Loading...
•
Jun 30
InterDigital Q2 2025 Earnings Report
InterDigital's Q2 2025 earnings were driven by a significant Samsung arbitration decision and a new HP license agreement, exceeding previous outlook.
Key Takeaways
InterDigital reported a strong second quarter in 2025, with revenue reaching $200.2 million, a substantial increase from the previous year. The company's net income was $100.1 million, and diluted EPS stood at $3.98. A landmark licensing agreement with Samsung, valued at over $1 billion, significantly contributed to these results, pushing annualized recurring revenue to an all-time high of $553 million. The company also raised its full-year 2025 revenue guidance.
Revenue for Q2 2025 was $200.2 million, a significant increase compared to Q2 2024.
Net income for the quarter was $100.1 million, with diluted EPS at $3.98.
Annualized recurring revenue reached a record $553 million, up 44% year-over-year.
The company secured its largest-ever license agreement with Samsung, valued at over $1 billion over eight years, and raised its full-year 2025 revenue guidance by $110 million to $820 million.
InterDigital
InterDigital
Forward Guidance
InterDigital has raised its full-year 2025 revenue outlook and provided an initial outlook for the third quarter of 2025. The full-year guidance includes expected contributions from new agreements, while the Q3 outlook is based on existing licenses.
Positive Outlook
- Full-year 2025 revenue guidance raised to a mid-point of $820 million, an increase of $110 million.
- Third quarter 2025 revenue is projected to be between $190 million and $200 million.
- Full-year 2025 GAAP EPS is expected to be between $10.00 and $10.50.
- Full-year 2025 Non-GAAP EPS is expected to be between $10.10 and $10.60.
- The full-year outlook includes expected contributions from new agreements over the balance of the year.
Challenges Ahead
- The third quarter 2025 outlook covers only existing licenses and does not include any potential new agreements or enforcement action results.
- Forward-looking statements are subject to risks and uncertainties, including unanticipated delays in patent license agreements.
- The company's ability to expand revenue opportunities with streaming and cloud-based service providers is not guaranteed.
- Resolution of legal proceedings and associated costs may differ from expectations.
- The failure of markets for the company's technologies to materialize as expected could impact results.