Recent Insider Transactions Derivative • Apr 08Executive VP & CTO notifies of intention to sell stockRajesh Pankaj intends to sell 2k shares in the next 90 days after lodging an Intent To Sell Form on the 6th of April. If the sale is conducted around the recent share price of US$313, it would amount to US$470k. Since June 2025, Rajesh's direct individual holding has decreased from 77.58k shares to 68.15k. There have been no trades via on-market transactions or options from company insiders in the last 12 months.
ナラティブの更新 • Apr 03IDCC: LG Licensing Progress And 2026 Framework Will Support Future Upside PotentialAnalysts have maintained their $425.00 price target on InterDigital while updating their assumptions around revenue growth, profit margin, and a lower future P/E. They cite recent positive commentary around the LG deal and an updated 2026 outlook as key supports for the unchanged target.
Declared Dividend • Mar 27Fourth quarter dividend of US$0.70 announcedShareholders will receive a dividend of US$0.70. Ex-date: 8th April 2026 Payment date: 22nd April 2026 Dividend yield will be 0.9%, which is higher than the industry average of 0.7%. Sustainability & Growth Dividend is well covered by both earnings (16% earnings payout ratio) and cash flows (15% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 34% over the next 3 years. However, it would need to fall by 82% to increase the payout ratio to a potentially unsustainable range.
Valuation Update With 7 Day Price Move • Mar 26Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to US$299, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 15x in the Software industry in the US. Total returns to shareholders of 329% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$165 per share.
お知らせ • Mar 25InterDigital, Inc. Declares Regular Quarterly Cash Dividend, Payable on or About April 22, 2026InterDigital, Inc. announced that its Board of Directors has declared a regular quarterly cash dividend of $0.70 per share on its common stock payable on or about April 22, 2026, to shareholders of record at the close of business on April 8, 2026.
ナラティブの更新 • Mar 20IDCC: LG And Sony Licensing Will Support Higher Margins And Cash GenerationAnalysts have maintained their InterDigital fair value estimate at $488.00, making only minor tweaks to inputs after the LG deal and an updated 2026 outlook led to modestly adjusted assumptions for revenue growth, margins, and future P/E. Analyst Commentary Bullish analysts view the LG agreement and refreshed 2026 outlook as supportive of InterDigital’s existing fair value framework, rather than a reason to overhaul it.
ナラティブの更新 • Mar 05IDCC: LG Licensing Will Support Higher Margins And Multi Year Earnings ExpansionAnalysts have raised their InterDigital price target to $488.00, citing updated expectations for positive revenue growth, an improved profit margin near 48%, and a lower future P/E of around 31x following recent research updates, including commentary on the LG deal. Analyst Commentary Bullish analysts are framing the LG agreement as a key support for their updated InterDigital thesis, tying it directly to higher confidence in revenue visibility, margin durability near 48%, and the ability to justify a P/E of about 31x alongside a US$488 price target.
新しいナラティブ • Mar 04InterDigital Inc. (IDCC): The 6G Architect – Monetizing the AI and Wireless Frontier in 2026.InterDigital (IDCC) is currently asserting its dominance as a premier intellectual property powerhouse, trading at $370.80 as of the March 3, 2026, market close. The stock experienced a 2.12% decline today, a modest retracement following a massive rally triggered by its Q4 2025 earnings "super-beat" on February 5.
