Wnc Corporation · TWSE:6285
Wnc — Wistron NeWeb — Q1 2026 Earnings Presentation
14 slides from Wnc's earnings presentation, May 2026
Slide 1: 2026 First Quarter Earnings Conference
2026 First Quarter Earnings Conference Haydn Hsieh May 2026 □ General ■ Confidential □ Secret □ Top Secret
Slide 2: Disclaimer
Disclaimer This presentation is being delivered to the recipient. The sole purpose of this presentation is to assist the recipient in understanding Wistron NeWeb Corporation ( WNC ). This presentation is not intended to form the basis of a decision to purchase securities or any other investment deci
Slide 3: Agenda
Agenda ■ Financial Information ■ Business Development Update ■ Summary ■ Q&A □ General ■ Confidential □ Secret □ Top Secret 3
Slide 4: Q1 2026 Income Statement QoQ (Consolidated)
Q1 2026 Income Statement QoQ (Consolidated) (in NT$ million) Q1 2026 Q4 2025 QoQ Amount % Amount % % Net Revenue 29,156 100.0 27,015 100.0 7.9 Gross Margin 4,011 13.8 3,805 14.1 5.4 Operating Expense 2,649 9.1 2,709 10.0 -2.2 Operating Income 1,362 4.7 1,096 4.1 24.3 Non-operating Income/(Loss) 65 0
Slide 5: Q1 2026 Income Statement YoY (Consolidated)
Q1 2026 Income Statement YoY (Consolidated) (in NT$ million) Q1 2026 Q1 2025 YoY Amount % Amount % % Net Revenue 29,156 100.0 28,366 100.0 2.8 Gross Margin 4,011 13.8 3,462 12.2 15.9 Operating Expense 2,649 9.1 2,417 8.5 9.6 Operating Income 1,362 4.7 1,045 3.7 30.3 Non-operating Income/(Loss) 65 0.
Slide 6: 2026/3/31 Balance Sheet (Consolidated)
2026/3/31 Balance Sheet (Consolidated) 2026/3/31 2025/12/31 QoQ 2025/3/31 YoY (in NT$ million) Amount % Amount % Amount % Amount % Amount % Cash & ST Investments 16,735 19 18,662 25 (1,927) -10 16,058 22 677 4 A/R 22,761 26 19,284 26 3,477 18 22,053 30 708 3 Inventory 28,026 33 19,628 26 8,398 43 18
Slide 7: Agenda
Agenda ■ Financial Information ■ Business Development Update ■ Summary ■ Q&A □ General ■ Confidential □ Secret □ Top Secret 7
Slide 8: Business Strategy
Business Strategy Automotive Enterprise Service Provider ◼ Become a key supplier in the automotive ◼ Become a major partner of enterprise ◼ Improve service quality and efficiency industry chain customers with go-direct business model ◼ Continue to develop key modules and ◼ Expand product portfolio f
Slide 9: Product Matrix
Product Matrix PAN LAN WAN SAT Smart Home Smart Energy Broadband LEO / Satellite TV Service Provider Smart-meter Smart OTT Box Wi-Fi 8/ 7/ 6 Communication 4G/5G xPON/DOCSIS LEO Satellite Board/Hub Ka/Ku Outdoor Unit AP/Router/Extender CPE CPE Broadband UE ADAS Module / Antenna Telematics Satellite R
Slide 10: WNC Global Manufacturing Campus Overview
WNC Global Manufacturing Campus Overview (NQX) (NQJ) Wistron NeWeb (Kunshan) WNC (Kunshan) (NYC) (S1) Hsinchu, Kunshan, China Taiwan Juárez, Mexico (M1) Tainan, WebCom Communication Ninh Binh, Taiwan (Kunshan) Vietnam Hsinchu Site New (VN1) (VN2) (S3) Mexico Site Vietnam Site Tainan Site □ General ■
Slide 11: Patents
Patents Patents 2,716 patents (As of Apr 30, 2026 ) / 568 applications (As of Apr 30, 2026 ) TW Others 15% Others 4% 11% CN 25% TW Granted Application 43% 2,716 568 CN US 43% 31% US 28% □ General ■ Confidential □ Secret □ Top Secret 11
Slide 12: Recognition
Recognition TIME Magazine’s FinanceAsia Dow Jones Top 5% In S&P Global’s CDP A List - Leadership World's Best Best CEO - Gold Best-in-Class Sustainability Yearbook Level Companies Best Managed Company - Gold 2026 Climate Change Indices 2026 in Sustainable Best Mid Cap Company - Gold Water Security G
Slide 13: Agenda
Agenda ■ Financial Information ■ Business Development Update ■ Summary ■ Q&A □ General ■ Confidential □ Secret □ Top Secret 13
Slide 14: WNC Corporation
WNC Corporation Q&A