Slide 1: Ennoconn Corporation Q2 2019 Earnings Conference Call
Ennoconn Corporation Q2 2019 Earnings Conference Call Steve Chu, Chairman & CEO Kenny Deng, President Yolanda Wu, CFO Max Lee, Chief Strategy Officer Aug 13th, 2019 Confidential information-strictly protected under the non-disclosure agreement.
Slide 2: Safe Harbor Statement
Safe Harbor Statement Our discussion may include predictions, estimates or other information that might be considered forward-looking. While these forward-looking statements represent our current judgment on what the future holds, they are subject to risks and uncertainties that could cause actual r
Slide 3: 2Q19 Financial Results
2Q19 Financial Results NT$M 2Q18 1Q19 2Q19 QoQ YoY Notes Revenues 14,674 17,606 18,725 6.4% 27.6% • The YoY growth was 12% if we exclude the inorganic contribution from Marketech consolidation Gross Profit 3,402 3,800 4,217 11.0% 24.0% • Gross margin increased 0.9 ppt sequentially, reflecting Gross
Slide 4: Performance by Business Segment
Performance by Business Segment Revenue EPS Business Revenue Revenue Key Members Contribution GM OpM Contribution Notes Segments QoQ YoY (NT$M) (NT$) 2Q19 18,725 22.5% 3.8% 2.87 2Q19 Revenue Contribution Ennoconn Consolidation 1Q19 17,606 6.4% 27.6% 21.6% 3.2% 1.52 ODM/JD M 2Q18 14,674 23.2% 2.9% 3.
Slide 5: Revenue by Region
Revenue by Region Revenue Revenue 2019H1 Revenue (NT$M) Q oQ Y oY Revenue Notes (NT$M) 2Q19 18,725 2Q19 Revenue Ennoconn Total 1Q19 17,606 6.4% 27.6% 36,331 Americas 2Q18 14,674 Asia Pacific 18% 32% 2Q19 3,374(18%) The Americas 1Q19 3,318 (19%) 1.7% -4.4% 6,692 (18%) China Europe 2Q18 3,528 (24%) 14