Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the third quarter, the fund returned 7.46% compared to a 12.60% return for the Russell 2000 Value Index. In the first three quarters of 2025, the Fund returned 13.77%, compared to 9.04% for the index. As the firm’s focus is on a diligent, disciplined, and patient process, it expects the fund to outperform in dow ...

JACKSONVILLE, FL / ACCESS Newswire / November 12, 2025 / ParkerVision, Inc. (OTCQB:PRKR) ("ParkerVision" or the "Company"), a developer and marketer of technologies and products for wireless applications, today announced results for the three and nine months ended September 30, 2025. 2025 Summary and Recent Developments The Court of Appeals for the Federal Circuit ("CAFC") granted the Company's motion for an expedited schedule in its appeal of ParkerVision v. ...

mmWave Product Revenue Increases 35% Sequentially to Quarterly Record SAN JOSE, CA / ACCESS Newswire / November 10, 2025 / Peraso Inc. (NASDAQ:PRSO) ("Peraso" or the "Company"), a pioneer in mmWave wireless technology solutions, today announced financial results for the third quarter ended September 30, 2025. Management Commentary "We had a notably strong third quarter, with total revenue increasing more than 45% sequentially driven by record quarterly revenue from our mmWave products," commented Ron Glibbe ...

Core Insights - InterDigital reported a strong performance in Q3 2025, with annualized recurring revenue reaching an all-time high of $588 million, representing a 49% year-over-year increase [1][2] - The company achieved a net income of $67.5 million, a 97% increase from the previous year, and diluted EPS rose by 69% to $1.93 [5][2] - Key business developments included the completion of the Samsung smartphone arbitration and the signing of four new license agreements [2][5] Financial Performance - Revenue for Q3 2025 was $164.7 million, up 28% from $128.7 million in Q3 2024 [3][5] - Operating expenses slightly decreased by 1% to $88.9 million compared to $89.3 million in the prior year [3] - Adjusted EBITDA increased by 62% to $104.9 million, with an adjusted EBITDA margin of 64%, up from 50% [3][5] Revenue Breakdown - Annualized recurring revenue was $588 million, a 49% increase from $394.5 million in the previous year [3] - Revenue from smartphones was $136.4 million, a 56% increase year-over-year, while revenue from CE, IoT/Auto dropped by 31% to $28.2 million [3] - Catch-up revenue decreased by 41% to $17.7 million [3] Shareholder Returns - The company declared dividends of $0.70 per share, up from $0.45 in the previous year, and repurchased shares worth $35.3 million [4][5] - Total return of capital to shareholders amounted to $53.3 million [4] Outlook - For Q4 2025, the company expects revenue between $144 million and $148 million, and for the full year 2025, revenue is projected to be between $820 million and $824 million [10] - Adjusted EBITDA for Q4 is anticipated to be between $68 million and $76 million, with diluted EPS expected to range from $0.72 to $0.95 [10]

Core Viewpoint - Edgewater Wireless Systems Inc. is set to present its AI-powered Wi-Fi Spectrum Slicing technology at the Planet MicroCap Showcase: TORONTO 2025 on October 22, 2025 [1] Company Summary - Edgewater Wireless is recognized as an industry pioneer in AI-powered Wi-Fi Spectrum Slicing technology [1] - The presentation will be hosted by Andrew Skafel, the CEO of Edgewater Wireless [1] Event Details - The event will take place at the Arcadian Loft in Downtown Toronto at 9:00 AM (Local Time - EST) [1]

Core Insights - The report from InterDigital and ABI Research highlights the transition from 5G-Advanced to 6G, emphasizing the role of 3GPP Release 20 in establishing standards for future connectivity [2][3][4] Group 1: 5G-Advanced and 6G Transition - 3GPP Release 20 is a pivotal milestone that solidifies 5G's commercial maturity while initiating studies for the next generation of connectivity [2][3] - Release 20 is described as a bridge between generations, leveraging a decade of 5G innovation to facilitate the development of a smarter and more sustainable 6G [3][4] Group 2: Key Features of Release 20 - The report outlines several key design principles, including AI-native architectures, Integrated Sensing and Communication (ISAC), and Non-Terrestrial Networks (NTN) [2][7] - AI-Native Networks will enhance performance through predictive systems, while ISAC will enable networks to perceive environmental context, opening new automation and mobility opportunities [7] - NTN aims to integrate cellular and satellite networks for global coverage, addressing deployment challenges and enhancing positioning capabilities [7] Group 3: Future Vision and Market Impact - The report envisions a future where networks evolve into intelligent ecosystems that redefine human experiences and power the global digital economy [4] - 6G is expected to support new services such as holographic communication, ambient IoT, and safer autonomous industrial systems, driven by ultra-reliable, low-latency networks [4]