お知らせ • Feb 23InterDigital, Inc. to Showcase New Services and Immersive Experiences Underpinned by Wireless and AiInterDigital, Inc. will showcase innovation in AI, wireless, and video that is advancing network and device capabilities and enabling exciting new form factors, experiences, and services. Located at Hall 5 Stand 5C51, InterDigital will showcase cutting-edge research and industry collaborations, placing a spotlight on AI and sensing as key pillars of next-gen networks and exciting immersive video experiences and capabilities underpinned by the latest wireless innovation. AI-enabled Teleoperation: InterDigital will demonstrate the potential of AI-enabled services, as a remote vehicle operator uses real-time video to navigate complex environments. The operator's job is complemented by AI agents that maintain consistent quality of video delivery, despite degraded network conditions, to safely navigate the remote vehicle. Collaborative Sensing: InterDigital and Turk Telekom will reveal the world's first implementation of collaborative sensing using preliminary 6G architecture. Collaborative sensing is the fusing of sensing data from cellular and Wi-Fi signals to support real-time, continuous results for sensing services in applications like manufacturing, healthcare, situational awareness, and more. Leading 6G Research: This display of InterDigital's future-looking research will introduce the enabling technologies that will expand network capacity, natively integrate communication and computing capabilities to support emerging high-demand use of Gen AI, and significantly improve quality of user experience for an array of services in the 5G-Advanced and 6G era. Haptic-enabled Streaming: InterDigital and Razer will showcase the latest in delivering haptic-enabled content at scale, alongside collaborative efforts to popularize and encourage adoption of haptics through innovation, education, and standardization. Interactive AR Experiences: Step into an augmented reality-enhanced interactive world enabled by InterDigital's contributions to 3GPP and MPEG's scene Description, Avatar, and Haptic standards that enhance imivity, realism, and sensory feedback to foster engagement in AR environments. InterDigital will also participate in and contribute expertise to industry events and dialogues at the show. InterDigital is a partner of the AI Telco Troubleshooting Challenge, launched by GSMA, ETSI, IEEE GenAI Net, ITU, and TM Forum. The global competition invites teams to submit AI models developed to identify practical solutions that lead to more resilient, efficient and automated networks. winners will be selected at the awards ceremony and networking event on March 3rd from 16:30 - 18:30 CET in the Hall 8Networking lounge.
ナラティブの更新 • Feb 19IDCC: LG Licensing And 2026 Outlook Will Support Higher Cash Flow VisibilityAnalysts have lifted their price target on InterDigital to $462.67, citing updated assumptions for revenue growth, profit margin, and a lower discount rate following recent research commentary around the LG agreement and the raised 2026 outlook. Analyst Commentary Bullish Takeaways Bullish analysts view the LG agreement as a key support for the higher price target of $462.67, helping them gain more confidence in the underlying assumptions used in their models.
分析記事 • Feb 12We Like InterDigital's (NASDAQ:IDCC) Earnings For More Than Just Statutory ProfitShareholders appeared to be happy with InterDigital, Inc.'s ( NASDAQ:IDCC ) solid earnings report last week. This...
Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$364, the stock trades at a forward P/E ratio of 52x. Average forward P/E is 13x in the Software industry in the US. Total returns to shareholders of 408% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$168 per share.
New Risk • Feb 08New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
Reported Earnings • Feb 06Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: US$15.77 (up from US$14.16 in FY 2024). Revenue: US$834.0m (down 4.0% from FY 2024). Net income: US$406.6m (up 13% from FY 2024). Profit margin: 49% (up from 41% in FY 2024). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.4%. Revenue is forecast to stay flat during the next 3 years compared to a 15% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has increased by 72% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 06InterDigital, Inc. Provides Earnings Guidance for the First Quarter of 2026InterDigital, Inc. provided earnings guidance for the first quarter of 2026. For the quarter, the company expects revenue of $194 million to $200 million and diluted EPS of $1.61 to $1.86. Net income expected to be in the range of $57 million to $66 million.
ナラティブの更新 • Feb 05IDCC: LG Licensing And 2026 Outlook Will Support Higher Margin ProfileNarrative Update Analysts have lifted their price target on InterDigital from about $412 to roughly $463, citing updated assumptions that include modest revenue growth, a higher projected profit margin near 44%, and a lower future P/E, informed in part by recent research following the LG deal and a raised 2026 outlook. Analyst Commentary Analysts are updating their views on InterDigital following the LG agreement and the raised 2026 outlook, with most of the discussion centering on how the new assumptions for revenue, margins and future P/E might affect the valuation and execution risk.
ナラティブの更新 • Jan 22IDCC: Streaming And Licensing Execution Will Drive Upside To Elevated ExpectationsNarrative update on InterDigital Analysts have lifted their fair value estimate for InterDigital from US$260 to US$425, citing recent price target increases, Q3 performance commentary, and views that the company is better positioned to capture opportunities across its licensing and streaming verticals. Analyst Commentary Recent research points to a constructive view on InterDigital, with attention on how recent deals and licensing progress might feed into medium term expectations.
