Third Quarter 2025 Results October 30, 2025 ©2025 InterDigital, Inc. All Rights Reserved. 1 Disclaimers Forward-Looking Statements This presentation contains forward-looking statements within the meaning of Section 21E of the Exchange Act, including but not limited to statements related to our outlook for Q3 and full year 2025, and other financial and business goals. Forward-looking statements are based on our expectations as of the date of this presentation and are subject to a number of risks, uncertainti ...

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Financial Data and Key Metrics Changes - Total revenue for the quarter was $24.2 million, up 10% year over year from $22.2 million [13] - Licensing revenue increased 32% to $15 million, representing 62% of total revenues compared to $11.4 million in the same quarter last year [14] - Royalty revenue decreased 14% to $9.2 million, reflecting 38% of total revenue, down from $10.7 million for the same quarter last year [15] - GAAP net loss for the first quarter was $3.3 million, with a diluted loss per share of $0.14, compared to a net loss of $5.4 million and diluted loss per share of $0.23 for the same quarter last year [17] Business Line Data and Key Metrics Changes - Royalty revenue was impacted by lower shipments of low-cost smartphone chips and a slower product ramp-up from an industrial customer [4][10] - WiFi royalty revenue grew 183% year over year, driven by a 12% increase in unit shipments, particularly in the consumer and industrial IoT markets [11][19] - Shipments of CEVA licensees during the first quarter were 420 million units, up 13% from the previous year, with notable increases in consumer IoT (up 19%) and industrial IoT (up 26%) [18] Market Data and Key Metrics Changes - The company noted strong demand in the Edge AI portfolio and continued expansion in wireless communication IP, despite a cautious outlook due to macroeconomic factors [20][21] - The overall performance and safety of ADAS systems are advancing rapidly, with significant advancements in AI technologies such as vision transformers [9] Company Strategy and Development Direction - The company aims to continue innovating for customers, deepen technology leadership, and build a strong future royalty stream while managing expenses [12] - The strategy focuses on accumulated and sustained value creation over time, with a long-term view on IP licensing success [11][12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in navigating short-term volatility while focusing on being the IP partner of choice for smart edge devices [12] - A cautious outlook for the rest of the year was adopted, lowering 2025 revenue guidance from a high single-digit range to a low single-digit range for growth over 2024 annual revenues [21][65] Other Important Information - The company is engaged in multiple discussions related to AI influencing using its Newport NPU family, including several automotive players for next-generation platforms [9] - The company expects sequential growth in royalties due to seasonality and expansion of CEVA-powered 5G smartphone modems in the second quarter and beyond [23] Q&A Session Summary Question: Can you say whether the ADAS win was with a tier one supplier or if it has secured a program at an automotive OEM? - Management confirmed it was a design win with a tier one supplier that has secured OEM customers, and it will be part of their next-generation platform [26][27] Question: Is there a similar increase in ASPs with WiFi 7 as there was with WiFi 6? - Management indicated that the transition from WiFi 4 to WiFi 6 saw a significant uplift in ASP, and they expect a similar trend with WiFi 7 as customers migrate to volume production [28][31] Question: What competitive environment surrounded the ADAS win? - Management noted that the market is migrating to more advanced models using vision transformers, requiring power-efficient solutions with low latency, which their technology excels at [36] Question: Was the softness in the low-end smartphone market related to tariffs or customer product transitions? - Management clarified that the slower start was due to supply chain activities and does not expect direct impacts from tariffs, anticipating a ramp-up in customer shipments [42][44] Question: Are there any impacts on the licensing environment due to macro and tariff uncertainty? - Management stated that while there is cautious sentiment among customers, they have not seen a decrease in their licensing pipeline and continue to close strategic deals [76][77] Question: Are WiFi royalty units ramping and tracking to follow the success of Bluetooth? - Management expressed optimism about the ramp-up of WiFi technology, with many customers integrating and ramping production, indicating a strong alignment with Bluetooth success [78]

Company Overview - AB International Group Corp. is an intellectual property and movie investment and licensing firm, focusing on acquisitions and development of various intellectual properties [10] - AI+ Hubs Corp, a subsidiary of AB International Group, specializes in integrating AI technology with creative industries [9] Acquisition and Technology - AI+ Hubs Corp has successfully acquired the ufilm AI intellectual property from a third-party developer, marking a significant milestone in AI-driven content creation [1] - ufilm AI enables users to produce serialized content directly from smartphones, automating storyboard generation, ad insertion, and editing recommendations [2] Market Potential - The global OTT TV and video revenue is projected to grow to $215 billion by 2029, indicating substantial growth potential in the series market [5] - The global film and entertainment market was valued at $100.38 billion in 2023, with a projected CAGR of 8.1% from 2024 to 2030, reaching $202.9 billion by 2030 [5] Licensing Strategy - AI+ Hubs plans to license ufilm AI IP to multiple platforms, generating royalties and creating diverse revenue streams [6] - Each licensed platform is expected to generate annual revenue of $280 million, with a 10% royalty fee, resulting in $28 million per platform annually [6] Future Outlook - AI+ Hubs projects cumulative licensing revenue of $476 million over the next three years, demonstrating the long-term potential of the IP licensing business [8] - The company aims to enhance ufilm AI IP's features and actively seek global partners to expand its licensing business [8]