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Technology Stocks : OLED Universal Display Corp
OLED 118.52-0.4%3:59 PM EST
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To: slacker711 who wrote (29302)1/15/2025 11:14:44 AM
From: ynotgoal6 Recommendations

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Mostly boiler plate answer but does say competitive intensity has gone up.
Also said that they have made "vast improvements" on blue from quarters or years ago.

I didn't see anything that was reassuring in there. On the competitive threat, there was no mention of patents or better performing materials. He talked about having a close working relationship with their customers while acknowledging more competitors which I take as not just Summer Sprout. They have minimum purchase requirements in their existing contracts but that's just not an 80% margin business model when those come up for renewal. On blue, he agreed to the "months not years" line when pressed but he was clearly wanting to reframe it as "when not if" which removes timing expectations.
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