Slide 1: Samsung Electronics 2Q 2026 Earnings Call
SAMSUNG ELECTRONICS 2Q 2026 Earnings Call ※ Background image is of the Samsung Electronics Digital City(Suwon), located in South Korea
Slide 2: Disclaimer
Disclaimer The financial information in this document are consolidated earnings results based on K-IFRS. This document is provided for the convenience of investors before the external review on our 2Q 2026 financial results is completed. The review outcomes may cause some parts of this document to c
Slide 3: Index
Index PRESENTERS 2Q 2026 FINANCIAL RESULTS & OUTLOOK APPENDICES RESULTS BY BUSINESS SEGMENT ※ Background image is of DSR (Device Solutions Research) Tower of Samsung's Hwaseong Campus in South Korea
Slide 4: Earnings Call Speakers
Earnings Call Speakers Moderator Sooncheol Park Jaejune Kim Jason Shin Sukchae Kang Charles Hur Daniel Araujo Hun Lee Daniel Oh EVP EVP EVP EVP EVP VP EVP EVP Chief Financial Officer Memory System LSI Foundry SDC Mobile eXperience Visual Display (VD) Investor Relations Device Solutions (DS) Device e
Slide 5: 2Q 2026 Results
2Q 2026 Results Based on consolidated financial statements Revenue Operating Profit R&D Investment KRW 171.5T KRW 89.5T KRW 16.0T QoQ +28% YoY +130% QoQ +56% YoY +1,814% QoQ +41% YoY +78% EPS KRW10,849 (QoQ KRW3,726↑, YoY KRW10,112↑) *Common Achieved another record-high performance through technolog
Slide 6: Results by Business Segment
Results by Business Segment Op. Profit 2Q 2026 Sales by Business Segment Business Unit Sales (QoQ) (% of revenue) Key Updates KRW Trillion 4.6 • Another record-breaking memory earnings by proactively 7.5 addressing AI Server demand DS 127.5 T 89.2 T • Achieved all-time high bit sales for both DRAM a
Slide 7: Memory
Memory Results Outlook 2Q 2026 Results DS Results H2 2026 ➢ Achieved another record-breaking quarterly Unit: KRW trillion ➢ Expect robust demand centered on server earnings backed by continued AI Infrastructure CapEx • Proactively addressed AI demand with primary 127.5 Sales (DS) • Strong server dem
Slide 8: S.LSI / Foundry
S.LSI / Foundry Results Outlook 2Q 2026 Results DS Results H2 2026 ➢ S.LSI Unit: KRW trillion ➢ S.LSI • Record-high first-half revenue driven by • Drive next-generation flagship SoC sales and SoC/image sensor sales expansion in high-volume 127.5 Sales(DS) develop more new business in Custom SoC mobi
Slide 9: SDC
SDC Results Outlook 2Q 2026 Results SDC Results H2 2026 Unit: KRW trillion ➢ Small & Medium ➢ Expect continued market uncertainty including • Earnings improved on solid demand memory supply-demand conditions for high-end mobile products ➢ Large ➢ Small & Medium • Expanded sales volume and revenue dr
Slide 10: MX / NW
MX / NW Results Outlook 2Q 2026 Results MX/NW Results H2 2026 ➢ MX Unit: KRW trillion ➢ MX • Revenue increased YoY, driven by solid • Strengthen AI leadership through personalized flagship sales and A series expansion and intuitive experiences • Earnings declined due to elevated component 38.1 • Dri
Slide 11: VD / DA / Harman
VD / DA / Harman Results Outlook 2Q 2026 Results VD/DA Results H2 2026 Unit: KRW trillion ➢ VD ➢ VD • Earnings declined QoQ due to increased costs, 14.1 14.3 14.5 Sales • Lead the AI TV market with differentiated customer while revenue and earnings increased YoY experience based on 'Vision AI’ and c
Slide 12: Appendix 1: 2Q 2026 Results & Financial Data
Appendix 1: 2Q 2026 Results & Financial Data Based on consolidated financial statements Sales and Operating Profit (KRW trillion) 2Q 25 % of sales 1Q 26 % of sales 2Q 26 % of sales KRW trillion Sales Sales 74.6 100.0% 133.9 100.0% 171.5 100.0% 130% YoY Operating Cost of sales 49.1 65.8% 52.0 38.8% 5
Slide 13: Appendix 2: Results by Business Segment
Appendix 2: Results by Business Segment Sales Operating Profit 2Q 25 1Q 26 2Q 26 QoQ YoY 2Q 25 1Q 26 2Q 26 QoQ YoY KRW trillion KRW trillion Total 74.6 133.9 171.5 28%↑ 130%↑ Total 4.7 57.2 89.5 32.3↑ 84.8↑ DX 43.6 52.7 48.0 9%↓ 10%↑ DX 3.3 3.0 (0.8) 3.8↓ 4.1↓ MX / NW 29.2 38.1 33.2 13%↓ 14%↑ MX / N
Slide 14: Appendix 3: Financial Position (Summary)
Appendix 3: Financial Position (Summary) KRW billion 30.Jun.25 31.Mar.26 30.Jun.26 30.Jun.25 31.Mar.26 30.Jun.26 Assets 504,875.2 633,339.6 759,480.5 Current ratio* 251% 254% 283% Cash* 100,728.2 147,378.1 189,999.0 A/R 43,550.5 82,285.0 96,409.0 Liability/equity 26% 30% 31% Inventories 51,037.4 58,
Slide 15: Appendix 4: Cash Flow (Summary)
Appendix 4: Cash Flow (Summary) Current State of Net Cash (Net Cash = Cash* - Debts) KRW trillion 2Q 25 1Q 26 2Q 26 Cash (beginning of period)* 105.13 125.85 147.38 KRW trillion 30.Jun.25 31.Mar.26 30.Jun.26 Cash flows from operating activities 17.31 40.27 105.08 Net Cash 86.70 119.24 167.59 Net pro
Slide 16: Thank you
Thank you ※ Background image is of the Samsung Electronics Digital City(Suwon), located in South Korea