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Investor Relations14 Oct 2025
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Quanta Computer (2382) investor relations material
Quanta Computer Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary12 Aug, 2025
Executive summary
Quarterly revenue reached NT$504.1 billion, up 3.8% sequentially and 62.6% year-over-year, driven by strong AI server and notebook shipments.
Net income for Q2 was NT$17.1 billion, down 13.5% sequentially but up 11.8% year-over-year; EPS was NT$4.37, up from NT$3.92 year-over-year.
For the first half, revenue was NT$989.8 billion, up 74% year-over-year; net income was NT$36.4 billion, up 33.8% year-over-year.
AI server business maintained 65-70% revenue share, with strong demand and a shift toward higher ASP AI racks.
Notebook shipments reached 12.1 million units, up 12% quarter-on-quarter and 3.4% year-over-year, as customers accelerated orders to mitigate U.S. tariff impacts.
Financial highlights
Gross profit for Q2 was NT$35.5 billion, down 7.7% sequentially but up 33.5% year-over-year; gross margin was 7.0%, down from 8.6% year-over-year.
Operating income for Q2 was NT$20.4 billion, down 17% sequentially but up 34.2% year-over-year; operating margin was 4.0%.
Non-operating income was NT$1.2 billion, with significant FX gains and equipment disposals.
Cash and short-term investments at June 30, 2024, were NT$194.1 billion, down from NT$214.6 billion last quarter but up from NT$144.9 billion a year earlier.
Operating cash flow for the first half of 2024 was NT$42.0 billion, up from NT$3.7 billion in the prior year.
Outlook and guidance
AI server sales expected to maintain similar pace in Q3, with new GP300 platform ramping up toward quarter-end.
Notebook shipments to see low single-digit sequential growth in Q3, with a softer Q4 due to demand pull-forward.
Full-year procurement guidance maintained at single-digit year-over-year growth.
Management expects continued growth in the second half of 2024, driven by strong demand in the electronics segment and overseas expansion.
Margin pressure expected to persist in Q3 due to revenue mix shift and FX volatility.
GB300 yield rate vs. GB200 and ramp smoothness?
Strategies to mitigate AI server margin dilution?
Mexico server capacity: beyond L6, USMCA impact?
GB300 ramp acceleration outlook?
How will AI server mix affect future gross margins?
Mexico AI server ramp: What's the tariff impact?
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Next Quanta Computer earnings date
Q3 202512 Nov, 2025
Next Quanta Computer earnings date
Q3 202512 Nov, 2025
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Frequently asked questions
Quanta Computer Inc. is a Taiwan-based manufacturer of notebook computers and a vast array of electronic hardware. Its product portfolio extends beyond notebooks to include computers, cameras, home base PCs, cloud server products, and smart devices, catering to a wide range of sectors such as communication, consumer electronics, and cloud computing. Quanta has made significant strides in enterprise network systems, home entertainment, mobile communication, automotive electronics, and digital home markets. The company is headquartered in Taoyuan, Taiwan, and its shares are listed on the Taiwan Stock Exchange.
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