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From: occams_phasor8/5/2021 4:13:17 PM
   of 27327
 
85 cents per share on $129.7 million

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From: FenTech8/5/2021 4:13:26 PM
   of 27327
 
Revenue beats at $129.7 million vs estimated $128.05M

EPS $0.85 versus $0.86

Looking forward to call

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To: slacker711 who wrote (26228)8/5/2021 4:21:28 PM
From: slacker711
   of 27327
 
100k of non red/green revenue (presumably blue).

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From: occams_phasor8/5/2021 4:25:58 PM
   of 27327
 
I never look forward to the call.
Long for 21 years though

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From: FenTech8/5/2021 4:49:56 PM
1 Recommendation   of 27327
 
Each of the last few conference calls have included small snippets of blue.

2020 EOY call was first acknowledgement of Samsung sampling blue

2021 1Q call was first acknowledgement that many vendors were sampling blue

Not ground breaking but seems to be that they are "Making significant progress"

Hopefully more information and acknowledgement today.

Also rumors or acknowledgement of new plants or expansions.

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To: FenTech who wrote (26233)8/5/2021 4:56:12 PM
From: I'manoledguy
   of 27327
 
Progress on Plasmonic oled?

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From: ZikZak8/5/2021 5:00:04 PM
3 Recommendations   of 27327
 
South Korea sales went from $68.0M (Q1) to $86.3M (Q2).
China sales went from $60.5M (Q1) to $36.3M (Q2).

With LGD Guangzhou operating full out at 90k substrates/month, I thought the only way this would be possible is for Guangzhou sales to have been recharacterized from Chinese to South Korean. But that can't be right, as Q2 Samsung+LGD is about $100M, almost $14M too high for this to be the explanation. Anyone have this figured out?

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From: Col. Forbin8/5/2021 5:31:16 PM
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Jeebus...sorry I jinxed us with the "lumpiness" post earlier. :-(

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To: ZikZak who wrote (26235)8/5/2021 5:31:38 PM
From: slacker711
1 Recommendation   of 27327
 
South Korea sales went from $68.0M (Q1) to $86.3M (Q2).
China sales went from $60.5M (Q1) to $36.3M (Q2).


With LGD Guangzhou operating full out at 90k substrates/month, I thought the only way this would be possible is for Guangzhou sales to have been recharacterized from Chinese to South Korean. But that can't be right, as Q2 Samsung+LGD is about $100M, almost $14M too high for this to be the explanation. Anyone have this figured out?



Shouldn't we take this at face value?


The non-BOE/Guangzhou Chinese revs fell off a cliff.

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From: Col. Forbin8/5/2021 5:45:26 PM
1 Recommendation   of 27327
 
It sounded like the analysts were *begging* them to at least acknowledge that they might be sandbagging, and they just persisted in referring to potential chip shortages "that may or may not" be a problem, etc.

I'm sorry.....just pretty salty at that dumpster fire call. Between the above, repeated use of the "lumpiness" moniker again, and lots of barely audible answers that sounded like they were underwater, I just needed to vent.

It's mind-boggling to me how truly unsophisticated and unpolished these calls continue to be, year after year. Just maddening.

Have a good evening folks....the numbers themselves were good!

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