$IDCC

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.

InterDigital is seeking $118 million from Disney in a patent dispute, according to Bloomberg News. The company claims Disney infringed on its patents.

Pankaj Rajesh (Chief Technology Officer) sold 1,500 shares of InterDigital, Inc. (IDCC) at $338.00 ($0.51M total) on 2026-09-08 under a Rule 10b5-1 trading plan.

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.

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.

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.

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.

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.

Zacks says several Zacks Rank #1 Strong Buy stocks beat Q2 EPS by more than 50%: Aperam (APEMY) EPS $1.01 vs $0.56, Cohu (COHU) EPS $0.26 vs $0.14, InterDigital (IDCC) EPS $4.62 vs $1.60 and raised 2026 revenue outlook, and PBF Energy (PBF) EPS $6.22 vs $4.05. The article cites improved profitability, margins, and cash flow.

InterDigital (IDCC) says it is expanding its patent licensing beyond mobile into cloud services, streaming, IoT, payments, EV chargers and other emerging communications. It cites an agreement with Amazon covering Prime Video devices and services, plus IoT deals with a fintech firm and KEBA. The article also notes AI and 6G R&D, and enforcement actions including injunctions against Disney.