Compared to Estimates, InterDigital (IDCC) Q2 Earnings: A Look at Key Metrics

Core Insights - InterDigital (IDCC) reported revenue of $300.6 million for the quarter ended June 2025, marking a year-over-year increase of 34.5% and significantly exceeding the Zacks Consensus Estimate of $192.62 million by 56.06% [1] - The company's EPS for the same period was $6.52, compared to $4.57 a year ago, reflecting a surprise of 94.05% against the consensus estimate of $3.36 [1] Revenue Breakdown - Revenue from the Smartphone program was $235.1 million, surpassing the average analyst estimate of $119.87 million, and representing an 18% increase year-over-year [4] - Catch-up revenues amounted to $162.3 million, exceeding the three-analyst average estimate of $75.66 million, with a year-over-year change of 27.2% [4] - Revenue from CE, IoT/Auto reached $65.3 million, significantly higher than the average estimate of $37.22 million, showing a remarkable year-over-year increase of 175.5% [4] Stock Performance - InterDigital's shares have returned +10.6% over the past month, outperforming the Zacks S&P 500 composite's +2.7% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]