お知らせ • Jan 20InterDigital, Inc. Provides Earnings Guidance for the Full Year 2026InterDigital, Inc. provided earnings guidance for the full year 2026. For the year, the company expects revenue of $675 to $775 million and diluted EPS of $5.77 to $8.51.
お知らせ • Jan 13InterDigital, Inc. to Report Q4, 2025 Results on Feb 05, 2026InterDigital, Inc. announced that they will report Q4, 2025 results Pre-Market on Feb 05, 2026
ナラティブの更新 • Jan 07IDCC: Streaming Execution Risk Will Define Sustainability Of Elevated ExpectationsAnalysts have raised their fair value estimate for InterDigital from US$220 to US$260, citing a higher price target, a Q3 beat with Q4 annual recurring revenue guidance described as in line, and growing confidence that the company is bringing together its three verticals to pursue a large streaming opportunity. Analyst Commentary Recent research points to higher fair value assumptions for InterDigital, with a raised price target reflecting confidence in the Q3 performance, Q4 annual recurring revenue guidance described as in line, and the potential in the streaming opportunity across its three verticals.
Upcoming Dividend • Jan 07Upcoming dividend of US$0.70 per shareEligible shareholders must have bought the stock before 14 January 2026. Payment date: 28 January 2026. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of American dividend payers (4.4%). In line with average of industry peers (0.8%).
Recent Insider Transactions Derivative • Dec 31President notifies of intention to sell stockLawrence Chen intends to sell 3k shares in the next 90 days after lodging an Intent To Sell Form on the 30th of December. If the sale is conducted around the recent share price of US$330, it would amount to US$980k. For the year to December 2021, Lawrence's total compensation was 10% salary and 90% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Lawrence's direct individual holding has increased from 142.77k shares to 182.84k. Company insiders have collectively sold US$14m more than they bought, via options and on-market transactions in the last 12 months.
分析記事 • Dec 25Is InterDigital (NASDAQ:IDCC) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
ナラティブの更新 • Dec 23IDCC Streaming And Licensing Wins Will Drive Multi Year Earnings ExpansionAnalysts have lifted their price target on InterDigital from approximately $311 to about $488, reflecting confidence that recent licensing wins, upward revisions to long term revenue and EPS forecasts, and evidence of execution across streaming and other key verticals can support a higher valuation despite slightly softer growth and margin assumptions. Analyst Commentary Bullish analysts have reiterated a constructive view on InterDigital, highlighting recent price target increases as evidence that the company is executing well against its strategic roadmap and expanding addressable markets.
ナラティブの更新 • Dec 08IDCC: Recurring Licensing Wins Will Drive Smartphone And Streaming UpsideAnalysts have nudged their price targets for InterDigital higher, with recent increases of $20 and $25 helping support an updated valuation around $412 per share. They point to stronger recurring revenue, new smartphone licensing wins, and growing confidence in the large streaming opportunity as key drivers.
Declared Dividend • Dec 08Third quarter dividend of US$0.70 announcedShareholders will receive a dividend of US$0.70. Ex-date: 14th January 2026 Payment date: 28th January 2026 Dividend yield will be 0.7%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (12% earnings payout ratio) and cash flows (12% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 64% over the next 2 years. However, it would need to fall by 86% to increase the payout ratio to a potentially unsustainable range.
お知らせ • Dec 05InterDigital, Inc. Declares Regular Quarterly Cash Dividend, Payable on or About January 28, 2026InterDigital, Inc. announced that its Board of Directors has declared a regular quarterly cash dividend of $0.70 per share on its common stock, payable on or about January 28, 2026 to shareholders of record at the close of business on January 14, 2026.
ナラティブの更新 • Nov 24IDCC: Momentum Will Accelerate With New Streaming And Smartphone Licensing DealsAnalysts have raised their price target on InterDigital from $450 to $475. This change reflects confidence after strong Q3 results and continued execution across multiple growth opportunities.
ナラティブの更新 • Nov 09IDCC: Share Momentum Will Accelerate With Streaming and Smartphone Licensing WinsInterDigital's analyst price target has increased significantly from $328.75 to $412.00, as analysts cite recent strong licensing wins, improved revenue guidance, and promising long-term opportunities across multiple business segments. Analyst Commentary Analysts have weighed in on InterDigital's recent performance and prospects, providing new price targets and perspectives on the company's outlook following significant business developments.
