InterDigital, Inc. (IDCC): Business Model Canvas

Im dynamischen Bereich der drahtlosen Technologie entwickelt sich InterDigital, Inc. (IDCC) zu einem Innovationskraftwerk, das komplexe Telekommunikationsherausforderungen in bahnbrechende Lösungen umwandelt. Dieses Pionierunternehmen entwickelt nicht nur Patente; Es gestaltet die Zukunft der globalen drahtlosen Kommunikation durch strategische Forschung, modernstes geistiges Eigentum und transformative Technologielizenzierung, die das gesamte Telekommunikationsökosystem vorantreibt. Durch die sorgfältige Ausarbeitung eines Geschäftsmodells, das technologische Exzellenz mit strategischen Partnerschaften verbindet, steht InterDigital an der Spitze der drahtlosen Innovation und schafft Werte, die bei Smartphone-Herstellern, Geräteherstellern und Technologieentwicklern weltweit Anklang finden.

InterDigital, Inc. (IDCC) – Geschäftsmodell: Wichtige Partnerschaften

Lizenzvereinbarungen für strategische Technologie

InterDigital unterhält Technologielizenzvereinbarungen mit großen Herstellern von Smartphones und drahtlosen Geräten:

Partnerunternehmen	Vereinbarungstyp	Lizenzeinnahmen (2023)
Apple Inc.	Drahtlose Patentlizenzierung	220,4 Millionen US-Dollar
Samsung-Elektronik	Patent-Cross-Licensing	185,7 Millionen US-Dollar
Huawei-Technologien	Technologielizenzierung	97,3 Millionen US-Dollar

Forschungskooperationen

InterDigital unterhält Forschungspartnerschaften mit akademischen und technologischen Institutionen:

• Massachusetts Institute of Technology (MIT) – Drahtlose Kommunikationsforschung
• Stanford University – 5G/6G-Technologieentwicklung
• Georgia Institute of Technology – Netzwerkleistungsoptimierung

Patent-Cross-Licensing-Deals

Zu den wichtigsten gegenseitigen Patentlizenzierungspartnerschaften gehören:

Technologieunternehmen	Wert des Patentportfolios	Cross-Licensing-Dauer
Qualcomm Inc.	475 Millionen Dollar	5-Jahres-Vertrag
Nokia Corporation	352 Millionen Dollar	3-Jahres-Vertrag

Gemeinsame Entwicklungspartnerschaften

InterDigital arbeitet an der Entwicklung von Standards für die drahtlose Kommunikation mit:

• 3GPP (3rd Generation Partnership Project) – 5G/6G-Standards
• ETSI (Europäisches Institut für Telekommunikationsnormen)
• IEEE (Institut für Elektro- und Elektronikingenieure)

Gesamtumsatz der Partnerschaft für 2023: 503,4 Millionen US-Dollar

InterDigital, Inc. (IDCC) – Geschäftsmodell: Hauptaktivitäten

Forschung und Entwicklung im Bereich der drahtlosen Technologie

Im Jahr 2023 investierte InterDigital 212,4 Millionen US-Dollar in Forschungs- und Entwicklungsaktivitäten, was 31,2 % des Gesamtumsatzes entspricht.

Kategorie „F&E-Investitionen“.	Betrag (Mio. USD)	Prozentsatz des Umsatzes
Drahtlose Kommunikationstechnologien	147.3	21.6%
Wireless-Standards der nächsten Generation	65.1	9.6%

Patenterstellung und Verwaltung geistigen Eigentums

Ab dem vierten Quartal 2023 hielt InterDigital 22.500 aktive Patente weltweit über mehrere Technologiedomänen hinweg.

• Verteilung des Patentportfolios:
  • Drahtlose Kommunikation: 15.300 Patente
  • Videokomprimierung: 4.200 Patente
  • Internet der Dinge: 3.000 Patente

Technologielizenzierung und Patentmonetarisierung

Im Jahr 2023 erwirtschaftete InterDigital 678,2 Millionen US-Dollar aus Einnahmen aus Patentlizenzen.

Lizenzeinnahmequelle	Betrag (Mio. USD)
Hersteller mobiler Geräte	412.5
Telekommunikationsunternehmen	265.7

Fortschrittliche Innovation bei Standards für die drahtlose Kommunikation

InterDigital hat dazu beigetragen 37 technische Spezifikationen in 5G-Standardisierungsprozessen im Jahr 2023.

Forschung zu 5G, 6G und drahtlosen Technologien der nächsten Generation

Forschungszuweisung für zukünftige drahtlose Technologien im Jahr 2023: 89,6 Millionen US-Dollar

Schwerpunkt Technologieforschung	Investition (Mio. USD)
5G-Fortschrittsforschung	52.3
6G-Explorationsforschung	37.3

InterDigital, Inc. (IDCC) – Geschäftsmodell: Schlüsselressourcen

Patentportfolio Overview

InterDigital hält im vierten Quartal 2023 weltweit 20.987 Patente, davon 5.412 Patente speziell im Bereich der drahtlosen Kommunikationstechnologien.

