• InterDigital Q1 2026 earnings call transcript covered results and outlook; attended by President and CEO Liren Chen, CFO Richard Brezski, VP Investor Relations Raiford Garrabrant; analysts from William Blair, Sidoti, ROTH Capital.
• Q1 revenue USD 205 million, above guidance of USD 194 million to USD 200 million; included USD 64 million catch-up revenue; ARR USD 567 million, up 13% year over year, including record smartphone ARR of USD 492 million.
• Adjusted EBITDA USD 112 million, above guidance of USD 101 million to USD 110 million; GAAP diluted EPS 2.14, above guidance of 1.61 to 1.86; non-GAAP EPS 2.57.
• Management highlighted smartphone licensing momentum, citing Xiaomi renewal and eight of top 10 global smartphone makers under license covering about 85% of market; CEO flagged remaining unlicensed customers as next step, with top three vendors licensed through end of decade.
• CEO outlined streaming enforcement progress, citing five injunction wins against Disney in Brazil and Germany tied to HEVC-related patents, with more cases headed to trial in coming months; guidance for Q2 revenue from existing contracts set at USD 139 million to USD 143 million.

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