WNC Corporation · TWSE:6285
WNC — Wistron NeWeb — Q3 2026 Earnings Presentation
16 slides from WNC's earnings presentation, November 2026
Slide 1: 2026 Third Quarter Earnings Conference
2026 Third Quarter Earnings Conference Haydn Hsieh Nov 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: Q3 2026 Income Statement QoQ (Consolidated)
Q3 2026 Income Statement QoQ (Consolidated) (in NT$ million) Q3 2026 Q2 2026 QoQ Amount % Amount % % Net Revenue 48,696 100.0 39,438 100.0 23.5 Gross Margin 5,954 12.2 5,127 13.0 16.1 Operating Expense 3,387 6.9 3,058 7.8 10.8 Operating Income 2,567 5.3 2,069 5.2 24.1 Non-operating Income/(Loss) 86
Slide 5: Q1-Q3 2026 Income Statement YoY (Consolidated)
Q1-Q3 2026 Income Statement YoY (Consolidated) (in NT$ million) Q1-Q3 2026 Q1-Q3 2025 YoY Amount % Amount % % Net Revenue 117,291 100.0 83,235 100.0 40.9 Gross Margin 15,092 12.9 9,956 12.0 51.6 Operating Expense 9,094 7.8 7,284 8.8 24.8 Operating Income 5,998 5.1 2,672 3.2 124.5 Non-operating Incom
Slide 6: 2026/9/30 Balance Sheet (Consolidated)
2026/9/30 Balance Sheet (Consolidated) 2026/9/30 2026/6/30 QoQ 2025/9/30 YoY (in NT$ million) Amount % Amount % Amount % Amount % Amount % Cash & ST Investments 16,263 13 17,822 18 (1,559) -9 17,764 25 (1,501) -8 A/R 38,313 31 32,753 31 5,560 17 18,917 26 19,396 103 Inventory 47,747 38 34,146 32 13,
Slide 7: Agenda
Agenda ■ Financial Information ■ Business Development Update ■ Summary ■ Q&A □ General ■ Confidential □ Secret □ Top Secret 7
Slide 8: Revenue Structure
Revenue Structure 2026 Q1-Q3 2026 Q1-Q3 Revenue by Customer Segment Revenue by Region Service Provider Europe 45% 16% Asia Enterprise 15% Overlap 31% America 4% 69% Automotive Others 24% 4% □ General ■ Confidential □ Secret □ Top Secret 8
Slide 9: Business Strategy
Business Strategy Automotive Enterprise Service Provider AIoT Ensuring quality and setting Partnering with brands to Serving operators directly Integrating core technologies industry standards power AI-ready networks and adding value through to address vertical-market software needs Automotive Autom
Slide 10: Product Category
Product Category • Telematics and Infotainment (4G, 5G, C-V2X Modules/ Wi-Fi and Bluetooth Modules / CPU Modules / TCUs / RSUs) Automotive • Satellite Radio / Digital Radio • ADAS Solutions (Radar Sensors / Automotive Camera Modules / Dash Cameras/ HPCs ) • Broadband Access (4G/5G CPE / Repeaters /
Slide 11: Comprehensive Product Portfolio
Comprehensive Product Portfolio Communications 通訊 Computing 運算 Wireless 無線 Wireline 有線 • Antennas • xPON/Wi-Fi Gateways • Auto Computing Modules • Connectivity Modules • NGPON 2 BOSA • On-Device AI Modules User • Camera, Radar, LiDAR • XGS-PON/Cable Modems • PQC Modules Devices & • Wi-Fi 7/8 AP Rout
Slide 12: 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 Tainan, WebCom Communication Ninh Binh, Taiwan (Kunshan) Vietnam Hsinchu Site New (VN1) (S3) Mexico Site Vietnam Site Tainan Site □ General ■ Confidenti
Slide 13: Patent
Patent 2,812 patents (As of : 2026/10/31) / 541 applications (As of : 2026/10/31) Others TW 4% 13% Others 14% CN 25% TW Granted 42% Application 2,812 541 US 28% CN 45% US 29% □ General ■ Confidential □ Secret □ Top Secret 13
Slide 14: Recognition
Recognition TIME World's Best FinanceAsia 2026 Dow Jones 2025 CDP “A” Ratings: National Enterprise Companies Best CEO - Gold Best-in-Class Climate Change, Water Environmental in Sustainable Best Managed Company - Gold Emerging Security & Supplier Protection Award 2026 Growth 2026 Best Mid Cap Compan
Slide 15: Agenda
Agenda ■ Financial Information ■ Business Development Update ■ Summary ■ Q&A □ General ■ Confidential □ Secret □ Top Secret 15
Slide 16: WNC
WNC WNC Corporation Tt we anes me he ee 4