Universal Display Corporation Announces First Quarter 2008 Financial Results

May 8, 2008

EWING, N.J.--()--Universal Display Corporation (NASDAQ:PANL), a major force behind todays evolving displays and lighting with its Universal PHOLED phosphorescent OLED technology, today announced its results for the quarter ended March 31, 2008.

“However, total revenues for the quarter decreased due to lower developmental revenue, but this is to be expected as AMOLED manufacturer’s transition from development to commercial activities.”

Tweet this

For the first quarter of 2008, the Company reported a net loss of $4,193,385, or $(0.12) per diluted share, versus a net loss of $4,583,801, or $(0.15) per diluted share, for the first quarter of 2007.

Revenues for the first quarter of 2008 were $2,716,819, compared to $3,014,630 for the first quarter of 2007. Commercial revenue, which includes commercial chemical revenue, license fees and royalty income, increased to $1,555,065 for the first quarter of 2008, from $1,440,900 for the first quarter of 2007. Developmental revenue, which includes contract research revenue, technology development revenue and development chemical sales, decreased for the first quarter of 2008 to $1,161,754, compared to $1,573,730 for the first quarter of 2007. Universal Display believes these revenue categories, which now combine accounts previously reported separately, better reflect the Companys business strategies and activities.

Our licensee, Samsung SDI, has achieved volume production of AMOLED displays and reports that it will increase output in 2008 and again in 2009. This should drive a further increase in our commercial revenue, said Sidney D. Rosenblatt, Executive Vice President and Chief Financial Officer of Universal Display. However, total revenues for the quarter decreased due to lower developmental revenue, but this is to be expected as AMOLED manufacturers transition from development to commercial activities.

Mr. Rosenblatt, continued, We expect our financial results to be impacted positively as an increasing number of AMOLED displays are sold and integrated into the marketplace through customers such as Chi Mei EL, LG Display and Samsung SDI. As the year progresses, we will look to maintain our operating expenses at current levels, while continuing to generate new innovations and commercial opportunities for our OLED technologies and materials, including in the areas of white OLED lighting and flexible OLED displays. In all, we believe that Universal Display is well positioned to benefit from the accelerated growth being forecast for the OLED market.

Although total revenue declined, the Companys net loss decreased during the first quarter of 2008 to $4,193,385, compared to $4,583,801 for the same quarter in 2007. Operating expenses for the first quarter of 2008 were $7,823,731, compared to $8,183,390 for the same period of 2007. Net cash used in operating activities for the first quarter of 2008 was $3,372,401, compared to $3,294,814 for the same quarter of 2007.

The Companys balance sheet was strong at quarter end, with cash, cash equivalents and investments totalling $82,165,411 as of March 31, 2008, compared to $83,659,657 as of December 31, 2007.

In conjunction with this release, Universal Display will host a conference call, followed by a question and answer session, today, Thursday, May 8th, at 5:00 p.m. Eastern Time. Interested parties may participate by calling 706-634-1395 at 4:55 p.m. Eastern Time and referencing conference PIN 46116468. A taped replay of the conference call will be available within two hours of the conclusion of the call and will remain available through Sunday, June 8, 2008. The number to call for the taped replay is 800-642-1687 and the conference PIN is 46116468.

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://tinyurl.com/47vem2. 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 flat panel displays, solid-state lighting products, 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 numerous commercial relationships with companies such as Chi Mei EL Corporation, DuPont Displays, Inc., Konica Minolta Technology Center, Inc., LG Display Co., Ltd., Samsung SDI Co., Seiko Epson Corporation, Sony Corporation, Tohoku Pioneer Corporation and Toyota Industries Corporation. Universal Display currently owns or has exclusive, co-exclusive or sole license rights with respect to more than 825 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, 2007. Universal Display Corporation disclaims any obligation to update any forward-looking statement contained in this document.

UNIVERSAL DISPLAY CORPORATION AND SUBSIDIARY
 
CONSOLIDATED STATEMENTS OF OPERATIONS
 
 

  Three Months Ended March 31,


2008   2007




 
REVENUE



Commercial revenue
$ 1,555,065

$ 1,440,900
Developmental revenue
  1,161,754  
  1,573,730  
Total revenue

2,716,819


3,014,630




 
OPERATING EXPENSES:



Cost of chemicals sold

195,476


281,549
Research and development

5,151,524


5,453,329
General and administrative

2,373,546


2,353,514
Royalty and license expense
  103,185  
  94,998  
Total operating expenses
  7,823,731  
  8,183,390  




 
Operating loss

(5,106,912 )

(5,168,760 )
INTEREST INCOME

919,194


584,959
INTEREST EXPENSE
  (5,667 )
  -  




 
NET LOSS
$ (4,193,385 )
$ (4,583,801 )