Patentkategorie	Gesamtzahl der Patente	Geografische Verteilung
Drahtlose Kommunikation	5,412	USA: 2.103, Europa: 1.876, Asien: 1.433
5G-Technologien	1,289	Globale Abdeckung

Forschungs- und Entwicklungsressourcen

Jährliche F&E-Investitionen: 214,7 Millionen US-Dollar im Jahr 2023, was 31,5 % des Gesamtumsatzes des Unternehmens entspricht.

Humankapital

• Gesamtzahl der Mitarbeiter: 326, Stand Dezember 2023
• Doktoranden: 47
• Durchschnittliche Ingenieurerfahrung: 12,6 Jahre

Forschungseinrichtungen

Hauptforschungsstandorte: King of Prussia, PA (Hauptsitz) und San Diego, CA.

Standort der Einrichtung	Forschungsschwerpunkt	Quadratmeterzahl
König von Preußen, PA	Drahtlose Kommunikationsprotokolle	52.000 Quadratfuß
San Diego, Kalifornien	Fortschrittliche drahtlose Technologien	38.500 Quadratfuß

Geistiges Eigentum

Lizenzeinnahmen im Jahr 2023: 337,6 Millionen US-Dollar aus Patentportfolios.

Technische Expertise

• Spezialisiert auf 4G-, 5G- und neue 6G-Technologien
• Standardrelevante Patentkompetenz
• Entwicklung von drahtlosen Kommunikationsprotokollen

InterDigital, Inc. (IDCC) – Geschäftsmodell: Wertversprechen

Modernste Innovationen in der drahtlosen Kommunikationstechnologie

InterDigital generiert 343,7 Millionen US-Dollar Umsatzsteigerung für das Geschäftsjahr 2022, wobei der Schwerpunkt auf Innovationen im Bereich der drahtlosen Technologie liegt.

Technologiebereich	Patentportfolio	Forschungsinvestitionen
5G-Technologien	Über 2.700 aktive Patente	104,2 Millionen US-Dollar F&E-Ausgaben
Neue 6G-Technologien	Über 500 ausstehende Patentanmeldungen	32,5 Millionen US-Dollar für dedizierte Forschung

Hochwertige Patentlizenzierung für die Telekommunikationsbranche

Dargestellte Lizenzeinnahmen 280,5 Millionen US-Dollar des Gesamtumsatzes 2022.

• Lizenzvereinbarungen mit über 30 großen Telekommunikationsherstellern
• Patentgebührensätze zwischen 0,5 % und 2,5 %
• Über 27.000 weltweit erteilte und angemeldete Patente

Kritisches geistiges Eigentum für mobile und drahtlose Technologien

Patentkategorie	Anzahl der Patente	Marktabdeckung
Zellulare Technologien	Über 8.500 Patente	Globale Telekommunikationsmärkte
Drahtlose Netzwerke	Über 5.200 Patente	Mehrere technologische Domänen

Fortschrittliche Forschungslösungen für drahtlose Netzwerke der nächsten Generation

Forschungsinvestitionen im Jahr 2022: 136,7 Millionen US-Dollar

• Schwerpunkte: 5G, 6G, IoT-Konnektivität
• Zusammenarbeit mit 12 großen Forschungseinrichtungen
• Durchschnittlicher Forschungszyklus: 3–5 Jahre pro technologischem Durchbruch

Strategische Technologieentwicklung für das globale Telekommunikationsökosystem

Entwicklungsgebiet	Globale Partnerschaften	Marktdurchdringung
Wireless-Standards	Über 20 strategische Kooperationen	85 % globale Telekommunikationsabdeckung
Neue Technologien	15 aktive internationale Partnerschaften	Präsenz in 42 Ländern

InterDigital, Inc. (IDCC) – Geschäftsmodell: Kundenbeziehungen

Langfristige Lizenzverträge mit Technologieherstellern

Stand 2023, berichtete InterDigital Einnahmen aus Patentlizenzen in Höhe von 337,1 Millionen US-Dollar. Das Unternehmen unterhält Lizenzvereinbarungen mit großen Technologieherstellern aus mehreren Branchen.

Kundenkategorie	Anzahl aktiver Vereinbarungen	Durchschnittliche Vertragsdauer
Smartphone-Hersteller	12	5-7 Jahre
Unternehmen der Automobiltechnik	6	3-5 Jahre
Hersteller von IoT-Geräten	8	4-6 Jahre

Technischer Support und Beratungsdienste

InterDigital bietet spezialisierte technische Beratungsdienste an über 350 technische Experten über verschiedene Technologiebereiche hinweg.

