Interdigital, Inc. · NASDAQ:IDCC
Interdigital — Nasdaq Investor Conference – London 2017
12 slides from Interdigital's conference presentation, Dec 4, 2017
Slide 1: InterDigital (Nasdaq: IDCC) Nasdaq Conference – London
InterDigital (Nasdaq: IDCC) Nasdaq Conference – London December 4, 2017 © 2017 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 • ~180 R&D staff in six R&D locations around the world • Our engineers have contributed inventions to IEEE, IETF, 3GPP, ITU, ETSI and MPEG standards, among others • InterDigit
Slide 4: Standards: a Single Research-based Channel to an Entire Industry
Standards: a Single Research-based Channel to an Entire Industry Standards bodies define tech needs Once adopted in a standard, solutions are Manufacturers choose Needs addressed to implement standard, incorporated into pay innovators for R&D by existing and via license ongoing core R&D products tha
Slide 5: A Track Record of Wireless Innovation, Participation & Leadership in Key Standards Organizations
A Track Record of Wireless Innovation, Participation & Leadership in Key Standards Organizations • We cover a broad but Recent Leadership Positions related group of standards • Vice Chair 3GPP RAN2: 2013-2017 bodies and industry • Vice Chair 3GPP RAN3: 2001-2009 forums • OMA Board of Directors/ Boar
Slide 6: Leadership in Key Existing Technologies
Leadership in Key Existing Technologies • 3G: InterDigital accounted for close to 10% of the patents and patent applications judged likely to be essential to WCDMA – the third-highest share out of more than 40 companies (May 2015) • 4G: InterDigital accounted for close to 10% of the patents and pate
Slide 7: And Continued Leadership into 5G
And Continued Leadership into 5G InterDigital RAN1 Contributions by Year InterDigital RAN2 Contributions by Year 450 14000 140 9000 400 8000 12000 120 350 7000 InterDigital 10000 100 300 Contributions 6000 250 8000 80 Co-sourced 5000 200 6000 Contributions 4000 60 150 3000 4000 Total Industry 40 100
Slide 8: Long-term + Diverse Licensees: Bringing Stability to a High-growth but Volatile Segment
Long-term + Diverse Licensees: Bringing Stability to a High-growth but Volatile Segment Business fortunes can change fast in the mobile industry… but InterDigital is already scheduled to collect $1B in cash through 2022 under existing fixed-fee agreements, with any per- unit revenues and new agreeme
Slide 9: Award-winning IoT Solutions
Award-winning IoT Solutions 2015 ABI Research Hot Tech Innovator 2016 Global IoT Platform 2015 IoT Nexus Competitive Strategy Innovation & Power Players and Innovators Leadership Shortlist – 2016 World Best IoT Product at ARM 2016 Communication TechCon 2014 MarketsandMarkets Awards Key Innovator Sma
Slide 10: M&A Strategy: Add Value to Customers + Tap New Markets
M&A Strategy: Add Value to Customers + Tap New Markets $65B market in 2021, from <$2B in 2016 SENSORS AR/VR $27.5B market in 2021, from <$13B in 2016 VIDEO WEARABLES >$500B market in 2016 $49B market in 2021, from <$13B in 2016 IOT DRONES New technologies …while $10B consumer market, $227B industria
Slide 11: Continued Efforts to Return Value to Shareholders
Continued Efforts to Return Value to Shareholders In September 2017, announced increase in dividend to $0.35/share, third dividend increase since 2014 2014 buyback authorization increased twice, now at $500M with ~$180M left 11 © 2017 InterDigital, Inc. All rights reserved.
Slide 12: Thank you
Thank you © 2016 InterDigital, Inc. All Rights Reserved.
InterDigital — Nasdaq Investor Conference – London 2017 on 6ix