MEDIUMOutside partyCustomer
Samsung
“10-K Item 1A: 'in 2025, Samsung, Apple, and vivo each comprised 10% or more of our consolidated revenue'”
IDCC · Concentration risk · 10-K extracted
InterDigital (IDCC) concentration risks
Updated
The most significant concentration InterDigital discloses is Samsung, classified MEDIUM by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
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Source: InterDigital’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 3 disclosed concentrations
HIGH0
MEDIUM1
LOW2
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
LOWOutside partyCustomer
Apple
“10-K Item 1A: 'in 2025, Samsung, Apple, and vivo each comprised 10% or more of our consolidated revenue'”
LOWOutside partyCustomer
vivo
“10-K Item 1A: 'in 2025, Samsung, Apple, and vivo each comprised 10% or more of our consolidated revenue'”
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-07-03The company's disclosed concentration is customer-side and moderate. Three named licensees — Samsung, Apple, and vivo — each comprised 10% or more of consolidated revenue in the most recent year. Samsung is the largest of the three, a medium-share dependency by disclosed size, while Apple and vivo are smaller, low-share relationships; all three are dependency-type exposures reflecting reliance on a handful of major device makers for licensing revenue rather than a structural feature of the end-market. The risk is that licensing renewals, rate disputes, or shifts in unit volumes at any of these licensees could affect revenue, though the presence of three separate large licensees provides some diversification versus reliance on a single name. There is no disclosed geographic, supplier, or product concentration layered on top. On balance this is a contained, well-disclosed customer concentration: the renewal cadence and terms with the three largest licensees are the variables most worth monitoring.
For the engine’s reasoning on IDCC’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Software - Application
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| ADSK | Autodesk, Inc. | 1 | 1 | 1 | 3 |
| ADEA | Adeia Inc. | 1 | 0 | 0 | 1 |
| AGYS | Agilysys, Inc. | 0 | 2 | 0 | 2 |
| IDCC● | InterDigital, Inc. | 0 | 1 | 2 | 3 |
| ADBE | Adobe Inc. | 0 | 0 | 0 | 0 |
| ADP | Automatic Data Processing, Inc. | 0 | 0 | 0 | 0 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.