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MediaTek (2454) investor relations material
MediaTek Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary31 Oct, 2025
Executive summary
Q3 revenue reached NT$142.1 billion, down 5.5% sequentially but up 7.8% year over year; in USD, revenue was down 2.6% sequentially and up 16.2% year over year.
Net income was NT$25.5 billion, down 9.3% sequentially and 0.5% year over year; EPS was NT$15.84.
Gross margin was 46.5%, down 2.6 percentage points sequentially and 2.3 points year over year, impacted by a one-time item in Q2 and product mix.
Strong demand for Dimensity 9500 SoC drove flagship smartphone revenue above expectations, with plans to exceed $3 billion in 2025.
AI and data center ASIC projects are progressing, with $1 billion cloud ASIC revenue expected in 2026 and multi-billion in 2027.
Financial highlights
Operating income was NT$22.2 billion, down 24.5% sequentially and 7% year over year; operating margin was 15.6%.
Non-TFRS net income was NT$26 billion; non-TFRS EPS was NT$16.18; non-TFRS net profit margin was 18.3%.
Net profit margin was 17.9%, down 0.8 points sequentially and 1.5 points year over year.
Outlook and guidance
Q4 revenue expected between NT$142.1 billion and NT$150.1 billion, flat to up 6% sequentially, and up 3% to 9% year over year.
Gross margin forecasted at 46% ±1.5 percentage points; operating expense ratio at 31% ±2 points.
2025 projected as a record year with over $19 billion in revenue; strong growth anticipated in 2026, especially in AI, automotive, and data center segments.
What drove the increase in non-operating income?
Explain gross margin decline in 3Q25
Why was financing cash flow so negative?
Expand cloud ASIC client base and project timing?
Q4 gross margin decline drivers and future outlook?
Node migration strategy beyond 2nm?
Cloud ASIC client expansion strategy
Explain Q4 gross margin decline
Post-2nm node migration strategy
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Frequently asked questions
MediaTek Inc. is a Taiwanese fabless semiconductor company, most known for its comprehensive range of chips designed for wireless communications, high-definition television, and handheld mobile devices, including smartphones and tablet computers. The company's technological expertise extends to navigation systems, consumer multimedia products, and a broad spectrum of solutions for the Internet of Things (IoT. The company is headquartered in Hsinchu, Taiwan, and its shares are listed on the Taiwan Stock Exchange.
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