Amkor Technology, Inc. · NASDAQ:AMKR

Amkor Technology — Q3 2025 Earnings Presentation

18 slides from Amkor Technology's earnings presentation, Oct 27, 2025

  1. Slide 1: Q3 2025 Financial Results

    Q3 2025 Financial Results October 2025 © 2025 Amkor Technology, Inc. 1

  2. Slide 2: Presenter Introductions

    Presenter Introductions Jennifer Jue Giel Rutten Megan Faust Vice President, President and Executive Vice Investor Relations Chief Executive President and Officer Chief Financial Officer © 2025 Amkor Technology, Inc. 2

  3. Slide 3: Disclaimer

    Disclaimer Non-GAAP Measures This presentation contains certain measures that are not defined terms under U.S. generally accepted accounting principles (“GAAP”). These non-GAAP measures should not be considered in isolation or as a substitute for, or superior to, measures of liquidity or performance

  4. Slide 4: Business Highlights and Strategic Pillars

    Business Highlights and Strategic Pillars Giel Rutten l President and Chief Executive Officer © 2025 Amkor Technology, Inc. 4

  5. Slide 5: Q3 2025 Highlights

    Q3 2025 Highlights $1.99B Revenue, up 31% sequentially EPS of $0.51 Record Advanced packaging revenue Record Communications and Computing revenue © 2025 Amkor Technology, Inc. 5

  6. Slide 6: Q3 2025 End Market Dynamics

    Q3 2025 End Market Dynamics Communications Computing ▶ Revenue up 67% sequentially ▶ Revenue up 12% sequentially ▶ Increase driven by iOS ecosystem ▶ HDFO ramp progressing ▶ Collaborating with customers on ▶ Strong customer pipeline fueled by packaging for AI edge devices investments in AI and HPC A

  7. Slide 7: Executing Our Long-Term Strategy

    Executing Our Long-Term Strategy Strengthening Technology Investing in Resilient Partnering with Lead Customers Leadership Manufacturing Footprint in Growth Markets Groundbreaking on new Advanced packaging and test campus in Arizona ▶ Enables a full end-to-end U.S. semiconductor supply chain ▶ Expan

  8. Slide 8: Financial Results and Outlook

    Financial Results and Outlook Megan Faust l Executive Vice President and Chief Financial Officer © 2025 Amkor Technology, Inc. 8

  9. Slide 9: Q3 2025 Financial Results

    Q3 2025 Financial Results Revenue Gross Profit and Margin % ($ in billions) ($ in millions) 14.6% 14.3% 12.0% $1.86 $1.99 $272 $284 $1.51 $182 Q324 Q225 Q325 Q324 Q225 Q325 Operating Income and Margin % Earnings Per Share ($ in millions) 8.0% 8.0% 6.1% $159 $0.49 $0.51 $149 $92 $0.22 (1) (1) Q324 Q2

  10. Slide 10: Q3 2025 Financial Strength

    Q3 2025 Financial Strength EBITDA* of $340 million and EBITDA margin* of 17.1% Cash & Short-Term Investments of $2.1 billion Liquidity(2) of $3.2 billion Total Debt of $1.8 billion and debt to EBITDA(1)* of 1.7x See corresponding endnotes on slide 18. *See discussion of non-GAAP measures on slide 17

  11. Slide 11: Q4 2025 Guidance

    Q4 2025 Guidance As of October 27, 2025(3) $1.775B-$1.875B 14.0%-15.0% $95M-$120M $0.38-$0.48 $950M Net Sales Gross Margin* Net Income Diluted EPS 2025 CapEx *Guidance includes an expected benefit of approximately $30 million to gross margin from the sale of assets. See corresponding endnotes on sli

  12. Slide 12: © 2025 Amkor Technology, Inc.

    & © 2025 Amkor Technology, Inc. 12

  13. Slide 13: Advancing Our Strategic Initiatives

    Advancing Our Strategic Initiatives Key Messages $1.775B-$1.875B ▶ Delivered strong Q3 with record revenue in Q4 2025 Revenue Communications and Computing Guidance(3) ▶ Q4 revenue expected to increase 12% YoY ▶ Focusing on enhancing operational efficiency ▶ Investor Day planned for 2026 See correspo

  14. Slide 14: Enabling the Future

    ENABLING the FUTURE amkor.com l © 2025 Amkor Technology, Inc. 14

  15. Slide 15: Appendix

    Appendix © 2025 Amkor Technology, Inc. 15

  16. Slide 16: Financial Reconciliation Tables

    Financial Reconciliation Tables ($ in millions) Q325 Net Income $127 Plus: Interest Expense 21 Plus: Income Tax Expense 28 Plus: Depreciation & Amortization 164 EBITDA* $340 Revenue $1,987 Net Income Margin 6.4% EBITDA Margin* 17.1% Total Debt $1,812 (1) TTM Net Income $309 Debt/Net Income Ratio 5.9

  17. Slide 17: Non-GAAP Measures

    Non-GAAP Measures Generally, a non-GAAP financial measure is a numerical measure of a company’s performance, financial position or cash flows that either excludes or includes amounts that are not normally excluded or included in the most directly comparable measure calculated and presented in accord

  18. Slide 18: Endnotes

    Endnotes 1) Q2 2025 results include a $32 million net benefit to operating income and EBITDA due to a contingency payment related to our acquisition of Nanium in May 2017. Net income and earnings per diluted share also include a $16 million and $0.07 benefit, respectively. 2) Liquidity is defined as

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