Description
InterDigital Dominates Smartphone Licensing—Is This 85% Market Grip Unstoppable?
InterDigital, Inc. demonstrated a strong financial performance in the third quarter of 2025, marked by significant revenue growth and strategic initiatives. The company increased its annualized recurring revenue by 49% year-over-year, reaching nearly $590 million, and achieved a 28% increase in quarterly revenue to $165 million from the previous year. This growth was fueled by successfully concluding a significant arbitration with Samsung and securing new license agreements, including with the smartphone company Honor, further solidifying its foothold in the global smartphone market. The company now licenses 85% of the smartphone market, nearing its recurring revenue goal for smartphones by 2027. On the operational front, InterDigital reported a robust adjusted EBITDA increase of 62% year-on-year, reflecting the operational leverage in its business model. It also saw a meaningful rise in non-GAAP EPS by 56% to $2.55.
Our Report Structure:
⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures
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