InterDigital, Inc. (NASDAQ:IDCC) is among the 10 Unstoppable AI Stocks to Invest In Now. InterDigital, Inc. (IDCC) Signs New Patent License Agreement with Sony InterDigital, Inc. (NASDAQ:IDCC) is one of the Unstoppable AI Stocks to Invest In Now. On February 17, it was announced that this AI company signed a new patent license agreement with Sony. The agreement tends to cover all of Sony’s end-user devices under InterDigital, Inc. (NASDAQ:IDCC)’s global patent portfolio. These consist of the company’s st ...

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Core Insights - InterDigital, Inc. has signed a new patent license agreement with Sony, covering all of Sony's end user devices under InterDigital's global patent portfolio, including standard essential cellular, WiFi, and video patents [1][2]. Company Overview - InterDigital is a global research and development company focused on wireless, video, artificial intelligence (AI), and related technologies, enabling connected experiences across various communications and entertainment products [2]. - The company designs and develops foundational technologies for a wide range of devices, including wireless communications devices, consumer electronics, IoT devices, and cloud-based services [2]. - Founded in 1972, InterDigital is listed on Nasdaq and is recognized as a leader in wireless technology, having developed innovations from early digital cellular systems to advanced 5G and Wi-Fi technologies [2].

Core Viewpoint - InterDigital has secured another injunction against Disney for patent infringement related to HEVC compression technology, marking the fifth such injunction against Disney [1][2]. Group 1: Legal Developments - The Munich Regional Court ruled in favor of InterDigital, allowing the company to enforce an injunction against Disney for infringing on its patent [1]. - This latest ruling adds to previous injunctions issued by courts in Germany and Brazil concerning various patents, including HDR technology and additional HEVC and AVC compression technologies [2]. Group 2: Company Background - InterDigital is a global research and development company specializing in wireless, video, and AI technologies, focusing on foundational technologies that enhance connected experiences across various communication and entertainment products [3]. - The company has a long history of innovation in video compression technology, which has significantly contributed to the success of Disney's streaming business [3].

Core Insights - InterDigital, Inc. reported a record year driven by licensing momentum, achieving a 24% increase in annualized recurring revenue (ARR) [1][7] - The company experienced near-record annual revenue, resulting in all-time high levels of net income, adjusted EBITDA, non-GAAP EPS, and free cash flow [1][7] Business Performance - The company finished 2025 with strong quarterly performance, particularly in licensing programs, smartphone revenue, and AI expertise [2][7] - Full year 2025 revenue was $834.0 million, a slight decrease of 4% from $868.5 million in 2024, while operating expenses decreased by $55.8 million year-over-year [5][6] Financial Highlights - Fourth quarter 2025 revenue was $158.2 million, down 37% from $252.8 million in the fourth quarter of 2024, primarily due to a decline in catch-up revenue [4][6] - Full year 2025 net income reached $406.6 million, a 13% increase from $358.6 million in 2024, with a GAAP EPS of $11.80 [6][7] - Adjusted EBITDA for the full year was $588.9 million, up 7% from $551.0 million in 2024 [8] Revenue Breakdown - Annualized recurring revenue (ARR) increased to $582.4 million from $468.0 million, marking a 24% year-over-year growth [7][8] - Smartphone revenue for the full year was $678.9 million, a 14% increase from $597.5 million in 2024 [7][8] - Catch-up revenue for the full year was $277.4 million, down 40% from $460.1 million in 2024 [5][8] Shareholder Returns - The company declared dividends of $2.60 per share for the fiscal year 2025, up from $1.70 in 2024 [9][27] - Total return of capital to shareholders for the fiscal year was $169.4 million, including share repurchases and dividends [9] Future Outlook - For Q1 2026, the company projects revenue between $194 million and $200 million, and for the full year 2026, revenue is expected to be between $675 million and $775 million [13][14] - Adjusted EBITDA for Q1 2026 is forecasted to be between $101 million and $110 million, with full year 2026 adjusted EBITDA expected to range from $381 million to $477 million [14]

Texas Instruments agreed to acquire wireless-technology company Silicon Labs in a deal with an enterprise value of about $7.5 billion, including cash and debt https://t.co/fb4xswvuUq ...

