orientbull
1 week ago
From an old article, IDCC immersive media delivery
https://www.nasdaq.com/articles/interdigital-idcc-aims-to-develop-immersive-media-delivery
InterDigital Inc. IDCC has joined forces with Broadpeak to spearhead advancements in immersive media delivery. The collaboration aims to develop robust content delivery networks capable of streaming MPEG Visual Volumetric Video-based Coding (V3C) immersive content at scale.
Founded in 2010 and headquartered in Cesson Sevigne, France, Broadpeak designs and manufactures video delivery components for content providers and network service providers deploying video streaming services over fixed, mobile or satellite broadband networks.
Volumetric video, integral to immersive experiences, presents a bandwidth challenge. The MPEG V3C standard addresses this by defining efficient coding and streaming mechanisms. InterDigital's expertise in mobile, video and AI technology, alongside Broadpeak's prowess in CDN and advanced video streaming solutions, forms the backbone of this venture.
InterDigital and Broadpeak will showcase their groundbreaking achievements in streaming volumetric video content to wide audiences at the Mobile World Congress in Barcelona. The collaboration represents a significant stride toward enhancing the delivery of immersive media and revolutionizing the streaming landscape, offering new possibilities for content providers and enriching user experiences.
orientbull
1 week ago
From Google AI on IDCC video codec and immersive technology
InterDigital is a company that focuses on developing foundational technologies for connected and immersive experiences, including those related to video processing and coding
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InterDigital's work with video codecs and immersive technology includes:
Versatile Video Coding (VVC): InterDigital contributed to the development and standardization of the VVC codec. It offers improvements in compression efficiency compared to High-Efficiency Video Coding (HEVC). VVC supports 4K and 8K resolution, High Dynamic Range (HDR), and immersive formats like 360-degree video.
MPEG Immersive Video (MIV): InterDigital played a key role in the development of MIV. This standard enables the creation and distribution of volumetric video, which allows for a more immersive and interactive experience. This technology is important for providing the sensation of depth and parallax in virtual and augmented reality applications.
Volumetric Video (V3C): InterDigital actively contributes to the MPEG Visual Volumetric Video-based Coding (V3C) standard. It provides standardized formats for 3D volumetric video compression. V3C includes codecs like Video-based Point Cloud Compression (V-PCC) and MIV, important for immersive video and XR applications.
Immersive Audio and Haptics: InterDigital is involved in research and development related to immersive audio formats, such as the IVAS codec, which supports stereo, multi-channel, scene-based, and object-based audio for immersive experiences. They are also exploring the MPEG-I Haptics standard for creating, streaming, and rendering haptic content.
Collaboration with Philips: InterDigital has partnered with Philips to further research and development of immersive video codecs, specifically focusing on V3C and its applications in Extended Reality (XR). They have showcased the use of these codecs in applications like immersive telelearning.
In short, InterDigital is a significant contributor to the advancement of video codecs and immersive technologies. The company is key in developing and standardizing technologies like VVC, MIV, and V3C. These technologies enable the delivery of high-quality, immersive video experiences for a wide range of applications.
orientbull
1 week ago
Some eye doctors are deploying VR visual field test device using immersive technology... The technology is gaining popularity.
From Google AI,
Companies in the immersive technology space, particularly those developing video codecs, are leveraging AI to monetize their solutions and services in several ways
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1. Enabling and Enhancing Immersive Experiences:
Advanced Video Codecs: Companies like InterDigital are focusing on advanced video codecs specifically designed for immersive content, recognizing that these codecs are essential for delivering high-quality, low-latency XR experiences.
6G Technology Integration: The increasing demand for immersive content is expected to drive the need for faster, more efficient wireless networks like 6G, which aligns with InterDigital's focus on this area.
AI-Powered Features: AI can be used to enhance immersive experiences through features such as dynamic narratives, richly detailed graphics, and adaptive sound, all of which contribute to higher engagement and potential monetization.
2. Optimizing Content Creation and Delivery:
AI-Powered Video Indexing: AI can be used to index and categorize video content, creating valuable metadata that improves searchability, content recommendations, and overall user engagement.
Content-Adaptive Encoding: Companies like Beamr are using AI-powered content-adaptive encoding to optimize video delivery, potentially reducing storage and bandwidth costs while maintaining quality.
