InterDigital (IDCC) Q2 Revenue Jumps 55%
InterDigital (NASDAQ:IDCC), a technology research and development firm specializing in wireless and video patent licensing, released its results for Q2 2025 on July 31, 2025. The company reported significant outperformance across all key financial metrics, driven mainly by a successful arbitration outcome with Samsung and a major new licensing agreement with HP. Quarterly GAAP revenue was $300.6 million, far ahead of the consensus GAAP revenue estimate of $192.93 million. Non-GAAP earnings per share reached $6.52, compared to the analyst forecast of $2.71 (non-GAAP). Non-GAAP earnings per share reached an all-time high of $6.52, and management responded by raising its full-year 2025 revenue outlook. Overall, the quarter marked a standout period supported by major one-time events, though management also highlighted the inherent volatility that comes with its patent-licensing business model.
Source: Analyst estimates provided by FactSet. Management expectations based on management's guidance, as provided in Q1 2025 earnings report.
InterDigital builds its business on licensing a portfolio of more than 33,000 patents, covering mobile wireless standards (such as 4G, 5G, and emerging 6G), advanced video compression, and connected device technologies. Its customers include major global electronics makers, which license these patents to comply with technical requirements or improve device performance. Rather than selling products directly, InterDigital earns revenue from others using its intellectual property -- usually through multi-year contracts.
Source Fool.com
HP Inc. Stock
We see a rather positive sentiment for HP Inc. with 9 Buy predictions and 2 Sell predictions.
With a target price of 28 € there is a positive potential of 24.78% for HP Inc. compared to the current price of 22.44 €.