Interdigital, Inc. (IDCC): Modelo de negócios Canvas [Jan-2025 Atualizado]

No domínio dinâmico da tecnologia sem fio, a Interdigital, Inc. (IDCC) surge como uma potência de inovação, transformando desafios complexos de telecomunicações em soluções inovadoras. Esta empresa pioneira não apenas desenvolve patentes; TI Arquite o futuro da comunicação sem fio global por meio de pesquisas estratégicas, propriedade intelectual de ponta e licenciamento de tecnologia transformadora que impulsiona todo o ecossistema de telecomunicações. Ao criar meticulosamente um modelo de negócios que preenche a excelência tecnológica com parcerias estratégicas, interdigital está na vanguarda da inovação sem fio, criando valor que ressoa entre fabricantes de smartphones, produtores de equipamentos e desenvolvedores de tecnologia em todo o mundo.

Interdigital, Inc. (IDCC) - Modelo de negócios: Parcerias -chave

Acordos de licenciamento de tecnologia estratégica

A Interdigital mantém contratos de licenciamento de tecnologia com os principais fabricantes de smartphones e equipamentos sem fio:

Empresa parceira	Tipo de contrato	Receita de licenciamento (2023)
Apple Inc.	Licenciamento de patentes sem fio	US $ 220,4 milhões
Samsung Electronics	Licenciamento cruzado de patente	US $ 185,7 milhões
Tecnologias Huawei	Licenciamento de tecnologia	US $ 97,3 milhões

Colaborações de pesquisa

Interdigital se envolve em parcerias de pesquisa com instituições acadêmicas e de tecnologia:

• Instituto de Tecnologia de Massachusetts (MIT) - Pesquisa de comunicação sem fio
• Universidade de Stanford - Desenvolvimento de Tecnologia 5G/6G
• Instituto de Tecnologia da Geórgia - Otimização de desempenho de rede

Acordos de licenciamento cruzado de patentes

As principais parcerias de licenciamento cruzado incluem:

Empresa de tecnologia	Valor da portfólio de patentes	Duração de licenciamento cruzado
Qualcomm Inc.	US $ 475 milhões	Contrato de 5 anos
Nokia Corporation	US $ 352 milhões	Contrato de 3 anos

Parcerias de desenvolvimento conjunto

Interdigital colabora no desenvolvimento de padrões de comunicação sem fio:

• 3GPP (Projeto de Parceria de 3ª Geração) - Padrões 5G/6G
• ETSI (Instituto Europeu de Padrões de Telecomunicações)
• IEEE (Instituto de Engenheiros Elétricos e Eletrônicos)

Receita total de parceria para 2023: US $ 503,4 milhões

Interdigital, Inc. (IDCC) - Modelo de negócios: Atividades -chave

Pesquisa e desenvolvimento de tecnologia sem fio

Em 2023, a Interdigital investiu US $ 212,4 milhões em atividades de pesquisa e desenvolvimento, representando 31,2% da receita total.

Categoria de investimento em P&D	Valor ($ m)	Porcentagem de receita
Tecnologias de comunicação sem fio	147.3	21.6%
Padrões sem fio da próxima geração	65.1	9.6%

Criação de patentes e gestão de propriedade intelectual

A partir do quarto trimestre 2023, interdigital mantido 22.500 patentes ativas globalmente em vários domínios de tecnologia.

• Distribuição do portfólio de patentes:
  • Comunicação sem fio: 15.300 patentes
  • Compressão em vídeo: 4.200 patentes
  • Internet das coisas: 3.000 patentes

Licenciamento de tecnologia e monetização de patentes

Em 2023, a interdigital gerou US $ 678,2 milhões da receita de licenciamento de patentes.

Fonte de receita de licenciamento	Valor ($ m)
Fabricantes de dispositivos móveis	412.5
Empresas de telecomunicações	265.7

Padrões de comunicação sem fio avançados inovação

Interdigital contribuiu para 37 Especificações técnicas Nos processos de padronização 5G durante 2023.

