OLED · Universal Display Corp Pa
$88.92
-2.04 (-2.24%)
At close · Aug 14
Market Cap
$4.23B
Shares
45.97M
Universal Display Corp Pa Earnings Call Transcripts
Every quarterly earnings call for Universal Display Corp Pa (OLED) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲11.8%
$160.56M
$53.45M
'22 Q3
22-11-03
▲15.6%
$169.03M
$65.13M
'22 Q4
23-02-23
▼13.3%
$130.47M
$39.84M
'23 Q1
23-05-03
▲7.3%
$146.56M
$49.68M
'23 Q2
23-08-03
▼12.1%
$141.08M
$51.52M
'23 Q3
23-11-02
▼6.3%
$158.32M
$61.98M
'23 Q4
24-02-22
▲26.7%
$165.26M
$56.85M
'24 Q1
24-05-02
▲8.1%
$158.50M
$52.34M
'24 Q2
24-08-01
▲14.6%
$161.63M
$66.87M
'24 Q3
24-10-30
▲2.5%
$162.29M
$46.02M
'24 Q4
25-02-20
▲0.6%
$166.28M
$64.44M
'25 Q1
25-05-01
▲8.4%
$171.79M
$67.26M
'25 Q2
25-07-31
▼13.6%
$139.61M
$44.02M
'25 Q3
25-11-06
▲6.6%
$172.93M
$66.34M
'25 Q4
26-02-19
▼14.5%
$142.21M
$35.90M
'26 Q1
26-04-30
LATEST
▼11.4%
$152.16M
$49.42M
'26 Q2
26-07-30
Conference
Investor event
2026-09-09
Citi’s 2026 Global TMT Conference
Scheduled
No reported result — non-financial event
Audio
Transcript
Slides
Conference
Investor event
2026-08-12
Oppenheimer 29th Annual Technology, Internet & Communications Conference
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q2
2026-07-30
Universal Display Corporation's Second Quarter 2026 Earnings Conference Call
Balanced tone
Full-year guidance revision
Phosphorescent Blue development
Pricing stability and customer contracts
Revenue
$152.16M
▼ 11.4% YoY Diluted EPS
$1.06
▼ 24.8% YoY Gross margin
75.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-04-30
Universal Display Corp \Pa\ Q1 FY2026 Earnings Call
Positive tone
Near-term demand environment
Capital allocation and balance sheet
Phosphorescent blue development
Revenue
$142.21M
▼ 14.5% YoY Diluted EPS
$0.76
▼ 43.7% YoY Gross margin
74.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-19
Universal Display Corp \Pa\ Q4 FY2025 Earnings Call
Positive tone
2026 revenue guidance and outlook
OLED industry growth and adoption across end markets
Emerging device architectures (tandem, PSF, hybrid)
Revenue
$172.93M*
▲ 6.6% YoY Gross margin
76.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Conference
Investor event
2025-12-09
Nasdaq 53rd Investor Conference
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY25 · Q3
2025-11-06
Universal Display Corp \Pa\ Q3 FY2025 Earnings Call
Positive tone
Gen 8.6 OLED capacity expansion
Phosphorescent blue (FOLED blue)
Smartphone and foldable demand
Revenue
$139.61M
▼ 13.6% YoY Diluted EPS
$0.92
▼ 34.3% YoY Gross margin
74.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-07-31
Universal Display Corp \Pa\ Q2 FY2025 Earnings Call
Confident tone
Quarterly financial performance
IT segment (tablets, laptops, monitors)
OLED market growth outlook
Revenue
$171.79M
▲ 8.4% YoY Diluted EPS
$1.41
▲ 28.2% YoY Gross margin
77.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-05-01
Universal Display Corp \Pa\ Q1 FY2025 Earnings Call
Positive tone
Tandem vs. single-layer architecture
Phosphorescent blue progress
Full-year guidance
Revenue
$166.28M
▲ 0.6% YoY Diluted EPS
$1.35
▲ 13.4% YoY Gross margin
77.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-20
Universal Display Corp \Pa\ Q4 FY2024 Earnings Call
Confident tone
Record 2024 financial results
OVJP/UVJC restructuring and Singapore pivot
OLED market proliferation and growth
Revenue
$162.29M*
▲ 2.5% YoY Gross margin
77.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-10-30
Universal Display Corp \Pa\ Q3 FY2024 Earnings Call
Positive tone
New OLED form factors
Phosphorescent blue development
Automotive OLED adoption
Revenue
$161.63M
▲ 14.6% YoY Diluted EPS
$1.40
▲ 29.6% YoY Gross margin
77.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-08-01
Universal Display Corp \Pa\ Q2 FY2024 Earnings Call
