)

ASUS (2357) investor relations material
ASUS Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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.
Next ASUS earnings date

The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, 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
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage