InterDigital, Inc. (IDCC): Lienzo del Modelo de Negocio [Actualizado en Ene-2025]

En el ámbito dinámico de la tecnología inalámbrica, Interdigital, Inc. (IDCC) surge como una potencia de innovación, transformando los desafíos complejos de telecomunicaciones en soluciones innovadoras. Esta empresa pionera no solo desarrolla patentes; Arquitecta el futuro de la comunicación inalámbrica global a través de investigaciones estratégicas, propiedad intelectual de vanguardia y licencias de tecnología transformadora que impulsa todo el ecosistema de telecomunicaciones. Al crear meticulosamente un modelo de negocio que une la excelencia tecnológica con asociaciones estratégicas, interdigital se destaca a la vanguardia de la innovación inalámbrica, creando un valor que resuena entre los fabricantes de teléfonos inteligentes, productores de equipos y desarrolladores de tecnología en todo el mundo.

Interdigital, Inc. (IDCC) - Modelo de negocio: asociaciones clave

Acuerdos de licencia de tecnología estratégica

Interdigital mantiene acuerdos de licencia de tecnología con los principales fabricantes de teléfonos inteligentes y equipos inalámbricos:

Empresa asociada	Tipo de acuerdo	Ingresos de licencia (2023)
Apple Inc.	Licencias de patentes inalámbricas	$ 220.4 millones
Electrónica Samsung	Licencia cruzada de patentes	$ 185.7 millones
Tecnologías Huawei	Licencias de tecnología	$ 97.3 millones

Colaboraciones de investigación

Interdigital participa en asociaciones de investigación con instituciones académicas y tecnológicas:

• Instituto de Tecnología de Massachusetts (MIT) - Investigación de comunicación inalámbrica
• Universidad de Stanford - Desarrollo de tecnología 5G/6G
• Instituto de Tecnología de Georgia - Optimización del rendimiento de la red

Ofertas de licencia cruzada de patentes

Las asociaciones clave de licencia cruzada de patentes incluyen:

Empresa de tecnología	Valor de cartera de patentes	Duración de licencia cruzada
Qualcomm Inc.	$ 475 millones	Acuerdo a 5 años
Corporación Nokia	$ 352 millones	Acuerdo de 3 años

Asociaciones de desarrollo conjunto

Interdigital colabora en el desarrollo de estándares de comunicación inalámbrica:

• 3GPP (proyecto de asociación de 3ra generación) - Estándares 5G/6G
• ETSI (Instituto Europeo de Normas de Telecomunicaciones)
• IEEE (Instituto de Ingenieros Eléctricos y Electrónicos)

Ingresos de asociación total para 2023: $ 503.4 millones

Interdigital, Inc. (IDCC) - Modelo de negocio: actividades clave

Investigación y desarrollo de tecnología inalámbrica

En 2023, el interdigital invirtió $ 212.4 millones en actividades de investigación y desarrollo, lo que representa el 31.2% de los ingresos totales.

Categoría de inversión de I + D	Cantidad ($ m)	Porcentaje de ingresos
Tecnologías de comunicación inalámbrica	147.3	21.6%
Normas inalámbricas de próxima generación	65.1	9.6%

Creación de patentes y gestión de propiedad intelectual

A partir del cuarto trimestre de 2023, el interdigital sostenido 22,500 patentes activas a nivel mundial en múltiples dominios de tecnología.

• Distribución de cartera de patentes:
  • Comunicación inalámbrica: 15,300 patentes
  • Compresión de video: 4.200 patentes
  • Internet de las cosas: 3.000 patentes

Licencias de tecnología y monetización de patentes

En 2023, el interdigital generó $ 678.2 millones a partir de los ingresos por licencias de patentes.

Fuente de ingresos de licencia	Cantidad ($ m)
Fabricantes de dispositivos móviles	412.5
Compañías de telecomunicaciones	265.7

Innovación avanzada de comunicación inalámbrica de comunicación

Interdigital contribuido a 37 Especificaciones técnicas En procesos de estandarización 5G durante 2023.

