Universal Display Corporation Announces Fourth Quarter and Year-End 2006 Results

Mar 15, 2007

EWING, N.J.--()--Universal Display Corporation (NASDAQ:PANL), a key innovator behind tomorrows displays and lighting through its phosphorescent OLED technology, today announced its results for the fourth quarter and the year-end 2006.

“We’re pleased with the rise in revenue year-over-year, as our sales mix continued to transition to royalty and licensing and chemical sales associated with the commercialization of our phosphorescent OLED technology”

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For the year ended December 31, 2006, Universal Display had revenue of $11,921,292, compared to $10,147,995 for the year 2005, a 17% increase year-over-year. Revenue growth was driven by increases in commercial chemical sales and license fee revenues. The Companys revenue mix continues to shift as its PHOLED technology transitions to commercial applications. Revenue components for 2006, when compared to 2005 were: commercial chemical sales revenue of $1,876,071, compared to $31,395; royalty and license fee revenue of $2,400,179, compared to $233,555; technology development revenue of $2,166,288, compared to $1,725,379; development chemical sales revenue of $1,656,851, compared to $3,503,685; and contract research revenue of $3,821,903, compared to $4,653,981.

For 2006, the Company reported a net loss attributable to common shareholders of $15,186,804 or $(0.49) per diluted share, versus a net loss of $15,801,612 or $(0.56) per diluted share for 2005.

Net cash used in operating activities was $4,703,792 for the year ended December 31, 2006, compared to $345,059 for the year ended December 31, 2005. The increase in cash used in operating activities was primarily due to increased recognition in 2006 of previously deferred revenue, for which the Company received the cash in prior years, and to the timing of receipts and payments. The Company had no significant change in cash, cash equivalents, short-term and long-term investments during the year, with $49,098,055 as of December 31, 2006, compared to $49,673,199 as of December 31, 2005.

For the three months ended December 31, 2006, Universal Display had revenue of $2,544,282, compared to $2,296,062 for the fourth quarter of 2005. For the fourth quarter of 2006, the Company reported a net loss attributable to common shareholders of $4,408,826 or $(0.14) per diluted share, versus a net loss of $4,641,591, or $(0.17) per diluted share for the fourth quarter of 2005. In the fourth quarter 2006, Universal Display was cash flow positive from operations, with net cash provided from operating activities of $982,219.

Were pleased with the rise in revenue year-over-year, as our sales mix continued to transition to royalty and licensing and chemical sales associated with the commercialization of our phosphorescent OLED technology, said Sidney D. Rosenblatt, Chief Financial Officer of Universal Display. For 2007, we expect this trend to continue as our technology gains further commercial adoption. Weve already begun to see products in the marketplace that utilize commercial active-matrix OLED displays from one of our major licensees. Our financial position remains strong and we continue to focus on prudent use of our capital as we pursue new licensees for our technology for both display and lighting applications in 2007.

Universal Display will host a conference call, followed by a question and answer session, today at 5:00 p.m. Eastern Time. Interested parties may participate by calling 973-582-2839 at 4:55 p.m. Eastern Time and referencing conference PIN 8460662. A taped replay of the conference call will be available within two hours of the conclusion of the call and will remain available through Thursday, March 29, 2007. The number to call for the taped replay is 973-341-3080 and the conference PIN is 8460662.

The conference call will be simultaneously broadcast live over the Internet through a webcast on the Universal Display website. To access the call, please visit the website at http://www.universaldisplay.com/investors.htm. An online archive of the webcast will be available within two hours of the conclusion of the call.

About Universal Display Corporation

Universal Display Corporation is a world leader in developing and commercializing innovative OLED technologies and materials for use in the electronic flat panel display, lighting, electronic communications, and other opto-electronic devices. Universal Display is working with a network of world-class organizations, including Princeton University, the University of Southern California, the University of Michigan and PPG Industries, Inc. Universal Display has also established more numerous development programs and other similar relationships with companies such as Tohoku Pioneer Corporation; Samsung SDI Co.; DuPont Displays, Inc.; Konica Minolta Technology Center, Inc.; Seiko Epson Corporation; Sony Corporation; Toyota Industries Corporation; Nippon Steel Chemical Company; Mitsubishi Chemical Company and Idemitsu Kosan Co. Ltd. Universal Display currently owns or has exclusive or sole rights in more than 750 issued and pending patents worldwide.

Universal Display is located in the Princeton Crossroads Corporate Center in Ewing, New Jersey, minutes away from its research partner at Princeton University. Universal Displays state-of-the-art facility is designed to further technology and materials development, technology transfer to manufacturing partners and work with customers to develop OLED products that meet their needs. Visit Universal Display on the Web at www.universaldisplay.com.

