InterDigital (NASDAQ: IDCC ) is an American research company in the field of wireless communications, video and artificial intelligence. The company specializes in the invention and patenting of communication technologies (including 3G, 4G, 5G, Wi-Fi standards) and video compression methods, and thenHi there! I’m Narek, and I’ve been in the investment world for over six years. I started out as an equity analyst at European banks, digging into reports and learning how to spot value in the markets. I’ve worke ...

InterDigital (IDCC) FY Conference June 03, 2025 04:20 PM ET Speaker0 Alright. We'll go ahead and get thanks everyone for coming. For those of you that don't know me, I'm Arjun Bhatia. I'm the analyst here at William Blair that covers InterDigital. For a full list of disclosures, you can go to williamblair.com. It's a pleasure to have the CEO of InterDigital, Liren Chen. Liren, thanks for coming. Speaker1 Thank you. Speaker0 Liren's gonna run through presentation, give a little background on the company, and ...

文章核心观点 InterDigital公司将于2025年6月3日下午4点20分在William Blair第45届成长股会议上进行展示，活动将进行网络直播并提供存档回放 [1][2] 公司信息 - 公司是一家专注于无线、视频、人工智能及相关技术的全球研发公司 [3] - 设计开发基础技术，授权创新成果给全球提供相关产品和服务的公司 [3] - 是无线技术、视频处理和编解码技术的领导者，有显著的AI研究成果 [3] - 成立于1972年，在纳斯达克上市 [3] 活动信息 - 公司将在2025年6月3日下午4点20分ET参加William Blair第45届成长股会议并进行展示 [1] - 活动将进行网络直播，会议结束后可查看存档回放 [2] 联系方式 - 邮箱：investor.relations@interdigital.com [5] - 电话：+1 (302) 300-1857 [5] 官网信息 - 官网：www.interdigital.com [4]

文章核心观点 - 沉浸式内容消费的指数级增长将给当前无线基础设施带来巨大压力，促使创新，5G - 高级和6G架构对释放沉浸式和XR内容潜力至关重要 [1][3] 行业现状 - 2024年视频占所有互联网数据流量的69%，远超社交媒体的13%和游戏的10% [5] - 智能手机上74%的数据消费是视频，由社交媒体剪辑、嵌入式视频和流媒体平台驱动 [6] - 26%的消费者在智能手机上观看SVoD服务，41%在电视上观看 [6] - 截至2024年底，移动游戏收入达到850亿美元 [6] - 40%的消费者对当前网络性能不满 [2][5] XR市场发展 - 到2031年，XR设备发货量将是2025年的4倍，达到8300万台 [2][5] - 到2037年，XR市场预计将有1.3亿台支持6G的设备，目前几乎为零 [7] - 到2030年，XR预计将成为继智能手机之后第二个集成6G功能的主要类别 [7] - 新的沉浸式体验将进入市场，如城市旅游、现场活动和公共交通娱乐 [7] 技术需求与展望 - XR应用对无线网络提出新要求，当前网络架构需升级以应对需求 [1][2] - 5G - 高级和即将推出的6G架构对释放沉浸式和XR内容潜力至关重要 [3] - 6G部署预计与XR硬件和软件生态系统的成熟时间（2028 - 2032年）重合 [3] - 2030年及首个6G标准发布后，XR娱乐将成为常态，其成功取决于超低延迟、响应式交互和一致的媒体同步 [4] 公司介绍 - InterDigital是一家专注于无线、视频、人工智能及相关技术的全球研发公司 [5][8] - 公司设计开发基础技术，为通信和娱乐产品服务提供连接、沉浸式体验，并在全球授权创新技术 [8] - 公司工程师在无线产品和网络方面有广泛创新，也是视频处理和编解码技术的领导者 [8]

InterDigital (IDCC) could be a solid addition to your portfolio given a notable revision in the company's earnings estimates. While the stock has been gaining lately, the trend might continue since its earnings outlook is still improving.Analysts' growing optimism on the earnings prospects of this wireless research and development company is driving estimates higher, which should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in earnings estimate re ...

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In the 'long' context, investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even though momentum is a popular stock char ...

For the quarter ended March 2025, InterDigital (IDCC) reported revenue of $210.51 million, down 20.1% over the same period last year. EPS came in at $4.21, compared to $3.58 in the year-ago quarter.The reported revenue represents a surprise of +3.32% over the Zacks Consensus Estimate of $203.75 million. With the consensus EPS estimate being $3.72, the EPS surprise was +13.17%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Stre ...

InterDigital, Inc. (IDCC) reported strong first-quarter 2025 results, with both the top and bottom lines beating the Zacks Consensus Estimate. However, the company generated lower revenues year over year, owing to weakness in the consumer electronics and IoT markets. Solid licensing momentum in the smartphone business is a tailwind. IDCC is also advancing its leadership position in AI (artificial intelligence) applications for wireless and video technology.IDCC’s Net IncomeQuarterly net income increased to ...

InterDigital (IDCC) came out with quarterly earnings of $4.21 per share, beating the Zacks Consensus Estimate of $3.72 per share. This compares to earnings of $3.58 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 13.17%. A quarter ago, it was expected that this wireless research and development company would post earnings of $5.40 per share when it actually produced earnings of $5.15, delivering a surprise of -4.63%.Over the l ...

InterDigital (IDCC) Q1 2025 Earnings Call May 01, 2025 10:00 AM ET Speaker0 Thank you. I would now like to turn the call over to Speaker1 Rayford Head of Investor Relations. Please go ahead. Thank you, France, and good morning, everyone. Welcome to InterDigital's first quarter twenty twenty five earnings conference call. I'm Raeford Garabrandt, Head of Investor Relations for InterDigital. With me on today's call are Liran Chen, our President and CEO and Rich Breske, our CFO. Consistent with prior calls, we ...