Every material Form 8-K InterDigital has filed with the SEC since November 02, 2023, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
InterDigital reported third-quarter 2026 revenue of $193.4 million, up 17% from a year earlier, and net income of $80.2 million, up 19%. The company raised the midpoint of its full-year 2026 revenue outlook to $813 million to $819 million, based only on contracted revenue, and reported record annualized recurring revenue of $628.9 million. Smartphone revenue fell 10% in the quarter, and third-quarter revenue included $36.2 million of catch-up revenue.
Q3 2026 revenue of $193.4 million, up 17% from $164.7 million; diluted EPS of $2.34 versus $1.93 a year earlier
Full-year 2026 revenue outlook of $813 million to $819 million; Q4 2026 revenue outlook of $154 million to $160 million, both based on contracted revenue only
Annualized recurring revenue reached a record $628.9 million, up 7% year over year
Quarterly dividend increased to $0.75 per share from $0.70; 2027 convertible notes remain outstanding at $296.7 million principal
InterDigital reported second-quarter 2026 revenue of $260.2 million, down 13% from $300.6 million a year earlier, and net income of $116.4 million, down 36%. Catch-up revenue fell to $103.7 million from $162.3 million, while annualized recurring revenue reached a record $626 million, up 13%. The company raised its full-year 2026 revenue outlook to $775 million to $845 million from $675 million to $775 million, while the Amazon agreement's final terms are still to be determined by binding arbitration.
Q2 2026 revenue $260.2 million vs. $300.6 million; diluted EPS $3.40 vs. $5.35
Full-year 2026 revenue outlook raised to $775 million to $845 million from $675 million to $775 million
Q3 2026 revenue outlook of $154 million to $158 million covers existing licenses only
$380.0 million of 2027 convertible notes outstanding at June 30, 2026; holders elected to convert $80.3 million, to settle in Q3 2026
InterDigital reported first-quarter 2026 revenue of $205.4 million, down 2% from a year earlier, and diluted EPS of $2.14 versus $3.45. The company said revenue, adjusted EBITDA and EPS exceeded the top end of its guidance and reaffirmed its full-year 2026 outlook. For shareholders, the quarter's year-over-year declines in profit and catch-up revenue were offset in part by growth in recurring revenue and the unchanged full-year guidance.
Revenue was $205.4 million versus $210.5 million a year earlier; catch-up revenue was $63.6 million versus $84.8 million.
Net income was $75.3 million versus $115.6 million; diluted EPS was $2.14 versus $3.45.
Annualized recurring revenue rose 13% to $567.2 million, with smartphone ARR up 18% to $491.8 million.
Full-year 2026 revenue guidance of $675 million to $775 million was reaffirmed; second-quarter revenue guidance is $139 million to $143 million.
InterDigital reported fourth-quarter 2025 revenue of $158.2 million, down 37% year over year, as catch-up revenue fell to $12.6 million from $135.8 million. For the full year, net income rose 13% to $406.6 million, while revenue declined 4% to $834.0 million. The company's 2026 full-year revenue outlook of $675 million to $775 million includes expected contributions from new agreements and enforcement actions it may still receive.
Q4 2025 net income was $43.0 million, down 68% from $133.1 million; diluted EPS was $1.20 versus $4.09.
Full-year 2025 diluted EPS was $11.80, down 2% from $12.07, while non-GAAP EPS rose 2% to $15.31.
Q1 2026 revenue outlook is $194 million to $200 million; full-year 2026 revenue outlook is $675 million to $775 million.
A supplemental earnings presentation (Exhibit 99.2) was provided to investors alongside the release.
InterDigital reported third quarter 2025 results on October 30, 2025. Revenue of $164.7 million and diluted EPS of $1.93 both exceeded the top end of the outlook the company raised on September 22, 2025. The company also gave fourth quarter and full year 2025 revenue outlooks based on existing agreements only, with any new agreements to be additive.
