Welcome to the latest edition of the Sisvel Insights weekly round-up, aggregating news stories, analyses and data points affecting the SEP world that have caught our eye over the past seven days

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Another major FRAND decision has come down from the Court of Appeal in London, this one holding that the interim licence declaration won by Samsung against ZTE back in June was wrongly decided. Samsung had approached a UK court to determine global cellular SEP cross-licence terms, while ZTE subsequently sought a similar global ruling in China’s Intermediate People’s Court of Chongqing. Justice Mellor of the High Court ruled that ZTE had acted in bad faith by using injunctive proceedings to attempt to secure their preference for a determination in Chongqing rather than London.

But writing for a unanimous appeal panel last week, Lord Justice Arnold stated: “Unless there is a legitimate and substantiated objection to the forum in question, it does not constitute bad faith for a SEP owner to seek to force an implementer to accept determination of FRAND terms by the SEP holder's preferred court rather than the implementer's preferred court.”

Elsewhere, Nokia and InterDigital recently disclosed financial results highlighted by year-over-year gains in third quarter royalty revenue. Both firms also made significant announcements related to AI – InterDigital acquired AI startup Deep Render to boost its video compression capabilities, while Nokia received a $1 billion investment from chipmaker NVIDIA focused on AI-native mobile networks and infrastructure.

There was also news that six legislators from the House Judiciary Committee have written a letter opposing Commerce Department plans for a value-based patent tax; and Sisvel Insights shared lessons learned from Sisvel Connect 2025, which saw SEP stakeholders from all sides of the market engage in meaningful and constructive dialogue.

Please note that inclusion of a piece in the list below does not signify agreement with what is stated in the linked article, just that we believe it is of interest and worth pointing out.

Market

Continued momentum in the streaming space helped Nokia Technologies post double-digit growth in licensing income for the third quarter. It subsequently announced a $1 billion investment from NVIDIA. Earnings coverage - IAM 🔒 | NVIDIA announcement

InterDigital announced the acquisition of AI startup Deep Render, a move it said would bolster its expertise in video compression and codecs. Announcing its Q3 earnings, the firm said it has hit annualised recurring revenue of $588 million. Acquisition Announcement | Earnings Release

Legal

The English Court of Appeal overturned an interim licence declaration granted to Samsung against ZTE in June. Decision - Full Text | Analysis – IAM 🔒

Nokia initiated a major litigation campaign against Warner Bros. Discovery, initiating cases in the District of Delaware, Munich I Regional Court, UPC and Rio de Janeiro. Nokia enforces video streaming patents against Warner Bros. Discovery in U.S., UPC, Germany, Brazil; overlaps with Paramount cases – ip fray

Fraunhofer made its first US SEP assertion, filing a complaint against Lenovo over the EVS voice codec. Fraunhofer sues Lenovo in its first ever US SEP assertion - IAM 🔒

InterDigital tagged Transsion with new patent suits in the UPC, India and Brazil. InterDigital sues Transsion in Europe, Asia, South America - IAM 🔒

Policy & Opinion

A bipartisan group of six House Judiciary Committee members published a letter to Commerce Secretary Howard Lutnick opposing valuation-based patent fees. Letter - US House of Representatives

The USPTO will require petitioners to disclose all real parties in interest before an IPR can be instituted. Citing national security concerns, USPTO will require heightened disclosure | MLex

Adam Mossoff, a law professor who has long advocated strong patent rights, was appointed to a part-time position as Senior Advisor to the USPTO. LinkedIn post - Adam Mossoff

Strategy & Analysis

Sisvel Connect 2025 brought together net licensors and net licensees for a series of good-faith conversations that showed the SEP market is capable of working together toward solutions. Sisvel | Six big takeaways from Sisvel Connect 2025

Last week’s announcement of a licence with Lobaro underlines Nordic Semiconductor’s distinctive approach to licensing. Sisvel and Nordic Semiconductor make first licensee announcement in IoT collaboration - IAM 🔒

Recently, both the Unified Patent Court and the Munich Higher Regional Court have provided insights regarding the role of proportionality in the SEP/FRAND context. The relationship between proportionality and FRAND defence in SEP infringement cases - IAM 🔒