Universal Display Corporation
 (OLED)

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  • Feb. 27, 2013, 4:48 PM

    More on Universal Display: The company is guiding for 2013 revenue of $110M-$125M vs. a $122.5M consensus. Q4 material sales -7% Y/Y to $10.1M (hurt by Samsung's delayed green emitter use). Royalty & license fees +184% to $15.4M (fueled by the Samsung smartphone boom). 93% gross margin on material sales. R&D spending +34% Y/Y to $8M, SG&A -15% to $4.8M. PANL +0.7% AH. CC at 5PM ET (webcast). (PR)

    | Feb. 27, 2013, 4:48 PM
  • Feb. 27, 2013, 4:17 PM
    Universal Display (PANL): Q4 EPS of $0.12 misses by $0.01. Revenue of $28.1M (+51% Y/Y) beats by $1.67M. Shares -0.7% AH. (PR)
    | Feb. 27, 2013, 4:17 PM
  • Feb. 27, 2013, 12:10 AM
    Notable earnings after Wednesday’s close: AGO, AHT, ANW, ARI, CBI, CDXS, CECO, CLR, DAR, DPM, DVR, GRPN, HNSN, IOC, ITC, JCP, LTD, MBI, MMLP, MNST, MWE, MYL, PANL, PLL, RGR, UAN, WES, WLL
    | Feb. 27, 2013, 12:10 AM
  • Feb. 26, 2013, 5:35 PM
    Notable earnings after Wednesday’s close: AGO, AHT, ANW, ARI, CBI, CDXS, CECO, CLR, DAR, DPM, DVR, GRPN, HNSN, IOC, ITC, JCP, LTD, MBI, MMLP, MNST, MWE, MYL, PANL, PLL, RGR, UAN, WES, WLL
    | Feb. 26, 2013, 5:35 PM | 1 Comment
  • Feb. 25, 2013, 10:14 AM

    Samsung's (SSNLF.PK) Galaxy S IV will use green OLED host materials from both Universal Display (PANL -10%) and another supplier, according to Piper's checks. The report has sent PANL shares, previously bid up on Galaxy S IV optimism, crashing below $30. Separately, Samsung more or less discloses the Galaxy S IV will be announced at a March 14 NYC event, as was widely rumored.

    | Feb. 25, 2013, 10:14 AM | 2 Comments
  • Feb. 12, 2013, 11:10 AM

    More from Tim Cook: Asked about selling a cheaper iPhone, Cook asserts Apple (AAPL -0.9%) wouldn't release anything it doesn't consider a "great product." Asked about a bigger iPhone, he argues many features matter besides display size. But he didn't seem to rule one out either, stating Apple won't comment on future products rather than dismissing the concept. Cook's criticism of OLED brightness and color saturation has led Universal Display (PANL -4.9%) to spike lower. (live blog)

    | Feb. 12, 2013, 11:10 AM | 34 Comments
  • Feb. 11, 2013, 10:17 AM
    JMP thinks Apple's recent hiring of an LG researcher with OLED expertise bodes well for Universal Display (PANL). The firm believes Apple could begin using OLEDs in its hardware by 2014 or 2015, and that such a move would increase PANL's addressable market by at least 50%. Apple has already obtained a slew of OLED patents, and has been rumored to be interested in archrival Samsung's OLED panels. PANL is now up 45% from its Dec. 5 close.
    | Feb. 11, 2013, 10:17 AM
  • Feb. 6, 2013, 1:03 PM

    Samsung's (SSNLF.PK) anticipated Galaxy S IV will be announced on March 15, SamMobile reports - the site has been an accurate source of Samsung rumors in the past. The device will reportedly go on sale in Europe and Asia in April, and hit North America in May or June. Rumored specs include a 5" 1080p OLED display, Exynos 5 Octa processor (for some models, at least), and 13MP camera. Possible/likely suppliers (I, II) include BRCM, QCOM, PANL, SWKS, ADNC, and MXIM.

    | Feb. 6, 2013, 1:03 PM | 42 Comments
  • Feb. 6, 2013, 12:22 PM
    Universal Display (PANL +8.6%) has shot higher after Cowen writes its checks indicate Samsung will begin making 1080p OLED displays this month for use in the upcoming Galaxy S IV, and (perhaps more importantly) that the displays will use PANL's green host materials. PANL was crushed in November after posting a huge Q3 miss thanks to Samsung's decision to delay ramping green material use.
    | Feb. 6, 2013, 12:22 PM | 1 Comment
  • Feb. 4, 2013, 2:19 PM

