Q3 2025 Financial Highlights - Revenue reached $164.7 million, exceeding the raised outlook of $155 million - $159 million[20] - Adjusted EBITDA was $105 million, a 62% year-over-year increase[10, 22] - Adjusted EBITDA margin increased by 14 percentage points year-over-year to 64%[10, 22] - Free cash flow amounted to $381 million[10] - Annualized Recurring Revenue (ARR) increased by 49% year-over-year to a record high of $588 million[10, 22] - The company increased its dividend by 17% to $0.70 per share[10] Business Developments - The company completed the Samsung smartphone arbitration with a total contract value of $1.05 billion over 8 years, licensed through the end of 2030[15] - The Samsung agreement includes an annual recurring revenue of $131 million, a 67% increase from the prior agreement[15] - InterDigital acquired video AI start-up Deep Render[11] Q4 2025 and Full Year 2025 Outlook - The company projects Q4 2025 revenue to be between $144 million and $148 million[26] - The company projects full year 2025 revenue to be between $820 million and $824 million[26]
InterDigital(IDCC) - 2025 Q3 - Earnings Call Presentation