Interdigital, Inc. · NASDAQ:IDCC
Interdigital — Sidoti Virtual Investor Conference (September 2020)
13 slides from Interdigital's conference presentation, Sep 24, 2020
Slide 1: InterDigital Q3 2020 Investor Presentation
InterDigital Q3 2020 Investor Presentation © 2020 InterDigital, Inc. All Rights Reserved.
Slide 2: Forward-Looking Statements
Forward-Looking Statements This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, regarding InterDigital, Inc.’s current beliefs, plans and expectations, as
Slide 3: Why InterDigital, More than Ever
Why InterDigital, More than Ever One of the Largest Pure Research, Innovation and Licensing Companies in the World Our Strength: Over four decades of pioneering wireless and visual technologies innovation Our Business Model: Bring core technology to the market though substantial technical contributi
Slide 4: Contributing Technology Worldwide
Unquestioned Research Leadership in Wireless and Visual Technologies Contributing Technology ~5,000 20%+ >50/yr journal and conference contributions Worldwide to 3GPP & IETF of revenue invested in papers published on Two Major in past 20 years R&D since 2000 >100/yr Fronts >100 leadership roles in c
Slide 5: In Our Labs Today
In Our Labs Today A world-class R&D lab • 5G & 6G Cellular Standards that drives InterDigital’s • Mobile Edge Computing technology development • Spectrum Sharing & Unlicensed Spectrum and is a respected • Advanced Video Standards & Platforms participant in international • Immersive and Volumetric \
Slide 6: Standards – the Path to Horizontal Influence
Standards – the Path to Horizontal Influence • Product innovation improves • We make our “sale” to the selected devices; engineers and research standards innovation peers, not to companies improves all devices in a market • Standards reward long term • Your success is a factor of commitment: underst
Slide 7: An Evolving Portfolio for an Evolving Industry
An Evolving Portfolio for an Evolving Industry Primarily cellular portfolios, reflecting value in connectivity Wi-Fi and HEVC join 5G, for new value drivers InterDigital’s share of InterDigital’s share of likely 7% – 7% – InterDigital’s share of likely 4G of all patents and applications InterDigital
Slide 8: 5G: The Power of Continuity
5G: The Power of Continuity According to the August 2020 ETSI Special Report, • The 5G standard comprises a mix of new InterDigital’s ETSI- 5G-specific technologies and 3G/4G technologies that remain necessary for 5G disclosed patents and operation applications accounted for • Only 2 releases of the
Slide 9: A Portfolio that Combines Depth and Breadth Across Technologies
A Portfolio that Combines Depth and Breadth Across Technologies Cellular (3G, 4G, and 5G) Video The InterDigital portfolio now brings together Device Hardware & >32,000 patent assets Software Apps & Services that show enormous strength in key wireless Networking and video technologies WiFi but also
Slide 10: A History of Long-Term Customers
A History of Long-Term Customers • Some companies – among them Samsung, Panasonic, NEC, Kyocera and Sharp – have been customers / under license for 20+ years. Shipments • Apple and Samsung have been licensed since before they started shipping iPhones and Galaxies Every handset customer that has >10
Slide 11: Growth Drivers that Build Logically Over Several Years
Growth Drivers that Build Logically Over Several Years LTE CYCLE + VIDEO Current CONSUMER ELECTRONICS Revenue Drive core IoT Platform smartphone 5G of ~$340M recurring annual A projected revenue base $150M to $500M+ An estimated contribution to installed base of A new market revenue in 3-5 >62B devi
Slide 12: A Capital Allocation Strategy that Balances Future Strength with Returning Value
A Capital Allocation Strategy that Balances Future Strength with Returning Value A strong balance sheet shows staying power • Since June 2014, we’ve Show Strength bought back more than in negotiations $600 million in shares Ensure R&D Essential to keep pace with fast-moving • We announced another Pr
Slide 13: © 2020 InterDigital, Inc. All Rights Reserved.
© 2020 InterDigital, Inc. All Rights Reserved.
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