Confident tone
Phosphorescent Blue Development
OLED CapEx Cycle
OLED IT Market Expansion
Revenue
$158.50M
▲ 8.1% YoY Diluted EPS
$1.10
▲ 5.8% YoY Gross margin
75.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-05-02
Universal Display Corp \Pa\ Q1 FY2024 Earnings Call
Confident tone
Quarterly Financial Results
OLED IT Market Growth
New OLED Capacity / CapEx
Revenue
$165.26M
▲ 26.7% YoY Diluted EPS
$1.19
▲ 43.4% YoY Gross margin
77.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-22
Universal Display Corp \Pa\ Q4 FY2023 Earnings Call
Positive tone
2023 Financial Results
Soft Consumer Demand and Pricing
OLED Market Growth Outlook
Revenue
$158.32M*
▼ 6.3% YoY Gross margin
77.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-11-02
Universal Display Corp \Pa\ Q3 FY2023 Earnings Call
Revenue
$141.08M
▼ 12.1% YoY Diluted EPS
$1.08
▼ 3.6% YoY Gross margin
75.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-08-03
Universal Display Corp \Pa\ Q2 FY2023 Earnings Call
Revenue
$146.56M
▲ 7.3% YoY Diluted EPS
$1.04
▲ 19.5% YoY Gross margin
78.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-03
Universal Display Corp \Pa\ Q1 FY2023 Earnings Call
Revenue
$130.47M
▼ 13.3% YoY Diluted EPS
$0.83
▼ 21% YoY Gross margin
74.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-23
Universal Display Corp \Pa\ Q4 FY2022 Earnings Call
Revenue
$169.03M*
▲ 15.6% YoY Gross margin
82.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-11-03
Universal Display Corp \Pa\ Q3 FY2022 Earnings Call
Revenue
$160.56M
▲ 11.8% YoY Diluted EPS
$1.12
▲ 15.5% YoY Gross margin
76.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-08-04
Universal Display Corp \Pa\ Q2 FY2022 Earnings Call
Revenue
$136.56M
▲ 5.3% YoY Diluted EPS
$0.87
▲ 2.4% YoY Gross margin
80.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-05-05
Universal Display Corp \Pa\ Q1 FY2022 Earnings Call
Revenue
$150.47M
▲ 12.3% YoY Diluted EPS
$1.05
▼ 2.8% YoY Gross margin
78.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-23
Universal Display Corp \Pa\ Q4 FY2021 Earnings Call
Revenue
$146.25M*
▲ 3.3% YoY Gross margin
78.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-11-04
Universal Display Corp \Pa\ Q3 FY2021 Earnings Call
Revenue
$143.62M
▲ 22.7% YoY Diluted EPS
$0.97
▲ 14.1% YoY Gross margin
78.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-08-05
Universal Display Corp \Pa\ Q2 FY2021 Earnings Call
Revenue
$129.66M
▲ 123.7% YoY Diluted EPS
$0.85
▲ 4150% YoY Gross margin
78.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-05-06
Universal Display Corp \Pa\ Q1 FY2021 Earnings Call
Revenue
$134.00M
▲ 19.3% YoY Diluted EPS
$1.08
▲ 35% YoY Gross margin
82.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-18
Universal Display Corp \Pa\ Q4 FY2020 Earnings Call
Revenue
$141.54M
▲ 39.1% YoY Diluted EPS
$1.13
▲ 101.8% YoY Gross margin
80.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-10-29
Universal Display Corp \Pa\ Q3 FY2020 Earnings Call
Revenue
$117.08M
▲ 20.1% YoY Diluted EPS
$0.85
▲ 9% YoY Gross margin
80.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-08-06
Universal Display Corp \Pa\ Q2 FY2020 Earnings Call
Revenue
$57.97M
▼ 50.9% YoY Diluted EPS
$0.02
▼ 97.8% YoY Gross margin
78.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-05-07
Universal Display Corp \Pa\ Q1 FY2020 Earnings Call
Revenue
$112.28M
▲ 27.9% YoY Diluted EPS
$0.80
▲ 21.2% YoY Gross margin
80.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-02-20
Universal Display Corp \Pa\ Q4 FY2019 Earnings Call
Revenue
$101.73M
▲ 45% YoY Diluted EPS
$0.56
▲ 40% YoY Gross margin
82.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–30 of 30 earnings calls
Key facts
CIK
1005284
CUSIP
91347P105
13F (30d)
441 filings
408 filers
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