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MediaTek
MediaTek (2454) investor relations material
MediaTek Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary31 Jul, 2026
Executive summary
Second quarter revenue reached TWD 152.2 billion (NT$152,183 million), up 2% sequentially and 1.2% year-over-year, exceeding guidance due to Smart Edge platform momentum and product launches.
Net income was TWD 24.6 billion (NT$24,605 million), up 0.9% sequentially but down 12.3% year-over-year; EPS was TWD 15.28, up from last quarter but down from a year ago.
Data center business is scaling rapidly, with first AI accelerator ASIC production set for Q4 and revenue expected to exceed $2 billion in 2026; market share target for data center raised to 15%-20% for 2027.
Consolidated financial statements for H1 2026 reviewed with no material misstatements; company operates as a single segment focused on IC design for multimedia and mobile chips.
Financial highlights
Gross margin was 46.2%, near guidance midpoint, down 0.1 ppt sequentially and 2.9 ppt year-over-year; operating income was TWD 22.9 billion, nearly flat sequentially but down 22.2% year-over-year.
Net profit margin was 16.2%, down 0.1 ppt sequentially and 2.5 ppt year-over-year; non-TIFRS net income was NT$25,305 million, margin 16.6%.
H1 2026 net sales were NT$301,333 million, down 0.8% year-over-year; net income for H1 2026 was NT$48,981 million, down 16.9% year-over-year.
Basic EPS for H1 2026 was NT$30.44, down from NT$35.92 in H1 2025.
Outlook and guidance
Q3 revenue expected between TWD 152.2 billion and TWD 159.8 billion, flat to up 5% sequentially, and up 7%-12% year-over-year; gross margin forecasted at 46% ±1.5 ppt.
Full-year revenue target at high end of guidance, aiming for high single-digit % growth in USD; gross margin for the year expected within current quarter guidance range.
Management highlighted risks from competitive pricing, supply-demand shifts, regulatory changes, and global economic conditions.
The company expects to complete service contracts within 1-2 years, with NT$13,804 million in unsatisfied performance obligations as of June 30, 2026.
Explain the 77% YoY surge in inventory levels
2.9pts gross margin drop despite favorable FX
Reason for R&D increasing to 25.9% of revenue
2028 production timeline for second AI ASIC
Purpose of the $5 billion financing budget
Pricing actions for rising supply chain costs
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Latest events from MediaTek
- 2025 saw record revenue growth but lower net income due to rising costs and margin pressure.2454
Q4 20258 Jul 2026 - Q2 2025 revenue up 18.1% year-over-year, with strong AI and data center growth drivers.2454Q2 20258 Jul 2026
- Q1 2025 revenue up 15% YoY, but net income fell 7% as margins tightened and risks increased.2454Q1 20258 Jul 2026
- Smart edge and AI growth offset smartphone weakness, supporting resilient margins and liquidity.2454Q1 202622 May 2026
- Q2 revenue up 29.7% YoY, net income up 62%, and major AI and SoC initiatives underway.2454Q2 20242 Feb 2026
- Q3 revenue and profit surged, driven by flagship SoC, acquisition, and strong dividends.2454Q3 202418 Jan 2026
- Full-year revenue up 22.4% to NT$530.6B, net income up 38.8%, gross margin at 49.6%.2454Q4 20248 Jan 2026
- Q3 2025 revenue up 7.8% YoY to NT$142.1B; AI and smartphone demand drive positive outlook.2454Q3 202521 Nov 2025
Next MediaTek earnings date
Q3 202630 Oct, 2026
MediaTek
Next MediaTek earnings date
Q3 202630 Oct, 2026
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