Replies to post #380063 on InterDigital Inc (IDCC)

[postyle]

Sticky info: Analyst Reports, Rmarchma Reference Information, etc.

If anyone has updated reports/reference material to add to this please send it via email to Jimlur or myself.

____________________________________________________________________________________

Rmarchma Reference information on IDCC

IDCC Revenues by Quarter Q1 2012 - Q3 2013

Recap of IDCC's Stock repurchases through Q3 2013

IDCC's Revenues through 6/30/2010 by licensee

IDCC's fixed-fee revenues 2009 through 6/30/2010 by quarter and by licensee

Expiration dates in chronological order, and some other financial information, for IDCC's significant licenses

IDCC's stock repurchases by year through 2009

Rmarchma observations regarding some positive trends for IDCC since 2008

____________________________________________________________________________________

Analyst Reports:

MPartners initial coverage report (9/30/10, 19 pages)
MPartners report: Solid Performance, Dividend Coming (10/29/10)
MPartners report: Q4'10 Guidance Ahead of Consensus (11/15/10)
MPartners report: HTC Has Big Plans for 2011 (12/15/10)
MPartners report: More Happy To Come...(12/21/10)
MPartners report: 4G/LTE Performance More Assured (3/9/11)
MPartners report: War Chest Expected To Be Increased By At Least $183.9M (3/31/11)
MPartners report: Update on Nortel Patent Auction (4/5/11)
MPartners report: Patent Update FY 2010 (4/19/11)
MPartners report: Q1'11 Earnings Preview (4/25/11)
MPartners report: Q1'11 Results Follow-Up (5/2/11)
MPartners report: RIM Woes Showing Up in IDCC Performance (5/13/11)
MPartners report: Taking Advantage of Nokia's Collapse (6/2/11)
MPartners report: Winning Bid for Nortel Patents...Adds $11.00 To Our Sum-Of-The-Parts Estimate(7/5/11)
MPartners report: Striking While the Iron is Hot (7/20/11)
MPartners report: New Perspective - InterDigital As A Weapon (7/25/11)
MPartners report: Mum's The Word (7/28/11)
MPartners report: Samsung Enters The Process (8/3/11)
MPartners report: Rumors Distributed From Twitter Unfounded And Refuted (8/12/11)
MPartners report: Demand Tension Ratchets Up... Not Down (8/15/11)
MPartners report: IP Continues To Be Hot (8/18/11)
MPartners report: Samsung Thinks IDCC Is Getting Too Expensive (8/19/11)
MPartners report: ITC Initiates Investigation (8/26/11)
MPartners report: Google May Have Been Forced To Buy Motorola (9/16/11)
MPartners report: BOD Declares Regular Quarterly Dividend (9/22/11)
MPartners report: IDCC Announces Technology Conference Participation (9/23/11)
MPartners report: Deal Reporter Rumor - Company Says Process Continues (9/26/11)
MPartners report: Process Continues: Stock Fundamentally Undervalued (9/27/11)
MPartners report: Undervalued Relative To Other Patent Portfolios (10/3/11)
MPartners report: Why LG Has Suddenly Been Added To The IPR LItigation (10/4/11)
MPartners report: We Are Removing LG License Renewal From Our FY’11 Estimate (10/24/11)
MPartners report: Q3'11 Earnings Results Exceed Expectations (10/27/11)
MPartners report: We Can't Seem To Shake Our Takeout Target (11/9/11)
MPartners report: There Was No Bid (1/24/12)
MPartners report: Fixed Licensees Success Reduces Mean Royalty Rates (2/10/12)
MPartners report: Q4’11 Beats Expectations (2/24/12)
MPartners report: An Inventory of Progress (4/5/12)
MPartners report: Expands License Agreement With Pantech and Acer (4/10/12)
MPartners report: InterDigital's GameChanger Video Solution For Networks (4/13/12)
MPartners report: Earnings Preview Q1'12 (4/20/12)
MPartners report: Earnings Results Q1'12 (4/26/12)
MPartners report: Q2'12 Guidance And Share Buyback Announcement (5/7/12)
MPartners report: Announces $375M Patent Sale to Intel (6/19/12)
MPartners report: ITC Ruling Regarding LG Termination Is Final (7/11/12)
MPartners report: Q2'12 Earnings Preview (7/23/12)
MPartners report: Q2'12 Earnings Report (7/26/12)
MPartners report: Signs Wistron To Global License (8/1/12)
MPartners report: InterDigital Vs. ITC & Nokia: Reversed & Remanded (8/2/12)
MPartners report: Q3'12 Earnings Preview (10/23/12)
MPartners report: Current Outlook For 2013 (11/5/12)
MPartners report: A Big First Week Of 2013 (1/7/13)
MPartners report: Q4'12 Earnings Preview (2/20/13)
MPartners report: Q4'12 Earnings and Outlook For FY'13 (2/27/13)
MPartners report: Q1'13 Earnings Preview (4/23/13)
MPartners report: Q1'13 Earnings Review (4/26/13)
MPartners report: Q2'13 Revenue Guidance Above Expectations – Kind Of (5/17/13)
(As of October 2013 Ron Shuttelworth has left MPartners)