Reported Earnings • Oct 31Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: US$2.62 (up from US$1.36 in 3Q 2024). Revenue: US$164.7m (up 28% from 3Q 2024). Net income: US$67.5m (up 97% from 3Q 2024). Profit margin: 41% (up from 27% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 7.4%. Earnings per share (EPS) also surpassed analyst estimates by 30%. Revenue is expected to decline by 12% p.a. on average during the next 3 years, while revenues in the Software industry in the US are expected to grow by 15%. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has increased by 96% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 30+ 1 more updateInterDigital, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year 2025InterDigital, Inc. provided earnings guidance for the fourth quarter and full year 2025. For the quarter, the company expected revenue to be $144 million - $148 million and diluted EPS to be $0.72 - $0.95. Net income of $26 million - $34 million. For the full year, the company expected revenue to be $820 million - $824 million and diluted EPS to be $11.27 to $11.50. Net income of $389 million - $397 million.
ナラティブの更新 • Oct 26New License Deals And Raised Outlook Will Drive Next Phase Of RiskNarrative Update on InterDigital Analysts have raised their price target for InterDigital by $20 to $340 per share, citing stronger revenue outlooks and new licensing agreements as key drivers of this upward revision. Analyst Commentary Recent commentary from equity analysts highlights both optimism and reservations about InterDigital’s outlook following its latest licensing wins and improved guidance.
お知らせ • Oct 14InterDigital, Inc. to Report Q3, 2025 Results on Oct 30, 2025InterDigital, Inc. announced that they will report Q3, 2025 results Pre-Market on Oct 30, 2025
ナラティブの更新 • Oct 126G Expansion Will Expose Overheated Valuation RisksAnalysts have raised their price target for InterDigital by $5 to $328.75, citing an improved revenue growth outlook, higher profit margin forecasts, and recent licensing agreements with major smartphone vendors. Analyst Commentary Recent research updates have highlighted both optimism and caution regarding InterDigital's prospects, following new licensing agreements and raised financial forecasts.
Board Change • Oct 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 5 highly experienced directors. Independent Director Samir Armaly was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
ナラティブの更新 • Sep 286G Expansion Will Expose Overheated Valuation RisksInterDigital's consensus price target was raised from $283.67 to $323.75, driven by a major new licensing deal, increased recurring revenues, an improved revenue outlook, and expanding partnership opportunities. Analyst Commentary Signed a new multiyear license agreement with a major Chinese smartphone vendor, resulting in stronger recurring revenue streams.
分析記事 • Sep 23InterDigital, Inc.'s (NASDAQ:IDCC) 30% Price Boost Is Out Of Tune With EarningsInterDigital, Inc. ( NASDAQ:IDCC ) shares have continued their recent momentum with a 30% gain in the last month alone...
お知らせ • Sep 23Interdigital, Inc. Raises Earnings Guidance for the Third Quarter 2025InterDigital, Inc. raised earnings guidance for the third quarter 2025. For the period, the company expects Revenue to be in range of $155 Million - $159 Million compared to $136 million - $140 million previous guidance. Diluted EPS to be in range of $1.39 - $1.56 compared to $0.94 - $1.11 previous guidance.
分析記事 • Sep 21InterDigital (NASDAQ:IDCC) Is Paying Out A Larger Dividend Than Last YearThe board of InterDigital, Inc. ( NASDAQ:IDCC ) has announced that it will be paying its dividend of $0.70 on the 22nd...
Declared Dividend • Sep 21Second quarter dividend of US$0.70 announcedShareholders will receive a dividend of US$0.70. Ex-date: 8th October 2025 Payment date: 22nd October 2025 Dividend yield will be 0.7%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (12% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 82% over the next 3 years. However, it would need to fall by 87% to increase the payout ratio to a potentially unsustainable range.
お知らせ • Sep 18+ 1 more updateInterdigital Appoints Julia C. Mattis as Chief Licensing OfficerInterDigital, Inc. announced that Julia C. Mattis has been appointed as the company’s new Chief Licensing Officer, reporting to Liren Chen, President and Chief Executive Officer of InterDigital. Julia joined InterDigital in 2010 and has worked in several senior positions across the licensing team including Chief Licensing Counsel, Head of Smartphone Licensing, and, most recently, Interim Chief Licensing Officer. Prior to joining InterDigital, Julia worked in private practice at law firms in Richmond and Philadelphia. She holds a JD from the University of Richmond School of Law and a Bachelor of Arts from James Madison University.
Price Target Changed • Sep 17Price target increased by 13% to US$300Up from US$267, the current price target is an average from 4 analysts. New target price is 8.2% below last closing price of US$327. Stock is up 142% over the past year. The company is forecast to post earnings per share of US$11.72 for next year compared to US$14.16 last year.
ナラティブの更新 • Sep 136G Expansion Will Expose Overheated Valuation RisksInterDigital's modestly improved revenue growth outlook and a higher projected future P/E multiple have driven a notable increase in its analyst price target from $266.50 to $283.67. What's in the News InterDigital will showcase its innovative Versatile Video Coding (VVC) with advanced film grain preservation at IBC 2025, highlighting substantial bitrate reductions and enhanced image quality for high-resolution streaming.
お知らせ • Sep 03InterDigital , Inc. to Showcase Codec Innovation Underpinning Authentic, High-Quality Video StreamingInterDigital, Inc. will showcase video innovation at the International Broadcasting Convention (IBC), taking place in Amsterdam from September 12 - 15, 2025. InterDigital will demonstrate at IBC alongside MC-IF partners at the Ultra HD Forum booth, spotlighting the benefits of Versatile Video Coding (VVC, also known as H.266) enhanced with Film Grain preservation, to deliver premium, cinema-grade streaming experiences. Film grain is a powerful cinematic tool that conveys texture and authenticity in storytelling. However, preserving film grain detail during compression and streaming poses a significant challenge. At IBC 2025, InterDigital will showcase an innovative framework that combines Film Grain Analysis and Synthesis with the next-generation compression performance of VVC to optimize streaming quality without sacrificing artistic intent. VVC, finalized in 2020, represents the next milestone in video delivery. Offering up to 50% bitrate reduction compared to HEVC while maintaining equivalent perception quality, VVC is particularly well-suited to data-intensive, high-resolution formats such as 4K, 8K, 360 degree, and 3D content. With advanced tools like sub- picturesures for independent decoding, reference picture resampling (RPR) for flexible resolution adaptation, and layered coding tailored for foveated rendering in VR/AR, VVC is uniquely positioned to support the demands of the streaming and immersive era. By pairing VVC's powerful efficiency with advanced film grain preservation, InterDigital enables content creators and distributors to deliver cinema-quality authenticity alongside the practical benefits of seamless, bandwidth-efficient streaming. At the Ultra HD Forum booth in Hall 14 -- 14.C11, InterDigital will demonstrate how its codec innovations maintain image integrity throughout the end-to-end delivery process, giving content owners greater control over video quality. Together with colleagues and contributors from the Media Coding Industry Forum (MC-IF), InterDigital will highlight how the industry is embracing VVC as the foundation for next-generation video delivery at scale.
分析記事 • Aug 29InterDigital (NASDAQ:IDCC) Could Become A Multi-BaggerFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 • Aug 08InterDigital's (NASDAQ:IDCC) Promising Earnings May Rest On Soft FoundationsNasdaqGS:IDCC 1 Year Share Price vs Fair Value Explore InterDigital's Fair Values from the Community and select yours...
Major Estimate Revision • Aug 07Consensus revenue estimates increase by 16%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from US$708.0m to US$823.9m. EPS estimate increased from US$8.86 to US$11.72 per share. Net income forecast to shrink 33% next year vs 26% growth forecast for Software industry in the US . Consensus price target up from US$234 to US$267. Share price rose 3.0% to US$266 over the past week.
Reported Earnings • Aug 01Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: US$6.97 (up from US$4.35 in 2Q 2024). Revenue: US$300.6m (up 35% from 2Q 2024). Net income: US$180.6m (up 65% from 2Q 2024). Profit margin: 60% (up from 49% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 56%. Earnings per share (EPS) also surpassed analyst estimates by 95%. Revenue is expected to decline by 13% p.a. on average during the next 3 years, while revenues in the Software industry in the US are expected to grow by 13%. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has increased by 62% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 31+ 1 more updateInterDigital, Inc. Raises earnings Guidance for the Year 2025InterDigital, Inc. raised earnings guidance for the year 2025. For the year, company expected current guidance to be in range of $790 Million to $850 Million as compared to previous revenue guidance to be in range $660 Million to $760 Million. Diluted EPS to be in range of $10.94 to $11.47 against previous Diluted EPS guidance of $6.79 to $9.67.
