IDCC · CIK 0001405495
What InterDigital, Inc. told the SEC could break it.
2 self-disclosed vulnerabilities, pulled from its own filings — each in the company’s words, with the source. This is the risk register almost nobody reads.
A limited set so far — we surface every cited disclosure we’ve extracted for IDCC. More may follow as additional filings are processed.
In its own words
What could break it.
Customer concentration
- Samsung, Apple, vivo each ≥10% (61% from ≥10% licensees)medium
InterDigital's licensing revenue is concentrated: Samsung, Apple and vivo each individually comprised 10%+ of 2025 revenue, and 61% of total revenue came from licensees that each accounted for 10%+ of revenue.
“For example, in 2025, Samsung, Apple, and vivo each comprised 10% or more of our”
SEC filing →As of 2026
Regulatory & policy
- US-China relations / China licensee concentration / SEP regulationmedium
A substantial portion of InterDigital's licensees are China-headquartered device makers, so deterioration in US-China relations, 2025 tariffs/countermeasures, and China SAMR or EU SEP regulatory reviews could impair license renewals and revenue.
“Companies headquartered in China currently comprise a substantial portion of customers that utilize our patented inventions in their devices and services.”
The hidden graph
Who it depends on, and who depends on it.
Relationships surfaced from filings — including ones disclosed by the other side, which is how the non-obvious ones come to light.
Its customers
“For example, in 2025, Samsung, Apple, and vivo each comprised 10% or more of our”
Cited →“The Samsung TV agreement licenses Samsung's digital TVs and computer display monitors under InterDigital's joint licensing program with Sony and includes licenses to key technologies including ATSC 3.”
Cited →vivo Mobile Communication Co., Ltd.
“For example, in 2025, Samsung, Apple, and vivo each comprised 10% or more of our”
Cited →Samsung Electronics Co., Ltd.
“For example, in 2025, Samsung, Apple, and vivo each comprised 10% or more of our”
Cited →
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