Investigación en tecnologías inalámbricas 5G, 6G y de próxima generación

Asignación de investigación para futuras tecnologías inalámbricas en 2023: $ 89.6 millones

Enfoque de investigación tecnológica	Inversión ($ m)
5G Investigación avanzada	52.3
6G Investigación exploratoria	37.3

Interdigital, Inc. (IDCC) - Modelo de negocio: recursos clave

Cartera de patentes Overview

Interdigital posee 20,987 patentes a nivel mundial a partir del cuarto trimestre de 2023, con 5,412 patentes específicamente en tecnologías de comunicación inalámbrica.

Categoría de patente	Patentes totales	Distribución geográfica
Comunicación inalámbrica	5,412	EE. UU.: 2,103, Europa: 1,876, Asia: 1,433
Tecnologías 5G	1,289	Cobertura global

Recursos de investigación y desarrollo

Inversión anual de I + D: $ 214.7 millones en 2023, que representa el 31.5% de los ingresos totales de la compañía.

Capital humano

• Total de empleados: 326 a diciembre de 2023
• Investigadores de doctorado: 47
• Experiencia promedio de ingeniería: 12.6 años

Instalaciones de investigación

Lugares de investigación primaria: Rey de Prusia, PA (sede), y San Diego, CA.

Ubicación de la instalación	Enfoque de investigación	Pies cuadrados
Rey de Prusia, PA	Protocolos de comunicación inalámbrica	52,000 pies cuadrados
San Diego, CA	Tecnologías inalámbricas avanzadas	38,500 pies cuadrados

Activos de propiedad intelectual

Ingresos de licencia en 2023: $ 337.6 millones de carteras de patentes.

Experiencia técnica

• Especializado en tecnologías 6G, 5G y 6G emergentes
• Experiencia de patente esencial estándar
• Desarrollo de protocolo de comunicación inalámbrica

Interdigital, Inc. (IDCC) - Modelo de negocio: propuestas de valor

Innovaciones de tecnología de comunicación inalámbrica de vanguardia

Interdigital generado $ 343.7 millones en ingresos para el año fiscal 2022, con un enfoque significativo en innovaciones de tecnología inalámbrica.

Área tecnológica	Cartera de patentes	Inversión de investigación
Tecnologías 5G	2,700+ patentes activas	$ 104.2 millones de gasto en I + D
6G Tecnologías emergentes	500+ solicitudes de patentes pendientes	$ 32.5 millones de investigación dedicada

Licencias de patentes de alto valor para la industria de las telecomunicaciones

Ingresos de licencias representados $ 280.5 millones del total de 2022 ingresos.

• Acuerdos de licencia con más de 30 principales fabricantes de telecomunicaciones
• Tasas de regalías de patente que van desde 0.5% a 2.5%
• Más de 27,000 patentes emitidas y pendientes en todo el mundo

Propiedad intelectual crítica para tecnologías móviles e inalámbricas

Categoría de patente	Número de patentes	Cobertura del mercado
Tecnologías celulares	8,500+ patentes	Mercados globales de telecomunicaciones
Redes inalámbricas	5,200+ patentes	Múltiples dominios tecnológicos

Soluciones de investigación avanzadas para redes inalámbricas de próxima generación

Inversión de investigación en 2022: $ 136.7 millones

• Áreas de enfoque: 5G, 6G, conectividad IoT
• Colaboración con 12 importantes instituciones de investigación
• Ciclo de investigación promedio: 3-5 años por avance tecnológico

Desarrollo de tecnología estratégica para el ecosistema global de telecomunicaciones

Área de desarrollo	Asociaciones globales	Penetración del mercado
Normas inalámbricas	20+ colaboraciones estratégicas	85% de cobertura global de telecomunicaciones
Tecnologías emergentes	15 asociaciones internacionales activas	Presencia en 42 países

Interdigital, Inc. (IDCC) - Modelo de negocios: relaciones con los clientes

Acuerdos de licencia a largo plazo con fabricantes de tecnología

A partir de 2023, informó interdigital $ 337.1 millones en ingresos por licencias de patentes. La compañía mantiene acuerdos de licencia con los principales fabricantes de tecnología en múltiples sectores.

