InterDigital (IDCC) Smashes Q2 2026 Estimates With a 203% EPS Beat
As seen on the 24/7 Wall St. homepage on July 30, 2026.
InterDigital crushed Q2 earnings with a 203% EPS beat on a historic first Amazon deal for streaming services, which alone brought in $110 million and pushed management to raise full-year guidance by $85 million at the midpoint.
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InterDigital reported Q2 2026 earnings per share of $4.62 against a Wall Street estimate of $1.525, a beat of roughly 203%. Revenue came in at $260.2 million, nearly doubling the $143.05 million consensus estimate for an 82% revenue beat. The standout driver was a first-of-its-kind licensing deal with Amazon covering streaming services, which contributed $110 million on its own.
That Amazon agreement is notable not just for its size but for what it signals about InterDigital's expanding reach into streaming and digital media licensing — territory the company had not previously tapped with Amazon. Management responded to the quarter's strength by raising full-year guidance by $85 million at the midpoint, suggesting confidence that the momentum is not purely a one-quarter event.
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Looking at the recent earnings history, InterDigital has consistently printed above estimates, with the lone miss coming in Q4 2024 when it reported $5.15 against an estimate of $5.36. The Q2 2026 beat is the widest in the eight-quarter window shown, reinforcing the stock's reputation for outsized licensing-driven earnings surprises.
Mentioned: IDCC