Barclays Capital initial coverage report (4/27/11, 46 pages)
Barclays Capital report: F1Q First Take (4/28/11)
Barclays Capital report: Broadly In-Line 1Q (4/28/11)
Barclays Capital report: Disappointing Near-Term Guidance (5/12/11)
Barclays Capital report: Nortel Auction Highlights Value (7/1/11)
Barclays Capital report: Exploring Strategic Options (7/20/11)
Barclays Capital report: In-line 2Q Results; Earnings Call Suspended (7/28/11)
Barclays Capital report: F3Q Beat on 1x Items; Process Ongoing (10/27/11)
Barclays Capital report: Strategic Review Process Closes; No Sale (1/24/12)
Barclays Capital report: Despite Lower 1Q Guide; Optimistic on Renewed Strategy (2/7/12)
Barclays Capital report: Steady Progress Forward; Better 4Q Results (2/23/12)
Barclays Capital report: Steady Progress in a Consolidating Market (4/26/12)
Barclays Capital report: Weak F2Q Offset by Patent Sale (5/7/12)
Barclays Capital report: Progress Monetizing IPR a Positive Step (6/19/12)
Barclays Capital report: Per Unit Weak; IP Monetization Still a Focus (7/26/12)
Barclays Capital report: Ruling Strategic, Not Yet Definitive Positive (8/2/12)
Barclays Capital report: Unit Weakness Persists in 3Q, Sale Offsets (9/7/12)
Barclays Capital report: Per Unit Weak; Opex Savings a Lever for ‘13 (10/25/12)
Barclays Capital report: Japan Based Licensees Aide 4Q12 Guidance (11/12/12)
Barclays Capital U.S. Wireless Equipment report: Disruptive Mobility 4 - Handset Vendors (11/28/12)
Barclays Capital report: RIM Extension Supports LTE Portfolio (1/2/13)
Barclays Capital report: Past Sales Drive 4Q Beat & 1Q Guide (2/21/13)
Barclays Capital report: 1Q Revenue In-Line; Litigation Expenses Impact EPS (4/26/13)
Barclays Capital report: 2Q13 Revenue Guidance Boosted by Pegatron Past Sales (5/16/13)

Davenport & Co. report: Updating Estimates Following Q2 Revenue Guidance (5/24/10)
Davenport & Co. report: Good Quarter...Cash Balance Keeps Us On The Sidelines (7/29/10)
Davenport & Co. report: Initiation Of Quarterly Dividend Is Positive, But We Remain On Sidelines (10/28/10)
Davenport & Co. report: 2Q11 Results a Non-Event; Focus Remains on Potential Takeout (7/28/11)
Davenport & Co. report: GOOG-MMI Transaction is Positive for Patent Licensing Companies (8/16/11)
Davenport & Co. report: Core Business Declines While Sale Process Continues (10/27/11)
Davenport & Co. report: Ends Sale Process With No Bid for Entire Company (1/24/12)
Davenport & Co. report: Remain Cautious Ahead of License Expirations at Year-End (4/26/12)
Davenport & Co. report: Patent Sale to Intel is Positive, But Remain Neutral on Renewal Risk (6/19/12)
Davenport & Co. report: Lower 2Q Results on Higher Expenses; Renewal Risk Keeps Us at Neutral (7/26/12)
(Davenport & Co. has dropped coverage of IDCC)

Stephens report: Initiating Overweight; Future Not Exactly Clear, But Favorable Nokia Ruling Helps (8/3/12)

William Blair & Co. initial coverage report on IDCC and VHC (8/23/12, 80 pages)

Jefferies & Company report: Patent Wars / "the InterDigital auction" (7/21/11)
(the above report covers Apple and the price target and other financial data are related to AAPL)

Think 20|20 report: IDCC - Still in the Offing (9/12/11)

Ocean Tomo: Nortel Networks 4G/LTE Portfolio Analysis (4/6/11)
(the above report compares the quality and relevance of 13 leading competitive 4G/LTE portfolios {including IDCC} and also includes a chart and PDF file)
____________________________________________________________________________________

Videos, CAFC info, etc.:

For past information including Videos, CAFC reply briefs, detailed CAFC info -- including case details, member reports, press releases, the oral recording download & more -- please see the following older posts:
post #306080
post #352377

[postyle]

Sticky info: Analyst Reports, Rmarchma Reference Information, etc.

