Jun 2026 (Q2 FY26) — Jul 30, 2026
InterDigital Q2 FY26 — Record ARR and Raised Full-Year Guidance
Read the full callInterDigital earnings: last reported Thu, 30 Jul 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 260 | −13.4% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 53.5 | −14.8 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 116 | −35.6% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
1Y: $358.26 on 14 Oct 2025 → $328.06. High $396.54 (3 Nov 2025), low $250.75 (28 May 2026).
Overview
Call summaries
InterDigital Q2 FY26 — Record ARR and Raised Full-Year Guidance
Read the full callInterDigital Q1 FY26 — Strong Start with Key Renewals and Record Smartphone ARR
Read the full callEvery analysed call
Financials
Net profit, year on year: −36% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 129 | 253 | 211 | 301 | 165 | 158 | 205 | 260 |
| Expenses | 89 | 90 | 79 | 95 | 89 | 110 | 123 | 121 |
| Operating profit | 39 | 163 | 132 | 205 | 76 | 48 | 82 | 139 |
| Operating margin | 30.6% | 64.3% | 62.6% | 68.3% | 46.0% | 30.2% | 40.0% | 53.5% |
| Interest | 11 | 11 | 10 | 10 | 10 | 11 | 9 | 9 |
| Profit before tax | 41 | 153 | 132 | 211 | 76 | 50 | 80 | 143 |
| Tax rate | 17.0% | 13.0% | 12.6% | 14.4% | 11.2% | 14.4% | 5.6% | 18.8% |
| Net profit | 34 | 133 | 116 | 181 | 68 | 43 | 75 | 116 |
| EPS ($ per share) | 1.36 | — | 4.49 | 6.97 | 2.62 | — | 2.93 | 4.51 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 |
| Reserves | 1,436 | 1,413 | 1,414 | 1,441 | 1,492 | 1,462 | 1,776 | 2,113 |
| Total liabilities | 689 | 826 | 820 | 875 | 1,170 | 1,189 | 978 | 963 |
| Fixed assets | 10 | 10 | 17 | 13 | 11 | 12 | 19 | 24 |
| Investments | 471 | 179 | 453 | 235 | 508 | 569 | 431 | 504 |
| Total assets | 1,627 | 1,612 | 1,616 | 1,628 | 1,900 | 1,771 | 1,836 | 2,064 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 147 | 89 | 163 | 130 | 286 | 214 | 272 | 544 |
| Cash from investing | 70 | 268 | -310 | 180 | -315 | -85 | 109 | -140 |
| Cash from financing | -161 | -89 | -133 | -74 | 19 | -389 | -272 | -201 |
| Net cash flow | 56 | 268 | -279 | 236 | -10 | -260 | 109 | 203 |
| Capital expenditure | -3 | -5 | -12 | -3 | -3 | -4 | -6 | -16 |
| Free cash flow | 144 | 85 | 152 | 128 | 283 | 209 | 266 | 529 |
| Segment | Q2 FY2024 | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Reporting | — | — | — | 100% | 100% | 100% | 100% | 100% | -13.4% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
| KPI | Mar 2026 Q1 FY26 | 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.
194 filings between Oct 22, 2025 and Oct 5, 2026.
Purchases
None
No insider bought shares.
Sales
$27.15M
97 sales by 11 insiders
100% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Also filed: 17 dispositions to the issuer, 1 gift.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Chen Lawrence Liren | — | $9.55M | Jan 27, 2026 |
| BREZSKI RICHARD | — | $6.80M | Feb 11, 2026 |
| Pankaj Rajesh | — | $4.98M | Oct 5, 2026 |
| Schmidt Joshua D. | — | $2.60M | Mar 17, 2026 |
| KRITZMACHER JOHN A | — | $1.85M | Jun 12, 2026 |
| Mattis Julia C | — | $412.2K | Jun 3, 2026 |
| Markley John D. Jr. | — | $382.5K | Jun 22, 2026 |
| Gillman Joan H | — | $213.8K | Aug 7, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 5, 2026 | Pankaj Rajesh Chief Technology Officer | Sale 10b5-1 plan | 1,500 | $501.5K |
| Sep 15, 2026 | Chen Lawrence Liren President and CEO | Tax withheld | 20,896 | $7.11M |
| Sep 15, 2026 | Chen Lawrence Liren President and CEO | Disposition to issuer | 5 | $1.7K |
| Sep 15, 2026 | Chen Lawrence Liren President and CEO | Award | 48,070 | $0 |
