InterDigital第三季度营收1.93亿美元同比增17%，年化经常性营收6.29亿美元创纪录，上调全年指引
无线、视频与人工智能技术研发与专利许可公司 InterDigital 10月29日在 Wilmington, Delaware 公布2026年第三季度业绩：季度营收1.934亿美元，同比增长17%；净利润8,020万美元，同比增19%；摊薄每股收益2.34美元。
非 GAAP 口径下，公司第三季度调整后 EBITDA 为1.313亿美元，同比增25%，利润率68%；非 GAAP 净利润9,570万美元，非 GAAP 每股收益3.11美元。年化经常性营收达到6.289亿美元，创历史纪录，同比增7%；当季包含追补营收3,620万美元。分项目看，智能手机业务营收1.226亿美元，消费电子、物联网与汽车业务营收5,570万美元、同比增97%，流媒体与云服务业务营收1,500万美元。
业务进展方面，公司与一家头部 PC 厂商达成许可协议、最终条款将由有约束力的仲裁决定，公司现已许可全球前五大 PC 厂商中的四家；与电动车充电公司 KEBA 签署新的物联网许可协议；欧洲统一专利法院在针对 Disney 的专利案件中再下两项禁令，公司在该批案件中已取得八战八胜。公司还将季度现金股息由每股0.70美元提高至0.75美元，当季共向股东返还资本1.212亿美元（含回购、股息与偿债）。
总裁兼首席执行官 Liren Chen 表示，这又是一个出色的季度，营收与盈利实现两位数增长、年化经常性营收创纪录；基于已签约营收，公司再次上调全年营收指引中点。公司预计2026年全年营收为8.13亿至8.19亿美元，第四季度营收为1.54亿至1.60亿美元。
InterDigital Q3 Revenue Rises 17% to $193 Million as Annualized Recurring Revenue Hits Record $629 Million; Outlook Raised
InterDigital, a wireless, video and AI technology research and licensing company, reported third-quarter 2026 results on October 29 in Wilmington, Delaware. Revenue rose 17% year over year to $193.4 million, net income rose 19% to $80.2 million, and diluted earnings per share were $2.34.
On a non-GAAP basis, adjusted EBITDA rose 25% to $131.3 million at a 68% margin, and non-GAAP net income was $95.7 million, or $3.11 per share. Annualized recurring revenue reached a record $628.9 million, up 7%, and the quarter included $36.2 million of catch-up revenue. Smartphone revenue was $122.6 million, consumer electronics, IoT and auto revenue rose 97% to $55.7 million, and streaming and cloud services contributed $15.0 million.
InterDigital reached a license agreement with a top PC manufacturer, with final terms to be set by binding arbitration, and has now licensed four of the world's top five PC makers. It signed a new IoT license with EV charging company KEBA, and Europe's Unified Patent Court awarded it two new injunctions against Disney, making eight injunctions won in eight patent cases decided to date. The quarterly dividend was increased from $0.70 to $0.75 per share, and the company returned $121.2 million of capital in the quarter through repurchases, dividends and debt reduction.
President and CEO Liren Chen called it another excellent quarter with double-digit growth in revenue and profitability and record annualized recurring revenue. Based only on revenue already under contract, InterDigital raised the midpoint of its full-year guidance, expecting 2026 revenue of $813 million to $819 million and fourth-quarter revenue of $154 million to $160 million.
来源：GSM·美国（原文链接）
图片来源：图：Delaware 州 Wilmington 市景，InterDigital 总部所在地。照片：Quintin Soloviev 摄，CC BY 4.0，经 Wikimedia Commons。 / Wilmington, Delaware, home of InterDigital's headquarters. Photo: Quintin Soloviev, CC BY 4.0, via Wikimedia Commons.