If anyone has updated reports/reference material to add to this please send it via email to Jimlur or myself.

____________________________________________________________________________________

Rmarchma Reference information on IDCC

IDCC Revenues by Quarter Q1 2012 - Q3 2013

Recap of IDCC's Stock repurchases through Q3 2013

IDCC's Revenues through 2011 by licensee

IDCC's fixed-fee revenues Q4 2010 through Q1 2012 by quarter and by licensee

IDCC's fixed-fee revenues 2009 through 6/30/2010 by quarter and by licensee

Expiration dates in chronological order, and some other financial information, for IDCC's significant licenses

Rmarchma observations regarding some positive trends for IDCC since 2008

____________________________________________________________________________________

Analyst Reports:

MPartners initial coverage report (9/30/10, 19 pages)
MPartners report: Solid Performance, Dividend Coming (10/29/10)
MPartners report: Q4'10 Guidance Ahead of Consensus (11/15/10)
MPartners report: HTC Has Big Plans for 2011 (12/15/10)
MPartners report: More Happy To Come...(12/21/10)
MPartners report: 4G/LTE Performance More Assured (3/9/11)
MPartners report: War Chest Expected To Be Increased By At Least $183.9M (3/31/11)
MPartners report: Update on Nortel Patent Auction (4/5/11)
MPartners report: Patent Update FY 2010 (4/19/11)
MPartners report: Q1'11 Earnings Preview (4/25/11)
MPartners report: Q1'11 Results Follow-Up (5/2/11)
MPartners report: RIM Woes Showing Up in IDCC Performance (5/13/11)
MPartners report: Taking Advantage of Nokia's Collapse (6/2/11)
MPartners report: Winning Bid for Nortel Patents...Adds $11.00 To Our Sum-Of-The-Parts Estimate(7/5/11)
MPartners report: Striking While the Iron is Hot (7/20/11)
MPartners report: New Perspective - InterDigital As A Weapon (7/25/11)
MPartners report: Mum's The Word (7/28/11)
MPartners report: Samsung Enters The Process (8/3/11)
MPartners report: Rumors Distributed From Twitter Unfounded And Refuted (8/12/11)
MPartners report: Demand Tension Ratchets Up... Not Down (8/15/11)
MPartners report: IP Continues To Be Hot (8/18/11)
MPartners report: Samsung Thinks IDCC Is Getting Too Expensive (8/19/11)
MPartners report: ITC Initiates Investigation (8/26/11)
MPartners report: Google May Have Been Forced To Buy Motorola (9/16/11)
MPartners report: BOD Declares Regular Quarterly Dividend (9/22/11)
MPartners report: IDCC Announces Technology Conference Participation (9/23/11)
MPartners report: Deal Reporter Rumor - Company Says Process Continues (9/26/11)
MPartners report: Process Continues: Stock Fundamentally Undervalued (9/27/11)
MPartners report: Undervalued Relative To Other Patent Portfolios (10/3/11)
MPartners report: Why LG Has Suddenly Been Added To The IPR LItigation (10/4/11)
MPartners report: We Are Removing LG License Renewal From Our FY’11 Estimate (10/24/11)
MPartners report: Q3'11 Earnings Results Exceed Expectations (10/27/11)
MPartners report: We Can't Seem To Shake Our Takeout Target (11/9/11)
MPartners report: There Was No Bid (1/24/12)
MPartners report: Fixed Licensees Success Reduces Mean Royalty Rates (2/10/12)
MPartners report: Q4’11 Beats Expectations (2/24/12)
MPartners report: An Inventory of Progress (4/5/12)
MPartners report: Expands License Agreement With Pantech and Acer (4/10/12)
MPartners report: InterDigital's GameChanger Video Solution For Networks (4/13/12)
MPartners report: Earnings Preview Q1'12 (4/20/12)
MPartners report: Earnings Results Q1'12 (4/26/12)
MPartners report: Q2'12 Guidance And Share Buyback Announcement (5/7/12)
MPartners report: Announces $375M Patent Sale to Intel (6/19/12)
MPartners report: ITC Ruling Regarding LG Termination Is Final (7/11/12)
MPartners report: Q2'12 Earnings Preview (7/23/12)
MPartners report: Q2'12 Earnings Report (7/26/12)
MPartners report: Signs Wistron To Global License (8/1/12)
MPartners report: InterDigital Vs. ITC & Nokia: Reversed & Remanded (8/2/12)
MPartners report: Q3'12 Earnings Preview (10/23/12)
MPartners report: Current Outlook For 2013 (11/5/12)
MPartners report: A Big First Week Of 2013 (1/7/13)
MPartners report: Q4'12 Earnings Preview (2/20/13)
MPartners report: Q4'12 Earnings and Outlook For FY'13 (2/27/13)
MPartners report: Q1'13 Earnings Preview (4/23/13)
MPartners report: Q1'13 Earnings Review (4/26/13)
MPartners report: Q2'13 Revenue Guidance Above Expectations – Kind Of (5/17/13)
(As of October 2013 Ron Shuttelworth has left MPartners)

