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Patent Owners & Lessors SIC 6794
10 companies filing with the SEC under SIC 6794. Median revenue growth -3% year on year in Q2 2026 (middle half -15% to +27%, 9 companies). The growth model expects the industry's combined revenue to grow +7% in Q3 2026. 1 customer or supplier links named in annual reports.
Money flow: where the industry's revenue goes
Drawn in the browser: an estimate of where the industry's revenue goes — what it buys from other industries, the pay that reaches households, taxes and profit — beside its filed cash flow, two tiers of suppliers and its capital spending by kind of asset.
Open the industry: growth distribution, money flow, network →
Who sells to whom
Customers and suppliers named in the companies' annual reports; the share is of the supplier's revenue.
- REFR → GAUZ 15% of the supplier's revenue, $168K
Growth model
Industry revenue, the same companies year on year; 80% ranges. Fitted on SEC filings and tested out of sample (how).
| Quarter | Growth Y/Y | Revenue | 80% range |
|---|---|---|---|
| Q3 2026 | +6.9% | $738M | $584M – $893M |
| Q4 2026 | +7.0% | $776M | $592M – $961M |
| Q1 2027 | +6.7% | $874M | $659M – $1.1B |
| Q2 2027 | +6.2% | $920M | $690M – $1.1B |
Capital spending and supply chain →
Companies
| Company | Quarterly revenue | Y/Y | Stage |
|---|---|---|---|
| DLB Dolby Laboratories | $305M | -3% | mature |
| IDCC InterDigital | $193M | -13% | contraction |
| APPS Digital Turbine | $166M | +27% | transition |
| ACTG Acacia Research | $54.4M | +124% | reacceleration |
| JYNT Joint | $13.6M | +14% | transition |
| RMCO Royalty Management Holding | $1.8M | +38% | deceleration |
| AERA AI Era | $1.5M | -19% | contraction |
| XELB XCel Brands | $1.1M | -15% | contraction |
| NTIP NETWORK-1 Technologies | $150K | — | contraction |
| REFR Research Frontiers | $77K | -34% | transition |
Growth from positive, comparable quarterly revenue as filed; industries are SEC Standard Industrial Classification codes. Data Nov 8, 2026.