分析記事 • Jul 25There's No Escaping InterDigital, Inc.'s (NASDAQ:IDCC) Muted EarningsInterDigital, Inc.'s ( NASDAQ:IDCC ) price-to-earnings (or "P/E") ratio of 14.8x might make it look like a buy right...
お知らせ • Jul 15InterDigital, Inc. to Report Q2, 2025 Results on Jul 31, 2025InterDigital, Inc. announced that they will report Q2, 2025 results Pre-Market on Jul 31, 2025
分析記事 • Jul 10Calculating The Fair Value Of InterDigital, Inc. (NASDAQ:IDCC)Key Insights Using the 2 Stage Free Cash Flow to Equity, InterDigital fair value estimate is US$251 InterDigital's...
Upcoming Dividend • Jul 02Upcoming dividend of US$0.60 per shareEligible shareholders must have bought the stock before 09 July 2025. Payment date: 23 July 2025. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of American dividend payers (4.7%). Higher than average of industry peers (0.7%).
お知らせ • Jun 30InterDigital, Inc.(NasdaqGS:IDCC) dropped from Russell 2000 Dynamic IndexInterDigital, Inc.(NasdaqGS:IDCC) dropped from Russell 2000 Dynamic Index
Declared Dividend • Jun 18First quarter dividend of US$0.60 announcedShareholders will receive a dividend of US$0.60. Ex-date: 9th July 2025 Payment date: 23rd July 2025 Dividend yield will be 0.9%, which is higher than the industry average of 0.7%. Sustainability & Growth Dividend is covered by both earnings (12% earnings payout ratio) and cash flows (52% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 72% over the next 3 years. However, it would need to fall by 86% to increase the payout ratio to a potentially unsustainable range.
分析記事 • Jun 13Should You Think About Buying InterDigital, Inc. (NASDAQ:IDCC) Now?InterDigital, Inc. ( NASDAQ:IDCC ), is not the largest company out there, but it received a lot of attention from a...
お知らせ • Jun 13Added Docs- Declares Regular Quarterly Cash Dividend, Payable on July 23, 2025InterDigital, Inc. announced that its Board of Directors has declared a regular quarterly cash dividend of $0.60 per share on its common stock payable on July 23, 2025, to shareholders of record at the close of business on July 9, 2025.
分析記事 • May 31Here's Why InterDigital (NASDAQ:IDCC) Has Caught The Eye Of InvestorsInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Reported Earnings • May 02First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: US$4.49 (up from US$3.20 in 1Q 2024). Revenue: US$210.5m (down 20% from 1Q 2024). Net income: US$115.6m (up 42% from 1Q 2024). Profit margin: 55% (up from 31% in 1Q 2024). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) also surpassed analyst estimates by 16%. Revenue is expected to decline by 7.6% p.a. on average during the next 3 years, while revenues in the Software industry in the US are expected to grow by 12%. Over the last 3 years on average, earnings per share has increased by 57% per year whereas the company’s share price has increased by 52% per year.
お知らせ • May 01InterDigital, Inc. Provides Earnings Guidance for the Second Quarter of 2025 and Reaffirms Earnings Guidance for the Full Year of 2025InterDigital, Inc. provided earnings guidance for the second quarter of 2025 and reaffirmed earnings guidance for the full year of 2025. For the quarter, the company expects revenue to be in the range of $165 million to $170 million. Diluted EPS to be in the range of $1.90 to $2.11. For the year, the company expects revenue to be in the range of $660 million to $760 million. Diluted EPS to be in the range of $6.79 to $9.67.
お知らせ • Apr 28InterDigital, Inc., Annual General Meeting, Jun 11, 2025InterDigital, Inc., Annual General Meeting, Jun 11, 2025.
