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Technology Stocks : OLED Universal Display Corp
OLED 115.29-2.1%3:59 PM EST
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From: slacker71111/7/2025 8:53:49 AM
2 Recommendations

Recommended By
occams_phasor
ZikZak

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From a bigger picture, they are still increasing their current royalties because they anticipate lower future demand from their licensees.

The cumulative catch-up adjustment recorded to revenue arising from changes in estimates of transaction price, net was an increase of $3.9 million for the nine months ended September 30, 2025 as compared to an increase of $6.1 million for the nine months ended September 30, 2024. For the nine months ended September 30, 2025 and 2024, the adjustment resulted from an increase in the average price per gram that was primarily due to the decrease in anticipated demand by several of the Company's customers over the remaining lives of their contracts.



This is what ChatGPT shows for the cumulative catch up adjustment for each of the last five years. Despite all of the endless enthusiasm at the beginning of each call, they continually bring down their forecast for the out years which allows them to recognize more revenue in the current year.

In many years, this made sense. We saw delays in plans on building new fabs....but this year? It seems like the IT projects have been accelerated and yet they are still saying that anticipated demand going forward is lower than at the beginning of the year.


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