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]

Core Insights - Peraso Inc. is undergoing a strategic review process and has recently engaged in a limited exploratory call with Mobix Labs on September 10, 2025 [1] Company Update - Peraso Inc. is recognized as a pioneer in mmWave wireless technology solutions [1] - The strategic review process indicates potential changes or developments in the company's direction or operations [1]

Core Viewpoint - Peraso Inc. has entered into a definitive agreement to exercise Series C warrants, allowing the purchase of 952,380 shares at a reduced price, generating approximately $1.1 million in gross proceeds [1]. Group 1 - The company is a pioneer in mmWave wireless technology solutions [1]. - The Series C warrants were originally issued in November 2024 [1]. - The reduced exercise price for the warrants is set at $1.18 per share [1]. Group 2 - The gross proceeds expected from this transaction are approximately $1.1 million before deducting fees and expenses [1].

Core Viewpoint - Energous Corporation has successfully closed a registered direct offering and concurrent warrant exercise, raising approximately $5.0 million for working capital and general corporate purposes [3]. Group 1: Offering Details - The company offered an aggregate of 585,347 shares of common stock at a price of $7.92 per share, along with warrants to purchase an equal number of shares [1]. - The warrants have an exercise price of $7.79 per share, are immediately exercisable, and will expire five years from the issuance date [1][2]. - The company also exercised certain outstanding warrants, resulting in the issuance of new unregistered warrants for an aggregate of 47,764 shares at an exercise price of $7.79 per share [2]. Group 2: Financial Proceeds - The total gross proceeds from the offering and warrant exercise amounted to approximately $5.0 million before deducting fees and expenses [3]. - The net proceeds will be utilized for working capital and general corporate purposes [3]. Group 3: Regulatory Compliance - The shares offered were sold under a "shelf" registration statement filed with the SEC, ensuring compliance with regulatory requirements [4]. - The unregistered warrants and underlying shares have not been registered under the Securities Act, limiting their sale in the U.S. without an effective registration statement [5]. Group 4: Company Overview - Energous Corporation is a pioneer in scalable, over-the-air wireless power networks, enabling battery-free devices for various applications such as asset tracking and environmental monitoring [8].

Core Points - InterDigital has been awarded a preliminary injunction against Disney by a Brazilian court for patent infringement related to AVC and HEVC video coding technology [1][2] - An independent expert report supported InterDigital's claims that Disney infringed the patents and confirmed that InterDigital does not have a RAND obligation for the asserted encoder claims [2] - The Chief Legal Officer of InterDigital emphasized the importance of the decision for fair value from Disney's use of their technology, which is crucial for the streaming industry [3] Company Overview - InterDigital is a global research and development company focused on wireless, video, AI, and related technologies, providing foundational technologies for various communication and entertainment products [4] - The company licenses its innovations to a wide range of industries, including wireless communications, consumer electronics, IoT devices, and cloud-based services like video streaming [4] - Founded in 1972 and listed on Nasdaq, InterDigital has a strong history in wireless technology and video processing, with significant AI research efforts [4]

Core Points - Energous Corporation has entered into a definitive agreement for the purchase and sale of 585,347 shares of its common stock at an offering price of $7.92 per share, along with warrants to purchase the same number of shares [1] - The company also announced the immediate exercise of certain outstanding warrants to purchase an aggregate of 47,764 shares, with exercise prices of $6.7595 and $7.79 per share [2] - The total gross proceeds from the offering and warrant exercise are expected to be approximately $5.0 million, which will be used for working capital and general corporate purposes [4] Offering Details - The offering is a registered direct offering priced at-the-market under Nasdaq rules, with the closing expected to occur on or about September 11, 2025 [3] - Rodman & Renshaw, LLC and H.C. Wainwright & Co. are acting as the exclusive placement agents for the offering and warrant exercise [3] - The shares being offered are registered under an effective registration statement on Form S-3 [5] Warrant Exercise - The existing warrants will be exercised for cash, and new unregistered warrants will be issued at an exercise price of $7.79 per share [2] - The new warrants will be exercisable immediately upon issuance and will expire five years after the initial issuance date [2] Company Overview - Energous Corporation is a pioneer in scalable, over-the-air wireless power networks, enabling battery-free devices for various applications [8]

