LPL
LG Display Co., Ltd.4.1200
-0.0900-2.14%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Q&A adds OLED shipment targets
Q&A offered concrete shipment targets absent from prepared remarks: smartphone OLED hit mid-70 million units in 2025 as planned, with 2026 growth outpacing prior year; large OLED shipped mid-6 million in 2025 (up 8% YoY) and eyes just over 7 million in 2026 (up 10%). Management held firm on no 8.6-gen IT OLED investment amid demand fog, sticking to high-end LCD and monitoring Tandem opportunities. Memory price surges pose limited but volatile risks to pricing and IT demand. CFO stressed evolving to a 'normalized competitive' tech-centric firm. Q&A largely reaffirmed OLED pivot and efficiency gains. Watch IT turnaround traction.
Key Stats
Market Cap
4.12BP/E (TTM)
-Basic EPS (TTM)
-0.24Dividend Yield
0%GLW
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