Slide 1: 2025 Third Quarter Earnings Conference
2025 Third Quarter Earnings Conference Haydn Hsieh Nov 2025 □ 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: 3Q 2025 Income Statement QoQ (Consolidated)
3Q 2025 Income Statement QoQ (Consolidated) (in NT$ million) 3Q 2025 2Q 2025 QoQ Amount % Amount % % Net Revenue 27,378 100.0 27,491 100.0 - 0.4 Realized Gross Profit 3,319 12.1 3,176 11.6 4.5 Operating Expense 2,570 9.4 2,297 8.4 11.9 Operating Income 749 2.7 879 3.2 - 14.8 Non-operating Income/(Lo
Slide 5: Q1-Q3 2025 Income Statement YoY (Consolidated)
Q1-Q3 2025 Income Statement YoY (Consolidated) (in NT$ million) Q1-Q3 2025 Q1-Q3 2024 YoY Amount % Amount % % Net Revenue 83,235 100.0 82,264 100.0 1.2 Realized Gross Profit 9,956 12.0 9,786 11.9 1.7 Operating Expense 7,284 8.8 7,190 8.7 1.3 Operating Income 2,672 3.2 2,596 3.2 2.9 Non-operating Inc
Slide 6: 2025/9/30 Balance Sheet (Consolidated)
2025/9/30 Balance Sheet (Consolidated) (in NT$ million) 2025/9/30 2025/6/30 QoQ 2024/9/30 YoY Amount % Amount % Amount % Amount % Amount % Cash & ST Investments 17,764 25% 19,224 27% (1,460) -8% 14,138 21% 3,626 26% A/R 18,917 26% 18,655 26% 262 1% 19,321 28% (404) -2% Inventory 18,067 25% 17,763 24
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: Vertical Integration Growth Strategy
Vertical Integration Growth Strategy Software Upstream Downstream Automotive, Wireline Edge Infra Smart Vertical Module & Services Antenna Antennas/ Advanced System AI & System Modules/ Solutions Solutions Sensors/AIoT Connectivity Edge AI User Devices Wireless Modules Hardware Midstream Connectivit
Slide 11: Building Key Capabilities for the Future
Building Key Capabilities for the Future Energy Post-quantum AI-powered First-Time-Right Efficiency Cryptography Designs and Design Solutions □ General ■ Confidential □ Secret □ Top Secret 11
Slide 12: WNC AI-driven Solutions
WNC AI-driven Solutions Product Process Service ◼ AI-Enabled ADAS Dashcam, ◼ Smart Reflow ◼ AI+ Care Solution Doorbell, IP Cam ◼ Smart AOI ◼ AI-Enhanced Cybersecurity ◼ AI-Engine Router ◼ AI Networking ◼ Edge AI Connectivity Modules ◼ AI RAN □ General ■ Confidential □ Secret □ Top Secret 12
Slide 13: WNC Global Manufacturing Campus Overview
WNC Global Manufacturing Campus Overview (NQX) (NQJ) Wistron NeWeb (Kunshan) WNC (Kunshan) (NYC) (S1) Hsinchu, Taiwan Juárez, Mexico New Kunshan, China (M1) Tainan, WebCom Communication Ninh Binh, Taiwan (Kunshan) Vietnam Hsinchu Site New (VN1) (VN2) (S3) Mexico Site Vietnam Site Tainan Site □ Gener
Slide 14: Patents
Patents Patents 2,611 patents (As of Oct 31, 2025 ) / 575 applications (As of Oct 31, 2025 ) Others TW Others 18% 4% 11% CN 25% Granted TW Application 43% 2,611 575 CN 40% US 31% US 28% □ General ■ Confidential □ Secret □ Top Secret 14
Slide 15: Global Recognition and Achievements
Global Recognition and Achievements Top 1% & Industry Mover World's Best Companies in Selected in DJSI in S&P Global’s Sustainability Sustainable Growth 2025 Emerging Markets Index Yearbook 2025 Supplier Engagement Best Investor Relations - Gold 2025 Asia-Pacific Assessment (SEA) A-list Most Committ
Slide 16: Agenda
Agenda ■ Financial Information ■ Business Development Update ■ Summary ■ Q&A □ General ■ Confidential □ Secret □ Top Secret 16
Slide 17: WNC Corporation Q&A
WNC Corporation Q&A