InterDigital Comm

Q2 FY2026 EarningsQ2 FY26 results significantly beat consensus across all major metrics, driven by a landmark licensing agreement with Amazon. Revenue reached $260.2M, exceeding the $143.1M consensus by 81.9%, while Non-GAAP EPS of $4.62 outperformed the $1.53 expectation by over 200%. Although catch-up revenue of $103.7M was lower YoY, the new Streaming and Cloud Services segment contributed $110.0M in its first full quarter of recognition. Management raised FY26 revenue guidance to $810M (midpoint), an 11% increase, signaling sustained momentum in non-smartphone licensing.