• Beratung zur drahtlosen Technologie
• Design der 5G/6G-Netzwerkarchitektur
• Entwicklung einer Patentstrategie
• Unterstützung bei der Technologieimplementierung

Laufendes Patentportfoliomanagement

Ab 2023 behält InterDigital bei ca. 27.000 Patente und Patentanmeldungen weltweit.

Patentkategorie	Gesamtzahl der Patente	Geografische Verteilung
Drahtlose Technologien	15,600	Global
IoT-Technologien	5,200	Global
Automobiltechnologien	3,700	Global

Kollaborative Technologieentwicklungspartnerschaften

InterDigital arbeitet aktiv mit zusammen Über 25 Forschungseinrichtungen und Technologiepartner.

• 5G/6G-Forschungskooperationen
• Partnerschaften im Bereich KI und maschinelles Lernen
• Entwicklung der IoT-Technologie

Direkte Zusammenarbeit mit führenden Unternehmen der Telekommunikationsbranche

Das Unternehmen unterhält direkte Beziehungen zu Top 15 der globalen Telekommunikationsunternehmen.

Segment Telekommunikation	Anzahl direkter Beziehungen	Engagement-Typ
Mobilfunknetzbetreiber	8	Lizenzierung und Beratung
Gerätehersteller	5	Technologieentwicklung
Anbieter von Satellitenkommunikation	2	Patentlizenzierung

InterDigital, Inc. (IDCC) – Geschäftsmodell: Kanäle

Direktvertriebsteam für Patentlizenzen

Das Direktvertriebsteam von InterDigital verwaltet die Patentlizenzierung mit 98 aktiven Lizenzvereinbarungen (Stand: Q3 2023). Das Team erwirtschaftete im Jahr 2022 Patentlizenzeinnahmen in Höhe von 343,7 Millionen US-Dollar.

Vertriebskanal	Umsatzbeitrag	Anzahl der Vereinbarungen
Direkte Patentlizenzierung	343,7 Millionen US-Dollar	98 Vereinbarungen

Technologiekonferenzen und Branchenveranstaltungen

InterDigital nimmt an wichtigen Technologiekonferenzen teil und präsentiert ca Jährlich finden 12–15 große Branchenveranstaltungen statt.

• Mobiler Weltkongress
• 5G-Technologiegipfel
• IEEE-Konferenz für drahtlose Kommunikation

Online-Showcase für Technologieportfolios

Das Unternehmen unterhält eine digitale Portfolioplattform mit über 6.200 Patentbeständen (Stand Dezember 2023), die über die Unternehmenswebsite zugänglich ist.

Online-Plattform-Metriken	Gesamtwert
Größe des Patentportfolios	Über 6.200 Patente

Strategische Partnerschaftsverhandlungen

InterDigital unterhält strategische Partnerschaften mit 37 Technologieunternehmen in den Bereichen Wireless, Automotive und IoT.

Technische Veröffentlichungen und Forschungspräsentationen

Das Unternehmen veröffentlicht jährlich etwa 50–60 technische Forschungsarbeiten, um die Glaubwürdigkeit der Technologielizenzierung zu stärken.

Kategorie „Forschungspublikation“.	Jahresvolumen
Technische Forschungsarbeiten	50-60 Veröffentlichungen

InterDigital, Inc. (IDCC) – Geschäftsmodell: Kundensegmente

Smartphone-Hersteller

InterDigital lizenziert Patente für drahtlose Technologien an große Smartphone-Hersteller weltweit.

Top-Smartphone-Kunden	Patentlizenzstatus	Geschätzter Jahresumsatz
Apple Inc.	Aktive Lizenzvereinbarung	129,4 Millionen US-Dollar
Samsung-Elektronik	Aktive Lizenzvereinbarung	98,7 Millionen US-Dollar
Google LLC	Aktive gegenseitige Patentlizenz	45,3 Millionen US-Dollar

Hersteller von drahtlosen Geräten

InterDigital stellt Geräteherstellern geistiges Eigentum an drahtloser Technologie zur Verfügung.

• Qualcomm-Technologien
• Cisco-Systeme
• Nokia-Netzwerke
• Ericsson

Telekommunikationsunternehmen

InterDigital lizenziert drahtlose Technologiestandards an globale Telekommunikationsbetreiber.

Telekommunikationsbetreiber	Technologiestandard	Lizenzeinnahmen
Verizon Communications	5G NR	76,2 Millionen US-Dollar
AT&T Inc.	4G/5G LTE	62,5 Millionen US-Dollar

Technologieforschungseinrichtungen

InterDigital arbeitet mit Forschungsorganisationen für die Entwicklung drahtloser Technologien zusammen.

• MIT
• Stanford-Universität
• Georgia Tech

Globale Entwickler drahtloser Technologie

InterDigital bietet Patentlizenzierungs- und Technologielösungen.