お知らせ • Apr 15InterDigital, Inc. to Report Q1, 2025 Results on May 01, 2025InterDigital, Inc. announced that they will report Q1, 2025 results Pre-Market on May 01, 2025
お知らせ • Apr 07InterDigital, Inc. Announces Step Down of Eeva Hakoranta as Chief Licensing Officer, Effective April 4, 2025InterDigital, Inc. announced changes to its leadership team. Eeva Hakoranta will step down from her role as chief licensing officer, effective April 4, 2025, and will remain with the company for the next three months as a Senior Advisor, to facilitate the transition of her responsibilities. Julia Mattis, a 15-year veteran of InterDigital and currently the VP of Licensing and Head of the Smartphone Licensing Program, will immediately assume an interim role leading the Licensing team as the search commences for the permanent Chief Licensing Officer.
Upcoming Dividend • Apr 02Upcoming dividend of US$0.60 per shareEligible shareholders must have bought the stock before 09 April 2025. Payment date: 23 April 2025. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of American dividend payers (4.7%). Higher than average of industry peers (0.9%).
お知らせ • Apr 01InterDigital to Demonstrate “HDR Without Limits” Alongside Partners At NAB 2025InterDigital, Inc. announced that it will be showcasing high-dynamic range (HDR) video streaming technologies at NAB 2025, taking place in Las Vegas from April 5 – 9, 2025. As a critical enabler of advanced video technologies, InterDigital will showcase innovation driving “HDR Without Limits” alongside partners at the ATSC NextGen TV, Ultra HD Forum, and Advanced HDR by Technicolor booths. HDR technology delivers video content with improved contrast, brightness, and color range, which has accelerated its adoption in both production and distribution. InterDigital’s HDR innovation technologies enable the creation of premium HDR and standard dynamic range (SDR) content in a single production workflow, allowing broadcasters and streaming providers to meet consumers’ growing demands for high-quality HDR content. InterDigital and Philips collaborate under the Advanced HDR by Technicolor brand to develop production, distribution, and display solutions that deliver premium live sport viewing experiences with more vibrant colors, detail, and contrast for broadcast and streaming distribution workflows. As part of the Advanced HDR by Technicolor demonstrations at NAB, InterDigital will display a solution for single-master, dynamic, and tunable HDR workflows that allow creative control for the best viewer experience and highlight how broadcasters and content creators can and have embraced these dynamic workflows for premium HDR content, while ensuring interoperability across production and distribution systems. At NAB, visitors can experience “HDR Without Limits” at several partner booths, including: ATSC’s NextGen TV – At West Hall Booth #W3056, experience how Advanced HDR by Technicolor is driving the next wave of live sports and entertainment content through ATSC3.0/NextGen TV networks. Ultra HD Forum – At West Hall Booth #W4051, experience the dynamic content conversion capabilities of “HDR Without Limits” through the “Enhancing Available Content with UltraHD Technologies” demonstration. Advanced HDR by Technicolor (Invitation Only) – At West Hall private meeting room #W2675, schedule in-depth discussions, exclusive demos, and strategic planning sessions.
Recent Insider Transactions Derivative • Mar 18Independent Director notifies of intention to sell stockJean Rankin intends to sell 3k shares in the next 90 days after lodging an Intent To Sell Form on the 17th of March. If the sale is conducted around the recent share price of US$223, it would amount to US$597k. Since March 2024, Jean's direct individual holding has increased from 27.48k shares to 28.91k. Company insiders have collectively sold US$14m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions Derivative • Mar 06President exercised options and sold US$5.4m worth of stockOn the 4th of March, Lawrence Chen exercised 40k options at a strike price of around US$73.15 and sold these shares for an average price of US$208 per share. This trade did not impact their existing holding. For the year to December 2021, Lawrence's total compensation was 15% salary and 85% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Lawrence's direct individual holding has increased from 113.83k shares to 158.78k. This was the only transaction from an insider over the last 12 months.
お知らせ • Mar 06InterDigital, Inc. Revises Earnings Guidance for the First Quarter of 2025InterDigital, Inc. revised earnings guidance for the first quarter of 2025. For the period, the company now expects revenue to be in the range of $202 million to $206 million compared to previous guidance to be in the range of $112 million to $116 million. Diluted EPS (per share) to be in the range of $2.78 to $2.99 compared to previous guidance to be in the range of $0.58 to $0.79.
