Universal Display Q4 Earnings Call Highlights

For the fourth quarter of 2025, revenue was $173 million , up 7% from $162 million in the year-ago period. Fourth-quarter results included a $10 million cumulative catch-up adjustment, compared with $5 million in Q4 2024. Material sales were $96 million versus $93 million a year earlier, with green emitter sales of $74 million (up from $67 million ) and red emitter sales of $21 million (down from $25 million ). Royalty and license fees were $73 million , up from $64 million . Fourth-quarter operating income ...