Asustek Computer Inc. · TWSE:2357
Asustek Computer — Asustek Computer Inc Regs — Q2 2025 Earnings Presentation
19 slides from Asustek Computer's earnings presentation, Aug 13, 2025
Slide 1: ASUSTeK 2Q 2025 Investor Conference
ASUSTeK 2Q 2025 Investor Conference
Slide 2: Disclaimer
Disclaimer ASUSTeK’s presentation contains forward-looking statements subject to significant risks and uncertainties. Actual results may differ materially from those contained in the forward-looking statements. The forward-looking statements in this release reflect the current belief of ASUS as of t
Slide 3: Agenda
Agenda • 2Q 2025 Financial Result • Strategy & Outlook • Q&A
Slide 4: 2Q 2025 Financial Result
JUS _INSEARCH OF INCREDIBLE 2Q 2025 Financial Result
Slide 5: 2025 2Q Brand Income Statement
2025 2Q Brand Income Statement in NT$ Mn 2025 2Q 2025 1Q QoQ 2024 2Q YoY Net Revenue 174,018 135,188 29% 136,260 28% COGS (152,490) (114,213) 34% (111,376) 37% Gross Profit 21,527 20,975 3% 24,884 -13% Operating Expenses (15,568) (14,877) 5% (14,200) 10% Bad Debt 5,351 Operating Profit 5,959 11,449
Slide 6: 2025 2Q Brand Non-OP Items
2025 2Q Brand Non-OP Items in NT$ Mn 2025 2Q 2025 1Q QoQ 2024 2Q YoY Interest Income (net) 912 749 22% 682 34% Investment Income 1,076 1,443 -25% 668 61% Askey 112 109 3% (146) 177% Others 964 1,334 -28% 814 18% Exchange Gain/(Loss) 1,092 1,355 -19% 805 36% Dividend Income 2,031 8 24875% 1,806 12% O
Slide 7: 2025 2Q Brand Balance Sheet
2025 2Q Brand Balance Sheet in NT$ Mn Jun 30, 2025 Mar 31, 2025 QoQ Jun 30, 2024 YoY Cash & equivalents 77,891 86,456 -10% 40,882 91% Accounts receivable 116,636 100,678 16% 103,036 13% Inventories 140,793 144,807 -3% 145,361 -3% Current Assets 359,647 354,579 1% 310,489 16% Long-term investments 11
Slide 8: 2025 2Q Revenue Mix
2025 2Q Revenue Mix Business Group Region 8 CONFIDENTIAL AND PROPRIETARY INFORMATION
Slide 9: 2025 3Q Outlook
2025 3Q Outlook • PC QoQ +5% ~ +10% • Component & Server QoQ Flattish 9 CONFIDENTIAL AND PROPRIETARY INFORMATION
Slide 10: Strategy & Outlook
JUS _INSEARCH OF INCREDIBLE Strategy & Outlook
Slide 11: New Revenue Heights: Dual-Engine Growth
New Revenue Heights: Dual-Engine Growth Revenue in NT$ Mn 174,018 YoY +28% Enterprise 22% YoY +45% 136,260 • Gaming & Enterprise drive record revenue peaks. Gamer • Driving growth through product cycle 48% YoY +40% leadership and in-depth user engagement. • Growing enterprise client base with except
Slide 12: No.1 Gaming Brand and Ecosystem
No.1 Gaming Brand and Ecosystem Gaming PC YoY Growth 30 % Graphics Card YoY Growth 50 % EVOLVE THE PLAYER EXPERIENCE REDEFINE HANDHELD GAMING 12 ROG STRIX SCAR 18 ROG Astral GeForce RTX 5080 ROG XBOX ALLY / ALLY X CONFIDENTIAL AND PROPRIETARY INFORMATION
Slide 13: No.1 Gaming Brand and Ecosystem
No.1Gaming Brand and Ecosystem LEADERSHIP COMMUNITY ROG x XBOX ROG x Hatsune Miku • The ROG Ally-Xbox partnership merges ROG's hardware • ASUS drives the most extensive and impactful cross-industry innovation with Xbox's rich content, offering gamers an collaborations and community connections. inno
Slide 14: Ubiquitous AI. Incredible Possibilities
Ubiquitous AI. Incredible Possibilities • Comprehensive, end-to-end products and solutions • Optimized solutions combine best-in-class flexibility, speed, total cost of ownership and user-centric support Cloud Local Edge AI Server On-premise Solutions AI at the Edge AI on the PC HPC Infrastructure T
Slide 15: System Business Group
System Business Group 25Q2 Revenue Gaming PC Revenue Commercial PC Revenue +15~20% YoY +30~40% YoY +30~40% YoY 2025 Q2 Performance • ASUS is once again leading the new product cycle for gaming PCs. Business • The commercial PC business is making rapid progress in both market coverage and client expa
Slide 16: Open Platform Business Group
Open Platform Business Group 25Q2 Revenue YoY Growth Across the Board Leadership in Next-Gen +40~50% YoY Graphics cards 50+% 40+% 2025 Q2 Performance >75% >50% RTX 50 series 20+% 70%+ • ASUS maintains global No.1 market share in motherboards and graphics cards. Business • ASUS’s RTX 50 in-house shar
Slide 17: AIoT Business Group
AIoT Business Group 25Q2 Revenue ASUS Edge AI ASUS Healthcare Gains +10~15% YoY Powers Intelligent Traffic Systems Key Medical Certifications 2025 Q2 Performance • Expanding AI applications across domains, ASUS delivers edge server solutions that safeguard Taiwan’s longest tunnel with 24/7 intellige
Slide 18: Awards and Achievements
Awards and Achievements ASUS won 41 prestigious Red Dot Design Awards for Product Desig in 2025, showcasing world-class excellence. ASUS won multiple Best Choice Awards at Computex 2025, underscoring its leadership in gaming and sustainability. 18 CONFIDENTIAL AND PROPRIETARY INFORMATION
Slide 19: Q&A
JUS _INSEARCH OF INCREDIBLE Q&A
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