What does LG Display do and what are its main business segments?

What were the key takeaways from LG Display's earnings call?

What factors drove the changes in LG Display's revenue and profit?

What is LG Display's latest dividend and current dividend yield?

What is the market's earnings forecast for LG Display next quarter?

What were the key takeaways from LG Display’s earnings call?

What is the revenue and EPS growth rate for LG Display year over year?

What guidance did LG Display's management provide for the next earnings period?

- **OLED Dominance**: 65%+ revenue from OLED, ASP up 29% QoQ, solidifying premium market leadership.
- **Profit Growth**: Operating profit +500 billion QoQ, EBITDA margin 20%, driven by cost innovations and strategic shipments.
- **2026 Outlook**: 7 million+ OLED TV panels, foldable smartphone panel readiness, and smartwatch supply expansion.
- **Risk Mitigation**: Workforce efficiency programs, prudent CapEx, and high-end product focus to navigate macro challenges.

**【Management Opening Remarks】**
- Q3 2025 revenue: KRW 6.957 trillion (25% QoQ growth, 2% YoY), driven by 29% QoQ increase in ASP to $1,365/sqm.
- Operating profit: KRW 431 billion (500 billion QoQ improvement), boosted by 65% OLED revenue share (up 9% QoQ) and cost innovations.
- Q4 guidance: Low single-digit area shipment growth, higher ASP due to small/mid OLED seasonality, and ongoing workforce efficiency programs.

**【CFO Financial Commentary】**
- EBITDA: KRW 1.4239 trillion (20% margin), with debt-to-equity ratio improving to 263% (down 5% QoQ).
- 2025 YTD: Revenue KRW 18.6093 trillion, operating profit KRW 345 billion (1 trillion Y-o-Y improvement).
- Q4 initiatives: Additional workforce optimization to offset costs within 1.5 years, prudent CapEx below KRW 1 trillion.

**【Q&A Highlights】**
- **OLED Sustainability**: 65%+ OLED revenue share to persist, with 2026 foldable smartphone panel readiness through R&D and supply chain flexibility.
- **Smartwatch Dominance**: Sole supplier for smartwatch panels post-JDI exit, contributing to 2025 wearable revenue growth.
- **IT Strategy**: Focus on high-end LCD and gradual OLED adoption in notebooks, leveraging 8.6 Gen OLED investments.
- **TV Segment**: 7 million+ OLED TV panels in 2026, targeting gaming monitors for growth despite LCD competition.
- **Risk Management**: Cost innovation and customer diversification to mitigate macroeconomic and competitive pressures.

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