InterDigital (IDCC)
Develops and licenses wireless, video, and AI patents across connected devices and cloud services.
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Develops wireless, video, and AI technologies and earns primarily fixed licensing fees from patents used in smartphones, consumer electronics, connected vehicles, and streaming and cloud services. Standards participation helps build the portfolio, while revenue remains concentrated among a limited group of major licensees.
Develops and licenses foundational wireless, video, and artificial-intelligence technologies rather than selling consumer products. Research spans cellular and Wi-Fi systems, video coding and delivery, and AI applied to wireless networks and compression; the resulting patents are used across smartphones, consumer electronics, connected vehicles, and streaming and cloud services.
Revenue comes primarily from worldwide patent licenses, mostly fixed-fee agreements, across Smartphone, CE, IoT/Auto, and Streaming and Cloud Services programs. The research organization builds the portfolio through internal R&D, standards-body participation, partnerships, and selected acquisitions.
Commercial execution depends on embedding inventions in technical standards, renewing agreements with major manufacturers and service providers, and enforcing patent rights when terms are disputed. A small number of licensees account for much of revenue, while standards-essential patents remain subject to FRAND commitments, litigation, arbitration, and regulatory scrutiny.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Dec 1, 2025 | UBS | Target | Target: — | Target: $425 |
| Oct 30, 2025 | Jefferies | Reiterate | Rating: —Target: $340 | Target: $475 |
| Oct 27, 2025 | Jefferies | Upgrade | ||
| Sep 29, 2025 | Jefferies | Target | Target: $80 | Target: $340 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $1.11B · Total debt $401.5M · Total assets $2.19B · Shareholders' equity $1.20B
- Revenue
- $260.2M
- Operating income
- $139.2M
- Net income
- $116.4M
HistoryDividendAnnual yieldUpcoming
| Institutions | ≥ 99.68% | 25.72M shares | |
|---|---|---|---|
| 537 holders · as of Jun 30, 2026 · largest filers only | |||
| Insiders | 2.11% | 543.5K shares | |
| 13 holders · as of Sep 17, 2026 | |||
| Adds to | 101.79% | ||
25.81M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the 93 largest filers, so at least this.
These groups come from separate filings that can overlap, so they add to 101.79%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 15.14% | 3.91M | as of Jun 30, 2026 |
Price T Rowe Associates Inc /MD/Institution | 10.13% | 2.61M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 6.29% | 1.62M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.51% | 1.16M | as of Jun 30, 2026 |
Boston PartnersInstitution | 4.43% | 1.14M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 8, 2026 | Rajesh Pankaj | officer: Chief Technology Officer | −1,500 | $338.00 |
| Aug 7, 2026 | Joan H. Gillman | director | −300 | $331.06 |
| Aug 5, 2026 | Rajesh Pankaj | officer: Chief Technology Officer | −1,500 | $324.88 |
| Jul 6, 2026 | Rajesh Pankaj | officer: Chief Technology Officer | −1,500 | $286.00 |
| Jun 22, 2026 | John D. Jr. Markley | director | −400 | $300.00 |
- Qualcomm
Broadest peer in cellular SEP licensing and wireless R&D
- Nokia (ADR)
Standards patent peer in cellular, multimedia, IoT and auto
- Ericsson (ADR)
Cellular standards and patent-licensing rival with scale
- Dolby
Video and audio codec licensing peer in CE and streaming
- Adeia
Media and semiconductor IP licensing peer
- Rambus
Narrower peer in semiconductor patent and technology licensing
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| InterDigital | $325.97 | −0.22% | $8.43B | 37.7 | 43.9 | 10.7 | −13.5% |
| Qualcomm | $194.86 | +0.32% | $203.94B | 22.2 | 21.0 | 4.6 | −4.0% |
| Nokia (ADR) | $10.56 | −3.47% | $59.11B | 77.4 | 25.1 | 2.5 | +2.3% |
| Ericsson (ADR) | $9.79 | −4.54% | $33.66B | 13.6 | 20.0 | 1.4 | −5.4% |
| Dolby | $57.56 | +0.39% | $5.45B | 24.4 | 12.7 | 4.0 | −3.3% |
| Adeia | $25.63 | +0.39% | $2.82B | 23.6 | 17.8 | 6.0 | +12.1% |
| Rambus | $106.19 | +9.52% | $10.52B | 44.5 | 31.3 | 13.9 | +20.4% |
| Median | 24.0 | 20.5 | 4.3 | −0.5% |