← The Practical Solution overview

The Practical Solution vs InterDigital: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

The Practical Solution Public Company Limited (TPS.BK)

Q3 2026
▲3▼1

TPS profit falls, but AI platform TALLI and 1.78bn backlog drive growth hopes

  • Q2 profit drops sharply TPS's second-quarter 2026 profit fell to 24.06 million baht from 37.70 million a year earlier, and first-half profit dropped to 40.67 million from 59.79 million. Weaker earnings weigh on the stock because investors pay less for lower profits.

    This is the main negative force this period and a real counterweight to the growth story.

  • TALLI AI platform launch TPS launched TALLI, its own enterprise AI platform that connects to a client's existing data right away. This moves TPS from a pure IT installer to a platform owner, which can open new revenue and lift future profits.

    The TALLI launch is the biggest new growth driver and the clearest reason the stock is moving.

  • 1.78bn backlog and Q3 outlook TPS holds a backlog of about 1.784 billion baht that will be recognized as revenue, and management hints at a bright third quarter. A large backlog gives visibility on future sales, supporting the stock price.

    The backlog and positive Q3 guidance are the core demand-side support for the stock.

  • Interim dividend and CAC membership TPS paid an interim dividend of 0.03 baht per share and joined Thailand's anti-corruption initiative (CAC). The dividend returns cash to shareholders, while CAC membership builds trust with customers and investors, both mildly supportive for the stock.

    These are new capital-return and governance signals that support investor confidence.

August 2026
▲3▼1

TPS profit falls, but AI platform TALLI and 1.78bn backlog drive growth hopes

  • Q2 profit drops sharply TPS's second-quarter 2026 profit fell to 24.06 million baht from 37.70 million a year earlier, and first-half profit dropped to 40.67 million from 59.79 million. Weaker earnings weigh on the stock because investors pay less for lower profits.

    This is the main negative force this period and a real counterweight to the growth story.

  • TALLI AI platform launch TPS launched TALLI, its own enterprise AI platform that connects to a client's existing data right away. This moves TPS from a pure IT installer to a platform owner, which can open new revenue and lift future profits.

    The TALLI launch is the biggest new growth driver and the clearest reason the stock is moving.

  • 1.78bn backlog and Q3 outlook TPS holds a backlog of about 1.784 billion baht that will be recognized as revenue, and management hints at a bright third quarter. A large backlog gives visibility on future sales, supporting the stock price.

    The backlog and positive Q3 guidance are the core demand-side support for the stock.

  • Interim dividend and CAC membership TPS paid an interim dividend of 0.03 baht per share and joined Thailand's anti-corruption initiative (CAC). The dividend returns cash to shareholders, while CAC membership builds trust with customers and investors, both mildly supportive for the stock.

    These are new capital-return and governance signals that support investor confidence.

Latest
▲3▼1

TPS profit falls, but AI platform TALLI and 1.78bn backlog drive growth hopes

  • Q2 profit drops sharply TPS's second-quarter 2026 profit fell to 24.06 million baht from 37.70 million a year earlier, and first-half profit dropped to 40.67 million from 59.79 million. Weaker earnings weigh on the stock because investors pay less for lower profits.

    This is the main negative force this period and a real counterweight to the growth story.

  • TALLI AI platform launch TPS launched TALLI, its own enterprise AI platform that connects to a client's existing data right away. This moves TPS from a pure IT installer to a platform owner, which can open new revenue and lift future profits.

    The TALLI launch is the biggest new growth driver and the clearest reason the stock is moving.

  • 1.78bn backlog and Q3 outlook TPS holds a backlog of about 1.784 billion baht that will be recognized as revenue, and management hints at a bright third quarter. A large backlog gives visibility on future sales, supporting the stock price.

    The backlog and positive Q3 guidance are the core demand-side support for the stock.

  • Interim dividend and CAC membership TPS paid an interim dividend of 0.03 baht per share and joined Thailand's anti-corruption initiative (CAC). The dividend returns cash to shareholders, while CAC membership builds trust with customers and investors, both mildly supportive for the stock.

    These are new capital-return and governance signals that support investor confidence.

InterDigital Inc (IDCC)

Q3 2026
▲3▼1

InterDigital Expands Licensing Beyond Phones, Raises Outlook

  • New Amazon streaming deal drives record recurring revenue InterDigital signed its first streaming and cloud services deal with Amazon, covering Prime Video and devices. This new business brought in $110 million last quarter and pushed annual recurring revenue to a record $626 million, up 13% from a year ago. Recurring revenue is money that keeps coming in, making future profits more predictable.

