Wnc Corporation · TWSE:6285
Wnc — Wistron NeWeb — Q1 2025 Earnings Presentation
17 slides from Wnc's earnings presentation, May 2025
Slide 1: 2025 First Quarter Earnings Conference
2025 First Quarter Earnings Conference May 2025 □ Normal □ Internal Use ■ Confidential □ Restricted Confidential
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 □ Normal □ Internal Use ■ Confidential □ Restricted Confidential 3
Slide 4: Q1 2025 Income Statement QoQ (Consolidated)
Q1 2025 Income Statement QoQ (Consolidated) (in NT$ million) Q1 2025 Q4 2024 QoQ Amount % Amount % % Net Revenue 28,366 100.0 27,949 100.0 1.5 Realized Gross Profit 3,462 12.2 3,595 12.9 -3.7 Operating Expense 2,417 8.5 2,478 8.9 - 2.5 Operating Income 1,045 3.7 1,117 4.0 - 6.4 Non-operating Income/
Slide 5: Q1 2025 Income Statement YoY (Consolidated)
Q1 2025 Income Statement YoY (Consolidated) (in NT$ million) Q1 2025 Q1 2024 YoY Amount % Amount % % Net Revenue 28,366 100.0 25,585 100.0 10.9 Realized Gross Profit 3,462 12.2 2,963 11.6 16.8 Operating Expense 2,417 8.5 2,210 8.7 9.4 Operating Income 1,045 3.7 753 2.9 38.8 Non-operating Income/(Los
Slide 6: 2025/3/31 Balance Sheet (Consolidated)
2025/3/31 Balance Sheet (Consolidated) (in NT$ million) 2025/3/31 2024/12/31 QoQ 2024/3/31 YoY Amount % Amount % Amount % Amount % Amount % Cash & ST Investments 16,058 22 16,338 22 (280) -2 13,639 19 2,419 18 A/R 22,053 30 23,456 31 (1,403) -6 21,192 30 861 4 Inventory 18,510 25 18,390 24 120 1 19,
Slide 7: Agenda
Agenda ■ Financial Information ■ Business Development Update ■ Summary ■ Q&A □ Normal □ Internal Use ■ Confidential □ Restricted Confidential 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 Broadband Satellite TV Connected Home AIoT Hub Smart OTT Box Wi-Fi 7/6E/6 4G/5G xPON, LEO Satellite AP/Router/Extender DOCSIS CPE Ka/Ku Outdoor Unit CPE Broadband UE Modules ADAS Satellite Radio Automotive Automotive Wi-Fi– Automotive 4G/5G, CPU ADAS Camera
Slide 10: Software-driven Intelligent Connectivity Solutions
Software-driven Intelligent Connectivity Solutions Open-Source Platforms AI-powered Apps ◼ Smart QoS ◼ Wi-Fi Sensing 5G/mmWave ◼ Cybersecurity Wi-Fi FWA Mesh Router Broadband Gateway □ Normal □ Internal Use ■ Confidential □ Restricted Confidential 10
Slide 11: 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 Ha Nam, Taiwan (Kunshan) Vietnam Hsinchu Site New (VN1) (VN2) (S3) Mexico Site NeWeb Vietnam Tainan Site □ Normal
Slide 12: Patents
Patents Patents 2,531 patents (As of Apr 21, 2025 ) / 561 applications (As of Apr 28, 2025 ) Others Others 4% 9% TW 20% TW CN 42% 26% Granted Application 2,531 561 CN 40% US 31% US 28% □ Normal □ Internal Use ■ Confidential □ Restricted Confidential 12
Slide 13: Key Milestones
Key Milestones ✓ Scope 1/2/3 GHG emissions reduction targets passed SBTi validation ✓ All China site obtained UL 2799 platinum rating ✓ Vietnam site obtained LEED Gold® certification and UL 2799 platinum rating ✓ E S3 site awarded Taiwan Green Building Label (EEWH) certification ✓ Green BOM (materia
Slide 14: Recognition
Recognition 2024 Climate & Water Leadership Level FinanceAsia’s Selected in DJSI Top 1% & Industry Mover Dual A- Scores TIME Magazine’s Gold Medal for Best Emerging Markets in S&P Global’s (Leadership Level) World's Best Investor Relations & Index Sustainability Yearbook 2025 Companies in in 2024 CD
Slide 15: Agenda
Agenda ■ Financial Information ■ Business Development Update ■ Summary ■ Q&A □ Normal □ Internal Use ■ Confidential □ Restricted Confidential 15
Slide 16: Summary
Summary □ Normal □ Internal Use ■ Confidential □ Restricted Confidential 16
Slide 17: Wistron NeWeb Corp. Q&A
Wistron NeWeb Corp. Q&A