Every material Form 8-K InterDigital filed with the SEC in 2026, 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.
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.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every InterDigital filing is on SEC EDGAR ↗. 8-K briefs of other companies →