Asustek Computer Inc. · TWSE:2357
Asustek Computer — Asustek Computer Inc Regs — Q3 2025 Earnings Presentation
21 slides from Asustek Computer's earnings presentation, Nov 11, 2025
Slide 1: 3Q 2025 Investor Conference
ASUSTeK 3Q 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 • 3Q 2025 Financial Result • Strategy & Outlook • Q&A
Slide 4: 3Q 2025 Financial Result
FUSS _INSEARCH OF INCREDIBLE 3Q 2025 Financial Result
Slide 5: 2025 3Q Brand Income Statement
2025 3Q Brand Income Statement in NT$ Mn 2025 3Q 2025 2Q QoQ 2024 3Q YoY Net Revenue 189,907 174,018 9% 156,743 21% COGS (165,381) (152,490) 8% (129,910) 27% Gross Profit 24,527 21,527 14% 26,833 -9% Operating Expenses (16,098) (15,568) 3% (15,696) 3% Operating Profit 8,429 5,959 41% 11,137 -24% Non
Slide 6: 2025 3Q Brand Non-OP Items
2025 3Q Brand Non-OP Items in NT$ Mn 2025 3Q 2025 2Q QoQ 2024 3Q YoY Interest Income (net) 611 912 -33% 357 71% Investment Income 1,066 1,076 -1% 566 88% Askey (3) 112 -102% (55) 95% Others 1,068 964 11% 622 72% Exchange Gain/(Loss) 1,245 1,092 14% 2,330 -47% Dividend Income 963 2,031 -53% 1,090 -12
Slide 7: 2025 3Q Brand Balance Sheet
2025 3Q Brand Balance Sheet in NT$ Mn Sep 30, 2025 Jun 30, 2025 QoQ Sep 30, 2024 YoY Cash & equivalents 61,972 77,891 -20% 55,674 11% Accounts receivable 122,743 116,636 5% 113,109 9% Inventories 154,544 140,793 10% 138,638 11% Current Assets 381,446 359,647 6% 325,726 17% Long-term investments 112,
Slide 8: 2025 3Q Revenue Mix
2025 3Q Revenue Mix Business Group Region 8 CONFIDENTIAL AND PROPRIETARY INFORMATION
Slide 9: 2025 4Q Outlook
2025 4Q Outlook • PC QoQ -10%~-15%, YoY flattish • Component & Server QoQ -5%~-10%, YoY +40%~+50% 9 CONFIDENTIAL AND PROPRIETARY INFORMATION
Slide 10: Strategy & Outlook
FUSS _INSEARCH OF INCREDIBLE Strategy & Outlook
Slide 11: New Revenue Heights - Triple Pillar Growth
New Revenue Heights - Triple Pillar Growth Revenue in NT$ Mn 189,907 YoY +21% 156,743 Enterprise • Solid Leadership in Consumer and Gaming 30% YoY +100% • Strategic Expansion into Enterprise and Key Customer Wins Gamer 41% • Resilient Business Portfolio for Sustainable Growth Consumer 29% 11 CONFIDE
Slide 12: Ubiquitous AI. Incredible Possibilities
Ubiquitous AI. Incredible Possibilities ASUS AI Ecosystem Comprehensive, end-to-end products and solutions Cloud Local Edge Optimized solutions combine best-in-class flexibility, speed, total cost of ownership and user-centric support AI Server On-Premise Solutions AI at the Edge AI on PC HPC Infras
Slide 13: AI-Driven. Human Inspired
AI-Driven. Human Inspired Higher Order Conversion Deeper Engagement Lower Support Cost 7X 8X 7X 11X 95% Page Views Interaction Time E-Commerce Order Conversion % Reduction in customer support cost per case Referrals compared to real person support service 13
Slide 14: No.1 Gaming Brand and Ecosystem
No.1Gaming Brand and Ecosystem LEADERSHIP COMMUNITY The Best Windows Handheld Gamescom 2025 “The two companies • ROG’s Gamescom 2025 presence united the global gaming partnered to build a powerful community. Fans praised hands-on demos, creative handheld that’s designed to activations, and social en
Slide 15: ASUS Graphic Card 30th Anniversary Partnership
ASUS Graphic Card 30 Anniversary th Partnership PARTNERSHIP Leadership LEADERSHIP Community Community ASUS x NVIDIA 30th Anniversary Limited Edition ASUS x Community with the highest boost clock • John Milner, NVIDIA VP Worldwide • Celebrating three decades of • Deep engagement with GeForce Sales, j
Slide 16: ASUS Growth Engines
ASUS Growth Engines Leadership & Momentum Gaming Market Domination Fast-Growing Consumer PC Top 1 AI Server & MB Gaming Brand & Commercial PC Core business profit Reinforce market Drive future growth via an contribution leadership end-to-end solution 16
Slide 17: System Business Group
System Business Group Copilot+ PC Q3 Revenue Gaming PC Leads the Market Commercial PC Q3 Shipments + 80% YoY 30~40% + 50% YoY +25% 2025 Q3 >25% Performance • Consumer PC’s growth is driven by Copilot+ PC momentum. Business • Leading the high-end gaming PC market with 30–40% market share. Highlights
Slide 18: Open Platform Business Group
Open Platform Business Group 25Q3 Revenue YoY Revenue Growth Across the Board MB Market Share +50~60% YoY +100% No.1 2025 Q3 +30% >40% Performance 20% +20% • ASUS remains the global No.1 in motherboards and graphics cards. Business • RTX 50 mix surpasses 80%, strengthening gaming leadership and boos
Slide 19: AIoT Business Group
AIoT Business Group 25Q3 Revenue ASUS Supercharges the AI Taipei Automation 2025 — Supercomputer: From Prototype Ubiquitous AI. Incredible Industry +10~15% YoY to Pervasive Edge Intelligence 2025 Q3 Performance • ASUS Ascent GX10 launched in Oct 2025, a mini desktop AI supercomputer built for the ne
Slide 20: Awards
Awards ASUS Listed on TIME’s ASUS Recognized by ASUS Named One of the World’s Best Companies Newsweek as One of the World's Best Employers 2025 for the Second Time World’s Most Trustworthy for Sixth Year by Putting Companies for Second People First Consecutive Year 20 CONFIDENTIAL AND PROPRIETARY IN
Slide 21: Q&A
FUSS _INSEARCH OF INCREDIBLE Q&A
Asustek Computer Inc Regs — Q3 2025 Earnings Presentation on 6ix