InterDigital Q4 revenue falls 37% to $158.2 million on lower catch-up revenue
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.
Key points
- 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.
The filing
Written by AI on Nov 8, 2026, 12:57 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 05, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.