EarningsQ2 2026 Earnings Report
DE:IDI Q2 2026 EPS Results
Actual EPS€3.03
Consensus EPS€0.81
Beat/MissBeat by +€2.23
One Year Ago EPS€4.77
DE:IDI Q2 2026 Revenue Results
Actual Revenue€232.03M
Expected Revenue€127.62M
Beat/MissBeat by +€104.41M
YoY Revenue Growth-13.45%
Earnings Announcement Details
QuarterQ2 2026
Date07/30/2026
TimeBefore Open
Conference CallThursday, July 30, 2026
DE:IDI Upcoming Earnings
InterDigital's next earnings date is estimated for October 29, 2026, based on past reporting schedules.
Q2 2026 Earnings Call Audio
DE:IDI Q2 2026 Earnings Call
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Q2 2026 Earnings Slide Deck
Q2 2026 Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented strong financial outperformance for the quarter — materially higher revenue, record ARR (+13% YoY), very high adjusted EBITDA and robust cash generation — and meaningful strategic progress via a framework agreement with Amazon, new IoT/EV licenses and multiple UPC injunctions versus Disney. Offsetting items include elevated IP enforcement costs, the presence of estimated revenue tied to ongoing arbitrations (creating recognition uncertainty), and continued multi‑jurisdictional enforcement obligations that will sustain legal expense and operational complexity. On balance, the positive operational and financial momentum, upgraded guidance, and major licensing milestones outweigh the remaining uncertainties and costs.Company Guidance
Revenue and Profit Outperformance
Total revenue of $260.2M in Q2 2026, far above prior guidance of $139M–$143M; GAAP diluted EPS $3.40 and non-GAAP EPS $4.62; adjusted EBITDA $184.1M with a 71% adjusted EBITDA margin (vs. ~50% implied in prior outlook).
Annualized Recurring Revenue Growth
ARR reached a record $625.7M, up 13% year‑over‑year, supporting the company’s path toward its >$1B ARR goal by 2030.
Raised Full-Year Guidance
2026 revenue guidance increased to $775M–$845M (midpoint up $85M vs prior outlook); full year adjusted EBITDA now expected $469M–$529M and non‑GAAP EPS $10.85–$12.81.
Streaming & Cloud and Program Contributions
Streaming and cloud services contributed $110M in the quarter; smartphone revenue was $122.7M and CE/IoT/Auto revenue was $27.5M; catch‑up revenue totaled $103.7M.
Strong Cash Generation and Capital Returns
Cash from operations of $82.5M and free cash flow of $66.6M in Q2; returned $41.1M to shareholders via $23M share repurchases and $18M dividends; cash and short‑term investments of ~$1.1B at quarter end.
Major Licensing Milestone with Amazon
Entered into a patent license agreement framework with Amazon covering devices and Prime Video, resolving pending litigation and moving final terms to binding arbitration (18–24 month expected timeline).
Enforcement Wins Versus Disney
Secured two injunctions from Europe’s Unified Patent Court against Disney related to HEVC video encoding patents across 11 EU countries; courts confirmed validity and finding that Disney was an unwilling licensee.
New IoT/EV and IoT Fintech Licenses
Signed a new IoT licensing agreement with a leading fintech payments company covering point‑of‑sale, cellular and Wi‑Fi patents; post‑quarter closed a license with KEBA for EV chargers covering cellular and Wi‑Fi patents.
Standards Leadership and Recognition
One senior wireless engineer elected Vice Chair of a key 3GPP working group; company holds over 100 standard leadership positions and is one of three companies with multiple 3GPP chair roles; recognized by Business Insider as a high‑growth U.S. company.
DE:IDI Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed