Universal Display Corporation (OLED) 28th Annual Needham Growth Conference January 14, 2026 9:30 AM EST
Company Participants
Brian Millard – VP, CFO & Treasurer
Conference Call Participants
James Ricchiuti – Needham & Company, LLC, Research Division
Presentation
James Ricchiuti
Needham & Company, LLC, Research Division
Good morning. Welcome to the 28th Annual Needham Growth Conference. Our next presentation this morning is going to be fireside with the CFO of Universal Display Corp., Brian Millard. Also here with us today from the company in the front row, Darice Liu, who many of you know, Senior Director of Investor Relations and Corporate Communications. So both of you, thanks for coming. Welcome.
Brian Millard
VP, CFO & Treasurer
Thank for having us.
Question-and-Answer Session
James Ricchiuti
Needham & Company, LLC, Research Division
So my name is James Ricchiuti, by the way, senior analyst in the Equity Research Department at Needham covering companies in the advanced industrial technology space. So let’s start. Folks know the story, but Brian, maybe just for the audience, give us a picture, kind of a current picture of the OLED market in terms of where we are with penetration rates at the moment in some of the key markets.
Brian Millard
VP, CFO & Treasurer
Sure. Yes. So before I get too far, I just wanted to do a quick safe harbor statement, so I may make some forward-looking statements today as part of my remarks. Our actual results may differ materially from those forward-looking statements. So we would encourage everyone to look at our SEC filings performing and the investments in the company.
So in terms of the key end markets, there’s really 3 primary markets and then many others behind that. But in terms of the 3 key markets being smartphones, TVs and the IT market, smartphones today, we are more than
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