Pesquisa em 5G, 6G e tecnologias sem fio de próxima geração

Alocação de pesquisa para futuras tecnologias sem fio em 2023: US $ 89,6 milhões

Foco em pesquisa em tecnologia	Investimento ($ m)
5G Pesquisa avançada	52.3
6G Pesquisa exploratória	37.3

Interdigital, Inc. (IDCC) - Modelo de negócios: Recursos -chave

Portfólio de patentes Overview

A Interdigital detém 20.987 patentes globalmente a partir do quarto trimestre 2023, com 5.412 patentes especificamente em tecnologias de comunicação sem fio.

Categoria de patentes	Total de patentes	Distribuição geográfica
Comunicação sem fio	5,412	EUA: 2.103, Europa: 1.876, Ásia: 1.433
Tecnologias 5G	1,289	Cobertura global

Recursos de pesquisa e desenvolvimento

Investimento anual de P&D: US $ 214,7 milhões em 2023, representando 31,5% da receita total da empresa.

Capital humano

• Total de funcionários: 326 em dezembro de 2023
• Pesquisadores de doutorado: 47
• Experiência média de engenharia: 12,6 anos

Instalações de pesquisa

Locais de pesquisa primária: King of Prussia, PA (sede) e San Diego, CA.

Localização da instalação	Foco na pesquisa	Metragem quadrada
Rei da Prússia, PA	Protocolos de comunicação sem fio	52.000 pés quadrados
San Diego, CA.	Tecnologias sem fio avançadas	38.500 pés quadrados

Ativos de propriedade intelectual

Receita de licenciamento em 2023: US $ 337,6 milhões em carteiras de patentes.

Experiência técnica

• Especializado em tecnologias 4G, 5G e emergentes 6G
• Especialização em patentes essenciais padrão
• Desenvolvimento de protocolo de comunicação sem fio

Interdigital, Inc. (IDCC) - Modelo de negócios: proposições de valor

Inovações de tecnologia de comunicação sem fio de ponta

Interdigital gerado US $ 343,7 milhões em receita para o ano fiscal de 2022, com foco significativo em inovações tecnológicas sem fio.

Área de tecnologia	Portfólio de patentes	Investimento em pesquisa
Tecnologias 5G	2.700+ patentes ativas	US $ 104,2 milhões de gastos com P&D
Tecnologias emergentes 6G	500 mais de pedidos de patente pendente	Pesquisa dedicada de US $ 32,5 milhões

Licenciamento de patentes de alto valor para a indústria de telecomunicações

Receitas de licenciamento representadas US $ 280,5 milhões da receita total de 2022.

• Acordos de licenciamento com mais de 30 principais fabricantes de telecomunicações
• Taxas de royalties de patentes que variam de 0,5% a 2,5%
• Mais de 27.000 patentes emitidas e pendentes em todo o mundo

Propriedade intelectual crítica para tecnologias móveis e sem fio

Categoria de patentes	Número de patentes	Cobertura de mercado
Tecnologias celulares	8.500 mais de patentes	Mercados globais de telecomunicações
Rede sem fio	5.200 mais de patentes	Múltiplos domínios tecnológicos

Soluções avançadas de pesquisa para redes sem fio de próxima geração

Investimento de pesquisa em 2022: US $ 136,7 milhões

• Áreas de foco: 5G, 6G, conectividade da IoT
• Colaboração com 12 principais instituições de pesquisa
• Ciclo médio de pesquisa: 3-5 anos por avanço tecnológico

Desenvolvimento de tecnologia estratégica para ecossistema de telecomunicações globais

Área de desenvolvimento	Parcerias globais	Penetração de mercado
Padrões sem fio	Mais de 20 colaborações estratégicas	85% de cobertura global de telecomunicações
Tecnologias emergentes	15 parcerias internacionais ativas	Presença em 42 países

Interdigital, Inc. (IDCC) - Modelo de Negócios: Relacionamentos do Cliente

Acordos de licenciamento de longo prazo com fabricantes de tecnologia

A partir de 2023, o interdigital relatado US $ 337,1 milhões em receitas de licenciamento de patentes. A empresa mantém acordos de licenciamento com os principais fabricantes de tecnologia em vários setores.

