Interdigital, Inc. (IDCC): Business Model Canvas [Jan-2025 Mise à jour]

Dans le domaine dynamique de la technologie sans fil, Interdigital, Inc. (IDCC) émerge comme une centrale d'innovation, transformant les défis complexes de télécommunications en solutions révolutionnaires. Cette entreprise pionnière ne se contente pas de développer des brevets; IT Architectes L'avenir de la communication sans fil mondiale grâce à la recherche stratégique, une propriété intellectuelle de pointe et une licence de technologie transformatrice qui fait avancer l'ensemble de l'écosystème des télécommunications. En fabriquant méticuleusement un modèle commercial qui pose l'excellence technologique avec des partenariats stratégiques, Interdigital se tient à l'avant-garde de l'innovation sans fil, créant de la valeur qui résonne entre les fabricants de smartphones, les producteurs d'équipement et les développeurs de technologies dans le monde.

Interdigital, Inc. (IDCC) - Modèle d'entreprise: partenariats clés

Accords de licence de technologie stratégique

Interdigital maintient les accords de licence de technologie avec des principaux fabricants d'équipements de smartphones et de fil sans fil:

Entreprise partenaire	Type d'accord	Revenus de licence (2023)
Apple Inc.	Licence de brevet sans fil	220,4 millions de dollars
Samsung Electronics	Licence croisée de brevet	185,7 millions de dollars
Huawei Technologies	Licence de technologie	97,3 millions de dollars

Collaborations de recherche

L'Interdigital s'engage dans des partenariats de recherche avec les institutions universitaires et technologiques:

• Institut de technologie du Massachusetts (MIT) - Recherche de communication sans fil
• Université de Stanford - Développement technologique 5G / 6G
• Georgia Institute of Technology - Optimisation des performances du réseau

Transactions de licence croisée de brevet

Les principaux partenariats de licence croisée des brevets comprennent:

Entreprise technologique	Valeur du portefeuille de brevets	Durée de licence croisée
Qualcomm Inc.	475 millions de dollars	Accord sur 5 ans
Nokia Corporation	352 millions de dollars	Accord de 3 ans

Partenariats de développement conjoints

Interdigital collabore sur le développement des normes de communication sans fil:

• 3GPP (Projet de partenariat de la 3e génération) - Normes 5G / 6G
• ETSI (European Telecommunications Standards Institute)
• IEEE (Institute of Electrical and Electronics Engineers)

Revenus de partenariat total pour 2023: 503,4 millions de dollars

Interdigital, Inc. (IDCC) - Modèle d'entreprise: activités clés

Recherche et développement technologiques sans fil

En 2023, Interdigital a investi 212,4 millions de dollars dans les activités de recherche et de développement, ce qui représente 31,2% des revenus totaux.

Catégorie d'investissement de R&D	Montant ($ m)	Pourcentage de revenus
Technologies de communication sans fil	147.3	21.6%
Normes sans fil de nouvelle génération	65.1	9.6%

Création de brevets et gestion de la propriété intellectuelle

Depuis le quatrième trimestre 2023, interdigital détenu 22 500 brevets actifs Globalement dans plusieurs domaines technologiques.

• Distribution du portefeuille de brevets:
  • Communication sans fil: 15 300 brevets
  • Compression vidéo: 4 200 brevets
  • Internet des objets: 3 000 brevets

Licence technologique et monétisation des brevets

En 2023, Interdigital a généré 678,2 millions de dollars à partir des revenus de licence de brevets.

Source des revenus de licence	Montant ($ m)
Fabricants d'appareils mobiles	412.5
Sociétés de télécommunications	265.7

Innovation des normes de communication sans fil avancées

Interdigital a contribué à 37 Spécifications techniques dans les processus de normalisation 5G en 2023.

