Interdigital, Inc. · NASDAQ:IDCC
Interdigital — 22nd Annual Needham Growth Conference 2020
15 slides from Interdigital's conference presentation, Jan 15, 2020
Slide 1: InterDigital Needham Conference
InterDigital Needham Conference January 15, 2020 © 2020 InterDigital, Inc. All Rights Reserved.
Slide 2: Forward-Looking Statements
Forward-Looking Agenda 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 expectati
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 Over four decades of pioneering wireless innovation Now expanded to consumer electronics with a world-class video and AI research team Brought to market through substantial contribution
Slide 4: InterDigital Research & Innovation
InterDigital Research & Innovation A world-class R&D lab In Our Labs that drives InterDigital’s • 5G & Beyond Cellular Standards technology development • Mobile Edge Computing • Spectrum Sharing & Unlicensed Spectrum and is a respected participant in international • Advanced Video Standards\ & Platf
Slide 5: With the expansion into video
With the expansion into video technologies, InterDigital joins a select group with major standards positions in both wireless and video – perfectly aligned with converged wireless/video WIRELESS VIDEO devices © 2020 InterDigital, Inc. All Rights Reserved. 5
Slide 6: Contributing Technology Worldwide
Unquestioned research Contributing leadership Technology in wireless… and video Worldwide on Two Major ~5,000 >50/yr journal and $1B+ conference contributions Fronts to 3GPP & IETF invested papers published in past 20 years in R&D since 2000 >100/yr >100 contributions to standards bodies leadership
Slide 7: Consistent Leadership in Major Cellular Standards
Consistent Leadership in Major Cellular Standards In studies by third-party analysts we’re aware of since 2012 that have evaluated the share of patents and applications that are likely essential to 3G and/or 4G standards... InterDigital’s share of InterDigital’s share of 7% – 10% likely 4G SEPs rang
Slide 8: Video Innovation Captured in Today's Standards… and Tomorrow's Solutions
Video Innovation Captured in Today’s Standards… and Tomorrow’s Solutions With the acquisition of the Research & Innovation organization from global video and production services leader Technicolor, InterDigital becomes a key player in light field and immersive technology, point cloud compression, VR
Slide 9: A Portfolio that Combines Depth and Breadth Across Technologies
A Portfolio that Combines Depth and Breadth Across Technologies The InterDigital portfolio now brings together >32,000 patent assets 5G standards are in their earliest that show enormous strength in key wireless and video technologies stages, but: but also broad diversity across the entire gamut of
Slide 10: Driving a Massive Technology Position on Today's Smartphones
Driving a Massive Technology Position on Today’s Smartphones CONNECTED 5G (NR): ~5,000 DEVICES PATENTS/APPLICATIONS Wi-Fi (802.11): ~1,300 PATENTS/APPLICATIONS 4G (LTE): ~7,000 CONSUMER PATENTS/APPLICATIONS ELECTRONICS HEVC: ~2,000 PATENTS/APPLICATIONS 3G (UMTS): >3,000 PATENTS/APPLICATIONS INTERNET
Slide 11: Expanded Into Three Interconnected Licensing Opportunities
… Which Can Be Expanded Into Three Interconnected Licensing Opportunities CONNECTED 5G (NR): ~5,000 DEVICES PATENTS/APPLICATIONS Wi-Fi (802.11): ~1,300 PATENTS/APPLICATIONS 4G (LTE): ~7,000 CONSUMER PATENTS/APPLICATIONS ELECTRONICS HEVC: ~2,000 PATENTS/APPLICATIONS 3G (UMTS): >3,000 PATENTS/APPLICAT
Slide 12: Expanded Into Three Interconnected Licensing Opportunities
… Which Can Be Expanded Into Three Interconnected Licensing Opportunities CONNECTED 5G (NR): ~5,000 DEVICES PATENTS/APPLICATIONS Wi-Fi (802.11): ~1,300 PATENTS/APPLICATIONS 4G (LTE): ~7,000 CONSUMER PATENTS/APPLICATIONS ELECTRONICS HEVC: ~2,000 PATENTS/APPLICATIONS 3G (UMTS): >3,000 PATENTS/APPLICAT
Slide 13: Growth Drivers that Build Logically Over Several Years
Growth Drivers that Build Logically Over Several Years LTE CYCLE + VIDEO CONSUMER ELECTRONICS Projected IoT 2019 Drive core smartphone Revenue recurring 5G of $308.8- annual A projected $316.8M revenue base $150M An installed base of to $500M+ contribution to >62B devices by A new market revenue in
Slide 14: A Capital Allocation Strategy that Balances Future Strength with Returning Value
A Capital Allocation Strategy that Balances Future Strength with Returning Value As a smaller company engaging in licensing • Since June 2014, we’ve Show Strength discussions with industry giants, a strong bought back more than balance sheet shows staying power $600 million in shares Given the speed
Slide 15: © 2019 InterDigital, Inc. All Rights Reserved.
© 2019 InterDigital, Inc. All Rights Reserved.
InterDigital — 22nd Annual Needham Growth Conference 2020 on 6ix