Key Takeaways IDCC shares jumped 143.6% in a year on solid demand, flexible model and strong cash flow.Earnings estimates surged 167.9% for the current year and 65.3% for the next fiscal.2025 outlook raised with revenue up to $850M and earnings forecast of $14.77.Shares of InterDigital, Inc. (IDCC) have surged 143.6% over the past year, driven by improved market demand across its portfolio on the back of a flexible business model and solid cash flow. Earnings estimates for the current and next fiscal have i ...

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]

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].

SAN JOSE, Calif., Sept. 11, 2025 (GLOBE NEWSWIRE) -- Energous Corporation d/b/a Energous Wireless Power Solutions (Nasdaq: WATT) (“Energous” or the “Company”), a pioneer in scalable, over-the-air (OTA) wireless power networks, today announced the closing of its previously announced registered direct offering priced at-the-market under Nasdaq rules of an aggregate of 585,347 shares of its common stock (or common stock equivalents in lieu thereof) and warrants to purchase up to 585,347 shares of common stock, ...

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]

SAN JOSE, Calif., Sept. 10, 2025 (GLOBE NEWSWIRE) -- Energous Corporation d/b/a Energous Wireless Power Solutions (Nasdaq: WATT) (“Energous” or the “Company”), a pioneer in scalable, over-the-air (OTA) wireless power networks, today announced that it has entered into a definitive agreement for the purchase and sale of 585,347 shares of its common stock (or common stock equivalents in lieu thereof) and warrants to purchase up to 585,347 shares of common stock, at an offering price of $7.92 per share of commo ...

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]