All statements in this document that are not historical, such as those relating to Universal Display Corporations technologies and potential applications of those technologies, are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. You are cautioned not to place undue reliance on any forward-looking statements in this document, as they reflect Universal Display Corporations current views with respect to future events and are subject to risks and uncertainties that could cause actual results to differ materially from those contemplated. These risks and uncertainties are discussed in greater detail in Universal Display Corporations periodic reports on Form 10-K and Form 10-Q filed with the Securities and Exchange Commission, including, in particular, the section entitled Risk Factors in Universal Display Corporations annual report on Form 10-K for the year ended December 31, 2006. Universal Display Corporation disclaims any obligation to update any forward-looking statement contained in this document.

 
UNIVERSAL DISPLAY CORPORATION AND SUBSIDIARY
CONDENSED CONSOLIDATED BALANCE SHEETS


 


 


December 31,


2006 
2005 






 
ASSETS





CURRENT ASSETS:





Cash and cash equivalents
$ 31,097,533 
$ 30,654,249 
Short-term investments

17,957,752 

17,190,242 
Accounts receivable

2,113,263 

1,944,099 
Inventory

30,598 

36,431 
Other current assets
  606,267 
  497,746 






 
Total current assets

51,805,413 

50,322,767 
PROPERTY AND EQUIPMENT, net

14,074,093 

13,553,611 
ACQUIRED TECHNOLOGY, net

6,319,488 

8,014,559 
INVESTMENTS

42,770 

1,828,708 
OTHER ASSETS
  89,772 
  99,772 






 


$ 72,331,536 
$ 73,819,417 






 
LIABILITIES AND SHAREHOLDERS EQUITY





CURRENT LIABILITIES:





Accounts payable

1,808,869 

1,249,576 
Accrued expenses

5,245,536 

5,168,223 
Deferred license fees

7,178,268 

3,478,267 
Deferred revenue
  150,000 
  2,078,788 






 
Total current liabilities

14,382,673 

11,974,854 
DEFERRED LICENSE FEES

2,966,500 

3,478,100 
DEFERRED REVENUE
  600,000 
  750,000 






 
Total liabilities

17,949,173 

16,202,954 
COMMITMENTS





SHAREHOLDERS EQUITY:





Preferred Stock, par value $0.01 per share, 5,000,000 shares authorized, 200,000 shares of Series A Nonconvertible Preferred Stock issued and outstanding (liquidation value of $7.50 per share or $1,500,000), 300,000 shares of Series B Convertible Preferred Stock authorized and none outstanding, 5,000 shares of Series C-1 Convertible Preferred Stock authorized and none outstanding, 5,000 shares of Series D Convertible Preferred Stock authorized and none outstanding



2,000 

2,000 

Common Stock, par value $0.01 per share, 50,000,000 shares authorized, 31,385,408 and 29,545,471 shares issued and outstanding at December 31, 2006 and 2005, respectively



313,854 

295,455 
Additional paid-in-capital

199,665,232 

187,609,407 
Deferred compensation

(159,251)

 
Unrealized loss on available for sale securities

(82,846)

(120,577)
Accumulated deficit
  (145,356,626)
  (130,169,822)






 
Total shareholders equity
  54,382,363 
  57,616,463 






 


$ 72,331,536 
$ 73,819,417 






 
 
UNIVERSAL DISPLAY CORPORATION AND SUBSIDIARY
CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS




 




 


Year Ended
Year Ended


December 31, 2006

December 31, 2005







 
REVENUE:





Contract research revenue
$ 3,821,903 
$ 4,653,981 
Development chemical revenue

1,656,851 

3,503,685 
Commercial chemical revenue

1,876,071 

31,395 
Royalty and license revenue

2,400,179 

233,555 
Technology development revenue
  2,166,288 
  1,725,379 






 
Total revenue
  11,921,292 
  10,147,995 






 
OPERATING EXPENSES:





Cost of chemicals sold

356,567 

109,781 
Research and development

19,864,944 

19,183,390 
General and administrative

8,902,462 

7,704,931 
Royalty and license expense
  687,436 
  610,098 






 
Total operating expenses
  29,811,409 
  27,608,200 






 
Operating loss
  (17,890,117)
  (17,460,205)






 
INTEREST INCOME

2,168,933 

1,419,858 
INTEREST EXPENSE

(10,187)

(185,472)
OTHER REVENUE
   
   






 
LOSS BEFORE INCOME TAX BENEFIT

(15,731,371)

(16,225,819)
INCOME TAX BENEFIT
  544,567 
  424,207 






 
NET LOSS ATTRIBUTABLE TO COMMON SHAREHOLDERS
$ (15,186,804)
$ (15,801,612)






 
BASIC AND DILUTED NET LOSS PER COMMON SHARE
$ (0.49)
$ (0.56)






