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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Sercomm
Sercomm (5388) investor relations material
Sercomm Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary11 Aug, 2026
Executive summary
Net sales for Q2 2026 reached NT$20,616 million, up 68.8% year-over-year and 23.8% sequentially from Q1 2026.
Net income attributable to owners for Q2 2026 was NT$473 million, a 41.6% increase year-over-year and 56.5% higher than Q1 2026.
H1 2026 net sales totaled NT$37,263 million, up 58.1% year-over-year.
Earnings per share for Q2 2026 was NT$1.58, and for the six months ended June 30, 2026, NT$2.59 basic and NT$2.55 diluted.
Gross margin for Q2 2026 was 12.3%, down from 16.6% in Q2 2025.
Financial highlights
Operating profit for Q2 2026 was NT$678 million, a 79.3% increase year-over-year and 38.2% higher than Q1 2026.
Total assets as of June 30, 2026, were NT$58.21 billion, up from NT$46.05 billion a year earlier.
Cash and cash equivalents at June 30, 2026, were NT$5,560 million, down from NT$11,398 million a year earlier.
Inventory increased to NT$28.77 billion from NT$15.83 billion year-over-year.
Net cash from operations was negative NT$3,462 million for H1 2026, while financing activities provided NT$3,496 million.
Segment performance
In H1 2026, Broadband CPE contributed 60% of revenue, Infrastructure & IoT 21%, and Enterprise 19%.
Fixed mobile convergence products contributed NT$21.16 billion in six-month revenue, up 47% year-over-year.
Enterprise segment revenue was NT$6.69 billion, up 30% year-over-year.
IoT Solutions revenue doubled to NT$7.24 billion for the six months.
Compared to 2025, Broadband CPE's share increased, while Enterprise's share decreased.
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Latest events from Sercomm
- Revenue surged 47% year-over-year in Q1 2026, with net income reaching NT$301.6 million.5388
Q1 2026 - 2025 net profit and revenue fell, inventories rose, and a $2.50 dividend is proposed.5388Q4 2025
- Q2 2025 saw profit growth, but H1 2025 lagged YoY amid a shifting revenue mix and qualified audit opinion.5388Q2 2025
- Revenue and net income fell year-over-year, but enterprise and IoT segments grew.5388Q3 2025
- Revenue and net income fell sharply year-over-year, but liquidity and capital returns remain strong.5388Q1 2025
- Revenue and profit declined, but gross margin rose to 18% and a NT$4.60 dividend was proposed.5388Q4 2024
- Net income rose 4.6% year-over-year despite a 7.6% revenue decline and stable gross margin.5388Q3 2024
- Net income rose 18.1% to NT$1,219 million as margins improved despite lower revenue.5388Q2 2024
Next Sercomm earnings date
Q3 202617 Nov, 2026
Sercomm
Next Sercomm earnings date
Q3 202617 Nov, 2026
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Frequently asked questions
Sercomm Corp, is a technology company that specializes in the research, development, manufacturing, and sale of networking communication software and equipment. The company's product lineup includes LTE/5G mobility solutions like small cells, CBRS, private LTE, LTE-M/NB-IoT modules, and LTE/5G terminals. In addition, Sercomm offers broadband access solutions such as DOCSIS, FTTx, xDSL, broadband routers, and residential LTE/5G gateways, along with IoT solutions that encompass IP cameras, IoT gateways, mobile IoT devices, low-power IoT sensors, and IoT cloud services. The company also provides enterprise equipment including WiFi access points, business routers, switches, and IP phones, as well as home connectivity and entertainment products like WiFi mesh extenders and OTT set-top boxes. The company is listed on the Taiwan Stock Exchange.