Categoria de cliente	Número de acordos ativos	Duração média do contrato
Fabricantes de smartphones	12	5-7 anos
Empresas de tecnologia automotiva	6	3-5 anos
Fabricantes de dispositivos de IoT	8	4-6 anos

Serviços de suporte técnico e consulta

Interdigital fornece serviços de consulta técnica especializados com Mais de 350 especialistas técnicos em vários domínios tecnológicos.

• Consulta de tecnologia sem fio
• Design de arquitetura de rede 5G/6G
• Desenvolvimento da estratégia de patentes
• Suporte de implementação de tecnologia

Gerenciamento de portfólio de patentes em andamento

A partir de 2023, o interdigital mantém Aproximadamente 27.000 patentes e pedidos de patentes globalmente.

Categoria de patentes	Total de patentes	Distribuição geográfica
Tecnologias sem fio	15,600	Global
Tecnologias da IoT	5,200	Global
Tecnologias automotivas	3,700	Global

Parcerias de desenvolvimento de tecnologia colaborativa

Interdigital colabora ativamente com Mais de 25 instituições de pesquisa e parceiros de tecnologia.

• Colaborações de pesquisa 5G/6G
• AI e parcerias de aprendizado de máquina
• Desenvolvimento da tecnologia da IoT

Engajamento direto com líderes da indústria de telecomunicações

A empresa mantém relacionamentos diretos com 15 principais empresas de telecomunicações globais.

Segmento de telecomunicações	Número de relacionamentos diretos	Tipo de engajamento
Operadores de rede móvel	8	Licenciamento e consulta
Fabricantes de equipamentos	5	Desenvolvimento de Tecnologia
Provedores de comunicação por satélite	2	Licenciamento de patentes

Interdigital, Inc. (IDCC) - Modelo de negócios: canais

Equipe de vendas direta para licenciamento de patentes

A equipe de vendas direta da Interdigital gerencia o licenciamento de patentes com 98 acordos de licenciamento ativos a partir do terceiro trimestre de 2023. A equipe gerou US $ 343,7 milhões em receita de licenciamento de patentes em 2022.

Canal de vendas	Contribuição da receita	Número de acordos
Licenciamento direto de patentes	US $ 343,7 milhões	98 acordos

Conferências de Tecnologia e Eventos da Indústria

Interdigital participa de conferências importantes de tecnologia, apresentando -se aproximadamente 12-15 Principais eventos da indústria anualmente.

• Congresso Mundial Mobile
• 5G Technology Summit
• Conferência de Comunicações Sem Wireless IEEE

Vitrine online portfólio

A empresa mantém uma plataforma de portfólio digital com mais de 6.200 ativos de patentes em dezembro de 2023, acessíveis através do site corporativo.

Métricas de plataforma online	Valor total
Tamanho do portfólio de patentes	6.200 mais de ativos de patentes

Negociações de parceria estratégica

A Interdigital mantém parcerias estratégicas com 37 empresas de tecnologia nos setores sem fio, automotivo e IoT.

Publicações técnicas e apresentações de pesquisa

A empresa publica aproximadamente 50-60 trabalhos de pesquisa técnica anualmente, apoiando credibilidade de licenciamento de tecnologia.

Categoria de publicação de pesquisa	Volume anual
Trabalhos de pesquisa técnica	50-60 publicações

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

Fabricantes de smartphones

Licenças interdigitais Patentes de tecnologia sem fio para os principais fabricantes de smartphones em todo o mundo.

Os principais clientes de smartphones	Status da licença de patente	Receita anual estimada
Apple Inc.	Contrato de licença ativa	US $ 129,4 milhões
Samsung Electronics	Contrato de licença ativa	US $ 98,7 milhões
Google LLC	Patente ativa License	US $ 45,3 milhões

Produtores de equipamentos sem fio

A Interdigital fornece propriedade intelectual de tecnologia sem fio aos fabricantes de equipamentos.

• Qualcomm Technologies
• Sistemas Cisco
• Redes Nokia
• Ericsson

Empresas de telecomunicações

Licenças interdigitais Padrões de tecnologia sem fio para operadores globais de telecomunicações.

Operador de telecomunicações	Padrão de tecnologia	Receita de licenciamento
Comunicações da Verizon	5g nr	US $ 76,2 milhões
AT&T INC.	4G/5G LTE	US $ 62,5 milhões

Instituições de pesquisa em tecnologia

O interdigital colabora com organizações de pesquisa para o desenvolvimento de tecnologia sem fio.

