$IDCC

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.

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.

InterDigital, Inc. (IDCC) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 ex991q263026pressrelease.htm EX-99.1 Document INTERDIGITAL ANNOUNCES FINANCIAL RESULTS FOR SECOND QUARTER 2026 First Streaming and Cloud Services agreement drives Q2 results above outlook Annualized recurring revenue 1 at all-time high of $626 million, up 13% YoY Compan

InterDigital (NASDAQ:IDCC) said it signed a patent license agreement with KEBA Energy Automation GmbH covering certain EV charger products. The deal licenses InterDigital patents tied to 3G, 4G and Wi-Fi technologies, expanding its IP into connected EV charging and IoT. Financial terms were not disclosed.

InterDigital (Nasdaq: IDCC) said it adjusted the conversion rate for its 3.50% Senior Convertible Notes due 2027 after its quarterly cash dividend. The conversion rate rose to 13.0351 shares of IDCC common stock per $1,000 principal effective July 8, 2026, the ex-dividend date.

InterDigital (NASDAQ:IDCC) said the Mannheim Local Division of the Unified Patent Court granted it an injunction against The Walt Disney Company, barring Disney from using an IDCC video encoding patent across 11 EU countries. InterDigital said the court found Disney infringed HEVC techniques and rejected Disney’s FRAND defense. Enforcement requires an €8 million security bond. An analyst estimated IDCC’s Amazon license could add $40M to $80M recurring annual revenue.

InterDigital (IDCC) said its CTO Rajesh Pankaj sold 1,500 shares on July 6, 2026, per an SEC Form 4. The sale used a Rule 10b5-1 plan set Nov. 20, 2025, at a weighted average price of $286.00. He retained 67,976 shares. IDCC shares closed at $282.89; Q1 revenue was $205.4M (2% YoY down).