IDCC at a glance
InterDigital, Inc. (IDCC, SEC CIK 1405495) filed its latest 10-K annual report on February 5, 2026, a 10-Q quarterly report on July 30, 2026, an 8-K current report on July 30, 2026 and Form 4 insider filings as recently as October 6, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), InterDigital, Inc. (IDCC) reported revenue of $834.0 million (down 4.0% from FY2024) and net income of $406.6 million. Diluted EPS was $11.80.
- As of June 30, 2026, 37 institutional investment managers tracked by SignalX reported holding InterDigital, Inc. (IDCC) shares worth $4.2 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Pankaj Rajesh on October 5, 2026 of 1,500 shares at $334.32 per share.
- In the last 90 days, IDCC insiders reported 0 open-market purchases ($0) and 4 open-market sales ($1.6M) on Form 4, a net sale of $1.6M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $834.0M
- −4.0% vs prior year
- Insiders · 90 days
- 0 buys · 4 sells
- Net −$1.6M
- 13F holders
- 37 funds
- $4.2B · +1 vs prior quarter
- Latest 8-K
- Jul 30, 2026
- Item 7.01 · Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: global R&D and patent licensing in wireless, video, AI technologies powering communications and entertainment devices/services
- New emphasis: expanded Video Services licensing program targeting SVOD and AVOD streaming markets, initiating infringement litigation against Disney, Amazon
- Strategic shift: increased focus on AI-driven wireless/video tech and integration with 6G, Wi-Fi 8 development, and cloud-based service licensing growth
- Quantitative highlight: patent portfolio grew to over 38,000 patents/patent applications as of Dec 31, 2025, with R&D spend up to $211.4M in 2025
- Noteworthy fact: courts in Brazil and Germany granted injunctions against Disney streaming services in InterDigital’s 2025 patent infringement case
Risk Factors
- FRAND royalty determination risk from third-party adjudicators including Chinese courts setting worldwide royalties, e.g., 2023 Nokia’s cellular patent ruling
- U.S.-China trade tensions and 2025 tariff imposition affecting renewal and new license agreements with Chinese manufacturers, key market exposure
- Reliance on timely renewal of major license agreements with Samsung, Apple, and vivo, each contributing ≥10% of 2025 revenue
- Competitive pressure from alternative or royalty-free technologies in IoT and video coding, e.g., AV1, VP-9, OCF impacting adoption and revenue
- Potential antitrust scrutiny and regulatory enforcement actions including recent Disney complaint increasing operating costs and risk of fines
Management Discussion & Analysis
- Key risks: patent licensing delays, legal proceedings, market demand failure, integration of Deep Render
- Emerging risks: tax law impacts, regulatory changes, cybersecurity, macroeconomic conditions, staffing challenges
- Forward-looking statements caution with no specific guidance or outlook given
AI summary of the IDCC 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Q2 revenue $260.2M, down $40.4M from $300.6M YoY
- Catch-up revenue $103.7M vs $162.3M YoY, primary revenue decline driver
- 93% of Q2 revenue from fixed-fee agreements
- Operating cash flow $82.5M vs $105.1M YoY
- Cash, restricted cash, and short-term investments $1.1B; $1.9B contracted cash payments due
Risk Factors
- No material changes to risk factors disclosed in the 2025 Form 10-K
- Carried-forward risks may materially affect business, financial condition, or future results
- Additional unknown or currently immaterial risks could adversely affect operating results
AI summary of the IDCC 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Supplemental earnings presentation provided to investors alongside InterDigital’s earnings announcement
- Exhibit 99.2 contains the substantive earnings information relevant to investor analysis
Item 2.02: Results of Operations and Financial Condition
- Q2 fiscal 2026 results for quarter ended June 30, 2026
- Press release containing operating and financial results attached as Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q2 revenue $260.2M, down 13%, as smartphone revenue fell 48% and catch-up revenue declined 36%
- Amazon agreement added $110.0M Streaming and Cloud Services revenue, establishing a major new licensing channel
Item 5.03: Amendments to Articles of Incorporation or Bylaws
- Shareholders approved officer exculpation under Pennsylvania law at the June 10, 2026 annual meeting
- Bylaw amendment limits officers’ personal liability for certain fiduciary-duty claims, subject to statutory exceptions
Item 5.07: Submission of Matters to a Vote of Security Holders
- All eight director nominees elected to one-year terms through the 2027 annual meeting
- John D. Markley Jr. received the highest opposition, with 1,755,864 votes against
Item 7.01: Regulation FD Disclosure
- Supplemental earnings presentation provided to investors alongside InterDigital’s earnings announcement
- Exhibit 99.2 contains the substantive financial and operating details relevant to the reporting period
Item 2.02: Results of Operations and Financial Condition
- Q1 2026 results covered quarter ended March 31, 2026
- Press release issued April 30, 2026
Item EX-99.1: Item EX-99.1
- Q1 revenue $205.4M, adjusted EBITDA $111.8M, and EPS $2.14 exceeded guidance’s top end
- ARR rose 13% to $567.2M, while Smartphone ARR reached a record $491.8M, up 18%
AI summaries of IDCC 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for IDCC
Don't miss the next IDCC filing
- Alerts as it files. A push when IDCC files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut IDCC, by share count.
