{"id":15317,"date":"2026-01-14T17:35:41","date_gmt":"2026-01-14T17:35:41","guid":{"rendered":"https:\/\/borrowaccelerated.com\/?p=15317"},"modified":"2026-01-14T17:35:42","modified_gmt":"2026-01-14T17:35:42","slug":"universal-display-corporation-oled-presents-at-28th-annual-needham-growth-conference-transcript","status":"publish","type":"post","link":"https:\/\/borrowaccelerated.com\/?p=15317","title":{"rendered":"Universal Display Corporation (OLED) Presents at 28th Annual Needham Growth Conference Transcript"},"content":{"rendered":"<div xmlns:default=\"http:\/\/www.w3.org\/2000\/svg\">\n<header class=\"flex flex-col items-start justify-between\"><\/header>\n<div class=\"relative mb-18 flex-col\" data-test-id=\"author-brief\">\n<div class=\"flex items-start justify-between\">\n<div class=\"relative z-0 mr-18 flex grow\">\n<div class=\"flex shrink-0 items-center justify-center relative size-36 rounded-full\" data-test-id=\"user-pic-wrapper\"><\/div>\n<\/div>\n<p><button data-state-text=\"Following\" aria-label=\"Follow SA Transcripts\" class=\"ihjjQ py-8 px-18 ml-auto print:hidden relative inline-flex cursor-pointer select-none items-center whitespace-nowrap break-words transition-colors hover:no-underline motion-reduce:transition-none border-black bg-black text-white hover:bg-black-70 disabled:border-transparent disabled:bg-black-20 dark:border-black-10 dark:bg-black-10 dark:text-black dark:hover:border-black-30 dark:hover:bg-black-30 dark:disabled:bg-black-30 w-auto min-h-36 justify-center border px-16 py-1 text-medium-b rounded-8\" data-test-id=\"follow-button\" type=\"button\"><span class=\"\"><span aria-hidden=\"true\" class=\"wMAFB relative flex justify-center\" data-state-placeholder=\"Following\"><span class=\"absolute\">Follow<\/span><\/span><\/span><\/button><\/div>\n<\/div>\n<div class=\"mb-12\">\n<div aria-label=\"Audio player\" class=\"relative mb-8 mr-8\"><button id=\"sa-audio-player-play-button\" class=\"inline-flex items-center font-bold md:hidden relative inline-flex cursor-pointer select-none items-center whitespace-nowrap break-words transition-colors hover:no-underline motion-reduce:transition-none border-black bg-black text-white hover:bg-black-70 disabled:border-transparent disabled:bg-black-20 dark:border-black-10 dark:bg-black-10 dark:text-black dark:hover:border-black-30 dark:hover:bg-black-30 dark:disabled:bg-black-30 min-h-36 justify-center border text-medium-b rounded-8 size-36 p-6\" data-test-id=\"play-button\" type=\"button\"><span class=\"relative flex shrink-0 items-center justify-center [&amp;&gt;svg]:max-h-full [&amp;&gt;svg]:shrink-0 [&amp;&gt;svg]:grow [&amp;&gt;svg]:fill-current size-24 m-0\"><span class=\"flex size-16 text-current\"><default:svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewbox=\"0 0 16 16\" class=\"flex shrink-0 fill-current\" data-test-id=\"play-button-play-svg\"><default:path fill=\"currentColor\" d=\"M0 16V0l16 8z\"><\/default:path><\/default:svg><\/span><\/span><span class=\"sr-only\"><span class=\"font-bold b4Wu7\">Play Earnings Call<\/span><\/span><\/button><button id=\"sa-audio-player-play-button\" class=\"items-center font-bold hidden md:inline-flex relative inline-flex cursor-pointer select-none items-center whitespace-nowrap break-words transition-colors hover:no-underline motion-reduce:transition-none border-black bg-black text-white hover:bg-black-70 disabled:border-transparent disabled:bg-black-20 dark:border-black-10 dark:bg-black-10 dark:text-black dark:hover:border-black-30 dark:hover:bg-black-30 dark:disabled:bg-black-30 w-auto min-h-36 justify-center border px-16 py-1 text-medium-b rounded-8\" data-test-id=\"play-button\" type=\"button\"><span class=\"relative flex shrink-0 items-center justify-center [&amp;&gt;svg]:max-h-full [&amp;&gt;svg]:shrink-0 [&amp;&gt;svg]:grow [&amp;&gt;svg]:fill-current mr-8 size-24\"><span class=\"flex size-16 text-current\"><default:svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewbox=\"0 0 16 16\" class=\"flex shrink-0 fill-current\" data-test-id=\"play-button-play-svg\"><default:path fill=\"currentColor\" d=\"M0 16V0l16 