Automated Content Creation and Personalization: AI can assist in the creation of branded content, dynamic media personalization, and even user-generated content campaigns, streamlining content production and enhancing monetization.
3. Implementing AI-Powered Monetization Models:
Personalized Advertising: AI can be used to deliver highly targeted and relevant ads to users based on their behavior and preferences, a common practice among streaming services like Netflix and Hulu.
Overlay Ads: MainConcept's codec-based ad technology allows for personalized, non-intrusive overlay ads embedded directly into the content stream.
Token-Based Monetization: A flexible approach where usage data is used to substantiate the value customers receive, particularly relevant for AI-powered services.
Content Licensing and Management: Companies like Veritone are offering AI-infused digital asset management solutions to help manage and monetize various media assets, including videos, images, and audio.
4. Strategic Focus Areas:
Focus on Intellectual Property: Companies are strategically highlighting their intellectual property in advanced video codecs and related technologies to attract investors and establish themselves as key players in the XR ecosystem.
Collaborative Partnerships: Collaborations between companies like InterDigital and Philips aim to develop innovative solutions for volumetric content and XR-enabled experiences.
In essence, AI plays a crucial role in enabling, enhancing, and optimizing the creation, delivery, and monetization of immersive content and the underlying video codec technologies. This leads to various revenue generation opportunities, including personalized advertising, content licensing, and enhanced content delivery, all supported by efficient and innovative video codecs
Gamco
1 week ago
InterDigital at William Blair Conference: Strategic Growth Insights
Published 06/03/2025, 06:34 PM
On Tuesday, 03 June 2025, InterDigital Inc. (NASDAQ:IDCC) presented at the 45th Annual William Blair Growth Stock Conference. CEO Liren Chen outlined the company’s robust growth strategy, highlighting both challenges and opportunities. InterDigital’s strong business momentum and strategic focus on innovation in wireless, video, and AI technologies were emphasized, alongside its commitment to maintaining a strong balance sheet and returning capital to shareholders.
Key Takeaways
InterDigital aims for $1 billion in total revenue by 2030, driven by growth in smartphones, consumer electronics, IoT, and cloud streaming video.
The company has signed over 40 agreements, with an economic value exceeding $3.7 billion.
InterDigital’s largest contract with Apple is a seven-year deal, providing 15% higher revenue than the previous agreement.
The company is targeting a 14% year-over-year growth in recurring revenue and maintaining a 60% adjusted EBITDA margin.
Significant investments are being made in 6G and next-generation codecs to secure future growth.
Financial Results
InterDigital has demonstrated impressive financial performance:
Revenue has grown at a 20-25% compound annual growth rate over the past four to five years.
The adjusted EBITDA margin is increasing, growing faster than revenue.
The company has increased its dividend by 50% in the last twelve months and reduced shares outstanding by 45% since 2011.
Earnings per share have grown by more than 600% in recent years.
Operational Updates
InterDigital’s business development highlights include:
Signing over 40 new agreements in the past four years, with a total economic value of more than $3.7 billion.
Smartphone licensing has expanded from 50% to 80%, contributing over $400 million in recurring revenue, with a target of $500 million in a few years.
Consumer electronics licensing generates $86-87 million annually, with a target of $200 million by 2030.
Connected cars are expected to reach nearly 100% in the coming years, from roughly half today.
Future Outlook
InterDigital’s growth strategy focuses on:
Achieving 14% year-over-year growth in recurring revenue and maintaining a 60% adjusted EBITDA margin.
Targeting over $600 million in adjusted EBITDA by 2030.
Investing in 6G, AI, and next-generation codecs.
Expanding markets in smartphones, consumer electronics, IoT, and cloud streaming video, with a revenue target of $1 billion by 2030.
Q&A Highlights
Key points from the Q&A session include:
94% of 2024 revenue is expected from fixed fee agreements, minimizing tariff impacts.
The Apple contract, signed in 2022, extends to September 2029 and is 15% higher than the previous agreement.
Litigation is pursued only against entities infringing on InterDigital’s intellectual property without a license.
The company focuses on fair competition among licensees, aiming to secure payments for past infringements while remaining open to negotiations.
Full transcript - 45th Annual William Blair Growth Stock Conference:
https://www.investing.com/news/transcripts/interdigital-at-william-blair-conference-strategic-growth-insights-93CH-4079328