InterDigital (IDCC) Q1 FY26 earnings call

Earnings call· Mar 2026 (Q1 FY26)· Information Technology· Apr 30, 2026

Source: earnings call transcript

InterDigital delivered a robust Q1 FY26, surpassing guidance across key financial metrics, driven by successful licensing renewals and strong IP enforcement. The company's annualized recurring revenue reached record levels, particularly in the smartphone segment, securing long-term agreements with major players. While operational cash flow was impacted by a rise in receivables, management remains focused on leveraging its strong patent portfolio and research leadership to drive future growth and shareholder value.

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IDCC operating KPIs by quarter

IDCC operating KPIs stated on its earnings calls, by fiscal quarter
KPI	This call Mar 2026 Q1 FY26	Jun 2026 Q2 FY26	Change vs prior quarter
Annual recurring revenue (ARR)	$567M Our annualized recurring revenue is now at $567 million, up 13% year-over-year. Source: earnings call transcript	$625.7M Revenue included $103.7 million of catch-up revenue, while annualized recurring revenue, or ARR, increased 13% year-over-year to a record $625.7 million. Source: earnings call transcript	+10.4%

Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.

Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.