8z\"><\/default:path><\/default:svg><\/span><\/span><span class=\"\"><span class=\"font-bold b4Wu7\">Play Earnings Call<\/span><\/span><\/button><\/div>\n<\/div>\n<div class=\"paywall-full-content R6FbO mb-32 flex sa-text-content sa-media-content sa-table-content sa-content-helpers print:block\">\n<div class=\"w-0 grow print:w-auto\">\n<div>\n<div class=\"T2G6W\" data-test-id=\"content-container\">\n<div class=\"transcript-headline\">\n<p data-eci=\"true\">Universal Display Corporation (<span class=\"ticker-hover-wrapper\">OLED<\/span>) 28th Annual Needham Growth Conference January 14, 2026 9:30 AM EST<\/p>\n<\/div>\n<div class=\"transcript-company-participants\">\n<p class=\"transcript-company-participants-title\"><strong>Company Participants<\/strong><\/p>\n<p><span>Brian Millard &#8211; VP, CFO &amp; Treasurer<\/span><\/p>\n<\/p><\/div>\n<div class=\"transcript-other-participants\">\n<p class=\"transcript-other-participants-title\"><strong>Conference Call Participants<\/strong><\/p>\n<p><span>James Ricchiuti &#8211; Needham &amp; Company, LLC, Research Division<\/span><\/p>\n<\/p><\/div>\n<div class=\"transcript-presentation\">\n<p class=\"transcript-presentation-title\"><strong>Presentation<\/strong><\/p>\n<div class=\"transcript-presentation-section\" seq=\"0\">\n<p class=\"transcript-presentation-section-title\"><span><strong>James Ricchiuti<\/strong><\/span><br \/><span><i>Needham &amp; Company, LLC, Research Division<\/i><\/span><\/p>\n<p>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.<\/p>\n<\/p><\/div>\n<div class=\"transcript-presentation-section\" seq=\"1\">\n<p class=\"transcript-presentation-section-title\"><span><strong>Brian Millard<\/strong><\/span><br \/><span><i>VP, CFO &amp; Treasurer<\/i><\/span><\/p>\n<p>Thank for having us.<\/p>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"transcript-qna\">\n<p class=\"transcript-qna-title\"><strong>Question-and-Answer Session<\/strong><\/p>\n<div class=\"transcript-qna-section question\" seq=\"2\">\n<p class=\"transcript-qna-section-title\"><span class=\"question\"><strong>James Ricchiuti<\/strong><\/span><br \/><span><i>Needham &amp; Company, LLC, Research Division<\/i><\/span><\/p>\n<p>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&#8217;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.<\/p>\n<\/p><\/div>\n<div class=\"transcript-qna-section answer\" seq=\"3\">\n<p class=\"transcript-qna-section-title\"><span class=\"answer\"><strong>Brian Millard<\/strong><\/span><br \/><span><i>VP, CFO &amp; Treasurer<\/i><\/span><\/p>\n<p>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.<\/p>\n<p>So in terms of the key end markets, there&#8217;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<\/p>\n<\/p><\/div>\n<\/p><\/div>\n<\/div>\n<aside><\/aside>\n<\/div>\n<\/div>\n<\/div>\n<footer class=\"border-t border-share-separator-thin py-18 sm:py-24 print:hidden paywall-full-content\" data-test-id=\"post-footer\"><\/footer>\n<\/div>\n<p>Read the full article <a href=\"https:\/\/seekingalpha.com\/article\/4859735-universal-display-corporation-oled-presents-at-28th-annual-needham-growth-conference?source=feed_all_articles\" target=\"_blank\" rel=\"noopener\" rel=\"nofollow\">here<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Follow Play Earnings CallPlay Earnings Call Universal Display Corporation (OLED) 28th Annual Needham Growth Conference January 14, 2026 9:30 AM EST Company&#8230;<\/p>\n","protected":false},"author":1,"featured_media":1778,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[],"class_list":{"0":"post-15317","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-news"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Universal Display Corporation (OLED) Presents at 28th Annual Needham Growth Conference Transcript | Borrow Accelerated<\/title>\n<meta name=\"description\" content=\"FollowPlay Earnings CallPlay Earnings Call Universal Display Corporation (OLED) 28th Annual Needham Growth Conference January 14, 2026 9:30 AM EST Company\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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