NASDAQ$IDCC

InterDigital Inc. · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

InterDigital reported Q4 2025 revenue of $126M with non-GAAP EPS of $3.00 amid lower catch-up licensing revenue.

Fourth-quarter total revenue was $126 million, including $12.6 million of catch-up revenue versus $135.8 million of catch-up in Q4 2024. Net income was $43 million (GAAP EPS below prior year on catch-up timing); non-GAAP EPS was $3.00. Full-year 2025 recurring revenue trends and lower operating expenses supported stronger annual profitability.

  • Q4 revenue $126M; catch-up revenue $12.6M vs $135.8M prior year.
  • Non-GAAP EPS $3.00 in Q4.
  • FY25 net income $406.6M; record non-GAAP EPS $15.31.
  • Smartphone licensing remains core revenue driver.

Headline financials

Total Revenue

$126M

Previous: $253M-50.2%
EPS (adj)

$3.00

Previous: $5.15-41.7%
Annualized Recurring Revenue

$582M

Previous: $468M+24.4%
Net Income Margin

27.0%

Previous: 53.0%-49.1%
Adjusted EBITDA

$88.2M

Previous: $198M-55.5%
Adjusted EBITDA Margin

56.0%

Previous: 78.0%-28.2%
Non-GAAP Net Income

$65.9M

Previous: $151M-56.2%
Net Income

$43M

Previous: $133M-67.7%
Operating Income

$47.8M

Previous: $163M-70.6%

Revenue & EPS history

InterDigital · Revenue · Quarterly

$126M

Q4 2025-50.2%vs Q4 2024
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Forward guidance

Management discusses InterDigital's outlook, including capital deployment, operating priorities, and key risks, alongside any formal guidance in the earnings materials.

Tailwinds

  • InterDigital cites execution on strategic priorities and demand in core markets.
  • Liquidity and balance sheet capacity support continued investment and returns.

Headwinds

  • Macro, rates, and input costs may pressure margins or volumes.
  • Segment mix and non-recurring items can affect sequential comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

+0.7%

Avg return

Earnings day

+0.7%

Avg return

5 days after

+1.2%

Avg return

30 days after

49%

33 / 68 earnings

Positive

+20.4%

Q1 2023

Best reaction

-14.9%

Q4 2016

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-14.9%-18.6%-28.6%
Q4 2025+9.9%+11.9%+13.8%
Q3 2025+3.3%-0.4%-6.6%
Q1 2025+0.6%+6.6%+8.1%
Q4 2024+16.0%+13.8%+18.0%
Q3 2024+12.2%+14.3%+32.7%
Q2 2024+11.0%+11.9%+12.9%
Q1 2024+5.9%+7.7%+16.3%
Q4 2023+12.0%+5.9%-1.9%
Q3 2023+11.8%+11.7%+32.3%
Q2 2023-5.5%-6.2%-5.5%
Q1 2023+20.4%+19.3%+26.5%
Q4 2022+1.9%+1.9%-0.5%
Q3 2022+2.2%+2.7%+5.9%
Q2 2022-5.7%-13.0%-24.0%
Q1 2022-2.4%-3.1%+8.2%
Q4 2021-4.4%-6.6%-4.3%
Q3 2021+0.7%-1.3%-5.7%
Q2 2021+2.3%+5.8%+3.0%
Q1 2021+4.4%+1.3%+21.9%
Q4 2020-5.3%-5.7%-4.7%
Q3 2020+4.8%+9.3%+11.0%
Q2 2020-0.0%+3.3%-2.1%
Q1 2020+8.1%-1.8%+5.3%
Q4 2019+7.5%-2.4%-40.1%
Q3 2019+5.8%+4.2%+1.9%
Q2 2019-11.4%-17.9%-23.7%
Q1 2019+10.4%+7.0%-3.3%
Q4 2018-5.5%-5.0%-11.4%
Q3 2018+4.7%+8.9%+6.1%
Q2 2018-1.3%+1.7%+1.3%
Q1 2018-4.5%-3.7%+1.7%
Q4 2017-1.2%-5.9%-6.0%
Q3 2017-3.5%-2.3%-0.9%
Q2 2017-4.2%-7.7%-10.0%
Q1 2017+1.4%-2.5%-6.9%
Q4 2016-14.9%-16.9%-15.8%
Q3 2016-13.8%-12.7%+0.4%
Q2 2016+4.5%+10.8%+20.8%
Q1 2016-1.1%
Q4 2015+6.6%
Q3 2015+7.2%
Q2 2015-5.3%
Q1 2015+0.1%
Q4 2014+5.1%
Q3 2014+9.1%
Q2 2014-3.4%
Q1 2014-0.2%
Q4 2013+6.5%
Q3 2013+2.9%
Q2 2013+5.0%
Q1 2013+3.2%
Q4 2012-4.1%
Q3 2012-2.6%
Q2 2012-6.4%
Q1 2012-12.3%
Q4 2011-3.3%
Q3 2011-1.7%
Q2 2011-0.9%
Q1 2010-3.1%
Q1 2011+1.0%
Q4 2008-3.9%
Q4 2010-3.9%
Q3 2009-0.3%
Q3 2010-0.3%
Q2 2010-2.5%
Q2 2009-2.5%
Q4 2009-2.5%

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