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Dec 31, 2020

Universal Display Q4 2020 Earnings Report

Universal Display reported strong Q4 2020 results, marked by record quarterly revenue and significant growth in royalty and license fees.

Key Takeaways

Universal Display Corporation reported record quarterly revenue of $141.5 million in Q4 2020, a significant increase from $101.7 million in Q4 2019. The company's net income also rose to $53.9 million, or $1.13 per diluted share, compared to $26.4 million, or $0.56 per diluted share, in the same quarter of the previous year. Growth was primarily driven by an increase in royalty and license fees.

Total revenue reached $141.5 million, up from $101.7 million year-over-year.

Material sales revenue was $62.5 million, slightly up from $60.8 million year-over-year.

Royalty and license fees revenue significantly increased to $75.0 million from $37.8 million year-over-year.

Net income increased to $53.9 million, or $1.13 per diluted share, compared to $26.4 million, or $0.56 per diluted share, year-over-year.

Total Revenue
$142M
Previous year: $102M
+39.1%
EPS
$1.13
Previous year: $0.56
+101.8%
Gross margin on mat. sales
61%
Previous year: 73%
-16.4%
Gross Profit
$115M
Previous year: $83.5M
+37.1%
Cash and Equivalents
$630M
Previous year: $132M
+378.6%
Free Cash Flow
$64.2M
Previous year: $51.4M
+24.8%
Total Assets
$1.27B
Previous year: $1.12B
+13.3%

Universal Display

Universal Display

Universal Display Revenue by Segment

Forward Guidance

The company anticipates 2021 revenue to be approximately in the range of $530 million to $560 million.

Revenue & Expenses

Visualization of income flow from segment revenue to net income