ASMedia Technology (5269) Q3 2026 earnings summary

Executive summary

• Q3 2026 revenue was NTD 2,660 million, down 33% YoY; net income rose 24% YoY to NTD 1,969 million, supported by higher non-operating income.

• For 9M26, revenue declined 10% YoY to NTD 8,881 million, while net income increased 49% to NTD 5,840 million.

Financial highlights

• Q3 revenue fell 2% QoQ and 33% YoY; gross profit was NTD 1,373 million, down 32% YoY.

• Q3 operating expenses increased 10% QoQ to NTD 795 million; operating income declined 11% QoQ and 50% YoY to NTD 578 million.

• Q3 non-operating income and expenses were NTD 1,461 million, up 129% YoY; pretax profit rose 13% YoY to NTD 2,039 million.

• 9M26 gross profit declined 13% YoY to NTD 4,519 million; operating expenses rose 22% to NTD 2,485 million.

Outlook and guidance

• Long-term strategy centers on high-speed I/O specification migration; PCIe Gen5/Gen6 packet switches and USB 80G are shown in development.

• Forward-looking expectations are subject to market, supply-chain, demand, and product-competition risks; actual results may differ materially.