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Zetadisplay: Q2’21, The Recovery is Here - Redeye

Redeye sees a solid Q2 report from ZetaDisplay, strongly indicating a recovery in its market as system sales surge. While organic ARR was ~flat q/q, system sales suggest higher growth going forward. We will likely increase our Base case and forecasts slightly.

Redeye sees a solid Q2 report from ZetaDisplay, strongly indicating a recovery in its market as system sales surge. While organic ARR was ~flat q/q, system sales suggest higher growth going forward. We will likely increase our Base case and forecasts slightly.
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