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Technology Stocks : OLED Universal Display Corp

OLED 115.29

-2.1%

3:59 PM EST

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occams_phasor

oled2b

From: STA2015	11/6/2025 5:53:27 PM
	2 Recommendations of 29713

My notes on the 3rd qtr CC Reason for the lower Revenue was more material pulled forward in the second qtr than anticipated. $1B in cash at the end of the 3rd qtr Did not change annual guidance. If the company meets the lower end of the guidance it will mean a record revenue for the 4th qtr. Even if they have a record 4th qtr, the revenue for the last two years is basically flat! LG Display contract ends this year. Will Blue be written into the new contract - no answer. Blue emitter revenue - no answer. Blue emitter is driven by the customers??? Gen 8.6 manufacturing that supports IT is one driver for growth over the next few years. Seems to me that long term growth will be in volume of products vice improvements in Emitters and/or hosts. Revenue streams from other areas as well as in displays. No mention that I can remember about OLED printing. CC lasted less than 30 minutes. Final UDC comment one sentence. We have heard this story before..... Extremely disappointing when it seems the demand for OLED is on the rise.

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