InterDigital posts transcript of Q2 2026 earnings call
IDCC•Updated 2026 guidance
Management raised 2026 revenue guidance to USD 775-845 million; adjusted EBITDA guidance to USD 469-529 million; and non-GAAP EPS guidance to USD 10.85-12.81.
Q2 2026 earnings call highlights
InterDigital’s Q2 2026 earnings call drew CEO Liren Chen, CFO Richard Brezski, IR head Raiford Garrabrant, and analysts from ROTH, William Blair, Jefferies, and Sidoti.
- Revenue: USD 260.2 million
- Adjusted EBITDA: USD 184.1 million
- Non-GAAP EPS: USD 4.62
- ARR rose 13% to USD 625.7 million
Amazon license and revenue recognition
Amazon agreed to a patent license covering devices and services including Prime Video; final terms will be set by binding arbitration over 18-24 months.
Streaming and cloud services revenue reached USD 110 million. Amazon revenue was recognized under GAAP using a conservative estimate pending arbitration.
