Auo Corporation · TWSE:2409
Auo — Q4 2025 Earnings Presentation
32 slides from Auo's earnings presentation, Feb 10, 2026
Slide 1: AUO Corporation 4Q25 Results
AUO Corporation 4Q25 Results February 10, 2026 NUO ce)
Slide 2: Safe Harbor Notice
Safe Harbor Notice e * The statements included in this presentation that are not historical in nature are “forward-looking statements”. These forward-looking statements, which may include statements regarding AUO Corporation’s future results of operations, financial condition or business prospects,
Slide 3: Revenue & Profits
Revenue & Profits Amount: NT$ Million = en Atrributable to Owner of Company CRS Sn asic EPS (( ey 0.58 3Q25 69,908 6,690 9.6% 8,496 12.2% (1,806) (2.6%) (1,280) (1.8%) 5,437 7.8% (0.17) 4Q24 68,692 5,446 7.9% 8,768 12.8% (3,323) 4.8%) 1,619 24% 4715 6.9% 0.21 a) Basic EPS was calculated based on the
Slide 4: Revenue & Profits (Con't)
Revenue & Profits(Con’t) ° Amount: NT$ Million 2024 281,388 280,245 Gross Profit (Loss) sees oes Operating Expenses oe 32,682 i (1,056) (8,466) Operating Profit (Loss) eres poe 6,845 (3,064) 24% (1.1%) 28,790 25,638 10.2% 9.1% 0.90 (0.40) a) Basic EPS was calculated based on the weighted average out
Slide 5: Balance Sheet Highlights
Balance Sheet Highlights . Amount: NT$ Million 3Q25 QoQ Cash and Cash Equivalents 55,617 55,839 (0.4%) ae Inventory 36,213 35,816 1.1% 33,811 Short Term Debt © 32,799 28,863 13.6% 16,504 Long Term Debt 76,256 88,317 (13.7%) 102,021 163,841 156,802 4.5% 160,773 Total Assets 382,023 380,714 0.3% 392,8
Slide 6: Cash Flow Highlights
Cash Flow Highlights Amount: NT$ Million Profit(Loss) before Tax 2,889 Depreciation & Amortization 7,550 Unrealized Foreign Currency Exchange Loss (Gain) 86 Net Change in Working Capital (2,228) Others (6,371) Capital Expenditure (3,759) Disposals of Property, Plant and Equipment 6,782 Others 290 (o
Slide 7: Revenue Breakdown
Revenue Breakdown 5% 5% @ Others UDisplay Vertical Solutions “Mobility Solutions 4Q24 1Q25 2Q25 3Q25 4Q25 - Mobility Solutions: Primarily including integrated solutions in automotive business — Vertical Solutions: Primarily including integrated solutions in various fields, such as Smart Retail, Smar
Slide 8: 1Q2026 Business Outlook
1Q2026 Business Outlook ° Based on our current business outlook, the Company expects: Mobility Solutions > Down high-single digit % QoQ Vertical Solutions > Flat to down slightly Q@o@ Display > Moderate decline QoQ due to seasonality —The above is our current best forecast based on current business
Slide 9: AUO Strategy and Outlook
AUO Strategy and Outlook O pw Boe” ey NU0 ZO
Slide 10: AUO Pillars Business
AUO 3 Pillars Business e Vertical Solutions Smart Verticals+ Green Solutions Revenue Revenue Revenue Gross Margin Gross Margin GrossMargin AUO Ko‘ e]
Slide 11: Sustained Profitable Solutions Provider
3Q24 Sustained Profitable Solutions Provider e 30% MS+VS to reach 70% by 2030 _ ~ 4AQ2Q4 1Q25 2Q25 3Q25 4Q25 2030 HE Mobility Solutions (%) ™ Vertical Solutions (%) ™ Display (%) Others (%)
Slide 12: Micro LED Go-to-Market
Micro LED Go-to-Market e Applied to Diverse Scenarios and Verticals Smart Watch Transparent Display ‘i Large Size TV Automotive Display [Mass Production
Slide 13: Micro LED as a Scalable Technology Platform
Micro LED as a Scalable Technology Platform »«
Slide 14: AUO's Enabling Role in the AI-Driven Future
AUO’s Enabling Role in the Al-Driven Future ° Edge Al AR Glasses Real-time Al-assisted Visualization HMI Pulse DetectingSystem Edge Al inference for healthcare Clo ud Al / Ge Micro LED CPO* for Al Data [A Communica Infrastructure a am = LEO** Antenna for Global Al Connectivity iz = od ogi Physical A
Slide 15: Micro LED CPO: Power-Efficient Optical I/O for AI Data Center
Micro LED CPO: ° Power-Efficient Optical |/O for Al Data Center Micro LED CRO,MMiedule : InsidéAl Pracks and between racks) @habling high-speed optical lata transmission with better power e y te powerpeér it [ “Better thermal efficiency ‘Improved TCO(total cost ownership)
Slide 16: Micro LED CPO Optical Module
Micro LED CPO Optical Module ° AUO’s Strategic Position in Optical Interconnects VN in A AUO fotuses onthe Micro LED 1 “i bit CPO module, leveraging Micro pu/ lar, LED-based light sources and optoelectronic integration to enable ultra-low power optical 1/O in Al servers Agvet’