Summary of InterDigital (IDCC) FY Conference Call - August 27, 2025 Company Overview - InterDigital is a technology and research company established in 1972, focusing on advanced wireless technologies, video compression, and AI [4][5] - The company has a strong leadership team, including CEO Liren Chen, who joined from Qualcomm [8][9] Core Business Model - InterDigital operates on a dual track model: - **Technology Track**: Research and development of fundamental technologies, contributing to global standards like 5G and video codecs [10][11] - **Business Track**: Monetization through licensing agreements with major companies [13][30] - The company holds a significant patent portfolio of 34,000 assets, up from 19,000 prior to the Technicolor acquisition [27][28] Industry Position and Achievements - InterDigital is recognized as a leader in the development of standards, holding chair positions in over 100 different standards bodies, including 3GPP for cellular technology [22][24] - The company has been listed among the top 100 most innovative companies globally for four consecutive years [25] - In 2023, InterDigital ranked 24th among the top patent filers in Europe [26] Financial Performance - Revenue has been growing at a compound annual growth rate (CAGR) of approximately 25% since 2020, with adjusted EBITDA margins around 60% [33][51] - The company signed over 40 licensing agreements since 2021, including renewals with Apple and Samsung, which are under long-term licenses [29][30] - Annualized recurring revenue (ARR) has increased significantly, reaching approximately $555 million, with goals of $1 billion by 2030 [40][41] Future Growth Strategy - InterDigital aims to achieve $1 billion in ARR by 2030, with specific targets in various segments: - **Smartphones**: Targeting $500 million in ARR by 2027 [40] - **Consumer Electronics and IoT**: Aiming for $200 million by 2030 [41] - **Streaming and Cloud Services**: Targeting over $300 million, currently at zero [41] - The company plans to maintain a strong balance sheet with close to $1 billion in cash, allowing for continued investment in R&D and potential acquisitions [47][48] Key Technologies and Market Trends - Video technology is crucial, accounting for 80-90% of mobile data traffic, and is essential for the streaming ecosystem [16][19] - The shift from 4G to 5G in the automotive sector is expected to drive growth, particularly for connected and autonomous vehicles [44] Conclusion - InterDigital is positioned as a leader in technology innovation and patent licensing, with a robust growth strategy focused on expanding its market presence and enhancing its technology offerings [51]

Core Insights - InterDigital, Inc. reported strong Q2 2025 results, driven by a significant licensing agreement with Samsung and a new license agreement with HP, leading to revenue exceeding expectations [1][5] - The company raised its full-year 2025 revenue guidance by $110 million, reflecting confidence in its licensing programs and overall business model [2][9] Financial Performance - Revenue for Q2 2025 reached $300.6 million, a 34% increase from $223.5 million in Q2 2024 [3][5] - Net income rose to $180.6 million, up 65% year-over-year, with diluted EPS increasing by 36% to $5.35 [3][5] - Annualized recurring revenue hit an all-time high of $553 million, marking a 44% increase year-over-year [1][3] Licensing Agreements - The agreement with Samsung is valued at over $1 billion over eight years, representing the largest license InterDigital has ever signed [2] - Since 2021, the total contract value of licenses signed has exceeded $4 billion, indicating strong momentum in the company's IP-as-a-service business model [2] Outlook - The company provided an updated outlook for Q3 2025, projecting revenue between $136 million and $140 million, and adjusted EBITDA between $69 million and $75 million [9][10] - Full-year 2025 revenue guidance was raised to a range of $790 million to $850 million, up from the previous range of $660 million to $760 million [9][10] Shareholder Returns - In Q2 2025, the company returned $41.7 million to shareholders through share repurchases and dividends, with a declared dividend of $0.60 per share [4]

Core Points - InterDigital, Inc. has concluded its arbitration with Samsung Electronics and entered into a new patent license agreement [1][2] - The previous license agreement between InterDigital and Samsung expired on December 31, 2022, leading to the arbitration process initiated in January 2023 [2] Company Overview - InterDigital is a global research and development company focused on wireless, video, artificial intelligence (AI), and related technologies [3] - The company designs and develops foundational technologies that enable connected and immersive experiences across various communications and entertainment products and services [3] - InterDigital licenses its innovations to a wide range of companies, including those in wireless communications, consumer electronics, IoT devices, and cloud-based services [3] - Founded in 1972, InterDigital is listed on Nasdaq and is recognized as a leader in wireless technology and video processing [3]

Core Viewpoint - InterDigital, Inc. will release its second quarter 2025 financial results on July 31, 2025, before market opening, followed by a conference call to discuss performance [1]. Group 1: Financial Results Announcement - The company will announce its second quarter 2025 financial results on July 31, 2025, before the market opens [1]. - A conference call will be held on the same day at 10:00 a.m. Eastern Time to discuss the company's performance [1]. Group 2: Conference Call Access - Participants can access a live webcast of the conference call via the company's website [2]. - Telephone access requires registration to obtain a dial-in number and PIN [2]. - A replay of the conference call will be available on the company's website for one year [3]. Group 3: Company Overview - InterDigital is a global research and development company focused on wireless, video, AI, and related technologies [4]. - The company designs foundational technologies for connected experiences in communications and entertainment products [4]. - InterDigital licenses its innovations to various industries, including wireless communications, consumer electronics, IoT, and cloud-based services [4].