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”
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