Q3 revenue of $164.7 million was up 28% year over year; the raised outlook was $155 million to $159 million
Net income of $67.5 million and diluted EPS of $1.93 compared with $34.2 million and $1.14 a year earlier
Annualized recurring revenue reached an all-time high of $588 million, up 49% year over year
Q4 2025 revenue outlook is $144 million to $148 million; full year 2025 revenue outlook is $820 million to $824 million
On September 4, 2025, InterDigital's Human Capital Committee approved changes to its Executive Severance and Change in Control Policy. Executives must now sign a mutual agreement for individual arbitration to receive Policy benefits, and that agreement generally requires employment-related claims to go to binding arbitration, subject to specified exceptions. The filing discloses no financial figures, so the direct financial effect on shareholders is not stated.
Committee approval date: September 4, 2025
Executives must sign a mutual individual arbitration agreement to receive Policy benefits
Agreement generally requires binding arbitration of employment-related claims, subject to specified exceptions
Full text of amended Policy and Agreement to be filed with the Form 10-Q for the quarter ending September 30, 2025
InterDigital reported second-quarter 2025 revenue of $300.6 million, up 34% year over year, driven by the conclusion of the Samsung arbitration and a new license agreement with HP. The company raised its full-year 2025 revenue outlook to $790 million to $850 million from $660 million to $760 million, which matters to shareholders because it signals higher expected licensing revenue for the year.
Q2 2025 revenue of $300.6 million, up 34% year over year, and net income of $180.6 million, up 65%
Diluted EPS of $5.35 for the quarter, up 36% from $3.93 a year earlier
Full-year 2025 revenue outlook raised to $790 million to $850 million from $660 million to $760 million
Third-quarter 2025 revenue outlook of $136 million to $140 million, covering existing licenses only
InterDigital reported first quarter 2025 results, with revenue down 20% year over year to $210.5 million, mainly due to lower catch-up revenue, while net income rose 42% to $115.6 million and diluted EPS rose 20% to $3.45. The company reaffirmed its full-year 2025 outlook and gave a second-quarter 2025 revenue outlook of $165 million to $170 million, which excludes new agreements and arbitration results not yet signed or received.
Q1 2025 revenue was $210.5 million, versus $263.5 million in Q1 2024, and above the $202 million to $206 million outlook raised on March 6, 2025
Net income was $115.6 million and diluted EPS was $3.45; adjusted EBITDA was $159.1 million, up 22%
Annualized recurring revenue reached an all-time high of $502.9 million, up 30% year over year
Full-year 2025 revenue outlook is $660 million to $760 million, reaffirmed; Q2 2025 revenue outlook is $165 million to $170 million
InterDigital disclosed that Eeva Hakoranta will no longer serve as Chief Licensing Officer, effective April 4, 2025. She will remain with the company until July 4, 2025, as a strategic advisor to help transition her responsibilities. The filing does not name a successor or give a reason for the change.
Eeva Hakoranta's role as Chief Licensing Officer ended effective April 4, 2025.
She stays with InterDigital as a strategic advisor until July 4, 2025.
The advisory period is meant to facilitate the transition of her responsibilities.
InterDigital reported fourth quarter 2024 revenue of $252.8 million, up from $105.5 million a year earlier, and diluted EPS of $4.09 versus $1.41. Full-year 2024 revenue was $868.5 million, up 58%, and the company raised its quarterly dividend from $0.45 to $0.60 per share, starting with the dividend paid in the second quarter of 2025. The company also gave full-year 2025 revenue guidance of $660 million to $760 million and diluted EPS guidance of $6.79 to $9.67.
Q4 2024 revenue $252.8 million vs. $105.5 million in Q4 2023; diluted EPS $4.09 vs. $1.41
Full-year 2024 revenue $868.5 million, up 58%; diluted EPS $12.07 vs. $7.62
Quarterly dividend increased from $0.45 to $0.60 per share, effective with the dividend paid in Q2 2025
2025 outlook: full-year revenue $660 million to $760 million; Q1 2025 revenue $112 million to $116 million
InterDigital reported third quarter 2024 results, with revenue of $128.7 million, down 8% from a year earlier, and net income of $34.2 million, down 29%. The company raised the midpoint of its full-year 2024 revenue guidance by $145 million to $860 million, with a range of $855 million to $865 million, and said the outlook covers existing agreements only.
Q3 2024 revenue was $128.7 million versus $140.1 million in Q3 2023; the company said it exceeded the top end of its guidance.
Diluted EPS was $1.14 versus $1.72 a year earlier; non-GAAP EPS was $1.63 versus $2.13.
