Asustek Computer Inc. · TWSE:2357
Asustek Computer — Asustek Computer Inc Regs — Q4 2025 Earnings Presentation
28 slides from Asustek Computer's earnings presentation, Mar 10, 2026
Slide 1: ASUSTeK 4Q 2025 Investor Conference
ASUSTeK 4Q 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 • 4Q 2025 Financial Result • Strategy & Outlook • Q&A
Slide 4: 4Q 2025 Financial Result
FUSS _INSEARCH OF INCREDIBLE 4Q 2025 Financial Result
Slide 5: 2025 Brand Income Statement
2025 Brand Income Statement 5 CONFIDENTIAL AND PROPRIETARY INFORMATION (unaudited brand consolidated financials)
Slide 6: 2025 4Q Brand Income Statement
2025 4Q Brand Income Statement in NT$ Mn 2025 4Q 2025 3Q QoQ 2024 4Q YoY Net Revenue 189,823 189,907 0% 141,426 34% COGS (161,762) (165,381) -2% (118,811) 36% Gross Profit 28,061 24,527 14% 22,615 24% Operating Expenses (19,991) (16,098) 24% (21,622) -8% Operating Profit 8,070 8,429 -4% 993 713% Non
Slide 7: 2025 4Q Brand Non-OP Items
2025 4Q Brand Non-OP Items in NT$ Mn 2025 4Q 2025 3Q QoQ 2024 4Q YoY Interest Income (net) 632 611 3% 720 -12% Investment Income 1,232 1,066 16% 1,026 20% Askey (33) (3) -1170% 100 -133% Others 1,265 1,068 18% 926 37% Exchange Gain/(Loss) 1,603 1,245 29% (658) 344% Dividend Income 963 Other Income (
Slide 8: 2025 4Q Brand Balance Sheet
2025 4Q Brand Balance Sheet in NT$ Mn Dec 31, 2025 Sep 30, 2025 QoQ Dec 31, 2024 YoY Cash & equivalents 75,151 61,972 21% 70,381 7% Accounts receivable 132,304 122,743 8% 97,745 35% Inventories 185,271 154,544 20% 141,803 31% Current Assets 414,011 381,446 9% 331,499 25% Long-term investments 110,92
Slide 9: 2025 4Q Revenue Mix
2025 4Q Revenue Mix Business Group Region 9 CONFIDENTIAL AND PROPRIETARY INFORMATION
Slide 10: 2025 Revenue Mix
2025 Revenue Mix Business Group Region 10 CONFIDENTIAL AND PROPRIETARY INFORMATION
Slide 11: 2026 1Q Outlook
2026 1Q Outlook • PC QoQ -10%~-15%, YoY +10~15% • Component QoQ -10%~ -15%, YoY flattish • Server QoQ +50%~+100%, YoY 4~5X 11 CONFIDENTIAL AND PROPRIETARY INFORMATION
Slide 12: Strategy & Outlook
FUSS _INSEARCH OF INCREDIBLE Strategy & Outlook
Slide 13: Milestones in 2025
Milestones in 2025 Ubiquitous AI Incredible Possibilities Expanded Surged Strengthened the Gaming on the AI Core Ecosystem Wave Dominance • Top Gaming Brand • Cloud & Edge AI Solid • No.1 Market Share in MB and Growth Graphics Cards • High-End Gaming Market Domination • Robust End-to-End • Sustain
Slide 14: Record High Revenue in 2025
Record High Revenue in 2025 Revenue in NT$ Mn 688,936 YoY +26% Enterprise YoY +85% • Hyper-Growth in Enterprise and Key 548,534 Customer Wins 27% • Solid Leadership in Consumer and Gaming Gamer YoY +17% 43% • Resilient Business Portfolio for Sustainable Growth Consumer 30% YoY +4% CONFIDENTIAL AND P
Slide 15: Ubiquitous AI. Incredible Possibilities.
