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Sep 30, 2025
InterDigital Q3 2025 Earnings Report
InterDigital's Q3 2025 earnings report showed significant growth in revenue and EPS, driven by new license agreements and an all-time high in annualized recurring revenue.
Key Takeaways
InterDigital reported an outstanding third quarter in 2025, with annualized recurring revenue reaching a record $588 million, a 49% increase year-over-year. Net income and diluted EPS also saw substantial growth of 97% and 69% respectively, attributed to new license agreements and the completion of the Samsung smartphone arbitration.
Annualized recurring revenue hit an all-time high of $588 million, up 49% year-over-year.
Net income increased by 97% and diluted EPS by 69% compared to the third quarter of 2024.
The company completed the Samsung smartphone arbitration and closed four new license agreements.
InterDigital demonstrated continued leadership in key technology standards and deepened its AI expertise.
Forward Guidance
The company has provided an outlook for the fourth quarter and full year 2025 based on existing agreements, with any new agreements being additive.
Positive Outlook
- Outlook for Q4 and full year 2025 is based on existing agreements, implying potential for upside from new deals.
- Continued focus on expanding revenue opportunities through new licensing arrangements.
- Strong patent portfolio and strategic intellectual property protection.
- Ability to develop new technologies and deepen AI expertise.
- Successful integration of Deep Render and recognition of anticipated benefits.
Challenges Ahead
- Unanticipated delays or difficulties in executing patent license agreements on acceptable terms.
- Resolution of legal proceedings, including awards or judgments, and changes in associated schedules or costs.
- Failure of markets for technologies to materialize as expected.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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