Slide 17: LEO Satellite Connectivity
LEO Satellite Connectivity : ° Enabling Intelligence Everywhere No Connectivity, No Intelligence | #ii #8 ~ Low-Earth Orbit (LEO) Low-latency, wide- area connectivity beyond ») terrestrial networks J
Slide 18: LEO Glass Antenna Module
LEO Glass Antenna Module AUO’s Glass-based Innovation Innovation from Refining | Bl#7T RA Antenna Patterns Lightweight/Slim/ Translucent Heatsink-free design
Slide 19: Enabling AI Vision through Waveguide Optics for AR Glasses
Enabling Al Vision through . Waveguide Optics for AR Glasses o> e851 (Light Engine) : . Micro LED or LCoS ° Lightweight ¢ Nanoimprinting
Slide 20: Display Business Sustainable Cash Generation
Display Business Sustainable Cash Generation e * Industry becomes more disciplined. Still sees TV size migration and IT replacement demand in 2026. Memory shortage brings uncertainties. * Core business — LCD with the capability to provide Professional/ ESG/ Integration products * Growth Engine — Mic
Slide 21: AMSC at CES 2026
AMSC at CES 2026 e a = mmSRSA? ilingual Al Ordering Systefn !
Slide 22: Mobility Solutions: One AMSC as a Growth Engine
Mobility Solutions. One AMSC asa Growth Engine * AMSC aim to grow at double-digit CAGR despite slow automotive vehicle and display market * Core business — Display HMI with our comprehensive display tech platform and mechanical integration * Growth engine — Smart Cockpit with great potential to grow
Slide 23: From Panel to Smart Cockpit for AI-Defined Vehicle
From Panel to Smart Cockpit for Al-Defined Vehicle Value Creation ww > 10x TN System Integration Smart Cockpit Solutions Visual +Compute +Connectivity Display HMI (Tier 1 business) Display Panel (Tier 2 business) A . Display 1X LCD Display Mini LED Display Micro LED Display Innovation NU0 ZO
Slide 24: Vertical Solutions Smart Verticals (ADP) and Green Solutions
Vertical Solutions Smart Verticals (ADP) and Green Solutions * Core business — Display-centric Solutions and Green Solutions ¢ Aim to be a global total solution provider with the ability to integrate H/W and S/W * Growth engine — ESG + Al * ESG solutions from aecoPost, aecoTag and Hiraso ¢ Al opport
Slide 25: ADP at HealthCare Expo 2025
ADP at HealthCare Expo 2025 Neveu Ss Nouponavigstion, guided Tongue Image Capturing System
Slide 26: Eco-friendly Display Solutions
Eco-friendly Display Solutions ° Requiring zero power to maintain a static image |) Hiraso ePaper \ - Outdoor or Transportation Indoor / Lightweight/ Unplugged HiRASo. / Wide Temperature Range AECOPOST
Slide 27: Q&A
Q&A www.auo.com ir@auo.com NU0 ZO
Slide 28: Consolidated Condensed Statements of Comprehensive Income (Quarterly)
AUO Corp ation Prop Consolidated Condensed Statements of Comprehensive Income For the Three Months Ended December 31, 2025 and 2024 and September 30, 2025 AUO CORPORATION AND SUBSIDIARIES (Expressed in Millions of New Taiwan Dollars (NTD) except for per share amounts and shares outstanding) Net Sale
Slide 29: Consolidated Condensed Statements of Comprehensive Income (Annual)
AUO CORPORATION AND SUBSIDIARIES Consolidated Condensed Statements of Comprehensive Income For the Period Ended December 31, 2025 and 2024 (Expressed in Millions of New Taiwan Dollars (NTD) except for per share amounts and shares outstanding) Net Sales Cost of Goods Sold Gross Profit(Loss) Operating
Slide 30: Consolidated Condensed Balance Sheets
AUO CORPORATION AND SUBSIDIARIES Consolidated Condensed Balance Sheets ie | December 31, 2025 and 2024 (Expressed in Milions of New Taiwan Dollars (NTD)) December 31, 2025, December 31, 2024 YoY @ ASSETS NTD % NTD % NTD % ‘Cash and Cash Equivalents 56.67 te C8ANT tra (12,830) a7) Notes & Accounts Re
Slide 31: Consolidated Condensed Cash Flow Statements
© AUO Corporatior roprietary AUO CORPORATION AND SUBSIDIARIES Consolidated Condensed Cash Flow Statements For the Period Ended December 31, 2025 and 2024 (Expressed in Millions of New Taiwan Dollars (NTD)) Cash Flow from Operating Activit Profit(Loss) before Income Taxes Depreciation & Amortization
Slide 32: Tap Into The Possibilities
Tap Into The Possibilities