Barclays Capital initial coverage report (4/27/11, 46 pages)
Barclays Capital report: F1Q First Take (4/28/11)
Barclays Capital report: Broadly In-Line 1Q (4/28/11)
Barclays Capital report: Disappointing Near-Term Guidance (5/12/11)
Barclays Capital report: Nortel Auction Highlights Value (7/1/11)
Barclays Capital report: Exploring Strategic Options (7/20/11)
Barclays Capital report: In-line 2Q Results; Earnings Call Suspended (7/28/11)
Barclays Capital report: F3Q Beat on 1x Items; Process Ongoing (10/27/11)
Barclays Capital report: Strategic Review Process Closes; No Sale (1/24/12)
Barclays Capital report: Despite Lower 1Q Guide; Optimistic on Renewed Strategy (2/7/12)
Barclays Capital report: Steady Progress Forward; Better 4Q Results (2/23/12)
Barclays Capital report: Steady Progress in a Consolidating Market (4/26/12)
Barclays Capital report: Weak F2Q Offset by Patent Sale (5/7/12)
Barclays Capital report: Progress Monetizing IPR a Positive Step (6/19/12)
Barclays Capital report: Per Unit Weak; IP Monetization Still a Focus (7/26/12)
Barclays Capital report: Ruling Strategic, Not Yet Definitive Positive (8/2/12)
Barclays Capital report: Unit Weakness Persists in 3Q, Sale Offsets (9/7/12)
Barclays Capital report: Per Unit Weak; Opex Savings a Lever for ‘13 (10/25/12)
Barclays Capital report: Japan Based Licensees Aide 4Q12 Guidance (11/12/12)
Barclays Capital U.S. Wireless Equipment report: Disruptive Mobility 4 - Handset Vendors (11/28/12)
Barclays Capital report: RIM Extension Supports LTE Portfolio (1/2/13)
Barclays Capital report: Past Sales Drive 4Q Beat & 1Q Guide (2/21/13)
Barclays Capital report: 1Q Revenue In-Line; Litigation Expenses Impact EPS (4/26/13)
Barclays Capital report: 2Q13 Revenue Guidance Boosted by Pegatron Past Sales (5/16/13)

Davenport & Co. report: Updating Estimates Following Q2 Revenue Guidance (5/24/10)
Davenport & Co. report: Good Quarter...Cash Balance Keeps Us On The Sidelines (7/29/10)
Davenport & Co. report: Initiation Of Quarterly Dividend Is Positive, But We Remain On Sidelines (10/28/10)
Davenport & Co. report: 2Q11 Results a Non-Event; Focus Remains on Potential Takeout (7/28/11)
Davenport & Co. report: GOOG-MMI Transaction is Positive for Patent Licensing Companies (8/16/11)
Davenport & Co. report: Core Business Declines While Sale Process Continues (10/27/11)
Davenport & Co. report: Ends Sale Process With No Bid for Entire Company (1/24/12)
Davenport & Co. report: Remain Cautious Ahead of License Expirations at Year-End (4/26/12)
Davenport & Co. report: Patent Sale to Intel is Positive, But Remain Neutral on Renewal Risk (6/19/12)
Davenport & Co. report: Lower 2Q Results on Higher Expenses; Renewal Risk Keeps Us at Neutral (7/26/12)
(Davenport & Co. has dropped coverage of IDCC)

Stephens report: Initiating Overweight; Future Not Exactly Clear, But Favorable Nokia Ruling Helps (8/3/12)

William Blair & Co. initial coverage report on IDCC and VHC (8/23/12, 80 pages)

Jefferies & Company report: Patent Wars / "the InterDigital auction" (7/21/11)
(the above report covers Apple and the price target and other financial data are related to AAPL)

Think 20|20 report: IDCC - Still in the Offing (9/12/11)

Ocean Tomo: Nortel Networks 4G/LTE Portfolio Analysis (4/6/11)
(the above report compares the quality and relevance of 13 leading competitive 4G/LTE portfolios {including IDCC} and also includes a chart and PDF file)
____________________________________________________________________________________

Videos, CAFC info, etc.:

For past information including Videos, CAFC reply briefs, detailed CAFC info -- including case details, member reports, press releases, the oral recording download & more -- please see the following older posts:
post #306080
post #352377