| Sep 15, 2026 | Mattis Julia C Chief Licensing Officer | Disposition to issuer | 1 | $280 |
| Sep 15, 2026 | Mattis Julia C Chief Licensing Officer | Tax withheld | 325 | $110.6K |
| Sep 8, 2026 | Pankaj Rajesh Chief Technology Officer | Sale 10b5-1 plan | 1,500 | $507.0K |
| Aug 7, 2026 | Gillman Joan H Director | Sale 10b5-1 plan | 300 | $99.3K |
| Aug 5, 2026 | Pankaj Rajesh Chief Technology Officer | Sale 10b5-1 plan | 1,500 | $487.3K |
| Jul 22, 2026 | Markley John D. Jr. Director | Award | 9 | $0 |
| Jul 22, 2026 | Mattis Julia C Chief Licensing Officer | Award | 24 | $0 |
| Jul 22, 2026 | KRITZMACHER JOHN A Director | Award | 2 | $0 |
| Jul 22, 2026 | Schmidt Joshua D. CLO & Corp Secretary | Award | 27 | $0 |
| Jul 22, 2026 | ABERLE DEREK K Director | Award | 2 | $0 |
| Jul 22, 2026 | Gillman Joan H Director | Award | 57 | $0 |
| Jul 22, 2026 | RANKIN JEAN F Director | Award | 2 | $0 |
| Jul 22, 2026 | HUTCHESON STEWART D Director | Award | 54 | $0 |
| Jul 22, 2026 | BREZSKI RICHARD Chief Financial Officer | Award | 36 | $0 |
| Jul 22, 2026 | Armaly Samir Director | Award | 2 | $0 |
| Jul 22, 2026 | Pankaj Rajesh Chief Technology Officer | Award | 39 | $0 |
| Jul 22, 2026 | Chen Lawrence Liren President and CEO | Award | 78 | $0 |
| Jul 6, 2026 | Pankaj Rajesh Chief Technology Officer | Sale 10b5-1 plan | 750 | $217.5K |
| Jul 6, 2026 | Pankaj Rajesh Chief Technology Officer | Sale 10b5-1 plan | 750 | $211.5K |
| Jun 22, 2026 | Markley John D. Jr. Director | Sale 10b5-1 plan | 400 | $120.0K |
| Jun 12, 2026 | KRITZMACHER JOHN A Director | Sale 10b5-1 plan | 365 | $101.0K |
| Jun 12, 2026 | Armaly Samir Director | Sale 10b5-1 plan | 470 | $130.0K |
| Jun 12, 2026 | RANKIN JEAN F Director | Sale 10b5-1 plan | 365 | $101.0K |
| Jun 12, 2026 | ABERLE DEREK K Director | Sale 10b5-1 plan | 522 | $144.4K |
| Jun 11, 2026 | RANKIN JEAN F Director | Disposition to issuer | 1 | $219 |
| Jun 11, 2026 | KRITZMACHER JOHN A Director | Disposition to issuer | 1 | $219 |
| Jun 11, 2026 | Markley John D. Jr. Director | Disposition to issuer | 1 | $219 |
| Jun 11, 2026 | Armaly Samir Director | Disposition to issuer | 1 | $219 |
| Jun 11, 2026 | ABERLE DEREK K Director | Disposition to issuer | 1 | $219 |
| Jun 11, 2026 | Pankaj Rajesh Chief Technology Officer | Sale 10b5-1 plan | 1,500 | $435.0K |
| Jun 10, 2026 | RANKIN JEAN F Director | Award | 906 | $0 |
| Jun 10, 2026 | Gillman Joan H Director | Award | 906 | $0 |
| Jun 10, 2026 | Markley John D. Jr. Director | Award | 906 | $0 |
| Jun 10, 2026 | KRITZMACHER JOHN A Director | Award | 906 | $0 |
| Jun 10, 2026 | Armaly Samir Director | Award | 906 | $0 |
| Jun 10, 2026 | ABERLE DEREK K Director | Award | 906 | $0 |
| Jun 10, 2026 | HUTCHESON STEWART D Director | Award | 906 | $0 |
| Jun 5, 2026 | Pankaj Rajesh Chief Technology Officer | Sale 10b5-1 plan | 750 | $193.8K |
| Jun 3, 2026 | Mattis Julia C Chief Licensing Officer | Sale 10b5-1 plan | 1,600 | $412.2K |
| May 5, 2026 | Pankaj Rajesh Chief Technology Officer | Sale 10b5-1 plan | 750 | $208.5K |
| Apr 22, 2026 | Chen Lawrence Liren President and CEO | Award | 54 | $0 |
| Apr 22, 2026 | Gillman Joan H Director | Award | 37 | $0 |
| Apr 22, 2026 | Armaly Samir Director | Award | 2 | $0 |
| Apr 22, 2026 | HUTCHESON STEWART D Director | Award | 35 | $0 |
| Apr 22, 2026 | KRITZMACHER JOHN A Director | Award | 2 | $0 |
| Apr 22, 2026 | Markley John D. Jr. Director | Award | 6 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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