Categoría de clientes	Número de acuerdos activos	Duración promedio del contrato
Fabricantes de teléfonos inteligentes	12	5-7 años
Empresas de tecnología automotriz	6	3-5 años
Fabricantes de dispositivos IoT	8	4-6 años

Soporte técnico y servicios de consulta

Interdigital proporciona servicios de consulta técnica especializada con Más de 350 expertos técnicos En varios dominios tecnológicos.

• Consulta de tecnología inalámbrica
• Diseño de arquitectura de red 5G/6G
• Desarrollo de la estrategia de patentes
• Soporte de implementación de tecnología

Gestión de cartera de patentes en curso

A partir de 2023, interdigital mantiene aproximadamente 27,000 patentes y solicitudes de patentes a nivel mundial.

Categoría de patente	Patentes totales	Distribución geográfica
Tecnologías inalámbricas	15,600	Global
Tecnologías IoT	5,200	Global
Tecnologías automotrices	3,700	Global

Asociaciones de desarrollo de tecnología colaborativa

Interdigital colabora activamente con Más de 25 instituciones de investigación y socios tecnológicos.

• 5G/6G Colaboraciones de investigación
• AI y asociaciones de aprendizaje automático
• Desarrollo de tecnología de IoT

Compromiso directo con los líderes de la industria de las telecomunicaciones

La compañía mantiene relaciones directas con Top 15 compañías globales de telecomunicaciones.

Segmento de telecomunicaciones	Número de relaciones directas	Tipo de compromiso
Operadores de redes móviles	8	Licencias y consultas
Fabricantes de equipos	5	Desarrollo tecnológico
Proveedores de comunicación por satélite	2	Licencia de patente

Interdigital, Inc. (IDCC) - Modelo de negocio: canales

Equipo de ventas directas para licencias de patentes

El equipo de ventas directas de Interdigital gestiona la licencia de patentes con 98 acuerdos de licencia activa al tercer trimestre de 2023. El equipo generó $ 343.7 millones en ingresos por licencias de patentes en 2022.

Canal de ventas	Contribución de ingresos	Número de acuerdos
Licencias de patentes directas	$ 343.7 millones	98 acuerdos

Conferencias tecnológicas y eventos de la industria

Interdigital participa en conferencias de tecnología clave, que se presentan aproximadamente 12-15 eventos importantes de la industria anualmente.

• Congreso del mundo móvil
• Cumbre de tecnología 5G
• Conferencia de comunicaciones inalámbricas IEEE

Escaparate de la cartera de tecnología en línea

La compañía mantiene una plataforma de cartera digital con más de 6,200 activos de patentes a diciembre de 2023, accesible a través del sitio web corporativo.

Métricas de plataforma en línea	Valor total
Tamaño de la cartera de patentes	6,200+ activos de patente

Negociaciones de asociación estratégica

Interdigital mantiene asociaciones estratégicas con 37 compañías de tecnología en sectores inalámbricos, automotrices e IoT.

Publicaciones técnicas y presentaciones de investigación

La compañía publica aproximadamente 50-60 trabajos de investigación técnica anualmente, apoyando la credibilidad de licencia de tecnología.

Categoría de publicación de investigación	Volumen anual
Documentos de investigación técnica	50-60 publicaciones

Interdigital, Inc. (IDCC) - Modelo de negocio: segmentos de clientes

Fabricantes de teléfonos inteligentes

Licencias interdigitales patentes de tecnología inalámbrica a los principales fabricantes de teléfonos inteligentes a nivel mundial.

Los mejores clientes de teléfonos inteligentes	Estado de la licencia de patente	Ingresos anuales estimados
Apple Inc.	Acuerdo de licencia activa	$ 129.4 millones
Electrónica Samsung	Acuerdo de licencia activa	$ 98.7 millones
Google LLC	Patente activa de licencia cruzada	$ 45.3 millones

Productores de equipos inalámbricos

Interdigital proporciona propiedad intelectual de tecnología inalámbrica a los fabricantes de equipos.

• Tecnologías Qualcomm
• Sistemas de Cisco
• Redes Nokia
• Ericsson

Compañías de telecomunicaciones

Licencias interdigitales estándares de tecnología inalámbrica a operadores globales de telecomunicaciones.

