Risk Sleuth
IDCC · 10-K filed 5 Feb 2026 · year to 31 Dec 2025

InterDigital

29 named things its latest annual report says its results depend on, each in the company's own words. 13 of them are also named by other companies we've read.

Customers

Samsung Electronics Co., Ltd.

earns from · $1.05 billion for the eight-year patent licensenamed as a risk
The arbitration panel set the total royalties at $1.05 billion for the eight-year patent license, which commenced on January 1, 2023 and runs through December 31, 2030.Business (Item 1)

Also named by LRCX, MU, ONTO, Q, SNDK

Apple Inc.

earns from · 10% or more of our consolidated revenuenamed as a risk
For example, in 2025, Samsung, Apple, and vivo each comprised 10% or more of our consolidated revenue.Risk factors (Item 1A)

Also named by CINF, MP, SNX, SWKS

vivo Mobile Communication Co., Ltd.

earns from · 10% or more of our consolidated revenuenamed as a risk
In fiscal 2025, revenue (in descending order) from Samsung, Apple, and vivo each comprised 10% or more of our consolidated revenue.Business (Item 1)

Lenovo Group Limited

earns fromnamed as a risk
We could agree, as we did with Samsung and Lenovo pursuant to binding arbitration agreements, to have royalties and any other disputed terms set by third party adjudicators (such as arbitrators).Risk factors (Item 1A)

Also named by HPQ

Samsung TV agreement

earns fromnamed as a risk
This agreement expired as of December 31, 2025.Business (Item 1)

Partners and platforms

Avanci

depends on · over 80% of annual connected car shipments
Since December 2017, Avanci has primarily focused on the automotive market, and has signed patent license agreements with BMW Group, Audi, Ford, Toyota, BYD, and Volvo Cars, among others, collectively representing over 80% of annual connected car shipments.Business (Item 1)

Sony (Madison Arrangement)

depends on
We are part of a joint licensing program with Sony relating to digital televisions ("DTVs") and standalone computer display monitors ("CDMs") (such program, the "Madison Arrangement"), and act as exclusive licensing agent.Business (Item 1)

Also named by AMD, BBY, TTWO

Other companies

Smartphone market

earns from · approximately 85% of the entire global smartphone market under license
We now have eight of the ten largest smartphone vendors based on shipments and approximately 85% of the entire global smartphone market under license.Business (Item 1)

Amazon

named as a risk
We have faced similar proceedings with OPPO in China to determine a worldwide royalty for certain of our SEPs as well as royalty-setting proceedings in the UK initiated by Amazon and Tesla.Risk factors (Item 1A)

Also named by AES, AFRM, ALK, AOS, APP, AXP, BBW, CART and 10 more

The Walt Disney Company

named as a risk
Additionally, potential licensees may initiate antitrust complaints against us, such as the complaint that Disney recently filed against us.Risk factors (Item 1A)

Also named by HAS, MSGS

Guangdong OPPO Mobile Telecommunications Corp., Ltd.

named as a risk
We have faced similar proceedings with OPPO in China to determine a worldwide royalty for certain of our SEPs as well as royalty-setting proceedings in the UK initiated by Amazon and Tesla.Risk factors (Item 1A)

Deep Render

named as a risk
For example, in October 2025, we acquired AI startup Deep Render, and we may not realize the benefits of the acquisition to the extent anticipated.Risk factors (Item 1A)

Places

China

earns fromnamed as a risk
Companies headquartered in China currently comprise a substantial portion of customers that utilize our patented inventions in their devices and services.Risk factors (Item 1A)

Also named by A, AA, AAOI, AAP, AAPL, AB, ADI, AEHR and 261 more

France

operates innamed as a risk
In France, where we have substantial operations, we benefit from research tax credits applicable to French technology companies, including the Crédit Impôt Recherche (CIR).Risk factors (Item 1A)

Also named by ATR, BAM, DDOG, HROW, MS, UBER, UGI, WAB and 1 more

Regulators

U.S. International Trade Commission (USITC)

subject tonamed as a risk
Further, legislation designed to reduce the value of SEPs and alter the U.S. patent system, including legislation designed to reduce the jurisdiction and remedial authority of the USITC, has periodically been introduced in Congress.Risk factors (Item 1A)

Also named by ANET, KEYS, LKQ, MO, MSI, NUE, PKG, QCOM

Chinese courts

subject tonamed as a risk
Chinese courts have affirmed their position that in certain SEP licensing disputes, Chinese courts can set worldwide royalties, and in December 2023, one such court issued such a decision setting a worldwide royalty for Nokia’s cellular patents.Risk factors (Item 1A)

State Administration for Market Regulation (China)

subject tonamed as a risk
For example, the State Administration for Market Regulation in China regularly reviews its policies related to intellectual property and antitrust laws, and any such review could result in ambiguous standards and/or create a worse position for patent holders like us.Risk factors (Item 1A)

USPTO

subject tonamed as a risk
Litigation adversaries have also filed against us, and other third parties may in the future file, validity challenges such as inter partes proceedings in the USPTO or the China National Intellectual Property Administration, which can lead to delays of our patent infringement actions as well as potential findings of invalidity.Risk factors (Item 1A)

Laws and programs

OECD Pillar Two

subject to · 15%named as a risk
For example, the OECD Model Rules under Pillar Two introduced a minimum corporate tax rate of 15% on multinational enterprises with annual consolidated revenue exceeding €750 million in at least two of the prior four years, and beginning in 2026, we are subject to this minimum tax, which has been adopted by various jurisdictions where we do business, including France and the UK.Risk factors (Item 1A)

Also named by APO, BAM, BAX, BF/B, CHRW, COHR, CPNG, CRM and 45 more

Foreign-derived intangible income (FDII) deduction

subject to · from 13% to 14%named as a risk
Beginning in 2026, the effective tax rate for FDII will increase from 13% to 14%.Risk factors (Item 1A)

Foreign tax credit treaty procedures

subject to · $22.5 millionnamed as a risk
If the matter had been resolved as of December 31, 2025, we would have recognized a loss up to $22.5 million based on exchange rates and prior competent authority resolutions.Market risk (Item 7A)

One Big Beautiful Bill Act (OBBBA)

subject tonamed as a risk
The OBBBA contains several changes to corporate taxation rules which may affect our business.Risk factors (Item 1A)

Also named by AA, ABR, ADI, ADM, ALB, AMAT, AMGN, AMKR and 121 more

China Personal Information Protection Law (PIPL)

subject tonamed as a risk
Additionally, in 2021, China adopted the Personal Information Protection Law (“PIPL”), which, together China’s existing cyber and data securities regulations, have required and will continue to require significant investment and resources to ensure compliance.Risk factors (Item 1A)

Also named by ADSK, BSX, DCI, EWBC, FBIN, GTLB, KVUE, SBUX and 2 more

U.S. tariffs on China

subject tonamed as a risk
The imposition of tariffs by the United States could materially harm our business.Risk factors (Item 1A)

Also named by CORZ, ESAB

Video Services licensing program

earns fromnamed as a risk
Because we have not yet entered into our first video services license, the revenue we expect to realize from this program is uncertain and inherently subject to risk.Risk factors (Item 1A)

European Commission SEP regulation

subject tonamed as a risk
In 2023, the European Commission (“EC”) introduced a proposal for SEP regulation that would have increased regulation of and requirements on SEP holders.Risk factors (Item 1A)

Crédit Impôt Recherche (CIR)

subject tonamed as a risk
While we have historically benefited from the CIR, the French government has recently challenged our eligibility for portions of the CIR that they previously accepted.Risk factors (Item 1A)

Technology

AV1

competes withnamed as a risk
It is also possible in certain technology areas, such as video coding and the IoT, that open source and/or purportedly royalty-free solutions such as AV1, VP-9 and OCF could compete with or replace proprietary standards-based technology.Risk factors (Item 1A)

5G cellular standard

earns fromnamed as a risk
However, certain of our inventions that we believe will be employed in current and future products, including 5G, HEVC, VVC and others, are the subject of patent applications where no patent has been issued to us yet by the relevant patent issuing authorities.Risk factors (Item 1A)