    This is the core new growth driver that directly lifted revenue and guidance.

  • Company raises 2026 revenue and profit outlook After the Amazon deal, InterDigital raised its full-year 2026 revenue forecast by $85 million to $775–$845 million, and lifted profit guidance too. It also beat second-quarter estimates, with revenue of $260.2 million and earnings of $4.62 per share. Higher guidance tells investors the business is growing faster than expected.

    Guidance raise is a direct, new signal of stronger future earnings.

  • Two European court injunctions against Disney strengthen licensing hand InterDigital won two court orders in Europe blocking Disney from using its video encoding patents in 11 countries. These injunctions show InterDigital can enforce its patents, which pressures Disney and other streamers to sign licensing deals. More deals mean more recurring revenue for InterDigital.

    Legal wins are a new force that could force more companies to pay for InterDigital's patents.

  • Tesla's revived UK lawsuit could weaken FRAND licensing power The UK Supreme Court revived Tesla's lawsuit against InterDigital, ruling that joining a patent pool does not remove fair-licensing duties. This case could force InterDigital to accept lower or court-set fees for 5G patents, a potential headwind. It is a real counterweight to the positive licensing momentum.

    This is the main negative legal risk that could limit future licensing revenue.

July 2026
▲3▼1

InterDigital Expands Licensing Beyond Phones, Raises Outlook

  • New Amazon streaming deal drives record recurring revenue InterDigital signed its first streaming and cloud services deal with Amazon, covering Prime Video and devices. This new business brought in $110 million last quarter and pushed annual recurring revenue to a record $626 million, up 13% from a year ago. Recurring revenue is money that keeps coming in, making future profits more predictable.

    This is the core new growth driver that directly lifted revenue and guidance.

  • Company raises 2026 revenue and profit outlook After the Amazon deal, InterDigital raised its full-year 2026 revenue forecast by $85 million to $775–$845 million, and lifted profit guidance too. It also beat second-quarter estimates, with revenue of $260.2 million and earnings of $4.62 per share. Higher guidance tells investors the business is growing faster than expected.

    Guidance raise is a direct, new signal of stronger future earnings.

  • Two European court injunctions against Disney strengthen licensing hand InterDigital won two court orders in Europe blocking Disney from using its video encoding patents in 11 countries. These injunctions show InterDigital can enforce its patents, which pressures Disney and other streamers to sign licensing deals. More deals mean more recurring revenue for InterDigital.

    Legal wins are a new force that could force more companies to pay for InterDigital's patents.

  • Tesla's revived UK lawsuit could weaken FRAND licensing power The UK Supreme Court revived Tesla's lawsuit against InterDigital, ruling that joining a patent pool does not remove fair-licensing duties. This case could force InterDigital to accept lower or court-set fees for 5G patents, a potential headwind. It is a real counterweight to the positive licensing momentum.

    This is the main negative legal risk that could limit future licensing revenue.

Latest
▲3▼1

InterDigital Expands Licensing Beyond Phones, Raises Outlook

  • New Amazon streaming deal drives record recurring revenue InterDigital signed its first streaming and cloud services deal with Amazon, covering Prime Video and devices. This new business brought in $110 million last quarter and pushed annual recurring revenue to a record $626 million, up 13% from a year ago. Recurring revenue is money that keeps coming in, making future profits more predictable.

    This is the core new growth driver that directly lifted revenue and guidance.

  • Company raises 2026 revenue and profit outlook After the Amazon deal, InterDigital raised its full-year 2026 revenue forecast by $85 million to $775–$845 million, and lifted profit guidance too. It also beat second-quarter estimates, with revenue of $260.2 million and earnings of $4.62 per share. Higher guidance tells investors the business is growing faster than expected.

    Guidance raise is a direct, new signal of stronger future earnings.

  • Two European court injunctions against Disney strengthen licensing hand InterDigital won two court orders in Europe blocking Disney from using its video encoding patents in 11 countries. These injunctions show InterDigital can enforce its patents, which pressures Disney and other streamers to sign licensing deals. More deals mean more recurring revenue for InterDigital.

    Legal wins are a new force that could force more companies to pay for InterDigital's patents.

  • Tesla's revived UK lawsuit could weaken FRAND licensing power The UK Supreme Court revived Tesla's lawsuit against InterDigital, ruling that joining a patent pool does not remove fair-licensing duties. This case could force InterDigital to accept lower or court-set fees for 5G patents, a potential headwind. It is a real counterweight to the positive licensing momentum.

    This is the main negative legal risk that could limit future licensing revenue.