Core Insights - InterDigital, Inc. (IDCC) shares have increased by 143.6% over the past year due to strong market demand, a flexible business model, and solid cash flow [1][7] - Earnings estimates for the current fiscal year have risen by 167.9%, while estimates for the next fiscal year have increased by 65.3%, indicating strong growth potential [1][7] - The company is currently rated Zacks Rank 1 (Strong Buy), suggesting it is a solid investment option [1] Growth Drivers - InterDigital's global presence, diversified product portfolio, and market penetration capabilities are key growth drivers [3] - The company has a strong portfolio of wireless technology solutions and is expanding its offerings to include sensor, user interface, and video technologies, which are expected to add significant value [3] - Licensing agreements with major companies like Huawei, Samsung, LG, and Apple enhance its market capabilities [4] Strategic Focus - InterDigital aims to be a leading designer and developer of technology solutions for the mobile industry and IoT by leveraging its R&D capabilities and industry experience [5] - The company plans to increase its licensing revenue by adding more licensees and expanding into adjacent technology areas [5] 6G Research Initiatives - InterDigital is investing in 6G research, collaborating with academic institutions globally to advance MIMO systems and other technologies [8][9] - The focus on Massive MIMO technology is expected to significantly enhance data rates and spectrum efficiency for future networks [8] Financial Outlook - For 2025, InterDigital expects revenues between $790 million and $850 million, an increase from previous estimates of $660 million to $760 million [10] - Adjusted EBITDA is forecasted to be between $551 million and $569 million, up from earlier estimates of $400 million to $495 million [10] - Non-GAAP earnings are projected to be between $14.17 and $14.77, an increase from the previous range of $9.69 to $12.92 [10] Long-term Growth Expectations - The company has a long-term earnings growth expectation of 15% and has delivered an average earnings surprise of 54.3% over the last four quarters [11]

Core Viewpoint - Peraso Inc. has regained compliance with Nasdaq's minimum bid price requirement, indicating a positive development for the company's stock performance [1] Company Summary - Peraso Inc. is a pioneer in mmWave wireless technology solutions [1] - As of September 18, 2025, the company's common stock has closed above the $1.00 minimum bid price requirement for the last 10 consecutive trading days [1]

Core Viewpoint - InterDigital, Inc. has signed a new license agreement with a major Chinese smartphone vendor, increasing its projected annualized recurring revenue (ARR) to a record $579 million, reflecting a $26 million increase from previous estimates [2]. Financial Outlook - The company has revised its outlook for Q3 2025, projecting revenue between $155 million and $159 million, up from a prior estimate of $136 million to $140 million [4]. - Adjusted EBITDA is expected to be between $91 million and $97 million, compared to the previous range of $69 million to $75 million [4]. - Diluted EPS is projected to be between $1.39 and $1.56, an increase from the prior estimate of $0.94 to $1.11 [4]. - Non-GAAP EPS is expected to range from $2.08 to $2.27, up from the previous range of $1.52 to $1.72 [4]. Company Overview - InterDigital is a global research and development company focused on wireless, video, AI, and related technologies, licensing innovations to various sectors including wireless communications, consumer electronics, and cloud-based services [5]. - The company has established licensing agreements with eight of the ten largest smartphone vendors, covering approximately 85% of the global smartphone market [2].

Core Insights - Peraso Inc. will present at the Investor Summit Virtual on September 16, 2025, highlighting its growth strategies and market opportunities [1] Company Overview - Peraso Inc. (NASDAQ:PRSO) specializes in high-performance 60 GHz unlicensed and 5G mmWave wireless technology, providing chipsets, modules, software, and intellectual property [1]