Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>InterDigital, Inc. demonstrated a strong financial performance in the third quarter of 2025, marked by significant revenue growth and strategic initiatives.</li><li>The company increased its annualized recurring revenue by 49% year-over-year, reaching nearly $590 million, and achieved a 28% increase in quarterly revenue to $165 million from the previous year.</li><li>This growth was fueled by successfully concluding a significant arbitration with Samsung and securing new license agreements, including with the smartphone company Honor, further solidifying its foothold in the global smartphone market.</li></ul>

InterDigital, Inc. demonstrated a strong financial performance in the third quarter of 2025, marked by significant revenue growth and strategic initiatives.The company increased its annualized recurring revenue by 49% year-over-year, reaching nearly $590 million, and achieved a 28% increase in quarterly revenue to $165 million from the previous year.This growth was fueled by successfully concluding a significant arbitration with Samsung and securing new license agreements, including with the smartphone company Honor, further solidifying its foothold in the global smartphone market.

InterDigital Dominates Smartphone Licensing—Is This 85% Market Grip Unstoppable?

<ul><li>InterDigital's second quarter of 2025 showcased significant financial and operational achievements, highlighted by the conclusion of a pivotal arbitration with Samsung.</li><li>This 8-year licensing agreement, running through 2030, marks a substantial development for InterDigital, as the deal is valued at over $1 billion.</li><li>This contract represents an annual payment increase of 67% compared to the previous agreement with Samsung, reflecting the strength and increasing valuation of InterDigital's intellectual property portfolio.</li></ul>

InterDigital's second quarter of 2025 showcased significant financial and operational achievements, highlighted by the conclusion of a pivotal arbitration with Samsung.This 8-year licensing agreement, running through 2030, marks a substantial development for InterDigital, as the deal is valued at over $1 billion.This contract represents an annual payment increase of 67% compared to the previous agreement with Samsung, reflecting the strength and increasing valuation of InterDigital's intellectual property portfolio.

InterDigital Just Went All-In On AI Video—Here’s What Wall Street’s Missing!

InterDigital’s 6G Leadership – Why Is It Poised to Dominate the Next Era of Connectivity?

<ul><li>InterDigital, a company specializing in technology development and licensing, reported a strong start to 2025, surpassing expectations with its first-quarter financial results.</li><li>The company achieved revenue of $211 million for the quarter, exceeding both the initial guidance range of $116 million to $206 million and the prior year's revenue of $264 million, which had been bolstered by a significant Samsung TV license.</li><li>This performance was primarily driven by newly signed licensing agreements with Vivo Mobile, a major smartphone manufacturer, and HP, which license personal computers to InterDigital's WiFi and video decoding technologies.</li></ul>

InterDigital, a company specializing in technology development and licensing, reported a strong start to 2025, surpassing expectations with its first-quarter financial results.The company achieved revenue of $211 million for the quarter, exceeding both the initial guidance range of $116 million to $206 million and the prior year's revenue of $264 million, which had been bolstered by a significant Samsung TV license.This performance was primarily driven by newly signed licensing agreements with Vivo Mobile, a major smartphone manufacturer, and HP, which license personal computers to InterDigital's WiFi and video decoding technologies.

InterDigital Just Secured 80% of Smartphone Market—Will $500 Million in Recurring Revenue Become A Reality?

<ul><li>InterDigital's financial performance in the fourth quarter of 2024 and the entire year was notably strong, with the company achieving record revenue levels.</li><li>The revenue in Q4 surged by 140% year-over-year to $253 million, driven significantly by new licensing agreements, such as those with OPPO, Lenovo, and ZTE.</li><li>The full-year revenue grew by nearly 60%, reaching $869 million, marking the highest annual revenue in the company's history.</li></ul>

InterDigital's financial performance in the fourth quarter of 2024 and the entire year was notably strong, with the company achieving record revenue levels.The revenue in Q4 surged by 140% year-over-year to $253 million, driven significantly by new licensing agreements, such as those with OPPO, Lenovo, and ZTE.The full-year revenue grew by nearly 60%, reaching $869 million, marking the highest annual revenue in the company's history.

InterDigital’s Streaming Wars Strategy: Suing Disney & Monetizing The Next $100 Billion Market!

United States

InterDigital, Inc. develops technology for advanced digital wireless telecommunications applications.  The Company offers both time division multiple access and wide band code division multiple access proprietary and standards compliant digital wireless technology to customers, licensees, and companies.

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Interdigital Inc (IDCC US)

InterDigital Dominates Smartphone Licensing—Is This 85% Market Grip Unstoppable?

InterDigital, Inc. demonstrated a strong financial performance in the third quarter of 2025, marked by significant revenue growth and strategic...

Baptista Research

InterDigital Just Went All-In On AI Video—Here’s What Wall Street’s Missing!

InterDigital's second quarter of 2025 showcased significant financial and operational achievements, highlighted by the conclusion of a pivotal...

Baptista Research

InterDigital’s 6G Leadership – Why Is It Poised to Dominate the Next Era of Connectivity?

InterDigital's second quarter of 2025 showcased significant financial and operational achievements, highlighted by the conclusion of a pivotal...

Baptista Research

InterDigital Just Secured 80% of Smartphone Market—Will $500 Million in Recurring Revenue Become A Reality?

InterDigital, a company specializing in technology development and licensing, reported a strong start to 2025, surpassing expectations with its...

Baptista Research

InterDigital’s Streaming Wars Strategy: Suing Disney & Monetizing The Next $100 Billion Market!

InterDigital's financial performance in the fourth quarter of 2024 and the entire year was notably strong, with the company achieving record...

Baptista Research

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