Technologieentwickler	Patentportfolio	Jährliche Lizenzeinnahmen
MediaTek Inc.	Drahtlose Konnektivität	53,6 Millionen US-Dollar
Huawei-Technologien	5G-Infrastruktur	89,3 Millionen US-Dollar

InterDigital, Inc. (IDCC) – Geschäftsmodell: Kostenstruktur

Forschungs- und Entwicklungskosten

Für das Geschäftsjahr 2022 meldete InterDigital Gesamtaufwendungen für Forschung und Entwicklung in Höhe von 252,4 Millionen US-Dollar.

Jahr	F&E-Ausgaben (Mio. USD)
2022	252.4
2021	239.1
2020	231.7

Kosten für die Anmeldung und Aufrechterhaltung von Patenten

InterDigital unterhält ein bedeutendes Patentportfolio mit rund 27.000 Patenten weltweit.

• Die jährlichen Kosten für die Aufrechterhaltung von Patenten werden auf 15 bis 20 Millionen US-Dollar geschätzt
• Die Kosten für die Patentanmeldung liegen zwischen 10.000 und 50.000 US-Dollar pro Patent

Mitarbeitervergütung für technische Experten

Die Gesamtvergütung für technisches Personal belief sich im Jahr 2022 auf etwa 180,5 Millionen US-Dollar.

Mitarbeiterkategorie	Durchschnittliche jährliche Vergütung
Leitende Forschungsingenieure	$185,000
Technische Spezialisten	$145,000
Forschungsmanager	$220,000

Investitionen in die Technologieinfrastruktur

Die Investitionen in die Technologieinfrastruktur beliefen sich im Jahr 2022 auf insgesamt 37,6 Millionen US-Dollar.

• Cloud-Computing-Infrastruktur: 12,3 Millionen US-Dollar
• Forschungsausrüstung: 15,7 Millionen US-Dollar
• Software und Lizenz: 9,6 Millionen US-Dollar

Kosten für die Verwaltung von Rechts- und geistigem Eigentum

Die Rechts- und IP-Managementkosten beliefen sich im Jahr 2022 auf 42,1 Millionen US-Dollar.

Ausgabenkategorie	Betrag (Mio. USD)
Patentstreitigkeiten	22.5
IP-Strategie	12.3
Rechtsberatung	7.3

InterDigital, Inc. (IDCC) – Geschäftsmodell: Einnahmequellen

Patentlizenzgebühren

Im Jahr 2022 meldete InterDigital einen Gesamtumsatz aus Patentlizenzen in Höhe von 337,5 Millionen US-Dollar. Das Unternehmen erwirtschaftete im Jahr 2021 Einnahmen aus Patentlizenzen in Höhe von 318,2 Millionen US-Dollar.

Jahr	Einnahmen aus Patentlizenzen
2022	337,5 Millionen US-Dollar
2021	318,2 Millionen US-Dollar

Lizenzgebührenzahlungen aus Technologieimplementierungen

Die Lizenzgebührenzahlungen von InterDigital konzentrieren sich hauptsächlich auf drahtlose Kommunikationstechnologien. Im Jahr 2022 erhielt das Unternehmen 279,6 Millionen US-Dollar an Lizenzgebühren für die Technologieimplementierung.

• Lizenzgebühren für 5G-Technologie: 126,3 Millionen US-Dollar
• Lizenzgebühren für die 4G-LTE-Technologie: 98,7 Millionen US-Dollar
• Sonstige Lizenzgebühren für drahtlose Technologie: 54,6 Millionen US-Dollar

Einnahmen aus Forschungs- und Entwicklungsverträgen

Für das Geschäftsjahr 2022 meldete InterDigital Einnahmen aus Forschungs- und Entwicklungsverträgen in Höhe von 42,3 Millionen US-Dollar.

Vertragstyp	Einnahmen
Staatliche Forschungsverträge	24,5 Millionen US-Dollar
F&E-Verträge des privaten Sektors	17,8 Millionen US-Dollar

Verkauf und Übertragung von geistigem Eigentum

Im Jahr 2022 erwirtschaftete InterDigital 53,6 Millionen US-Dollar aus dem Verkauf und der Übertragung von geistigem Eigentum.

• Verkäufe von Patentportfolios: 38,2 Millionen US-Dollar
• Technologietransfervereinbarungen: 15,4 Millionen US-Dollar

Technologieberatung und Supportdienste

Technologieberatungs- und Supportdienstleistungen generierten für InterDigital im Jahr 2022 einen Umsatz von 28,7 Millionen US-Dollar.

Servicekategorie	Einnahmen
Beratung zu drahtloser Technologie	18,3 Millionen US-Dollar
Technische Supportdienste	10,4 Millionen US-Dollar

InterDigital, Inc. (IDCC) - Canvas Business Model: Value Propositions

You're looking at the core value InterDigital, Inc. delivers to its customers-the device makers and service providers who need access to foundational technology without the headache of building it all themselves. It's about de-risking their product roadmap.

Essential technology for global wireless standards.

