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专利授权
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专利授权
Todas as análises de 专利授权 — 1 análises.
38
/100
69
Buffett
Hold
InterDigital, Inc.: ARR Hit a Record 625.7 Million but 103.7 Million of Q2 Revenue Was Catch-Up, and 326.08 USD Sits 42% Above the 230 USD Conservative Ceiling
InterDigital is a research-funded patent licensor that turns wireless and video standards contributions into legally enforceable royalty claims on smartphones, consumer electronics and, since Q2 2026, streaming services. Q2 revenue of 260.2 million beat a 139-143 million guide and lifted annualized recurring revenue to a record 625.7 million, but 103.7 million of that quarter was catch-up revenue tied to an Amazon licence whose final price is still in binding arbitration, and six million in-the-money warrants add roughly 4.06 million net shares to a 25.81 million basic count. Rating Hold: at 326.08 USD the stock trades near 38 times trailing earnings and roughly 15 times diluted EV/ARR, about 42% above the 230 USD top of the conservative value case, so the margin of safety is none and the ideal buy price is 165-195 USD.
InterDigital, Inc.
·
IDCC
· EUA
·
专利授权
·
16 de setembro de 2026