Loading...
•
Mar 31
InterDigital Q1 2025 Earnings Report
Reported strong first quarter 2025 results, exceeding guidance on revenue, adjusted EBITDA, and EPS.
Key Takeaways
InterDigital reported a robust first quarter for 2025, driven by a key licensing agreement with vivo Mobile. The company achieved all-time record annualized recurring revenue and reaffirmed its full-year 2025 guidance.
First quarter revenue, adjusted EBITDA, and EPS all exceeded the top end of guidance.
Secured a significant licensing agreement with vivo Mobile, a major smartphone vendor.
Achieved an all-time record for annualized recurring revenue, increasing 30% year-over-year.
Reaffirmed the full year 2025 financial guidance.
InterDigital
InterDigital
Forward Guidance
InterDigital reaffirmed its full year 2025 outlook and provided initial guidance for the second quarter of 2025. The full-year outlook includes contributions from existing licenses and expected new agreements and arbitration results.
Positive Outlook
- Reaffirmed full year 2025 outlook.
- Second quarter 2025 revenue guidance midpoint is 170 million.
- Second quarter 2025 EPS guidance midpoint is 1.76.
- Second quarter 2025 non-GAAP EPS guidance midpoint is 1.90.
- Full year 2025 guidance includes expected contributions from new agreements and arbitration results.
Challenges Ahead
- Second quarter 2025 revenue guidance does not include any new agreements or arbitration results.
- Second quarter 2025 EPS guidance does not include any new agreements or arbitration results.
- Second quarter 2025 non-GAAP EPS guidance does not include any new agreements or arbitration results.
- Future results are subject to risks and uncertainties, including delays in license agreements and legal proceedings.
- Market conditions and trade conflicts could potentially impact results.