InterDigital Inc (NAS:IDCC)

Q4 2025 InterDigital Inc Earnings Call Transcript

Feb 5, 2026 / 03:00 PM GMT

Release Date Price: $345.05 (+9.93%)

Transcript 10-K8-K

Key Points

Positve

InterDigital Inc (IDCC) exceeded its aggressive growth goals for 2025, particularly in smartphone licensing, AI research, and patent portfolio expansion.
The company reported a strong Q4 2025, with revenue and EPS surpassing the high end of their outlook.
InterDigital Inc (IDCC) achieved a record-setting year in its smartphone program, signing significant licensing agreements with major vendors like Samsung, Weiu, and Owner.
The company expanded its AI research capabilities and strengthened its leadership in developing AI-based solutions for next-generation technologies.
InterDigital Inc (IDCC) was recognized by multiple third parties for its success, including being named one of America's greatest companies by Newsweek and the number one most successful midcap company by Forbes.

Negative

InterDigital Inc (IDCC) faces ongoing litigation with major companies like Disney and Amazon, which could impact future agreements and financial outcomes.
The company experienced a step down in annualized recurring revenue (ARR) entering 2026 due to year-end expirations.
Litigation costs are expected to increase in 2026, impacting overall expenses.
The company is in the early stages of licensing in the streaming platform industry, which may take extra time to establish.
InterDigital Inc (IDCC) has not yet recovered all of the expired contracts from the end of 2025, which could affect short-term revenue.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

IDCC.OQ - InterDigital Inc
Q4 2025 InterDigital Inc Earnings Call
Feb 05, 2026 / 03:00PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Good morning everyone and thank you for standing by. My name is Gail and I will be your operator for today. At this time, I would like to welcome each and every one of you to the Interdigital's 4th quarter 2025 earnings call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session. If you would like to ask a question during this time, simply press star, followed by the number 1 on your telephone keypad. If you would like to with the question, kindly press par one again. I will now turn the call over to Rayford Grebrand, head of investor relations. Please go ahead.

--------------------------------------------------------------------------------

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.