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Jun 30, 2021

Universal Display Q2 2021 Earnings Report

Universal Display's revenue significantly increased due to strong demand for OLED products and recovery from the COVID-19 pandemic impact.

Key Takeaways

Universal Display Corporation reported a strong second quarter with a significant increase in total revenue, driven by increased demand for OLED products and recovery in sales affected by the COVID-19 pandemic. The company's operating income and net income also saw substantial improvements compared to the previous year.

Total revenue increased to $129.7 million, compared to $58.0 million in the second quarter of 2020.

Material sales revenue was $77.4 million, up from $31.9 million in the same quarter last year.

Royalty and license fees revenue increased to $48.2 million, compared to $22.4 million in the second quarter of 2020.

Operating income was $49.9 million, a significant improvement from the operating loss of $1.2 million in the prior year.

Total Revenue
$130M
Previous year: $58M
+123.7%
EPS
$0.85
Previous year: $0.02
+4150.0%
Gross margin on mat. sales
67%
Previous year: 68%
-1.5%
Gross Profit
$102M
Previous year: $45.3M
+124.4%
Cash and Equivalents
$543M
Previous year: $134M
+306.5%
Free Cash Flow
$18.9M
Previous year: $19.3M
-1.9%
Total Assets
$1.35B
Previous year: $1.16B
+16.3%

Universal Display

Universal Display

Universal Display Revenue by Segment

Forward Guidance

The company continues to believe that its 2021 revenue will be approximately in the range of $530 million to $560 million.

Revenue & Expenses

Visualization of income flow from segment revenue to net income