 
WEIGHTED AVERAGE SHARES USED IN COMPUTING BASIC AND DILUTED NET LOSS PER COMMON SHARE
  30,855,297 
  28,462,925 






 
 
UNIVERSAL DISPLAY CORPORATION AND SUBSIDIARY
CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS


 


 


Three Months Ended December 31,


 



2006 
2005 


 


 

REVENUE:





Contract research revenue
$ 1,056,204 
$ 884,505 
Development chemical revenue

192,148 

626,043 
Commercial chemical revenue

940,000 

 
Royalty and license revenue

127,900 

67,900 
Technology development revenue
  228,030 
  717,614 


 

 


 

 

Total revenue
  2,544,282 
  2,296,062 


 

 


 

 

OPERATING EXPENSES:





Cost of chemicals sold

151,556 

25,834 
Research and development

5,061,378 

5,292,286 
General and administrative

2,704,314 

2,309,677 
Royalty and license expense
  165,082 
  147,829 


 

 


 

 

Total operating expenses
  8,082,330 
  7,775,626 


 

 


 

 

Operating loss

(5,538,048)

(5,479,564)
INTEREST INCOME

584,655 

454,562 
INTEREST EXPENSE
   
  (40,796)






 
LOSS BEFORE INCOME TAX BENEFIT

(4,953,393)

(5,065,798)
INCOME TAX BENEFIT
 

544,567 


 

424,207 



 

 


 

 

NET LOSS ATTRIBUTABLE TO COMMON SHAREHOLDERS
$ (4,408,826)
$ (4,641,591)


 

 


 

 

BASIC AND DILUTED NET LOSS PER COMMON SHARE
$ (0.14)
$ (0.17)


 

 


 

 

WEIGHTED AVERAGE SHARES USED IN COMPUTING BASIC AND DILUTED NET LOSS PER COMMON SHARE
  31,180,059 
  28,952,333 






 
 
UNIVERSAL DISPLAY CORPORATION AND SUBSIDIARY
CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS
 
 


December 31, 2006
December 31, 2005
CASH FLOWS USED IN OPERATING ACTIVITIES:





Net loss
$ (15,186,804)
$ (15,801,612)
Non-cash charges to statement of operations:





Depreciation

1,828,551 

1,654,826 
Amortization of intangibles

1,695,072 

1,695,072 
Amortization of premium and discount on investments

(158,182)

(112,747)
Issuance of common stock to employees

2,442,149 

17,446 
Issuance of common stock options and warrants for services

105,011 

(4,225)
Issuance of common stock, options and warrants in connection with the Development Agreement

2,946,158 

3,886,150 
Issuance of common stock to Board of Directors and Scientific Advisory Board

509,600 

726,004 
(Increase) decrease in assets:





Accounts receivable

(169,164)

644,180 
Inventory

5,833 

(16,490)
Other current assets

(108,521)

(259,819)
Other assets

10,000 

5,586 
Increase (decrease) in liabilities:





Accounts payable and accrued expenses

266,891 

3,218,749 
Deferred license fees

3,188,401 

2,089,700 
Deferred revenue
  (2,078,788)
  1,912,121 






 
Net cash used in operating activities
  (4,703,793)
  (345,059)






 
CASH FLOWS (USED IN) PROVIDED BY INVESTING ACTIVITIES:





Purchases of property and equipment

(2,349,033)

(5,656,905)
Purchases of investments

(24,374,659)

(22,791,027)
Proceeds from sale of investments
  25,589,000 
  32,393,001 






 
Net cash (used in) provided by investing activities
  (1,134,692)
  3,945,069 






 
CASH FLOWS PROVIDED BY FINANCING ACTIVITIES:





Net proceeds from issuance of common stock

 

 
Proceeds from loan

 

 
Repayment of loan

 

(4,500,000)
Restricted cash

 

4,200,000 
Proceeds from the exercise of common stock options and warrants

6,281,769 

8,423,658 
Principal payments on capital lease
   
   






 
Net cash provided by financing activities
  6,281,769 
  8,123,658 






 
INCREASE IN CASH AND CASH EQUIVALENTS

443,284 

11,723,668 
CASH AND CASH EQUIVALENTS, BEGINNING OF YEAR
  30,654,249 
  18,930,581 






 
CASH AND CASH EQUIVALENTS, END OF YEAR
$ 31,097,533 
$ 30,654,249 






 
SUPPLEMENTAL DISCLOSURE OF CASH FLOW INFORMATION





Cash paid for interest
$  
$ 181,686 






 

Contacts

Universal Display Corporation
Dean Ledger, 800-599-4426
or
Gregory FCA Communications
Investor contact:
Paul Johnson, 610-642-8253 (x115)
paul@gregoryfca.com
or
Media contact:
Matt McLoughlin, 610-642-8253 (x129)
matt@gregoryfca.com