Core Insights - InterDigital, Inc. (NASDAQ:IDCC) is identified as a high-potential stock, with a revenue outlook for FY 2026 projected between $675 million and $775 million, and adjusted EBITDA expected to be between $381 million and $477 million [1][2] - The company has secured a new licensing agreement with LG Electronics, which includes licenses for LG's computer display monitors and digital TVs, as well as technologies such as ATSC 3.0, Wi-Fi, and video codecs [2] - InterDigital anticipates diluted EPS for FY 2026 to be in the range of $5.77 to $8.51 [1] Company Developments - The new agreement with LG Electronics is part of InterDigital's joint licensing program with Sony, enhancing its portfolio in the display and digital TV sectors [2] - Roth Capital has reiterated a "Buy" rating on InterDigital's stock, setting a price target of $425, highlighting the significance of the agreement with LG [3] - InterDigital operates as a global R&D company focusing on wireless, visual, AI, and related technologies, positioning itself strategically in the tech landscape [3]

Core Insights - InterDigital, Inc. has signed a new patent license agreement with LG Electronics, covering LG's digital TVs and computer display monitors under a joint licensing program with Sony [1] - The agreement includes licenses for technologies such as ATSC 3.0, Wi-Fi, and video codecs, which are essential for a variety of devices and services in a video-first world [2] Company Overview - InterDigital is a global research and development company focused on wireless, video, artificial intelligence, and related technologies, enabling connected and immersive experiences across communications and entertainment products [2] - The company licenses its innovations to various sectors, including wireless communications, consumer electronics, IoT devices, and cloud-based services like video streaming [2] - Founded in 1972, InterDigital is listed on Nasdaq and is recognized as a leader in wireless technology and video processing [2]

Company Overview - InterDigital, Inc. specializes in developing wireless and video technologies, playing a significant role in the tech industry by providing essential solutions for mobile devices, networks, and services [1] - The company competes with other tech giants in the wireless technology sector, focusing on innovation and strategic leadership to maintain its market position [1] Recent Transactions - On January 14, 2026, Chen Lawrence Liren, the director, President, and CEO of InterDigital, sold 2,975 shares of Common Stock at $312.72 each, as part of a larger sale of 5,950 shares totaling approximately $1.9 million [2] - This sale represented 3.36% of Chen's direct holdings, reducing his stake to 170,935 shares, with approximately 164,985 shares remaining post-transaction [2] Stock Performance - The weighted average purchase price for the recent transaction was $322.27, while the post-transaction value based on the market close was $309.09 [3] - InterDigital's stock is currently priced at $312.63 on the NASDAQ, experiencing a decrease of 0.46%, equivalent to a drop of $1.43 [3] - The stock has seen a low of $307.53 and a high of $325.44 on the day of reporting, with a one-year high of $412.60 and a low of $169.58, and a market capitalization of approximately $8.05 billion [3]

InterDigital Conference Call Summary Company Overview - **Company**: InterDigital - **Industry**: Semiconductor and wireless technology - **Focus**: Research and development in wireless, video, AI, and related technologies, licensing innovations globally to various sectors including wireless communications, consumer electronics, IoT, and cloud-based services [1][2] Core Business Model - **Licensing Model**: Operates on an IP as a service model, where customers pay for a subscription to a portfolio of patents, resulting in recurring revenue [6][7] - **Patent Portfolio**: Emphasizes an evergreen patent portfolio, with an average of six new patents added daily, ensuring long-term value [21][22] - **Revenue Growth**: Revenue is growing rapidly, with a year-over-year increase and profitability growing faster than revenue due to high margins [7][25] Financial Performance - **Contracts**: Over $4 billion worth of contracts signed in the last four years, with a focus on long-term agreements averaging five years [23][24] - **Annualized Recurring Revenue (ARR)**: Target to grow ARR from $400 million to $1 billion by 2030, with current figures showing significant progress [27][39] - **Dividend Increase**: Increased dividend by approximately 50% from $0.45 to $0.70 per quarter [26] Market Position and Strategy - **Customer Base**: Major clients include Apple, Samsung, Lenovo, and Oppo, with long-term relationships [8][24] - **Growth Strategy**: Focus on expanding into consumer electronics, IoT, and online streaming, with a goal of monetizing $200 million in recurring revenue from these segments by 2030 [34][35] - **Standard Development**: Actively involved in standard development organizations, influencing the future direction of technology [16][19] Industry Dynamics - **Video Consumption**: Video accounts for 80% of internet traffic, driving demand for efficient video delivery technologies [11][12] - **Emerging Technologies**: Investing in foundational AI technologies, with a focus on integrating AI into wireless and video standards [10][11] Legal and Competitive Landscape - **Litigation**: Recently won a litigation battle against Disney, with ongoing litigation against Amazon, highlighting the company's commitment to enforcing its IP rights [42][43][46] - **Competitive Advantages**: Positioned as a leader in foundational technology development, with a strong emphasis on standardization and long-term partnerships [47][48] Future Outlook - **Long-Term Goals**: Aim to maintain a 60% adjusted EBITDA margin while achieving double-digit year-over-year growth in ARR [39] - **Investment in R&D**: Committed to long-term investments in research and development to sustain growth and innovation [38] This summary encapsulates the key points discussed during the conference call, highlighting InterDigital's strategic focus, financial performance, and market positioning within the semiconductor and wireless technology industry.