• Mit
• Universidade de Stanford
• Georgia Tech

Desenvolvedores de tecnologia sem fio globais

A Interdigital fornece soluções de licenciamento e tecnologia de patentes.

Desenvolvedor de tecnologia	Portfólio de patentes	Receita anual de licenciamento
Mediatek Inc.	Conectividade sem fio	US $ 53,6 milhões
Tecnologias Huawei	Infraestrutura 5G	US $ 89,3 milhões

Interdigital, Inc. (IDCC) - Modelo de negócios: estrutura de custos

Despesas de pesquisa e desenvolvimento

Para o ano fiscal de 2022, a Interdigital relatou despesas totais de P&D de US $ 252,4 milhões.

Ano	Despesas de P&D ($ M)
2022	252.4
2021	239.1
2020	231.7

Custos de arquivamento e manutenção de patentes

A Interdigital mantém um portfólio de patentes significativo, com aproximadamente 27.000 patentes globalmente.

• Custos anuais de manutenção de patentes estimados em US $ 15-20 milhões
• As despesas de arquivamento de patentes variam entre US $ 10.000 e US $ 50.000 por patente

Compensação de funcionários para especialistas técnicos

A compensação total dos funcionários para a equipe técnica em 2022 foi de aproximadamente US $ 180,5 milhões.

Categoria de funcionários	Compensação média anual
Engenheiros de Pesquisa Sênior	$185,000
Especialistas técnicos	$145,000
Gerentes de pesquisa	$220,000

Investimentos de infraestrutura de tecnologia

Os investimentos em infraestrutura de tecnologia para 2022 totalizaram US $ 37,6 milhões.

• Infraestrutura de computação em nuvem: US $ 12,3 milhões
• Equipamento de pesquisa: US $ 15,7 milhões
• Software e licenciamento: US $ 9,6 milhões

Despesas de gerenciamento de propriedade legal e intelectual

Os custos legais e de gerenciamento de PI para 2022 foram de US $ 42,1 milhões.

Categoria de despesa	Valor ($ m)
Litígios de patentes	22.5
Estratégia de IP	12.3
Consultoria legal	7.3

Interdigital, Inc. (IDCC) - Modelo de negócios: fluxos de receita

Taxas de licenciamento de patentes

Em 2022, a Interdigital reportou US $ 337,5 milhões em receita total de licenciamento de patentes. A empresa gerou US $ 318,2 milhões em receita de licenciamento de patentes em 2021.

Ano	Receita de licenciamento de patentes
2022	US $ 337,5 milhões
2021	US $ 318,2 milhões

Pagamentos de royalties de implementações de tecnologia

Os pagamentos de royalties da Interdigital se concentram principalmente nas tecnologias de comunicação sem fio. Em 2022, a empresa recebeu US $ 279,6 milhões em royalties de implementação de tecnologia.

• Royalties de tecnologia 5G: US $ 126,3 milhões
• Royalties de tecnologia 4G LTE: US $ 98,7 milhões
• Outros royalties de tecnologia sem fio: US $ 54,6 milhões

Receitas de contrato de pesquisa e desenvolvimento

Para o ano fiscal de 2022, a Interdigital reportou US $ 42,3 milhões em receitas de contrato de pesquisa e desenvolvimento.

Tipo de contrato	Receita
Contratos de pesquisa do governo	US $ 24,5 milhões
Contratos de P&D do setor privado	US $ 17,8 milhões

Venda e transferência de propriedade intelectual

Em 2022, a interdigital gerou US $ 53,6 milhões em vendas e transferências de propriedades intelectuais.

• Vendas de portfólio de patentes: US $ 38,2 milhões
• Acordos de transferência de tecnologia: US $ 15,4 milhões

Serviços de consulta e suporte de tecnologia

Os serviços de consultoria e suporte de tecnologia geraram US $ 28,7 milhões em receita para interdigital em 2022.

Categoria de serviço	Receita
Consultoria de tecnologia sem fio	US $ 18,3 milhões
Serviços de suporte técnico	US $ 10,4 milhões

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.