)
Edge23 Jan 2026
Death, Taxes, and Garbage: The Story of WM
How Waste Management turned garbage into one of America's most stable business models through landfills, regulation, and nationwide scale.
AUO
AUO (2409) investor relations material
AUO Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary30 Oct, 2025
Executive summary
Q3 net sales reached TWD 69.9 billion, up 1% sequentially but down 10% year-over-year, with gross margin at 9.6% and a net loss of TWD 1.28 billion, or loss per share of TWD 0.17.
EBITDA for Q3 was TWD 5.4 billion, with a margin of 7.8%.
Nine-month 2025 net profit was TWD 4.07 billion, a turnaround from a net loss in the prior year period, with cumulative EPS of TWD 0.52.
Cash and cash equivalents stood at TWD 55.8 billion at quarter-end, and gearing ratio was 39.1%.
Consolidated financials include ADLINK from Q3 for income and from Q2 for balance sheet.
Financial highlights
Operating profit for the nine months ended September 2025 was TWD 838 million, compared to a loss of TWD 5.14 billion in the same period last year.
Net non-operating income for the nine months was TWD 4.71 billion, up 210.3% YoY.
OPEX ratio rose to 12.2%, with a short-term target of 11%-12% and mid-term target of 10%.
Inventory turnover days increased to 52 from 44 YoY, with inventory at TWD 35.8 billion.
Operating activities generated TWD 3.1 billion in cash in Q3; CAPEX was TWD 3.6 billion.
Outlook and guidance
Mobility Solutions revenue expected to rise mid to high single-digit percent Q-O-Q in Q4.
Vertical Solutions revenue to be flat or slightly down in Q4 due to off-seasonality.
Display segment revenue to decline in Q4, but less than the same period last year.
2026 outlook positive, driven by device replacement cycles, sports events, and AI PC demand.
Management expects continued focus on value transformation and integration of acquisitions, especially in display and AIoT.
What drove the 3Q25 operating loss?
Explain the significant 3Q25 short-term debt rise.
What is driving Vertical Solutions' revenue growth?
Progress on 2027 non-panel revenue target?
Micro-LED market reception and future applications?
Strongest growth drivers for Mobility/Vertical Solutions?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next AUO earnings date
Q4 202510 Feb, 2026
AUO
Next AUO earnings date
Q4 202510 Feb, 2026
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.
)
Leroy DaleyApp Store
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.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
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.
Leroy DaleyApp Store
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.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
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.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
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.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
AUO Corporation is a Taiwanese company specializing in the research, development, production, and sale of thin-film transistor liquid crystal displays (TFT-LCDs) and other flat panel displays. The company operates through two main segments: Display and Energy, designing, manufacturing, and selling ingots, solar wafers, and solar modules, alongside providing technical engineering and maintenance services for solar system projects. AUO has diversified its business further into digital signage content, construction projects for environmental protection, medical equipment, and software and hardware for the healthcare industry, emphasizing its role in intelligent manufacturing and investment services. The company is headquartered in Hsinchu City, Taiwan, and its shares are listed on the OTCMKTS.
Quartr provides global coverage of all investor relation material from public companies.
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.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage