InterDigital, Inc. (IDCC)

InterDigital's stock price has been impacted by Q4 2025 earnings, the full year 2026 outlook, and Q1 2026 earnings. The company reported near-record 2025 revenue, record net income, and strong recurring revenue growth. InterDigital announced a new license agreement with LG Electronics and a smartphone renewal with a major Chinese vendor. Despite beating Q1 revenue and non-GAAP EPS estimates, the stock tumbled due to weaker-than-expected Q2 guidance. The broader software application sector faced pressure due to AI disruption fears. InterDigital signed six new agreements in Q1 2026 and secured favorable legal outcomes. InterDigital was promoted to the S&P MidCap 400.

The provided search results do not contain explicit information regarding the demand seasonality for InterDigital, Inc.'s products and services. Its revenue is primarily generated from fixed-fee patent license agreements and variable royalty agreements, which may not exhibit strong seasonal patterns. The company's revenue opportunity is tied to where standards-based devices are designed, manufactured, and sold globally, particularly in Asia.

InterDigital, Inc. is an American technology research and development company specializing in wireless and video technologies. The company invents foundational technologies, protects them with patents, and licenses this intellectual property. InterDigital's major products and services include patented solutions for wireless communication technologies, video processing technology, and research in AI and IoT. The company generates revenue from fixed-fee patent license agreements and variable royalty agreements.

InterDigital is headquartered in Wilmington, Delaware, and has a global commercial footprint with 13 offices in 8 countries. Its research and business operations span North America and Europe, with many licensees and target accounts based in Asia. Geographically, InterDigital operates in the United States, China, South Korea, Japan, Taiwan, and Europe, with the majority of its revenue originating from China.

InterDigital has maintained a strong brand reputation, recognized by LexisNexis as one of the world's 100 most innovative companies for the fifth consecutive year. The company's active contribution to global standards solidifies its reputation as a leader in foundational technology. InterDigital has a strong track record of securing long-term licensing agreements and favorable legal judgments. InterDigital was ranked by the European Patent Office among the top five US companies in 2025 for patent applications.

InterDigital's ownership is largely dominated by institutional investors, holding nearly 100% of the company's shares. As of April 29, 2026, InterDigital, Inc. has 582 institutional owners and shareholders. Major institutional owners include BlackRock, Inc., Vanguard Group Inc., and T. Rowe Price Associates, Inc. Among individual shareholders, Harry G. Campagna is the largest, holding 253,000 shares, representing 0.98% of the company. CEO Liren Chen holds 0.7% of the company's shares.