Back to top

Image: Bigstock

IDCC Set to Report Q4 Results: Will Revenue Growth Boost Earnings?

Read MoreHide Full Article

InterDigital, Inc. (IDCC - Free Report) is scheduled to report fourth-quarter 2024 results on Feb. 6, before the opening bell. IDCC pulled off a trailing four-quarter earnings surprise of 163.7%, on average. In the last reported quarter, it delivered an earnings surprise of 114.47%.

Find the latest EPS estimates and surprises on Zacks Earnings Calendar.

The company is expected to deliver top-line expansion year over year, backed by solid licensing momentum in the consumer electronics market and product innovation.

Factors at Play

During the quarter, InterDigital signed a new patent license agreement with major digital TV manufacturer TPV. Per the deal, TPV will gain access to IDCC’s comprehensive portfolio of HEVC patents and DTV patents. The company also inked a new patent license agreement with major smartphone manufacturer Oppo Group. The license will cover Realme, OnePlus and Oppo branded smartphones. In addition, IDCC also announced that it has agreed to enter into a new license agreement with Lenovo. This growing demand for its patent portfolio demonstrates IDCC’s strength of innovation in wireless, video and AI technologies.

InterDigital has also collaborated with the University of Texas to validate AI solutions for wireless networks to support the development of 6G. These factors are likely to have generated incremental revenues in the quarter.

Our estimate for total recurring revenues is pegged at $151.2 million, implying 46.4% year-over-year growth. Our estimate for catch-up revenues is pegged at $92.2 million.

For the December quarter, the Zacks Consensus Estimate for revenues is pegged at $243.73 million, indicating growth from $105.52 million reported in the prior-year quarter. The consensus estimate for adjusted earnings per share stands at $5.4, suggesting an improvement from the prior-year quarter’s reported figure of $1.41.

IDCC’s Earnings Whispers

Our proven model does not conclusively predict an earnings beat for InterDigital this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. That is not the case here.

Earnings ESP: Earnings ESP, which represents the difference between the Most Accurate Estimate and the Zacks Consensus Estimate, is 0.00%, with both pegged at $5.4. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.

InterDigital, Inc. Price and EPS Surprise

InterDigital, Inc. Price and EPS Surprise

InterDigital, Inc. price-eps-surprise | InterDigital, Inc. Quote

Zacks Rank: InterDigital currently sports a Zacks Rank #1.

Stocks to Consider

Here are some companies you may want to consider, as our model shows that these have the right combination of elements to post an earnings beat this season:

The Earnings ESP for Qualcomm Technologies, Inc. (QCOM - Free Report) is +3.34%, and it carries a Zacks Rank of 2 at present. The company is scheduled to report its quarterly numbers on Feb. 5. You can see the complete list of today’s Zacks #1 Rank stocks here.

The Earnings ESP for Akamai Technologies, Inc. (AKAM - Free Report) is +0.09%, and it carries a Zacks Rank of 2 at present. The company is scheduled to report its quarterly numbers on Feb. 20.

The Earnings ESP for Watts Water Technologies (WTS - Free Report) is +0.40%, and it carries a Zacks Rank of 3 at present. The company is scheduled to report its quarterly numbers on Feb. 10.

Published in