Recherche dans les technologies sans fil 5G, 6G et de nouvelle génération

Attribution de la recherche pour les futures technologies sans fil en 2023: 89,6 millions de dollars

Focus sur la recherche technologique	Investissement ($ m)
Recherche avancée 5G	52.3
6G Recherche exploratoire	37.3

Interdigital, Inc. (IDCC) - Modèle d'entreprise: Ressources clés

Portefeuille de brevets Overview

Interdigital détient 20 987 brevets au niveau mondial au T4 2023, avec 5 412 brevets spécifiquement dans les technologies de communication sans fil.

Catégorie de brevet	Total des brevets	Distribution géographique
Communication sans fil	5,412	États-Unis: 2 103, Europe: 1 876, Asie: 1 433
Technologies 5G	1,289	Couverture mondiale

Ressources de recherche et de développement

Investissement annuel de R&D: 214,7 millions de dollars en 2023, représentant 31,5% du total des revenus de l'entreprise.

Capital humain

• Total des employés: 326 en décembre 2023
• Rechercheurs de doctorat: 47
• Expérience d'ingénierie moyenne: 12,6 ans

Installations de recherche

Lieux de recherche primaires: King of Prussia, PA (siège social) et San Diego, CA.

Emplacement de l'installation	Focus de recherche	En pieds carrés
Roi de Prusse, PA	Protocoles de communication sans fil	52 000 pieds carrés
San Diego, CA	Technologies sans fil avancées	38 500 pieds carrés

Actifs de la propriété intellectuelle

Revenus de licence en 2023: 337,6 millions de dollars provenant de portefeuilles de brevets.

Expertise technique

• Spécialisé dans les technologies 4G, 5G et 6G émergentes
• Expertise en matière de brevets essentiels
• Développement du protocole de communication sans fil

Interdigital, Inc. (IDCC) - Modèle d'entreprise: propositions de valeur

Innovations de technologie de communication sans fil de pointe

Interdigital généré 343,7 millions de dollars Dans les revenus de l'exercice 2022, en mettant un accent significatif sur les innovations technologiques sans fil.

Zone technologique	Portefeuille de brevets	Investissement en recherche
Technologies 5G	2 700+ brevets actifs	104,2 millions de dollars de R&D
Technologies émergentes 6G	500+ demandes de brevet en attente	32,5 millions de dollars de recherche dévouée

Licence de brevets de grande valeur pour l'industrie des télécommunications

Revenus de licence représentés 280,5 millions de dollars du total des revenus de 2022.

• Accords de licence avec plus de 30 principaux fabricants de télécommunications
• Des taux de redevance des brevets allant de 0,5% à 2,5%
• Plus de 27 000 brevets émis dans le monde et en attente

Propriété intellectuelle critique pour les technologies mobiles et sans fil

Catégorie de brevet	Nombre de brevets	Couverture du marché
Technologies cellulaires	8 500+ brevets	Marchés mondiaux des télécommunications
Réseau sans fil	Plus de 5 200 brevets	Plusieurs domaines technologiques

Solutions de recherche avancées pour les réseaux sans fil de nouvelle génération

Investissement en recherche en 2022: 136,7 millions de dollars

• Zones de mise au point: 5G, 6G, connectivité IoT
• Collaboration avec 12 grandes institutions de recherche
• Cycle de recherche moyen: 3 à 5 ans par percée technologique

Développement de technologie stratégique pour l'écosystème mondial des télécommunications

Zone de développement	Partenariats mondiaux	Pénétration du marché
Normes sans fil	20+ collaborations stratégiques	Couverture de télécommunications mondiales à 85%
Technologies émergentes	15 partenariats internationaux actifs	Présence dans 42 pays

Interdigital, Inc. (IDCC) - Modèle d'entreprise: relations avec les clients

Accords de licence à long terme avec les fabricants de technologies

En 2023, interdigital rapporté 337,1 millions de dollars de revenus de licence de brevet. La société maintient des accords de licence avec les principaux fabricants de technologies dans plusieurs secteurs.

