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Revenue by Segment
Highlights revenue from different business segments, providing insight into which areas are driving growth and how the company is diversifying its income streams.Royalty income is the key source of volatility and the main reason headline revenue has softened—royalties have swung down on customer mix and China lumpiness while material sales have stayed relatively steadier but recently plateaued. A mid‑2025 bump in contract research hints at intensified R&D/commercialization activity (phosphorescent blue), which could lift future royalty streams as new panels scale. Management’s guidance and strong cash/buybacks cushion near‑term weakness, but royalties will determine recovery timing.
Date | Material Sales | Royalty and License Fees | Contract Research Services |
|---|---|---|---|
Jun 30, 2026 | $66.19M | $81.21M | $4.75M |
Mar 31, 2026 | $83.75M | $54.21M | $4.25M |
Dec 31, 2025 | $95.53M | $72.58M | $4.81M |
Sep 30, 2025 | $82.63M | $53.32M | $3.66M |
Jun 30, 2025 | $88.65M | $75.67M | $7.48M |
Mar 31, 2025 | $86.16M | $73.57M | $6.55M |
Dec 31, 2024 | $93.27M | $64.41M | $4.62M |
Sep 30, 2024 | $83.43M | $74.59M | $3.61M |
Jun 30, 2024 | $95.44M | $59.55M | $3.51M |
Mar 31, 2024 | $93.28M | $68.27M | $3.71M |