)
Novatek Microelectronics (3034) investor relations material
Novatek Microelectronics Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q3 2025 revenue was NT$24.57 billion, down 11.8% year-over-year and 6% quarter over quarter, but at the high end of guidance due to FX appreciation and reduced subsidies and tariffs effects.
Q3 2025 net income was NT$3.65 billion, down 30.5% year-over-year and 2% sequentially.
EPS for Q3 2025 was NT$6.01, down from NT$8.64 a year ago.
For the first nine months of 2025, net sales were NT$77.85 billion, flat year-over-year, but net income fell 18.6% to NT$12.66 billion.
Consolidated financials were prepared under Taiwan regulations and IAS 34, with a qualified audit opinion due to minor unreviewed subsidiaries.
Financial highlights
Q3 2025 gross margin was 36.3%, down from 39.7% a year ago and flattish quarter over quarter.
Q3 2025 operating margin was 15.7%, down from 22.4% a year ago.
Q3 2025 gross profit was NT$8.9 billion, down quarter over quarter and 19% year over year.
Cash and cash equivalents at September 30, 2025, were NT$39.66 billion, down from NT$54.72 billion at June 30, 2025, mainly due to dividend distribution.
Operating expense increased 8% quarter over quarter and 5% year over year, mainly due to higher R&D spending.
Outlook and guidance
Q4 2025 revenue expected between NT$22–23 billion, with gross margin guidance of 35–38% and operating margin of 14.5–17.5%.
Q4 is expected to be a low season, with revenue and demand declining across most segments except for tablets.
2026 revenue projected to grow steadily, driven by new product launches and increasing demand for AI-enabled edge devices.
Tax rate guidance for 2025 remains at 16–17%.
Management expects no material impact from newly adopted or upcoming accounting standards.
Next Novatek Microelectronics earnings date
Next Novatek Microelectronics earnings date
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.
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