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    Hadi Orabi • TD Cowen

    Hadi Orabi's questions to Universal Display Corp (OLED) leadership

    Hadi Orabi's questions to Universal Display Corp (OLED) leadership • Q1 2025

    Question

    Hadi Orabi of TD Cowen asked for clarification on the technical readiness of phosphorescent blue for smartphones, the importance of the LG announcement for mass adoption, and the OLED material content difference between foldable and standard smartphones.

    Answer

    CFO Brian Millard confirmed that LG's release referenced use in smartphones and IT, and that UDC believes its blue material has applicability across all applications due to its energy efficiency benefits. He noted the company is pleased with its progress. For foldables, he explained that the material opportunity is proportional to the increase in the device's display square area.

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    Hadi Orabi's questions to Seagate Technology Holdings PLC (STX) leadership

    Hadi Orabi's questions to Seagate Technology Holdings PLC (STX) leadership • Q3 2025

    Question

    Speaking for Krish Sankar, Hadi Orabi asked about the potential financial impact of tariffs if implemented in the September quarter, the expected time lag to pass through costs, and the nature of current pricing conversations with customers.

    Answer

    CEO Dave Mosley explained that the company's first response is to make operational and supply chain adjustments. He described passing costs directly to customers as a last resort, noting that any cost increases would be factored into forward-looking negotiations for new, higher-value products. He emphasized that customers understand the need for Seagate to maintain margins to fund future technology development.

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