InterDigital: License Locked In, Catalysts Needed

Jun. 26, 2025 8:26 PM ETInterDigital, Inc. (IDCC) StockIDCC
Narek Hovhannisyan
63 Followers
(20min)

Summary

  • InterDigital's 2024 revenue soared to a record $869M after signing 14 major licensing deals, with an impressive 63% EBITDA margin.
  • The company’s business model is driven by R&D and patent licensing, with a growing shift from smartphones to consumer electronics and IoT segments.
  • Despite a 1Q25 revenue dip due to lower catch-up payments, underlying royalty flows are accelerating, and the royalty base is stabilizing.
  • With 7 of 10 global OEMs now licensed and new deals in CE/IoT, 2025 is set to be the second-best year after 2024.

Концепция потокового видео в Интернете, Женщины используют планшеты для поиска Прямой цифровой поток мультимедиа для обучения на видео, но

CHOLTICHA KRANJUMNONG/iStock via Getty Images

InterDigital (NASDAQ:IDCC) is an American research company in the field of wireless communications, video and artificial intelligence. The company specializes in the invention and patenting of communication technologies (including 3G, 4G, 5G, Wi-Fi standards) and video compression methods, and then

This article was written by

63 Followers
Hi there! I’m Narek, and I’ve been in the investment world for over six years. I started out as an equity analyst at European banks, digging into reports and learning how to spot value in the markets. I’ve worked across sectors — from telecom to industry — and found that behind every financial statement is a real story. I studied in Belgium — did my bachelor’s in Antwerp, master’s at KU Leuven, and later completed an MBA in Finance at Vlerick. That journey gave me both theory and hands-on skills. Now I’m building my own investment project focused on the CIS region. I’m passionate about applying Western analytical tools to uncover hidden value in emerging markets. If you enjoy deep, fundamentals-driven research and digging beneath the surface of a company — glad to have you on board!

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Recommended For You

About IDCC Stock

SymbolLast Price% Chg
Market Cap
PE
Yield
Rev Growth (YoY)
Short Interest
Prev. Close
Compare to Peers

More on IDCC

Related Stocks

SymbolLast Price% Chg
IDCC
--