Will InterDigital's (IDCC) Video Innovation Push at IBC 2025 Strengthen Its Industry Position?

• At the International Broadcasting Convention (IBC) held in Amsterdam from September 12-15, 2025, InterDigital showcased its advancements in video innovation, presenting a new framework for Film Grain preservation using Versatile Video Coding (VVC, H.266) at the Ultra HD Forum booth alongside MC-IF partners.
• This demonstration highlights InterDigital's ability to address the challenge of maintaining cinema-quality streaming by leveraging next-generation compression and film grain synthesis, offering content creators enhanced control over video authenticity and bandwidth efficiency.
• We'll explore how InterDigital's focus on cinema-grade video quality at IBC 2025 shapes its broader investment narrative and outlook.

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InterDigital Investment Narrative Recap

To believe in InterDigital as a shareholder is to have confidence in the company's ability to turn its licensing strength in smartphones and expansion into new markets into consistent recurring revenue. The latest IBC 2025 video innovation showcase strengthens the reputation of InterDigital’s technology leadership, but it does not directly impact the company’s most important short-term catalyst, its ongoing expansion into consumer electronics and IoT licensing, or address the enduring risk that future contract renewals may yield lower upside than recent headline agreements. Among recent developments, InterDigital’s major new license agreement with Samsung stands out. This deal boosts the recurring revenue base and helps support growth projections, which are key to justifying valuation amid evolving expectations for new market opportunities inspired by technical announcements such as the IBC showcase. However, even with these strengths, investors should not overlook the company’s exposure if licensing growth in adjacent markets proves slower than expected and…

Read the full narrative on InterDigital (it's free!)

InterDigital's outlook anticipates $633.9 million in revenue and $173.4 million in earnings by 2028. This scenario assumes an annual revenue decline of 10.8% and a $290.1 million decrease in earnings from the current level of $463.5 million.

Uncover how InterDigital's forecasts yield a $283.67 fair value, a 12% downside to its current price.

Exploring Other Perspectives

Simply Wall St Community members submitted three fair value estimates for InterDigital, ranging from US$151.98 to US$300 per share. While some see room for further licensing-led momentum, others point to untested market assumptions that could influence future returns, see how your outlook compares.

Explore 3 other fair value estimates on InterDigital - why the stock might be worth as much as $300.00!

Build Your Own InterDigital Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your InterDigital research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.
• Our free InterDigital research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate InterDigital's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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