Universal Display's Q3: Missed Expectations, Bright Future
Update: 2025-11-07
Description
Universal Display, a key OLED technology provider, reported Q3 2025 earnings, with revenue at $139.6M, down 13.6% YoY and missing Wall St. expectations. Profit per share was $0.92, also below predictions. Despite the quarterly miss, full-year revenue guidance was reaffirmed at $675M. The company attributed lower numbers to earlier customer orders and a $9.5M royalty adjustment. Universal Display is optimistic about future growth, focusing on new phosphorescent blue emitter technology, recent OLED patent acquisitions, and anticipated increased demand from new manufacturing plants and expanding markets.
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