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Mar 31, 2022

Universal Display Q1 2022 Earnings Report

Reported solid first quarter results with revenue growth driven by material sales and royalty and license fees.

Key Takeaways

Universal Display Corporation reported first quarter 2022 financial results with total revenue of $150.5 million, an increase compared to $134.0 million in the first quarter of 2021. Net income was $50.0 million, or $1.05 per diluted share, compared to $51.7 million, or $1.08 per diluted share in the first quarter of 2021.

Total revenue was $150.5 million, up from $134.0 million year-over-year.

Material sales revenue increased to $86.7 million from $79.8 million year-over-year.

Royalty and license fees revenue rose to $59.8 million from $50.9 million year-over-year.

The company is on track to meet preliminary target specs with its phosphorescent blue by year-end, which should enable the introduction of its all-phosphorescent RGB stack into the commercial market in 2024.

Total Revenue
$150M
Previous year: $134M
+12.3%
EPS
$1.05
Previous year: $1.08
-2.8%
Gross margin on mat. sales
65%
Previous year: 74%
-12.2%
Gross Profit
$117M
Previous year: $111M
+6.0%
Cash and Equivalents
$357M
Previous year: $726M
-50.8%
Free Cash Flow
$41.9M
Previous year: $19.6M
+114.0%
Total Assets
$1.49B
Previous year: $1.31B
+13.5%

Universal Display

Universal Display

Universal Display Revenue by Segment

Forward Guidance

The Company continues to believe that its 2022 revenue will be approximately in the range of $625 million to $650 million.

Revenue & Expenses

Visualization of income flow from segment revenue to net income