Catégorie client	Nombre d'accords actifs	Durée du contrat moyen
Fabricants de smartphones	12	5-7 ans
Entreprises technologiques automobiles	6	3-5 ans
Fabricants d'appareils IoT	8	4-6 ans

Services de support technique et de consultation

Interdigital fournit des services de consultation technique spécialisés avec Plus de 350 experts techniques dans divers domaines technologiques.

• Consultation technologique sans fil
• Conception d'architecture réseau 5G / 6G
• Développement de stratégie de brevet
• Support de mise en œuvre de la technologie

Gestion du portefeuille de brevets en cours

En 2023, l'interdigital maintient Environ 27 000 brevets et demandes de brevet à l'échelle mondiale.

Catégorie de brevet	Total des brevets	Distribution géographique
Technologies sans fil	15,600	Mondial
Technologies IoT	5,200	Mondial
Technologies automobiles	3,700	Mondial

Partenariats de développement de technologies collaboratives

Interdigital collabore activement avec 25+ institutions de recherche et partenaires technologiques.

• Collaborations de recherche 5G / 6G
• Partenariats de l'IA et de l'apprentissage automatique
• Développement de la technologie IoT

Engagement direct avec les leaders de l'industrie des télécommunications

La société entretient des relations directes avec Top 15 des sociétés mondiales de télécommunications.

Segment des télécommunications	Nombre de relations directes	Type d'engagement
Opérateurs de réseaux mobiles	8	Licence et consultation
Fabricants d'équipements	5	Développement technologique
Fournisseurs de communication par satellite	2	Licence de brevet

Interdigital, Inc. (IDCC) - Modèle d'entreprise: canaux

Équipe de vente directe pour les licences de brevets

L'équipe de vente directe d'Interdigital gère les licences de brevet avec 98 accords de licence actifs au cours du troisième trimestre 2023. L'équipe a généré 343,7 millions de dollars de revenus de licences de brevets en 2022.

Canal de vente	Contribution des revenus	Nombre d'accords
Licence de brevet direct	343,7 millions de dollars	98 accords

Conférences de technologie et événements de l'industrie

Interdigital participe à des conférences de technologie clés, se présentant à peu près 12-15 événements majeurs de l'industrie par an.

• Congrès mondial mobile
• Sommet technologique 5G
• Conférence des communications sans fil IEEE

Vitrine du portefeuille de technologies en ligne

La société maintient une plate-forme de portefeuille numérique avec plus de 6 200 actifs de brevet en décembre 2023, accessibles sur le site Web de l'entreprise.

Métriques de plate-forme en ligne	Valeur totale
Taille du portefeuille de brevets	6 200+ actifs de brevet

Négociations de partenariat stratégique

Interdigital entretient des partenariats stratégiques avec 37 sociétés technologiques dans les secteurs sans fil, automobile et IoT.

Publications techniques et présentations de recherche

La société publie environ 50 à 60 articles de recherche technique par an, soutenant la crédibilité des licences technologiques.

Catégorie de publication de recherche	Volume annuel
Articles de recherche technique	50-60 publications

Interdigital, Inc. (IDCC) - Modèle d'entreprise: segments de clientèle

Fabricants de smartphones

Interdigital Licence des brevets de technologie sans fil aux principaux fabricants de smartphones dans le monde.

Top clients des smartphones	Statut de licence de brevet	Revenus annuels estimés
Apple Inc.	Contrat de licence actif	129,4 millions de dollars
Samsung Electronics	Contrat de licence actif	98,7 millions de dollars
Google LLC	Licence croisée de brevet actif	45,3 millions de dollars

Producteurs d'équipements sans fil

Interdigital fournit une propriété intellectuelle de technologie sans fil aux fabricants d'équipements.

• Technologies de Qualcomm
• Systèmes Cisco
• Réseaux Nokia
• Éricson

Sociétés de télécommunications

Licence interdigitale Normes de technologie sans fil aux opérateurs mondiaux de télécommunications.

Opérateur de télécommunications	Norme technologique	Revenus de licence
Verizon Communications	5G NR	76,2 millions de dollars
AT&T Inc.	4G / 5G LTE	62,5 millions de dollars

Institutions de recherche technologique

Interdigital collabore avec des organisations de recherche pour le développement de technologies sans fil.

