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17 handpicked stocks

Telecom's Patent Powerhouses

A $175 million verdict against Verizon for patent infringement highlights the increasing power of intellectual property holders in the telecom industry. This creates an investment opportunity in companies that own and license critical technology patents, as they are now better positioned to enforce their rights and secure lucrative licensing agreements.

Author avatar

Han Tan | Market Analyst

Published on July 24

Your Basket's Financial Footprint

Market capitalisation breakdown for the Telecom's Patent Powerhouses basket.

Key Takeaways for Investors:
  • Large-cap dominance generally signals greater stability and lower volatility, aligning performance with broad market movements.
  • Suitable as a core holding for diversified portfolios, not a high-risk speculative position.
  • Likely to deliver steadier, long-term value accretion rather than short-term, explosive returns.
Total Market Cap
  • IDCC: $9.60B

  • NTIP: $34.42M

  • ERIC: $32.44B

  • Other

About This Group of Stocks

1

Our Expert Thinking

A recent $175 million patent verdict against Verizon signals a new era where intellectual property holders have stronger legal precedent for enforcement. This creates opportunities for companies that own valuable telecom patents to secure lucrative licensing deals or favorable settlements.

2

What You Need to Know

This group includes companies ranging from pure-play patent licensing firms to major equipment manufacturers with substantial R&D portfolios. Their business models focus on generating high-margin revenue through licensing agreements and patent enforcement in the telecommunications sector.

3

Why These Stocks

These companies were handpicked for their strong, defensible intellectual property in wireless communication technologies. With increasing legal precedent for significant patent payouts, they're positioned to potentially capitalize on stricter enforcement trends.

Why You'll Want to Watch These Stocks

⚖️

Legal Precedent Shift

The $175 million verdict against Verizon signals courts are taking patent infringement more seriously. This strengthens the hand of companies with valuable intellectual property portfolios.

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High-Margin Revenue Potential

Patent licensing generates exceptional profit margins with minimal ongoing costs. Companies with strong IP portfolios could see significant revenue boosts from enforcement actions.

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Defensible Market Position

Owning critical telecom patents creates competitive moats that are difficult to replicate. These companies control foundational technologies essential for modern wireless communication.

Get the full story on this Basket. Read our detailed article on its risks and potential.

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