Full-year 2024 revenue guidance is now $855 million to $865 million, up from $690 million to $740 million previously.
Q4 2024 revenue guidance is $239 million to $249 million, and the company cited a new OPPO Group license agreement and a binding arbitration agreement with Lenovo.
InterDigital reported second-quarter 2024 revenue of $223.5 million, up 120% from $101.6 million a year earlier, and GAAP diluted EPS of $3.93 versus $0.79. The company raised its full-year 2024 revenue guidance to $690 million to $740 million from $620 million to $670 million, though second-quarter revenue included $127.6 million of catch-up revenue while recurring revenue fell 3%.
Q2 2024 net income attributable to InterDigital was $109.7 million; diluted EPS was $3.93 versus $0.79, and non-GAAP EPS was $4.57 versus $1.30
Full-year 2024 revenue guidance raised to $690 million to $740 million from $620 million to $670 million; non-GAAP EPS guidance raised to $9.70 to $10.95 from $7.45 to $8.76
Q2 recurring revenue was $95.9 million, down 3%, while catch-up revenue was $127.6 million
Third-quarter 2024 revenue outlook is $94 million to $98 million, based on existing licenses only
InterDigital, Inc. disclosed that director Dr. Pierre-Yves Lesaicherre delivered notice of his resignation from its Board of Directors and all committees on June 17, 2024. The company states the resignation was due to personal reasons and was not related to any disagreement over its operations, policies or practices.
Resignation notice delivered June 17, 2024, from the Board and all committees
Company states reason was personal and not related to any disagreement with operations, policies or practices
Filing dated June 21, 2024, signed by Chief Legal Officer Joshua D. Schmidt
InterDigital reported fourth quarter and full year 2023 results, with full year revenue of $549.6 million, up 20%, and diluted earnings per share of $7.62 versus $3.07 a year earlier. The company guided full year 2024 revenue to $620 million to $670 million, but fourth quarter revenue fell 10% year over year, so shareholders will weigh the growth outlook against that quarterly decline.
Full year 2023 revenue was $549.6 million, up 20% from $457.8 million; GAAP diluted EPS was $7.62 versus $3.07.
Fourth quarter 2023 revenue was $105.5 million, down 10% from $117.1 million; GAAP diluted EPS was $1.41 versus $1.08.
Full year 2024 revenue is guided to $620 million to $670 million; first quarter 2024 revenue is guided to $245 million to $255 million.
The company returned $379.0 million to shareholders in 2023, including $339.7 million in share repurchases.
InterDigital released unaudited preliminary results for the quarter ended December 31, 2023, and an initial first-quarter 2024 outlook. Expected Q4 net income of about $34 million and diluted EPS of about $1.20 are both above the prior expectations, mainly due to an expected release of a valuation allowance against deferred tax assets in certain foreign jurisdictions. The company warned that final results could differ materially, with final figures due February 15, 2024.
Q4 2023 revenue expected at about $105 million, in line with prior guidance
Q4 net income expected at about $34 million, above the prior $18 million to $21 million; diluted EPS about $1.20 vs. prior $0.70 to $0.80
Q4 operating expenses expected at about $81 million, up from $77 million to $79 million due to higher litigation costs and performance-based compensation
Q1 2024 outlook: revenue $245 million to $255 million and net income $70 million to $85 million; final results due February 15, 2024
InterDigital reported third quarter 2023 revenue of $140.1 million, up 22%, mainly from catch-up revenues tied to two new patent license agreements, and net income attributable to the company of $47.9 million, up 116%. The company guided fourth quarter 2023 revenue to $102 million to $106 million and diluted EPS to $0.70 to $0.80, and raised its quarterly dividend to $0.40 per share from $0.35.
Q3 2023 total revenue was $140.1 million, up 22%, with catch-up revenues of $35.6 million versus $13.7 million a year earlier.
Q3 2023 net income attributable to InterDigital was $47.9 million, up 116%; diluted EPS was $1.72 versus $0.74.
Q4 2023 guidance: revenue of $102 million to $106 million and diluted EPS of $0.70 to $0.80, excluding any new agreements not yet signed.
Quarterly cash dividend increases to $0.40 per share from $0.35, beginning with the dividend paid in Q4 2023.
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