 

BASIC AND DILUTED NET LOSS PER COMMON SHARE


$ (0.12 )
$ (0.15 )




 

WEIGHTED AVERAGE SHARES USED IN COMPUTING BASIC AND DILUTED NET LOSS PER COMMON SHARE


  35,770,641  
  31,523,070  
 
UNIVERSAL DISPLAY CORPORATION AND SUBSIDIARY
 
CONSOLIDATED BALANCE SHEETS

 
 


March 31,
December 31,


2008
2007




 
ASSETS







 
CURRENT ASSETS:



Cash and cash equivalents
$ 12,702,080

$ 33,870,696
Short-term investments

69,463,331


49,788,961
Accounts receivable

2,314,768


2,395,416
Inventory

41,165


41,165
Other current assets
  583,406  
  673,931  
Total current assets

85,104,750


86,770,169
PROPERTY AND EQUIPMENT, net

13,299,355


13,525,714
ACQUIRED TECHNOLOGY, net

4,200,648


4,624,416
OTHER ASSETS

77,272


79,772


 
 
Total assets
$ 102,682,025  
$ 105,000,071  




 




 
LIABILITIES AND SHAREHOLDERS' EQUITY







 
CURRENT LIABILITIES:



Accounts payable
$ 1,029,672

$ 861,428
Accrued expenses

3,088,965


4,578,147
Deferred license fees

7,177,457


7,178,268
Deferred revenue
  150,000  
  172,688  
Total current liabilities

11,446,094


12,790,531
DEFERRED LICENSE FEES

2,327,000


2,454,900
DEFERRED REVENUE

450,000


538,683


 
 
Total liabilities
  14,223,094  
  15,784,114  




 
COMMITMENTS AND CONTINGENCIES



SHAREHOLDERS' EQUITY:



Preferred Stock, par value $.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)



2,000


2,000

Common Stock, par value $.01 per share, 50,000,000 shares authorized, 35,847,455 and 35,563,201 shares issued and outstanding at December 31, 2007 and 2006, respectively



358,475


355,632
Additional paid-in capital

253,590,921


250,240,994
Unrealized loss on available for sale securities

33,387


(50,202 )
Accumulated deficit

(165,525,852 )

(161,332,467 )


 
 
Total shareholders' equity

88,458,931


89,215,957


 
 
Total liabilities and shareholders' equity
$ 102,682,025  
$ 105,000,071  
 
UNIVERSAL DISPLAY CORPORATION AND SUBSIDIARY
 
CONSOLIDATED STATEMENTS OF CASH FLOWS
 

  Quarter Ended March 31,


2008   2007
CASH FLOWS FROM OPERATING ACTIVITIES:



Net Loss
$ (4,193,385 )
$ (4,583,801 )
Non-cash charges to statement of operations:



Depreciation

445,937


466,139
Amortization of intangibles

423,768


423,768
Amortization of premium and discount on investments

(438,296 )

(45,650 )
Stock-based employee compensation

352,512


278,611
Stock-based non-employee compensation

4,119


-
Non-cash expense under a Development Agreement

241,901


37,072

Stock-based compensation to Board of Directors and Scientific Advisory Board



116,628


109,533
(Increase) decrease in assets:



Accounts receivable

80,648


342,412
Inventory

-


5,333
Other current assets

90,525


(33,409 )
Other assets

2,500


(7,500 )
Increase (decrease) in liabilities:



Accounts payable and accrued expenses

(259,176 )

(909,422 )
Deferred license fees

(128,711 )

(127,900 )
Deferred revenue

(111,371 )

750,000


 

 

 
 
Net cash used in operating activities
  (3,372,401 )
  (3,294,814 )
CASH FLOWS FROM INVESTING ACTIVITIES:



Purchases of property and equipment

(219,578 )

(175,865 )
Purchases of investments

(30,074,485 )

(8,601,461 )
Proceeds from sale of investments

10,922,000


4,345,000


 
 
Net cash used in investing activities
  (19,372,063 )
  (4,432,326 )
CASH FLOWS FROM FINANCING ACTIVITIES:



Proceeds from exercise of common stock option and warrants

1,575,848


1,153,785


 
 
Net cash provided by financing activities
  1,575,848  
  1,153,785  




 
DECREASE IN CASH AND CASH EQUIVALENTS

(21,168,616 )

(6,573,355 )
CASH AND CASH EQUIVALENTS, BEGINNING OF YEAR

33,870,696


31,097,533


 
 
CASH AND CASH EQUIVALENTS, END OF PERIOD
$ 12,702,080  
$ 24,524,178  

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