2024 Corporate Social Responsibility Report © 2025 Universal Display Corporation. All rights reserved. Issued on April 24, 2025. Table of Contents | 3 | Message from Our CEO | 39 | Our Carbon & Climate | | --- | --- | --- | --- | | 4 | Our Company | 43 | Our Environment, Health & Safety | | 13 | Our People | 51 | Our Performance | | 24 | Our Community | 57 GRI Index | | | 28 | Our Supply Chain | 71 SASB Index | | | 36 | Our Certified Management Systems | 75 | About Our Report | 2 A Message From Our CEO Stev ...

Universal Display (OLED) FY 2025 Annual General Meeting June 18, 2025 10:00 AM ET Speaker0 Hello, and welcome to the twenty twenty five Annual Meeting of Shareholders of Universal Display Corporation. Please note today's meeting is being recorded and will be available online after the meeting. We ask you not to record the meeting. Shareholders of record who are attending this meeting with a valid 16 digit control number may submit a question during the meeting. For a shareholder to ask a question, please cl ...

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Summary of Universal Display Corporation (UDC) Conference Call Company Overview - **Company**: Universal Display Corporation (UDC) - **Industry**: OLED (Organic Light Emitting Diode) technology and materials - **Key Focus**: Development and supply of OLED materials and technologies for display manufacturers Key Points and Arguments Industry Trends and Growth Catalysts - The long-term growth catalyst for UDC is the increasing demand for energy-efficient displays driven by advancements in consumer electronics, including AI and 5G technologies [8][9] - UDC has a 51% penetration rate in the smartphone market as of the end of 2024, with lower penetration in IT (4%) and TVs (4%) [11][12] - A new multi-year capital expenditure cycle is emerging in the medium-sized market for IT and automotive displays, with significant investments from panel makers [14][15] Capacity and Production - New OLED production facilities are set to come online, including Samsung's Gen 8.6 facility in Q2 2026 and BOE's facility in Q4 2026, with total investments around $20 billion [13][14] - UDC has long-term agreements with major customers like Samsung and LG Display, which include both materials and licensing agreements [17][19] Revenue Streams - UDC's revenue is primarily generated from material sales and licensing agreements, with a projected material to royalty licensing ratio of 1.4 to 1 for the current year [19] - The introduction of blue phosphorescent materials is expected to significantly enhance revenue opportunities, with LG Display showcasing a 15% increase in energy efficiency for their blue panels [21][22] Competitive Landscape - UDC believes it holds a competitive edge in high-efficiency blue materials, asserting that "all roads to high efficiency blue go through us" [26][27] - The company does not foresee significant competition in the blue material space, emphasizing its proprietary technology and established relationships [26][27] Supply Chain and Tariff Management - UDC operates a fabless model, relying on PPG for manufacturing, with production sites in the US and Ireland [37][38] - The company has a diversified global supply chain, mitigating risks associated with tariffs and geopolitical tensions [42][43] Financial Performance - UDC expects gross margins of 76% to 77% and operating margins of 35% to 40% for the year, attributed to its strong licensing business and innovative materials [63][64] - The company has a history of returning cash to shareholders through dividends and a $100 million stock buyback program [68][69] Future Outlook - UDC anticipates continued growth in OLED adoption across various sectors, including automotive and IT, with a focus on next-generation materials and technologies [52][58] - The company is exploring both organic and inorganic growth opportunities through its venture arm, UDC Ventures [72][73] Additional Important Insights - The automotive industry presents a significant opportunity for OLED displays, with multiple displays per vehicle and a growing interest from EV manufacturers [56][58] - UDC's strong relationships with customers and continuous innovation are key to maintaining its leadership position in the OLED market [67]

Have you assessed how the international operations of Universal Display Corp. (OLED) performed in the quarter ended March 2025? For this organic light-emitting diode technology company, possessing an expansive global footprint, parsing the trends of international revenues could be critical to gauge its financial resilience and growth prospects.In the current global economy, which is more interconnected than ever, a company's success in penetrating international markets is crucial for its financial health an ...

Universal Display Corporation (OLED) reported strong first-quarter 2025 results, with both adjusted earnings and revenues surpassing the respective Zacks Consensus Estimate. The company reported a marginal top-line growth year over year, backed by higher royalty and licensing revenues.Growing OLED proliferation in multiple end markets, a strong balance sheet and robust supply chain are major growth drivers. Management is undertaking several measures to improve operational and strategic infrastructure to bol ...

For the quarter ended March 2025, Universal Display Corp. (OLED) reported revenue of $166.28 million, up 0.6% over the same period last year. EPS came in at $1.35, compared to $1.19 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $154.85 million, representing a surprise of +7.38%. The company delivered an EPS surprise of +26.17%, with the consensus EPS estimate being $1.07.While investors scrutinize revenue and earnings changes year-over-year and how they compare wit ...

Universal Display Corp. (OLED) came out with quarterly earnings of $1.35 per share, beating the Zacks Consensus Estimate of $1.07 per share. This compares to earnings of $1.19 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 26.17%. A quarter ago, it was expected that this organic light-emitting diode technology company would post earnings of $1.07 per share when it actually produced earnings of $1.22, delivering a surprise of ...

Universal Display (OLED) Q1 2025 Earnings Call May 01, 2025 05:00 PM ET Company Participants Darice Liu - Senior Director of Investor Relations & Corporate CommunicationsSteven Abramson - President, Chief Executive Officer & DirectorBrian Millard - VP, CFO & TreasurerTyler Bisset - Equity Research Associate Conference Call Participants James Ricchiuti - Senior AnalystMehdi Hosseini - Senior Equity Research AnalystScott Searle - Managing Director, Senior Research AnalystNam Hyung Kim - Senior AnalystNone - A ...

Universal Display (OLED) Q1 2025 Earnings Call May 01, 2025 05:00 PM ET Company Participants Darice Liu - Senior Director of Investor Relations & Corporate CommunicationsSteven Abramson - President, Chief Executive Officer & DirectorBrian Millard - VP, CFO & TreasurerTyler Bisset - Equity Research Associate Conference Call Participants James Ricchiuti - Senior AnalystMehdi Hosseini - Senior Equity Research AnalystScott Searle - Managing Director, Senior Research AnalystNam Hyung Kim - Senior AnalystNone - A ...