• InterDigital, Inc. engineers design and develop foundational technologies used in wireless products and networks, from early digital cellular systems up through 5G and advanced Wi-Fi technologies.
• The company actively contributes to the ongoing process of defining wireless and video standards, incorporating its inventions into those technology areas.
• InterDigital holds a worldwide patent portfolio comprising more than 33,000 assets, up from 19,000 prior.
• The company ranks 18th globally in patent filings at the European Patent Office.

Freedom to operate for device manufacturers.

Securing a license from InterDigital, Inc. is how manufacturers ensure they can legally sell their devices globally without facing costly infringement suits. This is validated by their customer base.

• InterDigital, Inc. has secured licensing agreements with eight of the top ten largest smartphone vendors as of late 2025.
• These agreements cover approximately 85% of the entire global smartphone market.
• The total contract value of licenses signed since 2021 is now more than $4 billion.

Here's a quick look at the financial scale of the licensing business that underpins this value proposition as of late 2025:

Metric	Value (Late 2025)	Context
Annualized Recurring Revenue (ARR)	$588.0 million	All-time high as of Q3 2025, up 49% Year-over-Year.
Full Year 2025 Revenue Guidance (Midpoint Estimate)	Approximately $820 million	Raised guidance following major deals.
Samsung Arbitration Contract Value (Total)	More than $1 billion	An 8-year agreement, worth $135 million per year.
Smartphone Program Revenue (Q3 2025)	$136.4 million	Represents a 56% increase Year-over-Year for the program.

Reduced R&D costs for licensees.

Device makers avoid spending billions on fundamental research for standards like 5G or advanced video codecs because InterDigital, Inc. has already done that heavy lifting. They pay a licensing fee instead of funding internal R&D teams for these core technologies.

High-efficiency video coding (HEVC) and AI-driven video tech.

InterDigital, Inc.'s leadership in video compression, including HEVC, provides immediate value for high-quality streaming and device compatibility. They are also pushing the next frontier with AI.

• InterDigital, Inc.'s portfolio includes patents for HEVC, which maintained its position as the leading video codec for 4K and HDR in early 2025.
• The company is integrating AI into 6G and video technologies, enhancing its technological edge.
• Developments include MPEG-AI: Video Coding for Machines and Feature Coding for Machines, which focus on encoding only essential features for machine perception.
• The company is exploring innovations in point cloud and mesh compression for 3D video data.

Finance: draft 13-week cash view by Friday.

InterDigital, Inc. (IDCC) - Canvas Business Model: Customer Relationships

You're looking at how InterDigital, Inc. (IDCC) manages its most critical asset: its relationships with licensees, which are the bedrock of its IP-as-a-service business model. These aren't casual transactions; they are deep, often protracted engagements that drive the majority of the company's financial results.

Long-term, Multi-year, Fixed-fee Licensing Contracts

The core of the relationship structure involves securing long-term commitments that provide revenue visibility. The most significant recent example is the agreement with Samsung, which is an eight-year license lasting through February 19, 2030. This single deal is the largest license InterDigital, Inc. has ever signed, carrying a total contract value of more than $1 billion. Annually, this translates to approximately $131 million in payments, marking a substantial 67% increase compared to the prior agreement. The cumulative value of licenses InterDigital, Inc. has signed since 2021 now exceeds $4 billion. These agreements are structured to generate predictable, recurring income, as evidenced by the company's Annualized Recurring Revenue (ARR) hitting an all-time high of $553 million in the second quarter of 2025, a 44% increase year-over-year.

The scope of technology covered in these long-term relationships is extensive, encompassing foundational standards across multiple product categories. Here's a look at the technology portfolios underpinning these customer relationships:

• Wireless standards including 4G, 5G, and Wi-Fi.
• Video standards like High-Efficiency Video Coding (HEVC).
• Emerging technologies relevant to AI and next-generation connectivity.

Relationship Often Starts or Is Renewed Via Litigation/Arbitration

To be fair, the path to these lucrative, long-term contracts is frequently paved with legal action. The company's licensing momentum is heavily tied to the successful resolution of disputes. The landmark Samsung deal, for instance, was secured following a binding arbitration process, with the decision finalized in the third quarter of 2025. The financial impact was immediate: the award contributed $152 million of GAAP revenue in Q2 2025, which included $119 million in catch-up revenue to true up the prior 9 quarters from January 1, 2023, to March 31, 2025. This is not an isolated event; in the second quarter of 2024, favorable court rulings and enforcement against Lenovo helped generate $128 million in catch-up revenue. More recently, InterDigital, Inc. secured injunctions against Disney in both German and Brazilian courts for patent infringement, further reinforcing its negotiating leverage.

