)
ASPEED Technology (5274) investor relations material
ASPEED Technology Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Company overview
Founded in 2004, operates as a fabless-lite IC design firm with 103 employees as of June 2026.
Headquarters in Hsinchu City, Taiwan, with branches in Taipei and San Jose, CA.
Product leadership in BMC, AV over IP (1G Ethernet), and commercial 360 cameras.
Financial performance
2026 YTD revenue reached NT$10,168 million, reflecting 74.49% YoY growth.
Q2 2026 operating revenue was NT$3,871 million, up 23.03% QoQ and 72.33% YoY.
Q2 2026 net income was NT$1,841.8 million, with a net profit margin of 47.57%.
Q2 2026 EPS was NT$44.27, up 18.34% QoQ and 165.89% YoY.
2025 EPS was NT$103.92, with a cash dividend payout ratio of 77%.
Product portfolio and innovation
Product lines include BMC, SMC, PROT, I/O Expander, and Smart AV solutions.
Strategic focus on server evolution: co-design with hyperscalers, security integration, and scalable architectures.
Embedded FPGA logic in SoC through partnership with Lattice for flexible server control.
Recent products: AST2700, AST2750, AST2755 (BMC), AST1840 (SMC+eFPGA), AST1060/1080 (PROT), AST1700 (I/O Expander).
- Revenue and net income more than doubled year-over-year, driven by strong IC sales.5274
Q2 2026 - Q1 2025 saw revenue and net income more than double year-over-year, with robust margins.5274
Q1 2025 - Q1 2026 delivered 52% revenue growth and 60% higher net income, with EPS at NT$37.41.5274
Q1 2026 - AI server BMC demand is set to surpass general servers by 2030, driving strong revenue growth.5274
Investor presentation - 2Q24 saw record growth, with AI server demand fueling BMC expansion and strong H2 outlook.5274
Investor presentation - 3Q24 net income jumped 169.66% YoY; 2025 Q1 revenue expected at NT$1.70–1.80 billion.5274
Investor update - 2024 revenue and profit surged over 100%, with robust outlook for 2025 Q2.5274
Investor presentation - Q2 revenue guidance raised amid strong Q1 growth and expanding AI server demand.5274
Investor update - 2024 revenue surged 106% as modular BMC solutions drive robust growth and strong Q2 2025 outlook.5274
Investor presentation
Next ASPEED Technology earnings date
Next ASPEED Technology earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
Frequently asked questions
Explore our global coverage