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ASMedia Technology (5269) investor relations material
ASMedia Technology Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q3 2026 revenue was NTD 2,660 million, down 33% YoY; net income rose 24% YoY to NTD 1,969 million, supported by higher non-operating income.
For 9M26, revenue declined 10% YoY to NTD 8,881 million, while net income increased 49% to NTD 5,840 million.
Financial highlights
Q3 revenue fell 2% QoQ and 33% YoY; gross profit was NTD 1,373 million, down 32% YoY.
Q3 operating expenses increased 10% QoQ to NTD 795 million; operating income declined 11% QoQ and 50% YoY to NTD 578 million.
Q3 non-operating income and expenses were NTD 1,461 million, up 129% YoY; pretax profit rose 13% YoY to NTD 2,039 million.
9M26 gross profit declined 13% YoY to NTD 4,519 million; operating expenses rose 22% to NTD 2,485 million.
Outlook and guidance
Long-term strategy centers on high-speed I/O specification migration; PCIe Gen5/Gen6 packet switches and USB 80G are shown in development.
Forward-looking expectations are subject to market, supply-chain, demand, and product-competition risks; actual results may differ materially.
- Revenue and margins advanced, but lower investment income cut net profit; USB4 is the growth catalyst.5269
Q4 2023 - Associate earnings lifted H1 profit as Q2 revenue and gross margin softened.5269
Q2 2026 - Revenue up 66% and net income up 45% year-over-year, fueled by TECHPOINT acquisition.5269
Q4 2025 - Q1 2026 profit and revenue surged, led by TECHPOINT, INC. integration and strong segment growth.5269
Q1 2026 - Revenue up 60% and net profit up 41% year-over-year, boosted by Techpoint, Inc. acquisition.5269
Q3 2025 - Revenue and net income surged in H1 2024, boosted by Techpoint acquisition and strong chip demand.5269
Q2 2025 - Net income surged 68% on robust sales and capital raise, with major M&A and expansion moves.5269
Q4 2024 - Net income jumped 80% year-over-year, supported by robust revenue and strong cash reserves.5269
Q3 2024 - Q1 2024 saw strong revenue and profit growth, with a major acquisition and high dividend proposed.5269
Q1 2025
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Next ASMedia Technology earnings date
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