Asustek Computer Inc. · TWSE:2357
Asustek Computer — Asustek Computer Inc Regs — Q2 2026 Earnings Presentation
24 slides from Asustek Computer's earnings presentation, Aug 12, 2026
Slide 1: ASUSTeK 2Q 2026 Investor Conference
ASUSTeK 2Q 2026 Investor Conference
Slide 2: Disclaimer
Disclaimer ASUSTeK’s presentation contains forward-looking statements subject to significant risks and uncertainties. Actual results may differ materially from those contained in the forward-looking statements. The forward-looking statements in this release reflect the current belief of ASUS as of t
Slide 3: Agenda
Agenda • 2Q 2026 Financial Result • Strategy & Outlook • Q&A
Slide 4: 2Q 2026 Financial Result
2Q 2026 Financial Result
Slide 5: 2026 2Q Brand Income Statement
2026 2Q Brand Income Statement in NT$ Mn 2026 2Q 2026 1Q QoQ 2025 2Q YoY Net Revenue 241,056 194,051 24% 174,018 39% COGS (201,199) (167,343) 20% (152,490) 32% Gross Profit 39,857 26,709 49% 21,527 85% Operating Expenses (20,219) (16,207) 25% (15,568) 30% Operating Profit 19,638 10,502 87% 5,959 230
Slide 6: 2026 2Q Non-OP Items
2026 2Q Non-OP Items in NT$ Mn 2026 2Q 2026 1Q QoQ 2025 2Q YoY Interest Income (net) 463 518 -11% 912 -49% Investment Income 1,472 1,373 7% 1,076 37% Askey 156 64 144% 112 39% Others 1,316 1,309 1% 964 36% Exchange Gain/(Loss) 1,221 (217) 664% 1,092 12% Dividend Income 1,803 2,031 -11% Other Income
Slide 7: 2026 2Q Brand Balance Sheet
2026 2Q Brand Balance Sheet in NT$ Mn Jun 30, 2026 Mar 31, 2026 QoQ Jun 30, 2025 YoY Cash & equivalents 70,948 42,829 66% 77,891 -9% Accounts receivable 165,363 128,262 29% 116,636 42% Inventories 339,906 247,099 38% 140,793 141% Current Assets 604,652 441,839 37% 359,647 68% Long-term investments 1
Slide 8: 2026 2Q Revenue Mix
2026 2Q Revenue Mix Business Group Region 8 (unaudited brand consolidated financials)
Slide 9: 2026 3Q Outlook
2026 3Q Outlook • PC QoQ +15% ~ +20%, YoY +20% ~ +30% • Component QoQ +5% ~ +10%, YoY flattish • Server QoQ +10% ~ +15%, YoY +150% 9 (unaudited brand consolidated financials)
Slide 10: Strategy & Outlook
FUSS _INSEARCH OF INCREDIBLE Strategy & Outlook
Slide 11: Exceptional Growth x Record-High Revenue
Exceptional Growth x Record-High Revenue + 39% + 2X + 20% 2Q Revenue YoY Server 2Q Revenue YoY PC 2Q Revenue YoY • Hyper-growth in Server and robust order pipeline • PC consistently outperforming the broader industry • Proven execution and operational resilience 11 (unaudited brand consolidated fina
Slide 12: Ubiquitous AI. Incredible Possibilities
Ubiquitous AI. Incredible Possibilities ASUS AI Ecosystem Comprehensive, end-to-end products and solutions Cloud & Edge Local Client Physical AI Infrastructure AI Accelerators AI PC/ Devices AI Applications Infrastructure Solutions BG Open Platform BG System BG AIoT BG 12
Slide 13: Infrastructure Solutions Strategy
Infrastructure Solutions Strategy End-to-End Infrastructure Solution Provider DCS EC Solution • AI & General Server • Edge Computing • Storage Solution & • Dedicated Team to • Industrial & Vertical Infrastructure Solution Support Next-Wave Customers • Customized Design & CSPs Customized Technical Su
Slide 14: Driving Next-Gen PC Leadership Through Innovation
Driving Next-Gen PC Leadership Through Innovation Empowering User Experiences ProArt P16/P14 Zenbook 14 First-Mover in the New NVIDIA RTX Spark Category Winning Premium Mainstream Thin-and-Light Best of Best in Show Computex 2026 Computex 2026 14
Slide 15: ASUS ExpertBook Ultra
ASUS ExpertBook Ultra Ruggedized Design for Enterprise Scratch Resistant Easy to Clean Abrasion Resistant 9H hardness Stain-resistant and 100,000 simulated hand 5X the industry standard fingerprint-resistant hand pressure tests 15
Slide 16: ASUS Zenni Claw
ASUS Zenni Claw Making AI Agents More Practical Easy to install, Ready-to-use Flexible local-cloud Built-in safety easy to use ASUS skills routing protection One-click setup and Built-in ASUS skills help Dynamic routing helps each A more controlled intuitive interaction make users get immediate valu
Slide 17: ROG NB and Graphics Cards Shipments
~ 35M Shipments > 130M Shipments ROG NB Graphics Cards 17
Slide 18: ROG 20th Anniversary: Community & Innovation
ROG 20th Anniversary: Community & Innovation Celebrating 20 years with our fans, while unveiling the future of gaming. ROG XBOX Ally ROG Edition 20 X20 Bundle ROG Homecoming A design language that respects the past, "It leapfrogs every other handheld I've ever seen Turning fan dreams into reality —
Slide 19: System Business Group
System Business Group PC Revenue High-Value Product Commercial PC Shipments +20% YoY Revenue Share > 65% +50% YoY 2026 Q2 Performance Premium • Robust growth in PC Revenue and AI PC takes over 30% share of consumer revenue. Business • Majority of revenue from high-value products to support profit re
Slide 20: Open Platform Business Group
Open Platform Business Group OP Revenue Revenue Grew YoY NUC Revenue -15% ~ -10% YoY Across the Board +30% YoY +50% 2026 Q2 Performance ~20% • Display & Accessory strengthen gaming leadership and boost revenue. Business • The increase in NUC revenue was attributable to higher demand for the ASUS Asc
Slide 21: Infrastructure Solutions Business Group
Infrastructure Solutions Business Group Server Revenue ASUS Accelerates AI Factory ASUS AI Lab Validates AI + 2X YoY Deployment with NVIDIA Infrastructure for DSX at COMPUTEX 2026 Enterprise-Scale Reliability 2026 Q2 Performance • Server business scales new heights with 2X revenue growth. • At COMPU
Slide 22: AIoT Business Group
AIoT Business Group ASUS Blade Healthcare AI , ASUS x NHRI: Building Trust Software Receives HSA for Healthcare AI Approval in Singapore 2026 Q2 Performance • ASUS showcased its healthcare AI portfolio at Smart Health Asia 2026, highlighting ASUS Blade — its first HSA-approved Class B IVD software i
Slide 23: Awards and Achievements
Awards and Achievements ASUS Ranked in the Top 5% of ASUS and ROG Win 10 Best ASUS and Republic of Gamers Listed Companies at the 12th Choice Awards at Computex 2026 Win 43 Red Dot Product Design Corporate Governance Evaluation Awards 2026 23
Slide 24: Q&A
FUSS _INSEARCH OF INCREDIBLE Q&A
Asustek Computer Inc Regs — Q2 2026 Earnings Presentation on 6ix