earnings
confidence high
sentiment positive
materiality 0.75
InterDigital reports record FY2025 net income $406.6M, ARR up 24%; Q4 revenue down 37%
InterDigital, Inc.
2025-FY EPS reported
$11.80
revenue$834,015,000
- FY2025 revenue $834.0M (-4% YoY); record net income $406.6M, GAAP EPS $11.80, non-GAAP EPS $15.31.
- Annualized recurring revenue $582.4M (+24% YoY); record adjusted EBITDA $588.9M.
- Q4 revenue $158.2M (-37% YoY) as catch-up revenue fell to $12.6M from $135.8M; net income $43.0M.
- Completed largest-ever license with Samsung; new agreements with vivo, Honor, HP; acquired Deep Render.
- FY2026 guidance: revenue $675-775M, diluted EPS $5.77-8.51, non-GAAP EPS $8.74-11.84.