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Dec 31, 2023

Universal Display Q4 2023 Earnings Report

Universal Display reported a decrease in revenue and operating income for Q4 2023.

Key Takeaways

Universal Display Corporation reported a decrease in revenue for the fourth quarter of 2023, with total revenue at $158.3 million compared to $169.0 million in the same quarter of the previous year. The company's net income also decreased to $62.0 million, or $1.29 per diluted share, from $65.1 million, or $1.36 per diluted share, in Q4 2022.

Total revenue for Q4 2023 was $158.3 million, down from $169.0 million in Q4 2022.

Material sales revenue decreased to $82.2 million in Q4 2023 from $88.3 million in Q4 2022.

Royalty and license fees revenue decreased to $72.9 million in Q4 2023 from $75.6 million in Q4 2022.

Net income for Q4 2023 was $62.0 million, or $1.29 per diluted share, compared to $65.1 million, or $1.36 per diluted share, in Q4 2022.

Total Revenue
$158M
Previous year: $169M
-6.3%
EPS
$1.29
Previous year: $1.36
-5.1%
Gross margin on mat. sales
77%
Previous year: 82%
-6.1%
Gross Profit
$122M
Previous year: $139M
-12.0%
Cash and Equivalents
$514M
Previous year: $93.4M
+450.3%
Free Cash Flow
$29.5M
Previous year: -$8.74M
-437.5%
Total Assets
$1.68B
Previous year: $1.53B
+9.6%

Universal Display

Universal Display

Universal Display Revenue by Segment

Forward Guidance

The Company believes that its 2024 revenue will be in the range of $625 million to $675 million.

Revenue & Expenses

Visualization of income flow from segment revenue to net income