お知らせ • Feb 18+ 1 more updateInterDigital, Inc. and Keysight Technologies to Demonstrate Dynamic AI-Enabled Sensing at Mobile World Congress 2025InterDigital, Inc. and Keysight Technologies announced that they will demonstrate dynamic AI-enabled sensing capabilities at Mobile World Congress (MWC) 2025. Presented at InterDigital's booth, Hall 5C51, the partners will implement a sensing solution that leverages existing 3GPP signals to demonstrate how AI enhances sensing accuracy while adapting to dynamic environments to deliver more robust services and experiences. Anticipated hallmark technologies of 6G are the integration of sensing and communication (ISAC) and use of AI everywhere in the network to manage, predict, and solve a wide variety of problems. AI-enabled wireless sensing uses wireless signals to detect environmental changes, objects, or human activities. The combination of AI and sensing will empower wireless networks to better understand their surroundings and unlock a broad range of use cases, like immersive experiences, intruder detection for smart homes, eHealth monitoring, autonomous vehicles in connected environments, and more. InterDigital and Keysight's joint demo will showcase how AI-enabled sensing can empower robust sensing with high accuracy, even in dynamic or cluttered environments, to enable real-time, non-intrusive monitoring and seamless integration of the sensing data into diverse applications. Using a radio frequency (RF) digital twin and leveraging signals compliant with existing 3GPP standards, the demo will show how the integration of AI enables the network to accurately track human presence and movement by analyzing variations in channel state information (CSI). This demonstration includes technology developed by Keysight as part of CENTRIC and 6G-SANDBOX, projects that have received funding from the Smart Networks and Services Joint Undertaking (SNS JU) under the European Union's Horizon Europe research and innovation program under Grant Agreement No 101096379 and 101096328 respectively.
Major Estimate Revision • Feb 13Consensus revenue estimates increase by 22%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from US$548.7m to US$671.8m. EPS estimate increased from US$4.89 to US$7.42 per share. Net income forecast to shrink 34% next year vs 21% growth forecast for Software industry in the US . Consensus price target up from US$177 to US$195. Share price rose 15% to US$210 over the past week.
Valuation Update With 7 Day Price Move • Feb 13Investor sentiment improves as stock rises 15%After last week's 15% share price gain to US$210, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 7x in the Software industry in the US. Total returns to shareholders of 223% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$130 per share.
Declared Dividend • Feb 09Fourth quarter dividend of US$0.60 announcedShareholders will receive a dividend of US$0.60. Ex-date: 9th April 2025 Payment date: 23rd April 2025 Dividend yield will be 0.9%, which is higher than the industry average of 0.7%. Sustainability & Growth Dividend is well covered by both earnings (12% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 70% over the next 3 years. However, it would need to fall by 87% to increase the payout ratio to a potentially unsustainable range.
Price Target Changed • Feb 07Price target increased by 11% to US$195Up from US$177, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of US$204. Stock is up 97% over the past year. The company is forecast to post earnings per share of US$7.42 for next year compared to US$14.16 last year.
Reported Earnings • Feb 06Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: US$14.16 (up from US$7.97 in FY 2023). Revenue: US$868.5m (up 58% from FY 2023). Net income: US$358.6m (up 68% from FY 2023). Profit margin: 41% (up from 39% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.5%. Revenue is expected to decline by 13% p.a. on average during the next 3 years, while revenues in the Software industry in the US are expected to grow by 12%. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 47% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 06InterDigital, Inc. Approves Quarterly Cash Dividend, Payable on April 23, 2025InterDigital, Inc. announced that its board of directors has approved an increase in the company’s quarterly cash dividend from $0.45 to $0.60 per share. The increase in the regular quarterly dividend will take effect beginning with the dividend paid in second quarter 2025. The board of directors also declared a regular quarterly cash dividend of $0.60 per share on its common stock, payable on April 23, 2025, to shareholders of record at the close of business on April 9, 2025.
お知らせ • Jan 23InterDigital, Inc. to Report Q4, 2024 Results on Feb 06, 2025InterDigital, Inc. announced that they will report Q4, 2024 results at 9:30 AM, US Eastern Standard Time on Feb 06, 2025