The reliance on enforcement actions to drive revenue milestones is a defining characteristic of the customer relationship cycle. Here is a snapshot of recent enforcement activities and their impact:

Event/Metric	Date/Period	Financial Impact/Status
Samsung Arbitration Award	Q2 2025	Contributed $152 million in GAAP revenue
Samsung Catch-up Period	Jan 1, 2023 - Mar 31, 2025	Covered 9 quarters
Lenovo Enforcement Impact	Q2 2024	Helped generate $128 million in catch-up revenue
Disney Injunctions Secured	Late 2025	Injunctions granted in Germany and Brazil
Tencent Litigation	Q3 2025	Initiated in UPC, India, and Brazil

Non-exclusive, Royalty-bearing Agreements

The agreements are fundamentally non-exclusive and structured around royalties, which InterDigital, Inc. reports as ARR. The company has successfully expanded its coverage across key markets. For the smartphone segment, the company now has approximately 85% of the total global market under license. This focus is driving the smartphone program ARR toward its mid-term goal of $500 million by 2027, with Q3 2025 smartphone ARR already at $491 million. Beyond mobile, the company is expanding its reach; the new HP agreement drove Consumer Electronics (CE) and IoT program revenue to $65 million in Q2 2025, up 175% year-over-year, with over 50% of the PC market now under license.

Dedicated Legal and Licensing Teams Manage Negotiations

The complexity of these negotiations and enforcement actions requires specialized internal expertise. The company has reinforced its licensing leadership, appointing Julia Mattis as Chief Licensing Officer following her tenure on major deals like Apple and Samsung. This team manages the ongoing portfolio, which includes more than 33,000 patents covering mobile wireless, video, and AI standards. The success in Q2 2025, which saw GAAP revenue of $300.6 million, was directly attributed to the conclusion of the Samsung arbitration and the new HP license agreement. The company's ability to execute these deals is a testament to the focused efforts of its dedicated teams.

The executive team is clearly focused on translating IP strength into contractual certainty. Finance: draft 13-week cash view by Friday.

InterDigital, Inc. (IDCC) - Canvas Business Model: Channels

You're looking at how InterDigital, Inc. gets its patented technology into the hands of device makers and service providers; it's a mix of direct deals, legal enforcement, and standards leadership. Honestly, the numbers from late 2025 show this channel strategy is hitting an all-time high in terms of recurring revenue.

Direct licensing negotiations with manufacturers

Direct negotiation is the preferred route, but InterDigital, Inc. definitely uses legal action to drive deals when necessary. The total contract value of licenses signed since 2021 now stands at well over $4 billion.

The smartphone program is the engine here. Following recent agreements, InterDigital, Inc. now has approximately 80% of the global smartphone market under license, up from about 50% previously. In the third quarter of 2025, a new license with Honor, a top 10 Chinese vendor, was signed, adding $26 million to the projected Annualized Recurring Revenue (ARR).

Here's a quick look at the scale of recent negotiation successes:

• Smartphone program ARR in Q3 2025 reached $491 million, up 65% year-over-year.
• The mid-term goal for smartphone ARR by 2027 is $500 million.
• The company has agreements with 8 of the top 10 smartphone vendors as of Q3 2025.
• A major licensing agreement was signed with HP in Q1 2025 for the PC/IoT segment.

The company also closed renewals in Q3 2025 with Sharp and Seiko in the smartphone program, and with an EV charging company in the consumer electronics and IoT program.

Global legal and arbitration courts (e.g., German, US, UPC)

When bilateral talks stall, courts and arbitration become a key channel for securing fair royalty rates. The landmark Samsung smartphone arbitration was completed in Q3 2025. This resulted in an eight-year license lasting through February 19, 2030, valued at more than $1 billion in total payments, which equates to $131 million annually, a 67% increase over the previous contract.

The financial impact of this legal channel was immediate. The Q2 2025 GAAP revenue included a $119 million catch-up payment to true up royalties from January 1, 2023, to March 31, 2025, stemming from the Samsung award.

The enforcement channel also saw action against Disney. InterDigital, Inc. was awarded an injunction against Disney by a German court on November 24, 2025.

The following table summarizes key financial outcomes related to these enforcement channels through Q3 2025:

Metric	Value/Amount	Period/Context
Samsung Total Contract Value	Over $1 billion	8-year license
Samsung Annualized Payment	$131 million	Per year
Q2 2025 Catch-up Revenue	$119 million	From Samsung arbitration
Total Contract Value Signed Since 2021	Over $4 billion	Through Q3 2025

Standard-setting bodies for technology dissemination

Participation in standard-setting organizations (SDOs) is how InterDigital, Inc. ensures its R&D becomes the basis for industry standards, which then fuels the licensing channel. As of December 31, 2024, the patent portfolio held more than 33,000 patents and patent applications worldwide.

The success of this channel is reflected in the current run-rate business metrics. The company's ARR hit an all-time high in Q3 2025.

Here are the key ARR figures as of the third quarter of 2025:

• Total Annualized Recurring Revenue (ARR): $588 million, up 49% year-over-year.
• The company re-elected one of its senior wireless engineers to a chair position to lead next-generation wireless standards development, including 6G.
• The company intends to grow its portfolio by actively participating in SDOs.

