Filing Flows › InterDigital (IDCC) › Q2 2026 › vs Q2 2025
InterDigital (IDCC) Q2 2026 vs Q2 2025 (year over year)
InterDigital's revenue fell $40.4M (-13%) from $301M in Q2 2025 to $260M in Q2 2026. The biggest changes: Smartphone −$112M (-48%); Streaming and Cloud Services +$110M (—); CE, IoT/Auto −$37.9M (-58%). Operating margin 53.5% against 68.3% (-14.8 pts).
InterDigital, Q2 2026: revenue $260M (-13% year over year), operating margin 53.5%, net earnings $116M, operating cash flow $82.5M. The chart draws each line against Q2 2025, the increases inside each band.
Margins
| Q2 2026 | Q2 2025 | Change | |
|---|---|---|---|
| Operating margin | 53.5% | 68.3% | -14.8 pts |
| Net margin | 44.7% | 60.1% | -15.3 pts |
| Free cash flow margin | 31.1% | 34.8% | -3.7 pts |
Every line
| Line | Q2 2026 | Q2 2025 | Change | % |
|---|---|---|---|---|
| Smartphone | $123M | $235M | −$112M | -48% |
| Streaming and Cloud Services | $110M | $0 | $110M | — |
| CE, IoT/Auto | $27.5M | $65.3M | −$37.9M | -58% |
| Revenue | $260M | $301M | −$40.4M | -13% |
| Other income, net | $4.1M | $5.6M | −$1.5M | -26% |
| Operating profit | $139M | $205M | −$66.2M | -32% |
| Costs & expenses | $121M | $95.2M | $25.8M | +27% |
| Pre-tax earnings | $143M | $211M | −$67.7M | -32% |
| General & admin | $29.8M | $17.6M | $12.2M | +69% |
| Other operating costs | $91.1M | $77.6M | $13.5M | +17% |
| Net earnings | $116M | $181M | −$64.2M | -36% |
| Income tax | $27.0M | $30.5M | −$3.5M | -11% |
| Depreciation & amortization | $19.5M | $19.5M | $17K | +0.1% |
| Share-based compensation | $24.1M | $11.8M | $12.3M | +104% |
| Working capital & other | $77.4M | $107M | −$29.3M | -27% |
| Operating cash flow | $82.5M | $105M | −$22.6M | -21% |
| Free cash flow (OCF − capex) | $80.9M | $105M | −$23.6M | -23% |
| Capital expenditures | $1.6M | $574K | $1.1M | +185% |
Questions
How much did InterDigital's revenue grow year over year in Q2 2026?
InterDigital's revenue fell $40.4M (-13%) from $301M in Q2 2025 to $260M in Q2 2026.
What drove InterDigital's revenue change in Q2 2026?
Smartphone −$112M (-48%); Streaming and Cloud Services +$110M (—); CE, IoT/Auto −$37.9M (-58%).