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Samsung Electronics (005930) investor relations material
Samsung Electronics Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved record-high quarterly revenue of KRW 93.8 trillion in Q4 2025, up 9% quarter-on-quarter and 24% year-on-year, with the highest annual revenue and operating profit in company history.
Operating profit reached KRW 20.1 trillion in Q4 2025, up KRW 7.9 trillion sequentially and 207% year-on-year, with operating margin rising to 21.4%.
Memory and Device Solutions segments drove significant profit improvement, supported by robust AI-related demand and high-value products.
Display and Mobile segments maintained solid performance, though some areas faced seasonal and competitive pressures, including an 8% sequential revenue decline in DX.
Currency appreciation contributed KRW 1.6 trillion to operating profit, mainly benefiting component businesses.
Financial highlights
4Q 2025 sales reached KRW 93.8T, up 24% YoY and 9% QoQ; operating profit was KRW 20.1T, up 207% YoY and 65% QoQ.
Full-year 2025 sales were KRW 333.6T (+11% YoY), with operating profit at KRW 43.6T (+33% YoY).
Net profit for 4Q 2025 was KRW 19.6T (20.9% margin); full-year net profit was KRW 45.2T (13.6% margin).
SG&A expenses rose to KRW 24.2 trillion, up KRW 2.9 trillion quarter-on-quarter, representing 25.8% of sales.
R&D investment hit KRW 10.9 trillion in Q4 and a record KRW 37.7 trillion for the year.
Outlook and guidance
Expect continued strong AI and server demand in semiconductors, with favorable memory market conditions and supply constraints; plans to launch HBM4 and expand high-density DDR5 and SSD sales.
Foundry revenue may decline in Q1 2026 due to seasonality but targets double-digit growth for 2026.
Display expects seasonal weakness in smartphones but aims to expand sales with new flagship launches and QD-OLED products.
Mobile to focus on AI-driven products and new flagship smartphone launches to reinforce market leadership.
Persistent risks include global trade barriers, tariffs, and geopolitical uncertainties.
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Frequently asked questions
South Korea's Most Important Company
Samsung Electronics Co., Ltd. is a global technology company specializing in the design, manufacturing, and distribution of a wide range of electronic products. The company's key offerings include smartphones, tablets, televisions, home appliances, and semiconductor components. Samsung operates across various sectors, including consumer electronics, information technology, and communications. Its semiconductor division produces memory chips, processors, and other components that are essential for numerous electronic devices. Additionally, Samsung is involved in network systems and provides solutions for mobile and enterprise networksThe company is headquartered in Suwon, South Korea, and its shares are listed on the KRX.
Samsungs Semiconductor Business
Samsung’s semiconductor operations are a critical component of its broader business, contributing significantly to its revenue and global influence in the technology sector. As one of the largest semiconductor manufacturers in the world, Samsung Electronics has established itself as a leader in both memory and logic chip production.
In the memory chip segment, Samsung dominates the market for DRAM (Dynamic Random-Access Memory) and NAND flash memory, which are essential components in a wide range of electronic devices, from smartphones and computers to data centers. The company's leadership in this area is underpinned by its advanced manufacturing processes and continuous investment in research and development (R&D), enabling it to produce chips with higher capacity and faster speeds than many of its competitors. Samsung is also a key player in the production of logic chips, particularly through its foundry business, where it manufactures custom chips for other companies.
Personal Electronics Experts
Since its inception, Samsung has proven itself to be a trailblazer in the electronics industry. In the early years, the company produced black and white television sets but swiftly expanded its product line to include a diverse range of electronic appliances, such as refrigerators, air conditioners, and washing machines. The sheer variety of products produced by Samsung is incredibly vast and if you can think of a product in consumer electronics, chances are that Samsung has several different models available.
The Smartphone and TV-markets
One cannot discuss Samsung without acknowledging its considerable influence on the global smartphone market. The company's Galaxy series, launched in 2010, has grown into a broad lineup of devices that cater to all segments of consumers, from entry-level to premium. The introduction of its Galaxy Note series, characterized by large displays and the iconic S Pen, arguably sparked the trend for larger smartphone screens. Today, Samsung's prowess in the mobile industry is demonstrated by its strong market share and wide consumer base across the world.
Samsung has also earned a reputation for its pioneering work in display technology. From producing the first-ever liquid-crystal display (LCD) panels in the 1990s to leading the charge in OLED technology and introducing MicroLED and QLED screens, Samsung's innovations have largely defined the trajectory of the global display and TV market.
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