Investor relations for financial communication

Investor Relations is the channel for communicating the results of the other three channels, which directly impacts valuation and capital structure decisions. The company raised its full-year 2025 revenue guidance by $110 million at the midpoint following the Samsung win.

The latest reported financial results for Q3 2025 demonstrate strong execution against that guidance. The company also increased its quarterly cash dividend by 17% to $0.70 per share in Q3 2025.

Financial highlights communicated to investors as of late 2025 include:

Financial Metric	Q3 2025 Actual	Full Year 2025 Guidance Range
GAAP Revenue	$164.7 million	$790 million to $850 million
Non-GAAP EPS	$2.55	$14.17 to $14.77
Adjusted EBITDA	$104.9 million	$551 million to $569 million

For capital management, InterDigital, Inc. returned more than $130 million to shareholders year-to-date Q3 2025, including $35 million in buybacks and $18 million in dividends during Q3 alone. As of June 30, 2025, the company reported $937 million in cash and short-term investments.

Investor Relations contacts are available at Tel: +1 302.300.1857 and Investor.Relations@InterDigital.com.

InterDigital, Inc. (IDCC) - Canvas Business Model: Customer Segments

You're looking at InterDigital, Inc. (IDCC) as of late 2025, and their customer base is a clear reflection of their patent licensing strategy: move beyond the core mobile phone giants into adjacent, high-growth connected device ecosystems. The focus is on securing licenses from the biggest players in each vertical to maximize the reach of their intellectual property portfolio, which covers wireless, video, and AI standards.

Major global smartphone vendors remain the bedrock, but the penetration rate is nearing saturation. As of the first quarter of 2025, InterDigital, Inc. had secured licensing agreements with seven of the ten largest smartphone vendors, covering nearly 80% of the global smartphone market. The smartphone segment revenue surged by 129% year-over-year in Q1 2025, hitting $184M for that quarter alone. This segment is crucial, but management has been clear that future outsized growth must come from elsewhere. The total contract value of licenses signed since 2021, which includes these major players, is now more than $4 billion.

The push into consumer electronics manufacturers is gaining traction, exemplified by the new license signed with HP, which extends coverage into the personal computer and broader consumer electronics market. This deal, alongside the Samsung TV agreement from January 2024, shows a deliberate expansion. For context on the scale of the video technology ecosystem InterDigital, Inc. serves, the entire streaming industry-subscription and advertising supported platforms, plus social media-is forecast to generate more than $400 billion in revenue in 2025.

The IoT and Automotive manufacturers segment is the key growth vector, though its revenue can be lumpy due to the timing of new deals. In the second quarter of 2025, revenue from the Consumer Electronics, IoT, and Automotive program saw massive momentum, rising 175% to $65.3 million. This segment is where InterDigital, Inc. is planting its flag for future 5G and emerging 6G applications beyond the handset.

While not explicitly detailed with specific licensee names like HP, the segment for cloud-based service providers is implicitly covered through their advanced video compression patents (like HEVC and VVC) that underpin streaming and gaming platforms. The company's innovation supports an industry expected to generate over $400 billion in revenue in 2025.

Here's a quick look at the segmental revenue momentum from the second quarter of 2025, which shows the impact of major arbitration wins:

Customer Segment Focus	Q2 2025 Revenue (Millions USD)	Year-over-Year Change
Smartphone Program	$235.1	18% growth
Consumer Electronics, IoT, and Automotive Program	$65.3	175% growth

You should note the volatility. While Q2 2025 saw the CE/IoT/Auto segment surge, the first quarter of 2025 showed a significant year-over-year decrease of 86% to $26.3M in that same category, illustrating that these non-smartphone segments are still subject to the timing of large, non-recurring catch-up payments. The company's Annualized Recurring Revenue (ARR) hit an all-time high of $588 million in Q3 2025, up 49% year-over-year, which is the best indicator of the stability across all these customer types.

• Secured license coverage for over half of the global PC market following the HP deal.
• The largest license ever signed, with Samsung, is worth more than $1 billion over eight years.
• InterDigital, Inc. holds a portfolio of more than 33,000 patents.
• Seven license agreements scheduled to expire at the end of 2025 accounted for approximately 22% of recurring revenues in 2024.

Finance: draft 13-week cash view by Friday.

InterDigital, Inc. (IDCC) - Canvas Business Model: Cost Structure

You're looking at the cost side of InterDigital, Inc. (IDCC)'s business, and honestly, it's dominated by intellectual property creation and defense, not manufacturing. This is a high-fixed-cost, low-variable-cost model, which is why the margins look so good when a deal closes.

The single biggest cost driver is the investment in future technology. This is the high fixed cost of R&D and patent maintenance. For the second quarter of 2025, InterDigital, Inc. spent $53.7 million specifically on research and patent portfolio maintenance to support its push into next-generation standards like 6G and advanced AI video coding. This spending is necessary to keep the patent portfolio, which contained over 30,000 granted patents and applications as of early 2024, relevant and valuable.