    Universal Display (PANL -4.6%) is giving back a large chunk of the Friday gains it saw thanks to favorable remarks at the CSIMA value investing conference. Aside from the general selloff in high-beta tech names, shares could be hurt by a Nikkei report highlighting interest from Apple and other tech companies in a new LCD optical film said to deliver better image quality than OLEDs. Synthetic fiber manufacturer Toyobo will begin making the film in April at a rate of 10K tons/year.

    | Feb. 4, 2013, 2:19 PM | 2 Comments
  • Feb. 1, 2013, 12:56 PM
    Universal Display (PANL +6.8%) spikes higher after reportedly receiving a favorable mention at the CSIMA value investing conference. Though shares remain up strongly, they're well below an intraday high of $32.80. 27.8% of the float was shorted as of Jan. 15.
    | Feb. 1, 2013, 12:56 PM | 7 Comments
  • Jan. 16, 2013, 1:21 PM
    Heavily-shorted Universal Display (PANL +4.6%) is rallying again today - shares are up 10% from Monday's close. A recently-spotted Samsung slide noted a 4.99" 1080p OLED display will arrive in Q1 - there's a good chance it will go into the Galaxy S IV - but a display launch along these lines was expected. CES brought with it an array of OLED TV announcements and flexible OLED demos.
    | Jan. 16, 2013, 1:21 PM
  • Jan. 9, 2013, 1:29 PM

    More on Samsung: As expected (and to the approval of PANL), the company is showing off its flexible OLED displays at CES; a prototype Windows Phone with a flexible OLED has been demoed. Samsung is also talking up its plans to grow its enterprise smartphone share (previous) - iOS has a lead on Android here - and to invest more in mobile content/services as a way to stand out (and perhaps also lower its dependence on Google a bit).

    | Jan. 9, 2013, 1:29 PM
  • Jan. 8, 2013, 1:19 PM

    Universal Display (PANL -7.1%) slumps after top customer Samsung (SSNLF.PK) announces it sold ~63M smartphones in Q4. With Strategy Analytics having estimated 56.9M smartphone sales for Q3, investors may have been hoping for a bigger number for the year's strongest quarter. The decline comes as Samsung, LG, Sony, and Panasonic show off (costly) OLED TVs at CES - a 55" LG model will be available for a mere $12K in March. Skyworks (SWKS -2.2%), another Samsung supplier, is also lower. Samsung fell 1.3% in Seoul.

    | Jan. 8, 2013, 1:19 PM
  • Jan. 7, 2013, 6:46 PM

    CES phone news roundup: 1) Huawei is trying to one-up Samsung's 5.5" Galaxy Note II by launching the 6.1" Ascend Mate. Will consumers finally reject a phone for being too big? 2) Vizio, bane of TV brands worldwide, is releasing 2 Android devices - one with a 5" 1080p display, another with a 4.7" display and unibody design. Given Vizio's track record, expect pricing to be aggressive. 3) Alcatel (ALU) is reaffirming its smartphone commitment by launching 3 new Android models, one of which has an OLED display and is just 6.45mm thick. 4) Sprint (S) says its first Windows Phone 8 devices will arrive this summer, courtesy of Samsung and HTC. Update: Vizio has also announced Android tablets powered by Nvidia's Tegra 4 processor.

    | Jan. 7, 2013, 6:46 PM | 3 Comments
  • Dec. 31, 2012, 5:34 PM

    Beaten-down Universal Display (PANL +4.1%) finished 2012 with a solid gain after Cowen and JMP each predicted the company could benefit from CES product announcements. Cowen thinks Samsung could introduce 5" 1080p OLED displays at CES (matching Sharp's LCD panels), and notes it's expected to show off a flexible 5.5" 720p panel. JMP thinks a 55" Samsung OLED TV could also appear, and points out there's growing speculation about phone launches involving flexible displays.

    | Dec. 31, 2012, 5:34 PM | 2 Comments
Company Description
Universal Display Corp is engaged in the research, development & commercialization of organic light emitting diode or OLED, technologies & materials for use in displays for wearables, smartphones, tablets & televisions & solid-state lighting applications.
Sector: Technology
Country: United States