Record year as licensing momentum drives a 24% increase in annualized recurring revenue1Near-record annual revenue drives all-time record levels of net income, adjusted EBITDA2, non-GAAP EPS3 and free-cash flow4 WILMINGTON, Del., Feb. 05, 2026 (GLOBE NEWSWIRE) -- InterDigital, Inc. (Nasdaq: IDCC), a wireless, video, and AI technology research and development company, today announced results for the fourth quarter and full year ended December 31, 2025. "We finished the year with another strong quarter to cap ...

InterDigital, Inc. (NASDAQ:IDCC) is one of the High-Flying Stocks to Buy Right Now. On January 20, the company announced its outlook for FY 2026, with revenue of between $675 million – $775 million, and adjusted EBITDA of $381 million – $477 million. InterDigital, Inc. (NASDAQ:IDCC) highlighted the addition of a new license agreement with LG Electronics. It also announced a smartphone renewal with a well-established Chinese vendor. For FY 2026, InterDigital, Inc. (NASDAQ:IDCC) expects diluted EPS of betwee ...

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.

Core Viewpoint - Defiance ETFs has launched a new leveraged single-stock ETF, the Defiance Daily Target 2X Long ONDS ETF (NYSE:ONDL), aimed at providing 200% of the daily percentage move in Ondas Holdings Inc (NASDAQ:ONDS) [2][6]. Group 1: Product Overview - The ONDL ETF is designed for short-term traders seeking to increase their exposure to Ondas Holdings without utilizing options or margin [2]. - This ETF resets daily and does not aim for its 2x goal over periods longer than a single trading session, making it suitable for active traders [3]. - ONDL offers enhanced exposure, intraday liquidity, and simplicity, allowing investors to express a short-term bullish view on Ondas with greater intensity [3]. Group 2: Company and Market Context - Ondas Holdings is a small-cap tech company focused on wireless data solutions, particularly in proprietary software-defined radio systems [4]. - The company's technology targets critical markets where connectivity failures are unacceptable, such as industrial automation, transportation networks, defense, and critical infrastructure [4]. - Increased government and business investments in secure, low-latency communication systems are driving attention to these sectors, making Ondas a strong candidate for a leveraged ETF [5]. Group 3: Market Dynamics and Risks - The launch of ONDL reflects a trend among ETF issuers to refine exposure, allowing traders to focus on a single company for short-term trading [6]. - However, the daily leverage feature introduces risks, as compounding effects can adversely affect investors in volatile markets, making it unsuitable for long-term holders [7]. - For short-term traders with strong conviction and effective risk management, ONDL presents a powerful tool in the ETF landscape [7].

Core Viewpoint - Peraso Inc. has appointed Cees Links, a veteran in the wireless technology sector, to its board of directors, effective immediately after the annual stockholders meeting on December 22, 2025 [1] Group 1: Company Developments - The appointment of Cees Links is part of Peraso's strategy to enhance its leadership team in mmWave wireless technology solutions [1] - Cees Links has been serving as the CEO of SuperLight Photonics B.V. since January 2024, bringing valuable experience to Peraso's board [1]

Core Insights - The FPA Queens Road Small Cap Value Fund reported a return of 7.46% in Q3 2025, underperforming the Russell 2000 Value Index which returned 12.60% [1] - For the first three quarters of 2025, the Fund achieved a return of 13.77%, outperforming the index's 9.04% [1] - The Fund's investment strategy focuses on a disciplined and patient approach, expecting to perform better in down markets and lag in speculative markets [1] Company Highlights: InterDigital, Inc. (NASDAQ: IDCC) - InterDigital, Inc. is a global R&D company specializing in wireless, visual, AI, and related technologies, with a one-month return of 15.30% and a 52-week gain of 69.03% [2] - As of November 21, 2025, InterDigital's stock closed at $327.63, with a market capitalization of $8.454 billion [2] - The company has a strong financial performance history, engages in opportunistic share buybacks, and pays a modest dividend [3] - InterDigital has successfully renewed licensing agreements with major companies like Apple and Samsung, contributing to a growing stream of recurring revenues [3] - In Q3 2025, InterDigital reported revenue of nearly $590 million, reflecting a 49% year-over-year increase [4] Investment Positioning - The FPA Queens Road Small Cap Value Fund has begun trimming its position in InterDigital, indicating a strategic adjustment in its investment approach [3] - Despite InterDigital's potential, the analysis suggests that certain AI stocks may offer greater upside potential with less downside risk [4]

Core Insights - ParkerVision, Inc. announced its financial results for the three and nine months ended September 30, 2025, highlighting its ongoing developments in wireless technology [1] Financial Performance - The company reported its financial results for the third quarter and year-to-date, indicating progress in its operations and market presence [1] Legal Developments - The Court of Appeals for the Federal Circuit granted ParkerVision's motion for an expedited schedule in its appeal case, ParkerVision v. [1]

Core Insights - Peraso Inc. reported a significant increase in total revenue, rising more than 45% sequentially for the third quarter ended September 30, 2025, primarily driven by record quarterly revenue from mmWave products [1] Financial Performance - The mmWave product revenue increased by 35% sequentially, contributing to the overall strong financial performance of the company [1] - The third quarter marked a record for quarterly revenue from mmWave products, indicating robust demand and successful market penetration [1]