Interdigital, Inc. · NASDAQ:IDCC
Interdigital — Sidoti Virtual Investor Conference March 2021
17 slides from Interdigital's conference presentation, Mar 25, 2021
Slide 1: InterDigital Investor Presentation
InterDigital Investor Presentation Sidoti Conference, March 25, 2021 © 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
Why InterDigital We Invent the Technologies that Make Life Boundless Our Strength: Over four decades of pioneering wireless and visual technologies innovation Our Business Model: Bring core technology to the market though substantial technical contributions to the global standards Our Competitive Ed
Slide 4: Contributing Technology Worldwide
Unquestioned Research Leadership in Wireless and Visual Technologies Contributing >50/yr Technology ~6,200 ~1,000 journal and conference contributions contributions Worldwide to 3GPP & IETF to WiFi papers published on Two Major in past 20 years >100/yr Fronts >120 leadership roles in contributions t
Slide 5: 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 6: Standards: the Path to Horizontal Influence
Standards: the Path to Horizontal Influence Standards innovation improves all device markets “Sell” to engineers and research peers, not companies Success based on research, not scale or commercial clout Standards reward long term commitment 6 © 2021 InterDigital, Inc. All Rights Reserved.
Slide 7: A Portfolio that Combines Depth and Breadth Across Technologies
A Portfolio that Combines Depth and Breadth Across Technologies The InterDigital portfolio Wireless now brings together Video Product Features & Applications ~ 28,000 patent assets Broadcast & Home Network that show enormous DTV strength in key wireless IoT and video technologies but also broad dive
Slide 8: 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 9: Research and Innovation
Research and Innovation Leading Standardization Develop technologies and contribute to standards that are at the core of devices, networks, and wireless services worldwide Defining What’s Next Solving New Frontiers Investing in solving future problems in artificial intelligence, low latency communic
Slide 10: Strategic Technology Areas of Focus
Strategic Technology Areas of Focus CORE EMERGING Wireless Synthetic Virtualization / Content Wireless AI AI Edge Quantum Computing Computing Visual 10 © 2020 InterDigital, Inc. All Rights Reserved.
Slide 11: 5G: The Power of Continuity
5G: The Power of Continuity According to the December 2020 ETSI • The 5G standard comprises a mix of new Special Report, 5G-specific technologies and 3G/4G technologies that remain necessary for 5G InterDigital’s ETSI- operation disclosed patents and • Only 2 releases of the 5G standard have been fi
Slide 12: 6G: Thought Leadership Organized First
6G: Thought Leadership Organized first 6G Symposium : Developing a Vision for 6G in fall 2020, • “6G needs to be really autonomous, and we are nowhere near this even with 5G” Mazin Gilbert, AT&T with thousands of • “The burden is on us not only to provide a carbon- attendees free technology but with
Slide 13: Defining the Future of Video
Defining the Future of Video Future codec technologies • Based on VVC, set foundation for the next MPEG codec generation • Investigate AI -based codec as a disruptive solution Application-specific compression solutions • Low-latency codec for cloud gaming and AR/VR markets • Solutions for M2M techno
Slide 14: Growth Drivers that Build Logically Over Several Years
Growth Drivers that Build Logically Over Several Years LTE CYCLE + VIDEO CONSUMER ELECTRONICS Cumulative Drive core IoT Revenue smartphone 5G Platform recurring Opportunity annual A projected of ~$650M revenue base $150M to $500M+ An estimated contribution to installed base of A new market revenue i
Slide 15: 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 16: Looking to the Future with New Leadership
Looking to the Future with New Leadership InterDigital has announced the appointment of Liren Chen as President and Chief Executive Officer effective April 5, 2021: • Former Senior Vice President and Global Head of IP, Legal Counsel at Qualcomm • An accomplished senior executive and established expe
Slide 17: Q&A
Q&A © 2020 InterDigital, Inc. All Rights Reserved.
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