Asustek Computer Inc. · TWSE:2357
Asustek Computer — Asustek Computer Inc Regs — Q1 2026 Earnings Presentation
22 slides from Asustek Computer's earnings presentation, May 12, 2026
Slide 1: ASUSTeK 1Q 2026 Investor Conference
ASUSTeK 1Q 2026 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 • 1Q 2026 Financial Result • Strategy & Outlook • Q&A
Slide 4: 1Q 2026 Financial Result
1Q 2026 Financial Result
Slide 5: 2026 1Q Brand Income Statement
2026 1Q Brand Income Statement in NT$ Mn 2026 1Q 2025 4Q QoQ 2025 1Q YoY Net Revenue 194,051 189,823 2% 135,188 44% COGS (167,343) (161,762) 3% (114,213) 47% Gross Profit 26,709 28,061 -5% 20,975 27% Operating Expenses (16,207) (19,991) -19% (9,526)* 70% Operating Profit 10,502 8,070 30% 11,449 -8%
Slide 6: 2026 1Q Non-OP Items
2026 1Q Non-OP Items in NT$ Mn 2026 1Q 2025 4Q QoQ 2025 1Q YoY Interest Income (net) 518 632 -18% 749 -31% Investment Income 1,373 1,232 11% 1,443 -5% Askey 64 (33) 297% 109 -41% Others 1,309 1,265 3% 1,334 -2% Exchange Gain/(Loss) (217) 1,603 -114% 1,355 -116% Dividend Income 8 Other Income (net) 8
Slide 7: 2026 1Q Brand Balance Sheet
2026 1Q Brand Balance Sheet in NT$ Mn Mar 31, 2026 Dec 31, 2025 QoQ Mar 31, 2025 YoY Cash & equivalents 42,829 75,151 -43% 86,456 -50% Accounts receivable 128,262 132,304 -3% 100,678 27% Inventories 247,099 185,271 33% 144,807 71% Current Assets 441,839 414,011 7% 354,579 25% Long-term investments 1
Slide 8: 2026 1Q Revenue Mix
2026 1Q Revenue Mix Business Group Region 8
Slide 9: 2026 2Q Outlook
2026 2Q Outlook • PC QoQ +10%~+15%, YoY +10~15% • Component QoQ flattish, YoY -10% • Server QoQ +50%, YoY +200% 9
Slide 10: Strategy & Outlook
FUSS _INSEARCH OF INCREDIBLE Strategy & Outlook
Slide 11: Exceptional Growth x Record-High Revenue
Exceptional Growth x Record-High Revenue Revenue in NT$ Mn 194,051 YoY +44% • Hyper-Growth in Enterprise & Strategic Partnerships Enterprise 37% YoY +190% 135,188 • Sustaining Dominant Market Share in Premium Gaming & Consumer Gamer YoY +20% 36% • Resilient Business Portfolio for Sustainable Growth
Slide 12: Ubiquitous AI. Incredible Possibilities
Ubiquitous AI. Incredible Possibilities ASUS AI Ecosystem Comprehensive, end-to-end products and solutions Cloud & Edge Local Client Physical AI Infrastructure AI Accelerators AI PC/ Devices AI Applications Infrastructure Solutions BG Open Platform BG System BG AIoT BG 12
Slide 13: Driving Enterprise Value: ASUS B2B Total Solution Strategy
Driving Enterprise Value: ASUS B2B Total Solution Strategy Always-on Reliability | Agile Solutions | All-around Partnership | Accountability Product Innovation AI Solutions and ESG Education Business Growth 13
Slide 14: ROG 20th Anniversary
ROG 20th Anniversary 14
Slide 15: No.1 Gaming Brand and Ecosystem
No.1 Gaming Brand and Ecosystem #1 Global GAMING BRAND Full Ecosystem Ranked the world's No.1 gaming brand across peripherals, laptops, An end-to-end ecosystem co-created with gamers and pro-teams desktops, and components. via industrial partnerships. 15 FOR THOSE WHO DARE
Slide 16: System Business Group
System Business Group PC Revenue High-Value Product Commercial PC Shipments +25% YoY Revenue Share ~60% 60% YoY 2026 Q1 Performance Premium • Robust growth in PC Revenue and AI PC takes over 20% share of consumer revenue. Business • The majority of high-value product portfolio to drive profit resili
Slide 17: Open Platform Business Group
Open Platform Business Group OP Revenue Revenue Grew YoY World’s No.1 OLED +5% YoY Across the Board monitor brand +40% 2026 Q1 +30% ASUS 22% Performance • From motherboard dominance to ecosystem leadership, and it leads the growth through market headwinds. Business • Graphics cards & accessory stren
Slide 18: Infrastructure Solutions Business Group
Infrastructure Solutions Business Group Server Revenue Unveiled NVIDIA Vera Rubin Showcased ASUS NVIDIA ~ 3x YoY NVL72 and HGX Rubin Solutions Solutions and ASUS AI Factory at NVIDIA GTC 2026 at SCA/HPC Asia 2026 2026 Q1 Performance • Exponential revenue growth in AI Server, driven by robust demand
Slide 19: AIoT Business Group
AIoT Business Group From Edge to Industry AI: AI City in Action: Smart City Establishing a unified AI Embedded World 2026 Expo 2026 platform across physical and virtual embodiments 2026 Q1 Performance • At Embedded World 2026, ASUS delivered end-to-end Edge AI innovation—from industrial automation t
Slide 20: Awards
Awards ASUS Wins 27 Prestigious 2026 iF Design Awards ASUS Zenbook DUO Wins Gold at iF Design Awards 20
Slide 21: Strength & Achievements
Strength & Achievements Design Thinking Top AI Incredible BrandPossibilities Full-Stack AI Infrastructure Position Capability 25% > 20% 3x PC Revenue YoY Gamer Revenue YoY AI Server Revenue YoY Operational Top Brand All-Scale AI Resilience Position Integration 21
Slide 22: Q&A
FUSS _INSEARCH OF INCREDIBLE Q&A
Asustek Computer Inc Regs — Q1 2026 Earnings Presentation on 6ix