OLED

• Q2 2026 net income was $49.4 million, or $1.06 per diluted share, versus $67.3 million, or $1.41 per diluted share, in Q2 2025.
• Material sales revenue decreased to $66.2 million from $88.7 million, while royalty and license fees increased to $81.2 million from $75.7 million.
• The company revised its 2026 revenue guidance to around the lower end of the previous range of $630 million to $670 million.
• A third quarter 2026 cash dividend of $0.50 per share was declared, payable on September 30, 2026.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• The 2026 Annual Meeting was held on June 18, 2026, with 42,581,241 votes represented in person or by proxy.
• The advisory resolution on executive compensation passed with 30,833,842 votes for and 7,506,813 against.
• The ratification of KPMG LLP as independent auditor for 2026 was approved with 41,561,564 votes for and 981,659 against.
• Broker non-votes were 4,171,187 for all director elections and the compensation proposal, and not applicable for the auditor ratification.

5.07 Submission of Matters to a Vote of Security Holders

• Net income for Q1 2026 was $35.9 million, or $0.76 per diluted share, versus $64.4 million, or $1.35 per diluted share, in Q1 2025.
• The company revised its 2026 revenue guidance to $630 million to $670 million, down from prior guidance of $650 million to $700 million.
• The Board authorized an additional $400 million share repurchase program, effective immediately.
• A second quarter 2026 cash dividend of $0.50 per share was declared, payable on June 30, 2026.

2.02 Results of Operations and Financial Condition · 8.01 Other Events · 9.01 Financial Statements and Exhibits

• Q4 2025 total revenue was $172.9 million, up from $162.3 million in Q4 2024.
• Full-year 2025 total revenue was $650.6 million, up from $647.7 million in 2024.
• Full-year 2025 net income was $242.1 million ($5.08 per diluted share), compared to $222.1 million ($4.65 per diluted share) in 2024.
• Company guides 2026 revenue in the range of $650 million to $700 million and declares Q1 2026 cash dividend of $0.50 per share.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• Net income for Q3 2025 was $44.0 million, or $0.92 per diluted share, versus $66.9 million, or $1.40 per diluted share, in Q3 2024.
• Royalty and license fees decreased to $53.3 million from $74.6 million, partly due to a $9.5 million out-of-period adjustment.
• The company revised 2025 revenue guidance to around the lower end of its previous $650 million to $700 million range.
• A fourth quarter cash dividend of $0.45 per share was declared, payable December 31, 2025.

2.02 Results of Operations and Financial Condition · 7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits

• Net income for Q2 2025 was $67.3 million, or $1.41 per diluted share, compared to $52.3 million, or $1.10 per diluted share, in Q2 2024.
• Material sales revenue decreased to $88.7 million from $95.4 million, while royalty and license fees increased to $75.7 million from $59.6 million year-over-year.
• The company raised the low end of its 2025 revenue guidance, now projecting $650 million to $700 million.
• A third quarter cash dividend of $0.45 per share was declared, payable on September 30, 2025.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• The 2025 Annual Meeting was held on June 18, 2025, with 42,727,869 shares represented in person or by proxy.
• The advisory resolution to approve executive compensation passed with 36,709,069 votes for, 921,680 against, and 451,726 abstentions.
• The ratification of KPMG LLP as independent auditor for 2025 passed with 41,625,719 votes for, 1,065,867 against, and 36,283 abstentions.
• Broker non-votes were present for director elections and the compensation proposal but not for the auditor ratification.

5.07 Submission of Matters to a Vote of Security Holders

• Net income was $64.4 million, or $1.35 per diluted share, compared to $56.9 million, or $1.19 per diluted share, in the prior year.
• Material sales revenue decreased to $86.2 million from $93.3 million, while royalty and license fees increased to $73.6 million from $68.3 million.
• The company affirmed 2025 revenue guidance of $640 million to $700 million.
• Board authorized a $100 million share repurchase program and declared a Q2 dividend of $0.45 per share.

2.02 Results of Operations and Financial Condition · 8.01 Other Events · 9.01 Financial Statements and Exhibits