Want to see IDCC full AI Analyst Report?
Revenue by Segment
Shows how much of InterDigital’s sales come from licensing and patent royalties versus engineering services or product-related revenue, revealing whether the business depends on recurring, high-margin licensing income or on more cyclical services. Highlights concentration risk (heavy reliance on a few licensees or standards), sensitivity to handset and technology cycles, and the parts of the business most likely to drive margins, cash flow stability, and future growth.Smartphone licensing is clearly the long‑term engine—record smartphone ARR gives multi‑year revenue visibility—but quarterly results are lumpy, driven by catch‑up settlements and enforcement outcomes; CE/IoT/Auto shows episodic, deal‑driven spikes while Other has dwindled to immaterial. That explains the recent beat plus a large accounts‑receivable build: near‑term cash and sequential performance depend on collections, renewals and further enforcement wins, because management’s baseline guidance assumes no incremental agreements.
Date | Other | Smartphone | CE, IoT/Auto |
|---|---|---|---|
Jun 30, 2026 | $0.00 | $122.70M | $27.47M |
Mar 31, 2026 | $134.00K | $123.39M | $81.89M |
Dec 31, 2025 | $0.00 | $123.40M | $34.80M |
Sep 30, 2025 | $100.00K | $136.40M | $28.20M |
Jun 30, 2025 | $200.00K | $235.10M | $65.30M |
Mar 31, 2025 | $200.00K | $184.00M | $26.30M |
Dec 31, 2024 | $400.00K | $230.60M | $21.80M |
Sep 30, 2024 | $600.00K | $87.40M | $40.60M |
Jun 30, 2024 | $500.00K | $199.20M | $23.70M |
Mar 31, 2024 | $700.00K | $80.30M | $182.50M |