Interdigital, Inc. · NASDAQ:IDCC
Interdigital — 38th Nasdaq Investor Conference 2018
13 slides from Interdigital's conference presentation, Jun 12, 2018
Slide 1: InterDigital 38th Nasdaq Investor Conference
InterDigital 38th Nasdaq Investor Conference London – June 12, 2018 © 2018 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,
Slide 3: A Long History of Leadership in Mobile Technology
A Long History of Leadership in Mobile Technology • Over four decades of mobile innovation, and pioneers in digital wireless • ~190 R&D staff in nine R&D locations around the world* • Our engineers have contributed inventions to IEEE, IETF, 3GPP, ITU, ETSI and MPEG standards, among others • InterDig
Slide 4: 2017 – Another Tremendous Year
2017 – Another Tremendous Year 2017 REVENUE 2017 OPEX $533M $231M 2017 NET INCOME 5G CONTRIBUTIONS $174M >1,000 4 © 2018 InterDigital, Inc. All Rights Reserved.
Slide 5: A Simple Growth Strategy Focused on Research
A Simple Growth Strategy Focused on Research INTERNET OF CORE CELLULAR THINGS WIRELESS NEW TECH AREAS 5 © 2018 InterDigital, Inc. All Rights Reserved.
Slide 6: Core Cellular: Leveraging Standards as a Channel to an Entire Industry
Core Cellular: Leveraging Standards as a Channel to an Entire Industry Standards bodies define tech needs Once adopted in a Manufacturers choose standard, solutions are to implement standard, Needs addressed incorporated into pay innovators for R&D by existing and via license ongoing core R&D produc
Slide 7: Our Platform: Continued Leadership into 5G
Our Platform: Continued Leadership into 5G InterDigital RAN1 Contributions per Year InterDigital RAN2 Contributions per Year 800 18000 200 16000 700 16000 180 14000 14000 160 600 12000 140 12000 500 120 10000 10000 Co-sourced 400 Contributions 100 8000 Total number of 8000 contributions 80 6000 300
Slide 8: IoT – Three Complementary Market Approaches
IoT – Three Complementary Market Approaches LICENSING PLATFORM LICENSING CONNECTIONS SOLUTION PLATFORMS ~3B connections in Multiple global A research heritage 2018, more than awards, and to earliest IoT, and tripling to >9B in successful live a ~$100B market by 2023* deployments/ trials 2023* in Eur
Slide 9: M&A Strategy: Add Value to Customers + Tap New Markets
M&A Strategy: Add Value to Customers + Tap New Markets >$200B market in 2018 SENSORS TV/VIDEO $65B market in 2021, from <$2B in 2016 AR/VR VIDEO $27.5B market in 2021, from <$13B in 2016 >$500B market in 2016 WEARABLES IOT $49B market in 2021, from <$13B in 2016 New technologies …while DRONES add va
Slide 10: InterDigital + Technicolor Patent Licensing: a Perfect Example
InterDigital + Technicolor Patent Licensing: a Perfect Example Leading patent InterDigital Industry-leading Technicolor portfolio in Labs pipeline portfolio in video & R&I labs wireless comms other tech pipeline Ability to deploy portfolio into New revenue stream in handset licensing business, with
Slide 11: InterDigital + Technicolor Patent Licensing: a Perfect Example
InterDigital + Technicolor Patent Licensing: a Perfect Example Leading patent InterDigital portfolio in Labs pipeline Using 2017 recurring revenue as wireless comms base, ~10% increase to revenue base of core handset licensing Ability to deploy portfolio into business, coupled with lower 14- handset
Slide 12: A Continually Strengthened Executive Team
A Continually Strengthened Executive Team Bill Merritt Jannie Lau Rich Brezski Jim Nolan Eric Cohen Dr. Henry Tirri Tim Berghuis President & Chief Legal CFO EVP, Chief Development Chief Technology Chief Licensing CEO Officer Products Officer Officer Officer Ex-Dolby Labs, Former CTO, 16-year Cowen,
Slide 13: Thank you
Thank you © 2018 InterDigital, Inc. All rights reserved.