International Games System (3293) Q2 2026 earnings summary

Executive summary

• Paid-in capital is NTD 2,800 million with 1,125 employees, 80% in R&D.

• Major business units include licensing games, apps, and arcade games.

• Net revenue for the first half of 115 was NT$12.68 billion, up from NT$10.96 billion year-over-year, with net income rising to NT$6.42 billion from NT$5.07 billion.

• Gross margin remained high at 98%, and basic EPS for the half-year was NT$22.77, up from NT$18.00 year-over-year.

• Cash and cash equivalents surged to NT$8.03 billion as of June 30, 115, compared to NT$4.85 billion a year earlier.

Financial highlights

• Total revenue for Jan–Aug 2026 reached NTD 17,175 million, compared to NTD 22,033 million for full-year 2025.

• Net income for Jan–Aug 2026 was NTD 6,417 million; 2025 full-year net income was NTD 10,852 million.

• EPS after tax for Jan–Aug 2026 was NT$22.77; 2025 full-year EPS after tax was NT$38.51.

• Gross margin remained high at 97%–98% from 2024 through Jan–Aug 2026.

• Operating income for the first half of 115 was NT$7.49 billion, up from NT$6.59 billion year-over-year.

Outlook and guidance

• Online game licensing expected to maintain strong growth, with focus on high-quality content and market expansion in Europe and America.

• Revenue from online game apps and arcade games projected to decline slightly in 2026.

• Continued investment in R&D and new product launches to support market leadership.

• The company expects no significant impact from the adoption of new IFRS standards in the near term.

• Management continues to monitor regulatory changes and will disclose impacts as evaluations are completed.