Airoha Technology Corp. · TWSE:6526
Airoha Technology — Q1 2024 Earnings Presentation
11 slides from Airoha Technology's earnings presentation, Jun 6, 2024
Slide 1: AIROHA 2024-Q1 Investor Conference
達發科技2024年第一季法人說明會 AIROHA 2024-Q1 Investor Conference Update: 1 AIROHA Proprietary and Confidential. © 2024 Airoha Technology Corp. All rights reserved.
Slide 2: Safe Harbor Statement
Safe Harbor Statement These factors may cause actual results materially different from the information provided herein. The factors include the impact of competitive products and pricing, timely acceptance of products design by our customers, timely introduction of new technologies, ability to ramp
Slide 3: Consolidated Revenue
Consolidated Revenue (NT$ million) YoY QoQ +26.3% +20.1% 3,827 3,030 3,186 1Q23 4Q23 1Q24 3 AIROHA Proprietary and Confidential. © 2024 Airoha Technology Corp. All rights reserved.
Slide 4: Consolidated Gross Margin
Consolidated Gross Margin YoY QoQ +8.7pt +3.7pt 54.0% 52.6% 52.0% 50.0% 48.9% 48.0% 46.0% 43.9% 44.0% 42.0% 40.0% 1Q23 4Q23 1Q24 4 AIROHA Proprietary and Confidential. © 2024 Airoha Technology Corp. All rights reserved.
Slide 5: Consolidated Operating Expenses
Consolidated Operating Expenses (NT$ million) YoY QoQ +30.5% +11.5% 1,569 1,407 126 112 1,202 132 114 88 92 Sales Admin R&D 1,331 1,161 1,023 1Q23 4Q23 1Q24 5 AIROHA Proprietary and Confidential. © 2024 Airoha Technology Corp. All rights reserved.
Slide 6: Consolidated Operating Income
Consolidated Operating Income (NT$ million) YoY QoQ +242.6% +190.8% 442 129 152 1Q23 4Q23 1Q24 6 AIROHA Proprietary and Confidential. © 2024 Airoha Technology Corp. All rights reserved.
Slide 7: Consolidated Operating Margin
Consolidated Operating Margin YoY QoQ +7.4pt +6.8pt 11.6% 4.8% 4.2% 1Q23 4Q23 1Q24 7 AIROHA Proprietary and Confidential. © 2024 Airoha Technology Corp. All rights reserved.
Slide 8: Consolidated Net Income
Consolidated Net Income (NT$ million) YoY QoQ +244.5% +169.7% 410 152 119 1Q23 4Q23 1Q24 8 AIROHA Proprietary and Confidential. © 2024 Airoha Technology Corp. All rights reserved.
Slide 9: Consolidated Net Profit Margin
Consolidated Net Profit Margin YoY QoQ +6.8pt +5.9pt 10.7% 4.8% 3.9% 1Q23 4Q23 1Q24 9 AIROHA Proprietary and Confidential. © 2024 Airoha Technology Corp. All rights reserved.
Slide 10: Consolidated Earnings Per Share
Consolidated Earnings Per Share (NT$) YoY QoQ +200.0% +161.7% 2.46 0.82 0.94 0 1Q23 4Q23 1Q24 10 AIROHA Proprietary and Confidential. © 2024 Airoha Technology Corp. All rights reserved.
Slide 11: Q&A
Q&A www.airoha.com ir@airoha.com Update: 11 AIROHA Proprietary and Confidential. © 2024 Airoha Technology Corp. All rights reserved.