Slide 1: Ennoconn Corporation 2Q 2020 Earnings Conference Call
Ennoconn Corporation 2Q 2020 Earnings Conference Call Steve Chu, Chairman & CEO Nelson Tsay, President Yolanda Wu, CFO Max Lee, Chief Strategy Officer August 12th, 2020 Confidential information-strictly protected under the non-disclosure agreement.
Slide 2: Safe Harbor Statement
Safe Harbor Statement Our discussion may include predictions, estimates and other information that might be considered forward-looking. While these forward-looking statements represent our current judgment on what the future holds, they are subject to risks and uncertainties that could cause actual
Slide 3: 2Q20 Financial Results
2Q20 Financial Results NT$M 2Q19 1Q20 2Q20 QoQ YoY Notes Revenues 18,725 17,868 18,559 3.9% -0.9% • Revenue increased by 3.9% QoQ, thanks to production capacity recovery of system Gross Profit 4,217 4,561 4,654 2.0% 10.4% integration and ODM businesses. Gross Margin % 22.5% 25.5% 25.1% -0.4ppt 2.6pp
Slide 4: Performance by Business Segment
Performance by Business Segment 2Q20 2Q20 Revenue Revenue Revenue 2Q20 2Q20 Business Segments Key Members EPS Notes Contribution QoQ YoY GM OpM Contribution (NT$M) (NT$) 2Q20 18,559 25.1% 4.7% 3.62 2Q20 Revenue Contribution Ennoconn Consolidation 1Q20 17,868 3.9% -0.9% 25.5% 3.5% 2.24 ODM/JDM 21% Br
Slide 5: Revenue by Region
Revenue by Region 20H1 Revenue Revenue Revenue Revenue Notes (NT$M) QoQ YoY (NT$M) 2Q20 18,559 2Q20 Revenue Ennoconn Total 1Q20 17,868 3.9% -0.9% 36,427 2Q19 18,725 Americas Asia 14% 2Q20 2,528 (14%) Pacific 26% The Americas 1Q20 1,711 (10%) 47.7% -25.1% 4,239(12%) China 2Q19 3,374 (18%) 14% Europe