InterDigital, Inc. — Form 8-K
Filed October 29, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 68/100
What the filing says
InterDigital reported Q3 2026 revenue of $193.4M (up 17% YoY), adjusted EBITDA of $131.3M (up 25% YoY), and non-GAAP EPS of $3.11 (up 22% YoY), all significantly exceeding guidance. Annualized recurring revenue hit an all-time high of $629M. Key business wins include a binding arbitration PC licensing agreement with a top-5 manufacturer (now 4 of 5 PC makers licensed), a new IoT license with EV charging company KEBA, and two additional injunctions against Disney from Europe's Unified Patent Court. The company raised full-year 2026 revenue guidance to $813–$819M (from prior range), increased quarterly dividend from $0.70 to $0.75 per share, and returned $121M to shareholders in Q3 ($83M debt reduction, $38M repurchases/dividends). FY26 outlook is based on contracted revenue only.
Why this rating
Strong execution with double-digit revenue/EBITDA growth, record ARR, and significant business wins (PC arbitration win, streaming/IoT expansion). Raised guidance signals momentum. Company ~$5.7B market cap; incremental revenue and $629M ARR growth material. Not transformational but clearly accelerating trajectory.
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