- Ask anything. An AI agent that reads every IDCC filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Pankaj Rajesh | Sell | Oct 5, 2026 | 1,500 | $334.32 |
| Chen Lawrence Liren | F | Sep 15, 2026 | 20,896 | $340.38 |
| Chen Lawrence Liren | A | Sep 15, 2026 | 137,400 | - |
| Chen Lawrence Liren | D | Sep 15, 2026 | 4.854 | $340.38 |
| Mattis Julia C | D | Sep 15, 2026 | 0.823 | $340.38 |
| Mattis Julia C | F | Sep 15, 2026 | 325 | $340.38 |
| Chen Lawrence Liren | A | Sep 15, 2026 | 48,069.854 | - |
| Pankaj Rajesh | Sell | Sep 8, 2026 | 1,500 | $338.00 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $868.5M | $834.0M |
| Operating Income | - | $439.5M | $460.9M |
| Net Income | $214.1M | $358.6M | $406.6M |
| Op. Margin | - | 50.6% | 55.3% |
| Net Margin | - | 41.3% | 48.8% |
| Balance Sheet | |||
| Total Assets | $1.8B | $1.8B | $2.1B |
| Equity | - | $857.2M | $1.1B |
| ROE | - | 41.8% | 36.9% |
| Per Share | |||
| EPS | $7.62 | $12.07 | $11.80 |
| Cash Flow | |||
| Operating CF | - | $271.5M | $544.5M |
| CapEx | $4.3M | $5.8M | $15.9M |
Source: XBRL data in InterDigital, Inc. (IDCC)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate IDCC share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 37 | $4.17B |
| Q1 2026 | 36 | $4.22B |
| Q4 2025 | 36 | $4.66B |
| Q3 2025 | 35 | $4.96B |
| Q2 2025 | 34 | $2.99B |
| Q1 2025 | 30 | $1.73B |
| Q4 2024 | 26 | $1.41B |
| Q3 2024 | 22 | $571.8M |
- T. Rowe Price Group+341.9K (+15%)
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- AQR Capital Management+86.4K (+452%)
- Millennium Management−194.4K (-87%)
- Two Sigma Investments−122.9K (-50%)
- Bank of America Corp−100.9K (-38%)
- Morgan Stanley−47.2K (-12%)
- Citadel Advisors LLC−28.6K (-45%)
- Renaissance Technologies LLC−66.1K
- Allstate−2.7K
Source: 13F-HR filings on SEC EDGAR (aggregated from 256 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
IDCC filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 6, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 9, 2026 | - | - | - |
| 4 | Aug 10, 2026 | - | - | - |
| 4 | Aug 7, 2026 | - | - | - |
| 10-Q | Jul 30, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 30, 2026 | - | Analysis | - |
| 4 | Jul 24, 2026 | - | - | - |
| 4 | Jul 24, 2026 | - | - | - |
| 4 | Jul 24, 2026 | - | - | - |
| 4 | Jul 24, 2026 | - | - | - |
| 4 | Jul 24, 2026 | - | - | - |
| 4 | Jul 24, 2026 | - | - | - |
| 4 | Jul 24, 2026 | - | - | - |
| 4 | Jul 24, 2026 | - | - | - |
| 4 | Jul 24, 2026 | - | - | - |
| 4 | Jul 24, 2026 | - | - | - |
| 4 | Jul 24, 2026 | - | - | - |
| 4 | Jul 24, 2026 | - | - | - |
| 4 | Jul 7, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 16, 2026 | - | - | - |
| 4 | Jun 16, 2026 | - | - | - |
| 4 | Jun 16, 2026 | - | - | - |
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IDCC SEC filings: frequently asked questions
Are IDCC insiders buying or selling?
In the last 90 days, InterDigital, Inc. (IDCC) officers, directors and 10% owners reported no open-market purchases and 4 open-market sales worth $1.6 million by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold IDCC stock?
As of June 30, 2026, the largest InterDigital, Inc. (IDCC) holders among the 13F filers tracked by SignalX were BlackRock ($1.1 billion), T. Rowe Price Group ($740.2 million), Vanguard Portfolio Management LLC ($459.3 million), Vanguard Capital Management LLC ($329.5 million), State Street Corp ($285.2 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was IDCC's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), InterDigital, Inc. (IDCC) reported revenue of $834.0 million (down 4.0% from FY2024) and net income of $406.6 million. Diluted EPS was $11.80. The figures come from the XBRL data in the 10-K.
What are the main risks in IDCC's latest 10-K?
In the 10-K filed February 5, 2026, InterDigital, Inc. (IDCC) flagged: FRAND royalty determination risk from third-party adjudicators including Chinese courts setting worldwide royalties, e.g., 2023 Nokia’s cellular patent ruling. U.S.-China trade tensions and 2025 tariff imposition affecting renewal and new license agreements with Chinese manufacturers, key market exposure. (AI summary of the Risk Factors section.)
What did IDCC report in its latest 8-K?
InterDigital, Inc. (IDCC) filed an 8-K on July 30, 2026 reporting Item 7.01 (Regulation FD Disclosure) and Item 2.02 (Results of Operations and Financial Condition). Supplemental earnings presentation provided to investors alongside InterDigital’s earnings announcement.
What are the latest IDCC SEC filings?
InterDigital, Inc. (IDCC) filed its latest 10-K annual report on February 5, 2026, a 10-Q quarterly report on July 30, 2026, an 8-K current report on July 30, 2026 and a Form 4 insider filing on October 6, 2026.
What is IDCC's SEC CIK number?
InterDigital, Inc. (IDCC)'s SEC Central Index Key (CIK) is 1405495. EDGAR lists every IDCC filing under that number.
Ask anything about IDCC
The research agent reads IDCC's filings, financials, insider trades and 13F holders, then answers with sources.