Ubiquitous AI. Incredible Possibilities ASUS AI Ecosystem Comprehensive, end-to-end products and solutions Cloud Local Edge Physical Optimized solutions combine best-in-class flexibility, speed, total cost of ownership and user-centric support Engineering Global Service Excellence Network ASUS Advan
Slide 16: Leading the AI PC Era with Innovation
Leading the AI PC Era with Innovation Most Comprehensive Performance Leadership Full AI Ecosystem Expansion Copilot+ Portfolio (80+ TOPS) Scaling AI beyond laptops to the world’s first Snapdragon-powered AiO Strategic cross-platform integration Industry-leading on-device AI acceleration and RTX-enab
Slide 17: ROG 20th Anniversary
ROG 20th Anniversary 17
Slide 18: No.1 Gaming Brand and Ecosystem
No.1 Gaming Brand and Ecosystem The Best Display Kojima Production Innovation Co-branding ROG Zephyrus Duo ROG Flow Z13 KJP 18
Slide 19: IS BG Integration & Elevation
IS BG Integration & Elevation Create Maximum Value for Customers Expanding Business Supporting High-Growth Optimizing the Value Group Resources to Momentum to Fulfill Stream to Implement Deeply Embed Core Customer Commitments Design Thinking Competencies • Commitment to global • Increase investment
Slide 20: CES 2026 Recognition
CES 2026 Recognition Honoree in Artificial Honoree in Sustainability & Honoree in Computer Hardware & Components Intelligence Energy Transition ProArt GoPro Edition Zenbook A16 Zenbook DUO ASUS Zenbook S14 Honoree in Computer Honoree in Computer Honoree in Imaging Honoree in Gaming & eSports Periphe
Slide 21: System Business Group
System Business Group High-Value Product Gaming PC High-end Commercial PC Shipments Revenue Share ~60% Market Share +40% +100% YoY 2025 Q4 Performance Premium ROG • High-value product portfolio to drive profit resilience. Business • Unrivaled dominance in the high-end Gaming PC market with +40% mark
Slide 22: Open Platform Business Group
Open Platform Business Group Revenue Revenue Grew YoY +20~30% YoY Across the Board +40% +30% 2025 Q4 +25% Performance • Undisputed global #1 in motherboards and graphics cards. Business • Graphics cards strengthen gaming leadership and boost revenue. Highlights • From motherboard dominance to ecosys
Slide 23: Infrastructure Solutions Business Group
Infrastructure Solutions Business Group Revenue Showcased AI/HPC-optimized Powered NCHC's AI +290% YoY Storage Solutions at SC25 Supercomputer (TOP500 #29) 2025 Q4 >40% Performance • Established as a full-stack AI solutions provider at SC25, launching AI-optimized storage in collaboration with IBM,
Slide 24: AIoT Business Group
AIoT Business Group Revenue Supercharging Physical AI to A New Era of AI Healthcare & +50% YoY the Pervasive Edge Robotics 2025 Q4 Performance • ASUS unveils a compact edge-AI platform engineered to meet the advanced requirements of next- generation robotics and intelligent automation. Business High
Slide 25: Awards
Awards ASUS Listed Among Clarivate’s ASUS Tops Interbrand's List of ASUS Celebrates 11th Inclusion Top 100 Global Innovators 2026 Best Taiwan Global Brands on Fortune’s 2026 World’s Most for the Twelfth Time Admired Companies List 25
Slide 26: ESG Awards
ESG Awards Clean200TM Asia-Pacific 50 CDP A List 2026 2026 2025 26
Slide 27: Strength & Opportunity
Strength & Opportunity Design Thinking AI Incredible Possibilities Top Brand Full-Stack AI Operational Top Brand All-Scale AI Infrastructure Resilience Position Position Integration Capability • Agile and Resilient Supply Chain • Top Gaming Brand • Massive Expansion in AI Server • Strategic Partne
Slide 28: Q&A
FUSS _INSEARCH OF INCREDIBLE Q&A
Asustek Computer Inc Regs — Q4 2025 Earnings Presentation on 6ix