IDCC InterDigital (IDCC) Q2 FY26 earnings call
InterDigital delivered a strong second quarter, driven by significant progress in its streaming and cloud service licensing program, including a new agreement with Amazon and successful enforcement actions against Disney. The company raised its full-year guidance, reflecting continued business momentum and the leverage of its subscription-based licensing model. Management remains focused on executing its strategy to achieve its long-term ARR goals.
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IDCC operating KPIs by quarter
| KPI | Mar 2026 Q1 FY26 | This call Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Annual recurring revenue (ARR) | $567MOur annualized recurring revenue is now at $567 million, up 13% year-over-year.Source: earnings call transcript | $625.7MRevenue 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.