InterDigital Q2 revenue $260.2M, ARR record $626M; raises FY2026 guidance by $85M

InterDigital, Inc.

GAAP revenue $260.2M (-13% YoY); net income $116.4M ($3.40 EPS); non-GAAP EPS $4.62.
Annualized recurring revenue hit record $625.7M, up 13% YoY; catch-up revenue $103.7M.
Signed agreement with Amazon (Prime Video, devices) via binding arbitration; new IoT license with fintech.
Raised FY2026 revenue outlook to $775-845M from $675-775M; Q3 outlook $154-158M.
Convertible notes: $380M outstanding, $80.3M converted; no incremental shares due to hedges.

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