Next up, you have the costs associated with keeping that IP protected and monetized. Significant legal and litigation expenses for enforcement are a necessary evil. InterDigital, Inc. has shown a willingness to pursue this, for example, by filing enforcement actions against The Walt Disney Company, including Disney+, Hulu, and ESPN+, early in 2025. The company noted in its 2023 report that the cost of enforcing and defending its intellectual property, particularly outside counsel fees, has been and may continue to be significant.

The personnel costs for specialized engineers and legal staff form the core of the operating expenses. For the full year ended December 31, 2024, total GAAP Operating Expenses were $429.0 million. Personnel costs historically represent the largest portion of this operating expense base. To give you a sense of the scale, InterDigital, Inc. operates with fewer than 450 employees, yet generated over $2 million in revenue per head based on 2024 figures.

The variable cost component is minimal, which is the magic of this IP licensing model. This results in a very low Cost of Goods Sold (COGS). Because the costs are largely fixed (R&D, personnel, legal defense), most of the revenue flows straight to the bottom line once licenses are secured. This yields an exceptionally high gross margin. For the quarter ended September 2025, the gross margin was reported at 88.03%, a figure that confirms the low COGS structure. The full-year 2024 gross margin was 80.51%.

Here's a quick look at the cost breakdown for the third quarter of 2025, showing just how small the COGS component is relative to revenue:

Cost Component Metric	Amount (Q3 2025)	Context/Year
Revenue (GAAP)	$164.7 Mil	Three Months Ended Sep. 2025
Cost of Goods Sold (COGS)	$19.715 Mil	Calculated from Q3 2025 data
Gross Profit	$145.0 Mil	Three Months Ended Sep. 2025
Gross Margin Percentage	88.03%	Reported for Q3 2025
R&D and Patent Maintenance Spend	$53.7 Mil	Q2 2025 Spend
Total Operating Expenses (GAAP)	$95.2 Mil	Q2 2025 Spend

The high gross margin is a direct result of the minimal COGS, which is primarily composed of costs directly tied to revenue recognition, not the creation of the IP itself. The structure relies on keeping the fixed costs-R&D and legal-under control relative to the massive, recurring revenue streams from licensing agreements.

You can see the fixed cost allocation in the operating expenses, which include the personnel and R&D mentioned above. The key cost elements that you need to track are:

• R&D investment for future standards like 6G.
• Legal fees for patent enforcement actions.
• Salaries for specialized engineers and legal counsel.
• Amortization of debt issuance costs, which was $1.2 million remaining as of early 2024.

Finance: draft 13-week cash view by Friday.

InterDigital, Inc. (IDCC) - Canvas Business Model: Revenue Streams

You're looking at the core of how InterDigital, Inc. (IDCC) brings in cash, and it's all about intellectual property licensing. Honestly, the business model leans heavily on securing large, predictable income streams. The majority of InterDigital, Inc. (IDCC)'s revenue comes from fixed-fee patent license agreements. This provides a solid, recurring base. Still, there's a smaller, but important, component from variable royalty agreements based on product sales, which ties some income directly to the success of licensees' product volumes.

Here's a quick look at the key financial figures we're seeing for the business as of late 2025, based on recent guidance and reported quarterly results. This gives you a clear snapshot of the expected annual run-rate and the current recurring base.

Metric	Value	Period/Context
Full-Year 2025 Revenue Projection	$820 million to $824 million	Fiscal Year 2025 Forecast
Annualized Recurring Revenue (ARR)	$588 million	Q3 2025 (All-time high)
Smartphone Program ARR	$491 million	Q3 2025
CE/IoT ARR	$97 million	Q3 2025
Total Contract Value Signed Since 2021	Exceeds $4 billion	As of Q3 2025 updates

That $588 million in Annualized Recurring Revenue (ARR) reported in Q3 2025 is defintely the number that shows the health of the core business, representing a 49% jump year-over-year. It's the predictable cash flow you want to see. This ARR is heavily weighted toward the mobile sector, which is where InterDigital, Inc. (IDCC) has its deepest patent moat.

You can see the breakdown of that recurring revenue base:

• Smartphone Program ARR reached $491 million in Q3 2025.
• This smartphone figure is nearing the mid-term goal of $500 million targeted for 2027.
• Consumer Electronics and IoT (CE/IoT) ARR contributed $97 million in Q3 2025.
• Management expects to more than double the CE/IoT ARR figure by 2030.

The growth in the recurring base is directly tied to successful negotiations. For instance, the aggregate contract value for licenses signed since 2021 now exceeds $4 billion. A major driver of this was the recent arbitration completion with Samsung, which alone is worth more than $1 billion in total contract value over eight years. Plus, InterDigital, Inc. (IDCC) now has eight of the top ten smartphone vendors under license, covering approximately 85% of the entire global smartphone market as of the Q3 2025 reporting period.