)
Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
Quartr Pro provides real time alerts, trend analysis and live coverage, giving analysts and investors instant insights to act faster in earnings.
Phison Electronics (8299) investor relations material
Phison Electronics Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary14 Aug, 2025
Executive summary
Achieved record-high quarterly revenue of NT$17.89B in 2Q25, up 29.3% QoQ and 12.6% YoY, with gross profit at NT$5.199B, up 21.5% QoQ but down 6.2% YoY.
Non-consumer/retail products contributed over 70% of revenue, reducing exposure to NAND market fluctuations.
Continued business transformation with increased market share in client SSDs, mobile controllers, and embedded ODM modules.
Launched industry-leading products, including the world's highest-capacity and most durable eSSDs, and advanced AI PC solutions.
Inventory was strategically built up in anticipation of supply-demand imbalances and to support future customer fulfillment.
Financial highlights
2Q25 gross margin was 29.1%, with a +2.52% impact from reversal of inventory write-downs.
Basic EPS for 2Q25 was NT$3.60, impacted by +NT$1.86 from inventory write-down reversal and -NT$5.7 from forex losses.
Net income for 2Q25 was NT$745M, down 34.7% QoQ and 69.6% YoY.
Operating margin reached 13.1%, the highest in the past 13 quarters.
Dividend payout ratio increased to 71% (NT$6.5 per share), up from the historical 55%, reflecting strong EPS despite FX losses.
Outlook and guidance
Focus remains on expanding non-consumer product lines, AI ecosystem partnerships, and continued R&D investment.
Management expects continued strong demand and market share gains in client SSD, mobile, and automotive segments.
Anticipates tight supply and potential price increases in NAND and substrate markets; expects stable or improving gross margins as FX stabilizes.
No significant headcount expansion planned until Adaptive Plus business turns profitable.
The Board resolved to issue a third domestic unsecured convertible bond to enhance working capital and financial flexibility.
Assess aiDAPTIV+'s potential revenue impact.
How will Micron's exit affect mobile NAND?
Detail Phison's strategy on inventory build.
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Phison Electronics earnings date
Q3 20257 Nov, 2025
Next Phison Electronics earnings date
Q3 20257 Nov, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, 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
Related articles
)
Edge3 Oct 2025
Epiroc: A Culture of Moving Mountains
From automation to electrification, Swedish industrial giant Epiroc is leading a transformation in how the world mines.
)
Company Research22 Sep 2025
Moody's: Shaping Global Credit
Explore Moody's evolution from publishing manuals to becoming a giant in credit ratings, guiding issuers, investors, and regulators worldwide.
Frequently asked questions
Phison Electronics Corp, established in November 2000 in Hsinchu, Taiwan, is a leading provider in the NAND flash memory controller market. The company began its journey with the world's first single-chip USB flash drive IC and has since expanded its product line to include a wide range of NAND Flash controllers and applications, such as USB, SD, eMMC, PATA, SATA, PCIe, and UFS. Phison is recognized for its contributions to the NAND flash industry, offering solutions across consumer, industrial, and enterprise applications. It also provides integrated circuit (IC) design, system integration design services, and information and software services, catering to a variety of devices including PCs, mobile devices, PlayStations, and laptops. The company operates globally, with a presence in Asia, Europe, the US, and Australia. The company's headquarters are located in Miaoli, Taiwan, and it is listed on the Taipei Exchange.
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