Parade Technologies (4966) Q3 2025 earnings summary

Executive summary

• Q3 2025 consolidated revenue reached $146.14 million, up 9.47% sequentially and 7.26% year-over-year, with net income at $27.24 million and EPS of $0.35.

• Gross profit for Q3 was $62.11 million, increasing 7.93% sequentially and 7.91% year-over-year.

• Revenue for the nine months ended September 30, 2025 was NT$12,643 million, up 4% year-over-year; net income reached NT$2,182 million, a 15% increase from the prior year.

• Product mix in Q3: DP products ~40%, high-speed PS products just under 50%, TC/soft driver <10%, TT/touch <5%.

• The company completed the acquisition of Spectra7 Microsystems Inc. in April 2025 to expand into data centers and AI-powered computing.

Financial highlights

• Q3 2025 revenue: $146.14 million; net income: $27.24 million; EPS: $0.35.

• Q3 gross profit: $62.11 million; gross margin improved both sequentially and year-over-year.

• Revenue for Q3 2025 was NT$4,377 million, nearly flat compared to Q3 2024.

• Net income for Q3 2025 was NT$816 million, up from NT$762 million in Q3 2024.

• Basic EPS for the nine months ended September 30, 2025 was NT$27.63, compared to NT$23.87 in the prior year.

Outlook and guidance

• Q4 2025 revenue guidance: $123.5 million–$136.5 million.

• Q4 gross margin guidance: 42%–46%.

• Q4 operating expense guidance: $33 million–$36 million.

• Product mix expected to remain stable in Q4, with TT segment likely to increase due to new device deployment.

• The acquisition of Spectra7 Microsystems is expected to support expansion into high-growth markets, including data centers and next-generation consumer electronics.