Core Insights - InterDigital, Inc. (IDCC) is expected to report third-quarter 2025 results on October 30, with adjusted earnings of $6.52 per share in the last quarter [1] - The company is projected to experience revenue growth year over year, driven by strong demand in the smartphone market, holding licenses for 85% of the global smartphone market [1] Factors at Play - InterDigital is actively pursuing agreements with unlicensed customers in the handset and consumer electronics sectors, aiming to be a leading designer and developer in mobile technology and IoT [2] - The company has secured a new patent license agreement with Samsung Electronics and a leading Chinese smartphone vendor, now licensing 8 out of the 10 major smartphone players [3] Patent Portfolio and Innovation - InterDigital boasts a portfolio of over 33,000 granted patents and applications, enhancing its presence in consumer electronics and IoT markets [4] - The company is focusing on AI applications for wireless and video technology and collaborating with major academic institutions to accelerate 6G research [4] Overall Expectations - Total recurring revenues are estimated at $139.3 million, reflecting an 8.1% year-over-year growth, with the Zacks Consensus Estimate for revenues at $145 million for the September quarter [5] - The consensus estimate for adjusted earnings per share is $1.79, indicating growth from the previous year's $1.63 [5] Earnings Whispers - The current model does not predict an earnings beat for InterDigital, with an Earnings ESP of 0.00% and both estimates at $2.05 per share [6][7] - InterDigital holds a Zacks Rank of 1, indicating a strong buy [7] Stocks to Consider - InterDigital's new patent agreements with Samsung and a major Chinese vendor enhance its market reach in the smartphone sector [8] - The company's strong patent portfolio and innovation efforts support growth in IoT and AI segments [8]