secwatch.observer — SEC 8-K summary
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Issuer:     InterDigital, Inc. (IDCC)
CIK:        0001405495
Form:       8-K
Filed at:   2026-07-30T12:32:41+00:00
Accession:  0001405495-26-000065
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1405495/000140549526000065/0001405495-26-000065-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1405495/000140549526000065/idcc-20260730.htm
  HTML page:      https://secwatch.observer/filing/0001405495-26-000065

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer