earnings
confidence high
sentiment neutral
materiality 0.65
InterDigital Q1 revenue $205.4M, EPS $2.14; record smartphone ARR $491.8M
InterDigital, Inc.
2026-Q1 EPS reported
$2.14
revenue$205,416,000
- Revenue $205.4M (-2% YoY); net income $75.3M (-35%); diluted EPS $2.14 (-38%).
- Adj EBITDA $111.8M (-30%); non-GAAP EPS $2.57 (-39%); revenue above top end of guidance.
- Signed 6 new agreements including Xiaomi renewal and LG TV license; smartphone ARR record $491.8M (+18% YoY).
- Total ARR $567.2M (+13% YoY); CE/IoT revenue surged 212% to $81.9M on LG deal.
- Full-year 2026 guidance reaffirmed: revenue $675-$775M, Adj EBITDA $381-$477M, diluted EPS $5.77-$8.51.