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ASUS (2357) investor relations material
ASUS Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary13 Aug, 2025
Executive summary
Achieved record quarterly revenue of CNY 174.1 billion (NT$174,018 million), up 29% quarter-on-quarter and 28% year-on-year, driven by strong growth in gaming, enterprise, and AI-related products.
Gaming products accounted for 48% of total revenue, up 40% year-on-year, while commercial/enterprise products grew 45% year-on-year.
Focused on product cycle leadership, user engagement, and expanding enterprise client base.
AI servers and related products delivered revenue growth exceeding 40% year-on-year, now over 15% of server revenue mix.
Supply chain resilience and production diversification prioritized to mitigate tariff and FX risks.
Financial highlights
Gross profit reached CNY 21.5 billion (NT$21,527 million) with a gross margin of 12.4%.
Operating income was CNY 5.96 billion, with an operating margin of 3.4%, impacted by tariffs and FX volatility.
Net income after tax was CNY 9.8 billion (NT$9,806 million); EPS was $13.2.
Non-operating income totaled CNY 5.15 billion, including interest, investment, FX, and dividend income.
Inventory turnover days improved to 101, and cash conversion cycle was 104 days.
Outlook and guidance
Q3 PC product revenue expected to grow 5–10% quarter-on-quarter; components and servers to remain flat.
Tariff and FX headwinds expected to ease by Q4, with normalized operating margin target of 4–5%.
AI server share of server revenue projected to stay at or above 15% in Q3 and Q4.
Continued focus on gaming, enterprise, and AI-driven solutions for future growth.
Revenue growth in the second half anticipated, despite front-loading due to tariff concerns.
What is driving the growth in enterprise?
Explain the ROG Ally-Xbox partnership.
What is the outlook for component & server?
What is the expected Q3 FX impact on margins?
AI server margin strategy?
What is the ROG Xbox Ally market impact?
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Next ASUS earnings date
Q3 20257 Nov, 2025
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Frequently asked questions
ASUSTeK Computer Inc., commonly known as ASUS, is a multinational company that specializes in the design, research and development, and sales of a wide array of computer hardware and electronics products. The company's diverse product portfolio includes personal computers (PCs), laptops, netbooks, motherboards, graphics cards, optical storage devices, monitors, projectors, peripherals, wearables, servers, workstations, and tablet PCs. Additionally, ASUS provides cloud computing services, consulting, and technical support services. The company is headquartered in Taipei, Taiwan and its shares listed on the Taiwan Stock Exchange.
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