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Company Research4 Apr 2024
Companies That Had Their IPO in 1996: Tech and Internet Domination
An overview of the general market sentiment and IPO landscape in 1996 as the interest in tech and internet companies ramped up.
ASUS (2357) investor relations material
ASUS Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary11 Nov, 2025
Executive summary
Achieved record-high Q3 2025 revenue of NT$189,907 million, up 21% year-over-year and 9% sequentially, driven by strong enterprise, server, and commercial PC segments.
Net income reached NT$10,556 million, with EPS at NT$14.20; gross margin improved to 12.9% sequentially but declined year-over-year.
Non-operating income totaled NT$3.7 billion, supported by interest, investment, FX, and dividend gains.
Business mix balanced across gaming (41%), consumer (29%), and enterprise (30%), with enterprise segment revenue doubling year-over-year.
AI server revenue surged, now close to 20% of total revenue, with shipments proceeding smoothly.
Financial highlights
Operating income was NT$8.4 billion; cash and cash equivalents stood at NT$61,972 million at quarter-end.
Inventory turnover averaged 98 days; cash conversion cycle at 102 days, improved from 138 days year-over-year.
Systems business unit contributed 53% of revenue, open platform 45%, AIoT 2%.
Regional revenue: Asia 46%, Europe 32%, Americas 22%.
Graphics card revenue grew over 30% year-on-year; RTX 50 Series now over 80% of product mix.
Outlook and guidance
Q4 2025 PC shipments expected to decline 10%-15% quarter-over-quarter, but remain flat year-on-year.
Components and servers to fall 5%-10% quarter-on-quarter, but grow 40%-50% year-on-year.
Full-year revenue growth expected, with strong momentum in AI, gaming, and commercial segments.
AI PC shipments projected to exceed 20% of total in 2026 (Copilot+ definition), or 50%-60% (broader definition).
Operating margin targeted at 4%-5% long-term, with tariff impact seen as manageable.
AI Server contribution to Enterprise growth
Why did 25Q3 gross margin decline YoY?
Inventory management strategy for 4Q25
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Q4 202510 Mar, 2026
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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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