Overview
Wireless tech firm's Q4 revenue beat analyst expectations
Adjusted EPS for Q4 beat analyst expectations
Company completed acquisition of video AI start-up Deep Render
Outlook
InterDigital projects Q1 2026 revenue between $194 mln and $200 mln
Company expects full-year 2026 revenue between $675 mln and $775 mln
InterDigital anticipates Q1 2026 adjusted EBITDA between $101 mln and $110 mln
Result Drivers
SMARTPHONE LICENSING - Record performance in smartphone licensing drove significant revenue, contributing $678.9 mln for the year
LICENSING AGREEMENTS - New license agreements with Samsung, Vivo, and Honor boosted revenue
OPERATING EXPENSES - Decrease in operating expenses, mainly from lower revenue-share costs, supported higher profitability
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Revenue | Beat | $158.20 mln | $150.59 mln (4 Analysts) |
Q4 Adjusted EPS | Beat | $2.12 | $1 (3 Analysts) |
Q4 EPS | $1.20 | ||
Q4 Net Income | $43 mln | ||
Q4 Adjusted EBITDA | $88.20 mln | ||
Q4 Adjusted EBITDA Margin | 56.00% | ||
Q4 Operating Expenses | $110.40 mln |
Analyst Coverage
The current average analyst rating on the shares is "strong buy" and the breakdown of recommendations is 5 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"
The average consensus recommendation for the communications & networking peer group is "buy."
Wall Street's median 12-month price target for InterDigital Inc is $450.00, about 43.4% above its February 4 closing price of $313.87
The stock recently traded at 46 times the next 12-month earnings vs. a P/E of 49 three months ago
Press Release: ID:nGNX8jCk7p
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)