Operador de telecomunicaciones	Estándar tecnológico	Ingresos por licencias
Comunicaciones de Verizon	5G NR	$ 76.2 millones
AT&T Inc.	4G/5G LTE	$ 62.5 millones

Instituciones de investigación de tecnología

Interdigital colabora con organizaciones de investigación para el desarrollo de tecnología inalámbrica.

• MIT
• Universidad de Stanford
• Georgia Tech

Desarrolladores de tecnología inalámbrica global

Interdigital proporciona soluciones de licencia y tecnología de patentes.

Desarrollador de tecnología	Cartera de patentes	Ingresos anuales de licencia
MediaTek Inc.	Conectividad inalámbrica	$ 53.6 millones
Tecnologías Huawei	Infraestructura 5G	$ 89.3 millones

Interdigital, Inc. (IDCC) - Modelo de negocio: estructura de costos

Gastos de investigación y desarrollo

Para el año fiscal 2022, interdigital reportó gastos totales de I + D de $ 252.4 millones.

Año	Gastos de I + D ($ M)
2022	252.4
2021	239.1
2020	231.7

Costos de presentación y mantenimiento de patentes

Interdigital mantiene una importante cartera de patentes con aproximadamente 27,000 patentes a nivel mundial.

• Costos anuales de mantenimiento de patentes estimados en $ 15-20 millones
• Los gastos de presentación de patentes oscilan entre $ 10,000 y $ 50,000 por patente

Compensación de empleados para expertos técnicos

La compensación total de empleados para el personal técnico en 2022 fue de aproximadamente $ 180.5 millones.

Categoría de empleado	Compensación anual promedio
Ingenieros de investigación senior	$185,000
Especialistas técnicos	$145,000
Gerentes de investigación	$220,000

Inversiones de infraestructura tecnológica

Las inversiones en infraestructura tecnológica para 2022 totalizaron $ 37.6 millones.

• Infraestructura de computación en la nube: $ 12.3 millones
• Equipo de investigación: $ 15.7 millones
• Software y licencias: $ 9.6 millones

Gastos de administración de propiedades legales e intelectuales

Los costos legales y de gestión de IP para 2022 fueron de $ 42.1 millones.

Categoría de gastos	Cantidad ($ m)
Litigio de patente	22.5
Estrategia de IP	12.3
Consultoría legal	7.3

Interdigital, Inc. (IDCC) - Modelo de negocio: flujos de ingresos

Tarifas de licencia de patentes

En 2022, Interdigital reportó $ 337.5 millones en ingresos totales de licencias de patentes. La compañía generó $ 318.2 millones en ingresos por licencias de patentes en 2021.

Año	Ingresos de licencia de patentes
2022	$ 337.5 millones
2021	$ 318.2 millones

Pagos de regalías de implementaciones de tecnología

Los pagos de regalías de Interdigital se centran principalmente en las tecnologías de comunicación inalámbrica. En 2022, la compañía recibió $ 279.6 millones en regalías de implementación de tecnología.

• Royalias de tecnología 5G: $ 126.3 millones
• Regalías de tecnología 4G LTE: $ 98.7 millones
• Otras regalías de tecnología inalámbrica: $ 54.6 millones

Ingresos del contrato de investigación y desarrollo

Para el año fiscal 2022, Interdigital reportó $ 42.3 millones en ingresos por contratos de investigación y desarrollo.

Tipo de contrato	Ganancia
Contratos de investigación del gobierno	$ 24.5 millones
Contratos de I + D del sector privado	$ 17.8 millones

Venta y transferencia de propiedad intelectual

En 2022, el interdigital generó $ 53.6 millones a partir de ventas y transferencias de propiedades intelectuales.

• Ventas de cartera de patentes: $ 38.2 millones
• Acuerdos de transferencia de tecnología: $ 15.4 millones

Servicios de consulta y soporte de tecnología

Los servicios de consultoría y soporte de tecnología generaron $ 28.7 millones en ingresos para interdigital en 2022.

Categoría de servicio	Ganancia
Consultoría de tecnología inalámbrica	$ 18.3 millones
Servicios de soporte técnico	$ 10.4 millones

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.