InterDigital's fundamentals suggest a licensing model with high gross margins, ranging from 74.6% to 92.1% across the last ten quarters, but reported revenue and earnings remain highly lumpy, with quarterly revenue swinging from $300.6M in 2025Q2 to $193.4M in 2026Q3.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue and margins are structurally high, with gross margin between 74.6% and 92.1% and operating margin ranging from 30.2% to 68.3%, but quarterly swings driven by catch-up licensing timing make the underlying growth trajectory difficult to read.
InterDigital is a global leader in wireless, video, and AI technologies with over 50 years of innovation history, driving next-generation connectivity and communication.
Recent quarterly results show robust revenue of $205.42 million and net income of $75.33 million, alongside six new licensing agreements, indicating healthy growth.
The company's ability to secure new licensing agreements and penetrate verticals like automotive could drive an 8%-10% revenue CAGR, as per bullish projections.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 29, 2026 | $3.11+132.1% vs $1.34 | $193M+26.4% vs $153M |
Q3 2026 Jul 30, 2026 | $4.62+411.6% vs $0.90 | $260M+81.8% vs $143M |
Q2 2026 Apr 30, 2026 | $2.57+15.8% vs $2.22 | $205M+4.4% vs $197M |
Q1 2026 Feb 5, 2026 | $1.67+21.9% vs $1.37 | $158M+5.1% vs $151M |
WILMINGTON, Del., Oct. 27, 2026 (GLOBE NEWSWIRE) -- InterDigital, Inc. (Nasdaq: IDCC), a wireless, video and AI technology research and development company, today announced it has been awarded a preliminary injunction against TCL by a court in Brazil related to HEVC technology.
The Sustainable Value Strategy trailed its benchmark, the Russell 2500 Value Index, in the third quarter. New positions include Lineage, Birkenstock, Matador Resources, KBR and ICON. InterDigital, Stevanato Group and Exelixis rounded out our top contributors.
InterDigital (IDCC) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
WILMINGTON, Del., Oct. 22, 2026 (GLOBE NEWSWIRE) -- InterDigital, Inc. (Nasdaq: IDCC), a wireless, video and AI technology research and development company, recognized the election of Joseph Levy to the IEEE Standards Association Board of Governors, serving as a voting Member-at-Large for the 2027 – 2028 term.
Benchmark IDCC against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for InterDigital, Inc. (IDCC)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $285.28 | $7.37B | 31.00 | -3.97% | 38.53% | 27.05% | 0.62% | |
| $165.41 | $173.68B | 13.02 | -2.63% | 31.6% | 50.28% | 2.17% | |
| $37.72 | $2.92B | -31.14 | 28.64% | -20.04% | -16.13% | — | |
| $27.10 | $754.99M | -69.12 | 2.49% | -9.48% | -3.42% | — | |
| $74.53 | $8.08B | 30.50 | 27.13% | 33.4% | 18.85% | — | |
| $8.34 | $108.04M | -6.51 | 2.05% | -16.92% | -23.77% | — |
InterDigital, Inc. (IDCC) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
InterDigital, Inc. (IDCC) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 29, 2026·SEC
Jul 30, 2026·SEC
Jun 15, 2026·SEC
Get notified when IDCC posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
InterDigital, Inc. (IDCC) stock FAQ — growth, dividends, profitability & financials explained
InterDigital, Inc. (IDCC) reported $817.2M in revenue over the trailing twelve months. Revenue was $834.0M in fiscal year 2025. That is 1453% more than the $53.7M of fiscal year 1996.
InterDigital, Inc. (IDCC) revenue fell by 12.0% over the trailing twelve months, compared with the twelve months before.
Yes. InterDigital, Inc. (IDCC) earned $314.9M in net income over the trailing twelve months (a 38.5% net margin).
Yes. InterDigital, Inc. (IDCC) pays a dividend that yields 0.62% at the current price, a small yield.
InterDigital, Inc. (IDCC) had a return on equity (ROE) of 27.1% over the trailing twelve months. That is well above the market's typical 10-15%.
InterDigital, Inc. (IDCC) generated $308.8M in free cash flow over the trailing twelve months.
