View Future GrowthInterDigital 과거 순이익 실적과거 기준 점검 3/6InterDigital은 연평균 43.1%의 비율로 수입이 증가해 온 반면, Software 산업은 수입이 22.4% 증가했습니다. 매출은 연평균 19.3%의 비율로 증가했습니다. InterDigital의 자기자본이익률은 33.2%이고 순이익률은 44.2%입니다.핵심 정보43.05%순이익 성장률45.84%주당순이익(EPS) 성장률Software 산업 성장률17.33%매출 성장률19.28%자기자본이익률33.18%순이익률44.20%최근 순이익 업데이트31 Mar 2026최근 과거 실적 업데이트Reported 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.공시 • 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, 2026분석 기사 • 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...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.공시 • 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, 2026Reported 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.모든 업데이트 보기Recent updates속보 • 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.공시 • 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.내러티브 업데이트 • 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 Alpha공시 • Apr 21InterDigital, Inc., Annual General Meeting, Jun 10, 2026InterDigital, Inc., Annual General Meeting, Jun 10, 2026.내러티브 업데이트 • 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.공시 • 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.공시 • 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.내러티브 업데이트 • 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.공시 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.새로운 내러티브 • 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.공시 • 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.내러티브 업데이트 • 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.분석 기사 • 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.공시 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.공시 • 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.공시 • 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, 2026내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.공시 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.공시 • 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.내러티브 업데이트 • 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.공시 • 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, 2025내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...공시 • 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.분석 기사 • 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.공시 • 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.내러티브 업데이트 • 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.공시 • 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.분석 기사 • 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...분석 기사 • 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.공시 • 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.분석 기사 • 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...공시 • 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, 2025분석 기사 • 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%).공시 • 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.분석 기사 • 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...공시 • 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.분석 기사 • 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.공시 • 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.공시 • Apr 28InterDigital, Inc., Annual General Meeting, Jun 11, 2025InterDigital, Inc., Annual General Meeting, Jun 11, 2025.공시 • 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, 2025공시 • 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%).공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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, 2025Seeking Alpha • Jan 22InterDigital Is Still A Solid Growth Pick In 2025Summary InterDigital's strategic licensing deals and leadership in AI-driven video technologies and wireless connectivity position it for sustained growth, despite analysts' pessimism. The company's strong presence in the global smartphone market and new agreements with major OEMs like OPPO and Panasonic bolster its revenue prospects. Financially, InterDigital is robust, with rising revenue, attractive valuation, and consistent free cash flow, making it an undervalued investment opportunity. Potential risks include contract renewals and patent litigation costs, but the company's fundamentals and strategic initiatives suggest it will outperform expectations. Read the full article on Seeking Alpha매출 및 비용 세부 내역InterDigital가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이NasdaqGS:IDCC 매출, 비용 및 순이익 (USD Millions)날짜매출순이익일반관리비연구개발비31 Mar 268293667022031 Dec 258344076821130 Sep 259294976820330 Jun 258934636619831 Mar 258153936319531 Dec 248693596319730 Sep 247212655619430 Jun 247332785719531 Mar 246111905519531 Dec 235502145319530 Sep 235612075119530 Jun 235361825119531 Mar 235591814919031 Dec 22458944718530 Sep 22453834927330 Jun 22481875624531 Mar 22444686122231 Dec 21425556120030 Sep 2140432619030 Jun 2134830518831 Mar 2136550488831 Dec 20359454920430 Sep 2037060478130 Jun 2035538498031 Mar 2032724507531 Dec 1931921517530 Sep 192929527630 Jun 1929529527331 Mar 1928932517231 Dec 1830765517030 Sep 18437115536930 Jun 18460129526931 Mar 18526171537231 Dec 17533176537630 Sep 17602258547430 Jun 17712327517331 Mar 17653315486831 Dec 16666309527330 Sep 16504206427030 Jun 16396126427131 Mar 16439118427531 Dec 15441119407330 Sep 15415100387030 Jun 15393893873양질의 수익: IDCC는 고품질 수익을 보유하고 있습니다.이익 마진 증가: IDCC의 현재 순 이익률 (44.2%)은 지난해 (48.1%)보다 낮습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: IDCC의 수익은 지난 5년 동안 연평균 43.1%로 크게 증가했습니다.성장 가속화: IDCC은 지난 1년 동안 수익이 감소하여 5년 평균과 비교할 수 없습니다.수익 대 산업: IDCC은 지난 1년 동안 수익이 감소(-6.7%)하여 Software 업계 평균(11.2%)과 비교하기 어렵습니다.자기자본이익률높은 ROE: IDCC의 자본 수익률(33.2%)은 높음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YSoftware 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/18 10:45종가2026/05/18 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스InterDigital, Inc.는 11명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Brett SimpsonArete Research Services LLPAmir RozwadowskiBarclaysScott SearleBenchmark Company8명의 분석가 더 보기
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.
공시 • 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
분석 기사 • 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...
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.
공시 • 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
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.
속보 • 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.
공시 • 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.
내러티브 업데이트 • 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
공시 • Apr 21InterDigital, Inc., Annual General Meeting, Jun 10, 2026InterDigital, Inc., Annual General Meeting, Jun 10, 2026.
내러티브 업데이트 • 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.
공시 • 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.
공시 • 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.
내러티브 업데이트 • 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.
공시 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
새로운 내러티브 • 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.
공시 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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.
공시 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
공시 • 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.
공시 • 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
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
공시 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
공시 • 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.
내러티브 업데이트 • 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.
공시 • 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
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
공시 • 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.
분석 기사 • 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.
공시 • 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.
내러티브 업데이트 • 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.
공시 • 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.
분석 기사 • 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...
분석 기사 • 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.
공시 • 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.
분석 기사 • 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...
공시 • 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
분석 기사 • 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%).
공시 • 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.
분석 기사 • 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...
공시 • 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.
분석 기사 • 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.
공시 • 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.
공시 • Apr 28InterDigital, Inc., Annual General Meeting, Jun 11, 2025InterDigital, Inc., Annual General Meeting, Jun 11, 2025.
공시 • 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
공시 • 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%).
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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
Seeking Alpha • Jan 22InterDigital Is Still A Solid Growth Pick In 2025Summary InterDigital's strategic licensing deals and leadership in AI-driven video technologies and wireless connectivity position it for sustained growth, despite analysts' pessimism. The company's strong presence in the global smartphone market and new agreements with major OEMs like OPPO and Panasonic bolster its revenue prospects. Financially, InterDigital is robust, with rising revenue, attractive valuation, and consistent free cash flow, making it an undervalued investment opportunity. Potential risks include contract renewals and patent litigation costs, but the company's fundamentals and strategic initiatives suggest it will outperform expectations. Read the full article on Seeking Alpha
