tradingview.comSEP 152 min read$IDCC

IDCC Gains Just 5% in a Year: Should It Still Be in Your Portfolio?

InterDigital (IDCC) shares rose 5.2% over the past year, underperforming peers like AST SpaceMobile (ASTS) and Ericsson (ERIC). Despite this, IDCC's recurring revenues hit a record $625.7M in Q2 2026, up 13% YoY. The company raised its full-year revenue guidance to $775-$845M and adjusted EBITDA to $469-$529M. Earnings estimates for 2026 increased 30% to $11.40 per share over 60 days, according to the article.

Original reporting

tradingview.com

Published Sep 15, 2026, 1:25 PM UTC

Analysis

AlphAI AI DeskAI-generated

Added to AlphAI Sep 15, 2026, 5:50 PM UTC. Informational, not investment advice.

How this was made

AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.

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IDCC Gains Just 5% in a Year: Should It Still Be in Your Portfolio? — source image — Source · tradingview.com

Decision brief

The 30-second read

$IDCCBullishMed

Why it matters

Higher guidance improves revenue visibility and could attract value‑oriented investors.

Market read

Guidance upgrade and new licensing deals provide fresh bullish catalysts for IDCC.

What to watch

Potential execution risk on new Amazon and KEBA deals could temper growth.

Relevance 7/10Novelty 7/10Timing: post‑Q2 2026 earnings release

Background

InterDigital's licensing model and recent contracts with Amazon and KEBA underpin the guidance lift.

Company-level read

Ticker impact

AI estimates · verify against primary disclosures

$IDCCBullishHigh confidence

Context

InterDigital raised its full‑year 2026 revenue guidance to $775‑$845 million and adjusted EBITDA to $469‑$529 million, a fresh disclosure not previously reported.

Expected impact

Potential upside of 5‑10% over the next few weeks if the market digests the higher guidance.

Evidence & confidence

The raise is sizable (≈$100 M revenue uplift) and comes with higher EBITDA expectations, improving earnings visibility and supporting a bullish stance.

Market effects

Sector

Strengthens the wireless/video/AI licensing sector as a growth driver.

Regional

U.S. tech licensing market may see modest rally.

Global

Highlights demand for licensing in streaming and IoT globally.

Counterpoint

What could challenge this read

The guidance raise may already be priced in after the recent rally, limiting upside.

Key entities

company
InterDigital, Inc.
US‑listed licensor of wireless, video and AI patents.
company
Amazon.com, Inc.
Partner in a new patent license agreement covering Prime Video.

Read at source ← All news

AUG 28

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Should IDCC Stock Be in Your Portfolio After Solid Q2 Results?

InterDigital (IDCC) reported Q2 2026 revenues of $260.2M, down 13% YoY but beating estimates. Non-GAAP EPS of $4.62 also exceeded expectations. The company signed a deal with Amazon (AMZN) for streaming and cloud services, generating $110M in Q2. IDCC raised its 2026 revenue and earnings guidance, citing strong licensing momentum and investments in 5G/6G technologies. The stock has gained 23.2% over the past year.

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AUG 15

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InterDigital: Q2 Earnings Snapshot

InterDigital Inc. (IDCC) reported Q2 profit of $116.4 million, or $3.40 per share. Adjusted EPS was $4.62. Revenue was $260.2 million, above Street forecasts, and the company guided Q3 revenue to $154 million to $158 million. For Q3, it expects EPS of $1.94 to $2.13, and full-year EPS of $10.85 to $12.81.

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AUG 8

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Why InterDigital (IDCC) Is Up 13.0% After Raising 2026 Guidance Despite Weaker Q2 Results – And What's Next

InterDigital (IDCC) reported Q2 2026 sales of $260.17 million and net income of $116.37 million, alongside ongoing share repurchases. Despite weaker results, it raised full-year 2026 guidance to $775 million to $845 million revenue and $270 million to $330 million net income, plus Q3 guidance of $154 million to $158 million revenue and $42 million to $48 million net income.

simplywall.st4 min

AUG 2

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Upgrade: Analysts Just Made A Captivating Increase To Their InterDigital, Inc. (NASDAQ:IDCC) Forecasts

Analysts upgraded InterDigital, Inc. (NASDAQ:IDCC) 2026 forecasts. Consensus revenue was raised to about $796m from $706m, and EPS to $8.70 from $7.21, with statutory EPS expected to fall 26% year over year. The stock rose about 18% to $305 over the past week, reflecting improved sentiment.

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AUG 1

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A big splash in a patent pool! Supreme Court rules in Tesla v InterDigital and Avanci

The UK Supreme Court ruled in Tesla v InterDigital that an implementer can seek a declaratory ruling on whether a SEP licence offer via a patent pool or platform is FRAND, even if the pool operator is not the patent owner and has no FRAND undertaking. Tesla challenged Avanci’s 5G Platform licence rate of $32 per vehicle and related InterDigital UK SEPs; issues go to trial.

freshfields.com7 min

JUL 31

$IDCCHighAI 9/10

InterDigital (IDCC) Q2 2026 Earnings Call Transcript

Thursday, July 30, 2026 at 10:00 a.m. ET CALL PARTICIPANTS Vice President, Investor Relations - Raiford Garrabrant President and Chief Executive Officer - Liren Chen Chief Financial Officer - Richard J. Brezski TAKEAWAYS Revenue -- $260.2 million, exceeding the guidance range of $139 million to $143 million due to a new agreement with Amazon and $103.7 million in catch-up revenue. Non-GAAP EPS -- $4.62, representing an increase from the guidance range of $1.41 to $1.60.

fool.com6 min