InterDigital, Inc. (IDCC)

InterDigital, Inc. experienced a significant stock price increase, reaching a new 52-week high. Several analyst upgrades and increased price targets were issued. The company reported strong Q2 2025 earnings, driven by a successful arbitration outcome with Samsung and a new licensing agreement with HP. InterDigital increased its quarterly dividend. CTO Rajesh Pankaj sold 1,000 shares of InterDigital stock. The company raised its Q3 guidance and announced a new license deal with a major Chinese smartphone vendor. InterDigital renewed its license agreement with Sharp and signed a new IoT license with an EV charger manufacturer. InterDigital was awarded project leadership for research and demonstration of advanced spectrum coexistence. The company announced the date for its Q3 2025 financial results.

InterDigital's business model is primarily based on licensing its extensive patent portfolio through multi-year agreements, resulting in a more stable and recurring revenue stream. There is no explicit information indicating a strong seasonal demand pattern for InterDigital's core products and services.

InterDigital, Inc. is a technology research and development company focused on wireless, video, and AI technologies, operating in the Technology Services sector, specifically in Communications & Networking and Packaged Software. The company designs and develops foundational technologies that enable connected and immersive experiences, including advanced wireless communication technologies (3G, 4G, 5G, and emerging 6G), Wi-Fi, video processing, video encoding/decoding, and AI research. Revenue is primarily generated from fixed-fee patent license agreements, with a smaller portion from variable royalty agreements.

InterDigital, Inc. is headquartered in Wilmington, Delaware, U.S., and has a global presence. The company operates and licenses its innovations worldwide, with significant operations and revenue generation in the United States, China, South Korea, Japan, Canada, Taiwan, and Europe. A majority of its geographical revenue is derived from China.

InterDigital has generally maintained a positive brand reputation, particularly in its core areas of innovation and financial performance. InterDigital has been included in LexisNexis's "Innovation Momentum: The Global Top 100" report for three consecutive years, and Forbes named InterDigital one of America's top 100 most successful mid-cap companies in 2024. A LexisNexis report ranked InterDigital's 5G patent portfolio among the top five globally. However, a recent legal dispute in the UK High Court has presented a challenge to its reputation.

InterDigital, Inc. has a diverse ownership structure, with a significant portion held by institutional investors, approximately 68.17% of the company's stock is owned by institutional investors, 2.01% by insiders, and 29.82% by public companies and individual investors. Major institutional owners include BlackRock, Inc., Vanguard Group Inc, and iShares Core S&P Small-Cap ETF. The largest individual shareholder is Harry G. Campagna.