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Visual21 Nov 2025
Data center suppliers
Socionext (6526) investor relations material
Socionext Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary31 Oct, 2025
Executive summary
Net sales for the 6 months ended September 30, 2025, were ¥87.2B, down 12.1% year-over-year, with operating income at ¥3.8B, down 75.8%, and net income at ¥2.1B, down 82.2%.
2Q FY26/3 net sales rose 13.5% year-over-year to ¥52.7B, driven by automotive, but operating income fell 56% to ¥2.3B due to higher product cost ratio and increased R&D.
Product revenue rebounded in 2Q after a weak 1Q, mainly from new automotive mass production, while NRE revenue remained flat or declined.
NRE revenue decreased 12.4% year-over-year, reflecting slower design and development milestones.
The company continues to invest in advanced semiconductor technologies and collaborates with global partners.
Financial highlights
2Q FY26/3 product revenue increased 18.1% year-over-year to ¥44.5B; NRE revenue decreased 5.6% to ¥8.0B.
Product cost ratio rose 10.3 points year-over-year to 69.4%, compressing gross margin; 1H FY26/3 product cost ratio increased to 64.3% from 56.5%.
Operating margin for 2Q FY26/3 was 4.4%, down 7.0 points year-over-year; 1H FY26/3 operating margin was 4.3%.
Cash and cash equivalents at period end were ¥45.7B, down ¥27.2B from March 2025; inventories rose to ¥28.2B.
Gross profit for the period was ¥41.9B, down from ¥54.0B year-over-year.
Outlook and guidance
FY26/3 full-year net sales forecast raised to ¥190.0B (from ¥175.0B), but operating income forecast cut to ¥10.0B (from ¥14.0B) and net income to ¥6.7B.
Despite higher sales, profit guidance was lowered due to gross margin pressure from product mix and delayed cost reductions.
Net income forecast for FY26/3 is ¥6.7B, with basic EPS of ¥38.17.
FX rate assumption for 2H FY26/3 is USD/JPY 130.0; full-year sensitivity is approx. ¥1.0B per ¥1 change in net sales.
Operating margin expected to recover in FY27/3 as product cost ratio improves and new mass production ramps up.
New product gross margin improvement plan?
Is current cash burn sustainable?
When will advanced tech investments yield?
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Q3 202629 Jan, 2026
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Frequently asked questions
Socionext Inc. is a system on a chip (SoC) company formed in March 2015 from former system LSI businesses of Fujitsu and Panasonic. It offers application specific standard products in the areas of servers, image processing, video processing, digital TV, digital signage, automotive, medical healthcare, radar sensor, HDMI module, and IoT communication. Further, the company also provides custom SoC solutions, as well as development support, subsystem service, IP macro service, design technology, and manufacturing technology package services. Socionext Inc. is headquartered in Yokohama, Japan.
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