InterDigital (IDCC)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-05
$286.53-7.12%
Close 2026-11-05 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-05
QuarterlyIQ Insights · IDCC
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within information technology on a research-validated quality screen. As of 2026-11-05.
The screen ranks IDCC against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated strong grew net income 65% of the time over the next year (vs 52% for the rest of the cohort, n=6380).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Met or beat guidance 100% of the last 4 guided quarters · 149.2% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Building on last quarter’s increase in annual guidance, our strong execution in Q3 supports another increase to the midpoint of our full-year revenue guidance, this time based only on revenue already…
Stated in 4 of 4 supplied quarters. Management reported: “Building on last quarter’s increase in annual guidance, our strong execution in Q3 supports another increase to the midpoint of our full-year revenue guidance, this time based only on revenue already under contract.” “Management believes ARR provides useful information about our financial performance, and our progress toward our 2030 targets.”
“Building on last quarter’s increase in annual guidance, our strong execution in Q3 supports another increase to the midpoint of our full-year revenue guidance, this time based only on revenue already…”
““Building on the strength of our second quarter results, the increased business momentum, and the opportunity to make more progress over the balance of this year, we have raised the full year 2026 gu…”
“These new agreements drove our results above the top-end of our guidance as we continued our momentum across our licensing programs, our research and innovation pipeline, and our patent portfolio", c…”
“"Through the year we accelerated momentum across our licensing programs, including a record performance in smartphones; we significantly deepened our AI expertise and industry leadership in our resea…”
Management believes ARR provides useful information about our financial performance, and our progress toward our 2030 targets.
Stated in 4 of 4 supplied quarters. Management reported: “Management believes ARR provides useful information about our financial performance, and our progress toward our 2030 targets.” “Management believes ARR provides useful information about our financial performance, and our progress toward our 2030 targets.”
“Management believes ARR provides useful information about our financial performance, and our progress toward our 2030 targets.”
Building on last quarter’s increase in annual guidance, our strong execution in Q3 supports another increase to the midpoint of our full-year revenue guidance, this time based only on revenue already…
Stated in 4 of 4 supplied quarters. Management reported: “Management believes ARR provides useful information about our financial performance, and our progress toward our 2030 targets.” “Management believes ARR provides useful information about our financial performance, and our progress toward our 2030 targets.” Operating income was $99.365 million in 2026-Q3.
Develop licensing opportunities in streaming and cloud services, IoT and automotive, PCs, and other product categories.
Continue returning capital through dividends and share repurchases.
Over the trailing year it converted 0.07x of net income into operating cash flow. Historically, Information Technology names rated fragile grew net income 43% of the time over the next year (vs 59% for the rest of the cohort, n=3136).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
2 material management or governance events in the past 24 months, led by executive changes. Historically, Information Technology names rated stable grew net income 57% of the time over the next year (vs 54% for the rest of the cohort, n=6074).
Not investment advice. As of 2026-11-05.
“Management believes ARR provides useful information about our financial performance, and our progress toward our 2030 targets.”
“Management believes ARR provides useful information about our financial performance, and our progress toward our 2030 targets.”
“Management believes ARR provides useful information about our financial performance, and our progress toward our 2030 targets.”
“Building on last quarter’s increase in annual guidance, our strong execution in Q3 supports another increase to the midpoint of our full-year revenue guidance, this time based only on revenue already…”
““Building on the strength of our second quarter results, the increased business momentum, and the opportunity to make more progress over the balance of this year, we have raised the full year 2026 gu…”
“These new agreements drove our results above the top-end of our guidance as we continued our momentum across our licensing programs, our research and innovation pipeline, and our patent portfolio", c…”
“"Through the year we accelerated momentum across our licensing programs, including a record performance in smartphones; we significantly deepened our AI expertise and industry leadership in our resea…”