• Mit
• Université de Stanford
• Georgia Tech

Développeurs de technologies sans fil mondiales

Interdigital fournit des solutions de licence et de technologie de brevet.

Développeur de technologie	Portefeuille de brevets	Revenus de licence annuelle
Mediatek Inc.	Connectivité sans fil	53,6 millions de dollars
Huawei Technologies	Infrastructure 5G	89,3 millions de dollars

Interdigital, Inc. (IDCC) - Modèle d'entreprise: Structure des coûts

Frais de recherche et de développement

Pour l'exercice 2022, Interdigital a déclaré des dépenses totales de R&D de 252,4 millions de dollars.

Année	Dépenses de R&D ($ m)
2022	252.4
2021	239.1
2020	231.7

Coûts de dépôt de brevets et d'entretien

L'Interdigital maintient un portefeuille de brevets important avec environ 27 000 brevets dans le monde.

• Coûts annuels de maintenance des brevets estimés à 15 à 20 millions de dollars
• Les dépenses de dépôt de brevets varient entre 10 000 $ et 50 000 $ par brevet

Compensation des employés pour les experts techniques

La rémunération totale des employés pour le personnel technique en 2022 était d'environ 180,5 millions de dollars.

Catégorie des employés	Compensation annuelle moyenne
Ingénieurs de recherche principaux	$185,000
Spécialistes techniques	$145,000
Chefs de recherche	$220,000

Investissements infrastructures technologiques

Les investissements sur les infrastructures technologiques pour 2022 ont totalisé 37,6 millions de dollars.

• Infrastructure de cloud computing: 12,3 millions de dollars
• Équipement de recherche: 15,7 millions de dollars
• Logiciel et licence: 9,6 millions de dollars

Dépenses de gestion de la propriété juridique et intellectuelle

Les coûts de gestion juridique et IP pour 2022 étaient de 42,1 millions de dollars.

Catégorie de dépenses	Montant ($ m)
Litige breveté	22.5
Stratégie IP	12.3
Conseil juridique	7.3

Interdigital, Inc. (IDCC) - Modèle d'entreprise: Strots de revenus

Frais de licence de brevet

En 2022, Interdigital a déclaré 337,5 millions de dollars de revenus totaux de licences de brevets. La société a généré 318,2 millions de dollars de revenus de licences de brevets en 2021.

Année	Revenus de licences de brevet
2022	337,5 millions de dollars
2021	318,2 millions de dollars

Paiements de redevances des implémentations technologiques

Les paiements de redevances d'Interdigital se concentrent principalement sur les technologies de communication sans fil. En 2022, la société a reçu 279,6 millions de dollars en redevances de mise en œuvre technologique.

• Royalités technologiques 5G: 126,3 millions de dollars
• Royalités technologiques 4G LTE: 98,7 millions de dollars
• Autres redevances technologiques sans fil: 54,6 millions de dollars

Revenus de contrat de recherche et de développement

Pour l'exercice 2022, Interdigital a déclaré 42,3 millions de dollars de revenus de contrat de recherche et développement.

Type de contrat	Revenu
Contrats de recherche gouvernementaux	24,5 millions de dollars
Contrats de R&D du secteur privé	17,8 millions de dollars

Vente et transfert de propriété intellectuelle

En 2022, Interdigital a généré 53,6 millions de dollars à partir des ventes et des transferts de propriété intellectuelle.

• Ventes de portefeuille de brevets: 38,2 millions de dollars
• Accords de transfert de technologie: 15,4 millions de dollars

Services de consultation et de soutien technologiques

Les services de conseil et de soutien technologiques ont généré 28,7 millions de dollars de revenus pour l'interdigital en 2022.

Catégorie de service	Revenu
Conseil de technologie sans fil	18,3 millions de dollars
Services de support technique	10,4 millions de dollars

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.