Asmedia Technology Inc. · TWSE:5269

Asmedia Technology — Q1 2026 Earnings Presentation

10 slides from Asmedia Technology's earnings presentation, May 12, 2026

  1. Slide 1: Investor Conference 2026Q1

    asmediaW ASMEDIA TECHNOLOGY INC d _ Investor Conference - . 2026a1 - ———

  2. Slide 2: Disclaimer

    Disclaimer This document and relevant information may contain certain forward-looking statements that are inherently subject to risks and uncertainties, including but not limited to market risks, supply chain risks, market demand, product competition, other risks and etc. Actual results may differ m

  3. Slide 3: Revenue & Gross Margin

    Revenue & Gross Margin (NTD: millions) 3,992 3,393 3,520 3,498 55.0% 52.4% 51.5% 51.0% 50.8% 2,509 2,034 1,778 1,813 1,777 1,380 25Q1 25Q2 25Q3 25Q4 26Q1 25Q1 25Q2 25Q3 25Q4 26Q1 Revenue Gross Margin Gross Margin

  4. Slide 4: Revenue by Product

    Revenue by Product (NTD: millions) 3,992 13% 3,521 3,498 3,393 6% 9% 19% 17% 12% 2,509 8% 6% 2,106 2,127 16% 1,948 1,900 16% 16% 18% 13% 78% 82% 73% 77% 84% 82% 84% 84% 87% 24Q1 24Q2 24Q3 24Q4 25Q1 25Q2 25Q3 25Q4 26Q1 Host Device Auto & Surveillance Note: (1) Host: High speed interface controller, (

  5. Slide 5: Operating Expense & Operating Margin

    Operating Expense & Operating Margin (NTD: millions) Operating Expense Operating Margin 36.5% 28.6% 27.7% 30.0% 29.1% 25.0% 21.8% 22.9% 23.1% 15.9% 1,237 1,162 1,007 969 872 752 807 808 628 540 77% 72% 77% 75% 77% 25Q1 25Q2 25Q3 25Q4 26Q1 25Q1 25Q2 25Q3 25Q4 26Q1 R&D Selling Adm. Opex% OPM OPM%

  6. Slide 6: EPS

    EPS 24.9 21.2 20.1 16.4 15.0 25Q1 25Q2 25Q3 25Q4 26Q1 EPS (NT$)

  7. Slide 7: Driven by Continuous Technology Migration

    Driven by Continuous Technology Migration (NTD: billions) 55.2 54.2 51.9 53.4 52.2 51.7 49.8 47.4 47.3 47.2 44.6 Techpoint 40.3 41.8 38.8 Acquisition 38.0 13.41 PCIe G4 Packet Switch 48 Ln. Revenue 營收 8.08 GM% 毛利% 6.99 PCIe G5/G6 6.01 6.40 IPO 5.25 Packet Switch 3.72 3.75 2.98 1.61 1.52 1.56 2.06 US

  8. Slide 8: Income Statement

    Income Statement (NTD: thousands) 1Q26 4Q25 1Q25 QoQ YoY Net Revenue 3,497,963 100% 3,520,315 100% 2,509,137 100% -1% 39% Gross Margin 1,776,625 51% 1,813,437 52% 1,380,166 55% -2% 29% Operating expenses (969,026) -28% (1,006,705) -29% (627,719) -25% -4% 54% Operating Margin 807,599 23% 806,732 23%

  9. Slide 9: Balance Sheet Summary

    Balance Sheet Summary (NTD: thousands) 2023/12/31 2024/12/31 2025/12/31 2026/3/31 Amount ﹪ Amount ﹪ Amount ﹪ Amount ﹪ Cash and Cash Equivalents 2,852,340 13% 15,248,820 43% 5,223,877 14% 5,962,420 15% Account Receivable 1,063,582 5% 919,755 2% 1,444,329 4% 1,390,555 3% Inventory 564,584 3% 492,541 1

  10. Slide 10: Thank You!

    asmediaW ASMEDIA TECHNOLOGY INC © © os «xs LS Thank You! Y/Y —Ea

Asmedia Technology — Q1 2026 Earnings Presentation on 6ix