InterDigital Inc
NASDAQ:IDCC
InterDigital Inc
InterDigital Inc. unravels a narrative of innovation woven tightly into the fabric of wireless and video technology advancement. Founded in 1972, this company has mastered the art of developing cutting-edge technologies that shape the backbone of mobile and video communication standards. Positioned at the critical junction where innovation meets practicality, InterDigital not only invents but also licenses its expansive patent portfolio. The company's business model is built around the concept of intellectual property monetization. InterDigital generates revenue by licensing its patents to other tech companies that incorporate these advancements into their products. This model allows them to maintain a steady revenue stream without the traditional manufacturing risks associated with hardware companies.
Despite the non-glamorous, behind-the-scenes role it plays, InterDigital is pivotal to how the world connects. The company invests heavily in research and development, continuously pushing the boundaries of what is possible in 5G, wireless, and video technology. Their licenses help bolster the capabilities of an array of devices, from smartphones and tablets to broader telecommunications networks, enabling these devices to run faster, more efficiently, and more reliably. Through the marriage of intellectual rigor and strategic partnerships, InterDigital not only ensures its relevance across changing technological landscapes but also stands as a sentinel of innovation, quietly sculpting the future of global connectivity.
InterDigital Inc. unravels a narrative of innovation woven tightly into the fabric of wireless and video technology advancement. Founded in 1972, this company has mastered the art of developing cutting-edge technologies that shape the backbone of mobile and video communication standards. Positioned at the critical junction where innovation meets practicality, InterDigital not only invents but also licenses its expansive patent portfolio. The company's business model is built around the concept of intellectual property monetization. InterDigital generates revenue by licensing its patents to other tech companies that incorporate these advancements into their products. This model allows them to maintain a steady revenue stream without the traditional manufacturing risks associated with hardware companies.
Despite the non-glamorous, behind-the-scenes role it plays, InterDigital is pivotal to how the world connects. The company invests heavily in research and development, continuously pushing the boundaries of what is possible in 5G, wireless, and video technology. Their licenses help bolster the capabilities of an array of devices, from smartphones and tablets to broader telecommunications networks, enabling these devices to run faster, more efficiently, and more reliably. Through the marriage of intellectual rigor and strategic partnerships, InterDigital not only ensures its relevance across changing technological landscapes but also stands as a sentinel of innovation, quietly sculpting the future of global connectivity.
Strong Quarter: InterDigital finished Q4 with revenue and EPS above the high end of guidance, capping a record-setting year.
Revenue Growth: Full-year 2025 revenue reached $834 million, the second highest in company history, with recurring revenue up 24% year-over-year.
Smartphone Licensing: Secured long-term licensing deals with Samsung, Vivo, Honor, and others, covering 85% of the global smartphone market.
Patent Portfolio: Added new inventions, pushing the portfolio past 38,000 granted patents and applications, a 14% increase year-over-year.
AI & M&A: Expanded AI research capabilities through the acquisition of Deep Render, enhancing technology leadership.
Litigation Progress: Achieved favorable injunctions against Disney in Brazil and Germany; started enforcement proceedings against Amazon.
2026 Outlook: Guided 2026 revenue in the $675 million to $775 million range; expects additional license renewals and new agreements to drive growth.
