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InterDigital (IDCC) Q4 2025 Earnings Transcript
Yahoo Finance· 2026-02-05 17:00
Core Insights - The company has established a significant licensing agreement with Samsung, marking the most valuable license in its history, and has renewed agreements with major smartphone vendors, including Apple, Samsung, and Xiaomi, ensuring a strong foundation for future growth [1][2] - The company reported record revenue of $834 million for the full year 2025, with a 24% year-over-year increase in annualized recurring revenue (ARR) to $582 million, and achieved all-time highs in adjusted EBITDA and non-GAAP EPS [3][16] - The company is focusing on expanding its licensing programs, particularly in the consumer electronics (CE) and Internet of Things (IoT) sectors, and has made significant progress in its video service licensing program [5][6] Financial Performance - In Q4 2025, the company achieved total revenue of $158 million, exceeding its outlook, and reported an adjusted EBITDA of $88 million, resulting in a margin of 56% [14][15] - For the full year 2025, adjusted EBITDA reached a record high of $589 million, nearly three times the 2021 level, and non-GAAP EPS was reported at $15.31, more than four times the 2021 figure [16] - The company has guided for a strong 2026, expecting total revenue between $675 million and $775 million, with adjusted EBITDA projected at $381 million to $477 million [17][18] Licensing Agreements - The company has signed over 50 licensing agreements since 2021, with a total contract value exceeding $4.6 billion, and has licensed about half of the global PC market following a new agreement with HP [5][6] - New agreements with Vivo and Honor have expanded the company's licensing to cover approximately 85% of the global smartphone market [2] - The company is actively pursuing licensing agreements with major streaming platforms, having initiated enforcement actions against Disney+, Hulu, and ESPN+ [6][7] Research and Development - The company emphasizes the importance of its research pipeline, which supports its licensing programs and drives growth through 2030 and beyond [8][9] - A recent acquisition of AI startup DeepRender aims to enhance the company's capabilities in AI and video compression, aligning with its focus on developing next-generation technologies [9][10] - The company has increased its patent portfolio by 14% year-over-year, surpassing 38,000 granted patents and applications, and is recognized for the quality of its patents [10][11] Industry Recognition - The company has received multiple accolades, including being named one of America's fastest-growing companies by Fortune and recognized as the number one most successful mid-cap company in America for 2026 by Forbes [11][12] - The company's strong performance and strategic positioning in the market are expected to continue driving shareholder value [12]
This Stock Surged 80% in One Year, and One Fund Locked In Gains Without Walking Away
Yahoo Finance· 2026-02-02 17:13
On Feb. 2, Capital Management Corp disclosed in a U.S. Securities and Exchange Commission (SEC) filing that it sold 11,620 shares of InterDigital (NASDAQ:IDCC), an estimated $4.11 million transaction based on the average price during the quarter. What happened According to an SEC filing dated Feb. 2, Capital Management Corp reduced its stake in InterDigital (NASDAQ:IDCC) by 11,620 shares during the fourth quarter. The estimated value of the shares sold is approximately $4.11 million, calculated using the ...
Beamr to Showcase NVIDIA Powered Video Solutions at Oracle AI World and NAB Show New York
Globenewswire· 2025-10-15 11:00
Core Insights - Beamr Imaging Ltd. is participating in two major industry events: Oracle AI World in Las Vegas and NAB Show New York, showcasing its video optimization technology [1][4] Group 1: Technology and Solutions - Beamr will demonstrate NVIDIA GPU-accelerated video workflows that enhance video quality from 720p to 4K in real-time using NVIDIA RTX Video Super Resolution [2] - The company's Content-Adaptive Bitrate technology (CABR) allows for up to 50% reduction in file size while maintaining visual quality, addressing challenges in media, entertainment, and autonomous vehicles [3][5] - Beamr's perceptual optimization technology is supported by 53 patents and has won an Emmy® Award for Technology and Engineering, highlighting its innovative approach to video compression [5] Group 2: Market Position and Initiatives - Beamr is recognized as a leader in content-adaptive video compression, trusted by major media companies such as Netflix and Paramount [5] - The company has launched the "partner with Beamr" initiative to help media vendors deliver comprehensive live video solutions [3] - Beamr's technology supports efficient video workflows across high-growth markets, including media and entertainment, user-generated content, machine learning, and autonomous vehicles [6]