Samsung Electronics Co., Ltd. · KRX:005930
Samsung Electronics — Q3 2026 Earnings Presentation
16 slides from Samsung Electronics's earnings presentation, October 2026
Slide 1: Samsung Electronics 3Q 2026 Earnings Call
SAMSUNG ELECTRONICS 3Q 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 3Q 2026 financial results is completed. The review outcomes may cause some parts of this document to c
Slide 3: Index
Index PRESENTERS 3Q 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: Presenters
Presenters Speakers Moderator Sooncheol Park Jaejune Kim Jason Shin Sukchae Kang Charles Hur Daniel Araujo Wonwoo Kim Daniel Oh EVP EVP EVP EVP EVP VP VP EVP Chief Financial Officer Memory System LSI Foundry Samsung Display Mobile eXperience Visual Display Investor Relations Company Device Solutions
Slide 5: 3Q 2026 Results
3Q 2026 Results Based on consolidated financial statements Revenue Operating Profit R&D Investment KRW 195.3T KRW 107.4T KRW 14.4T QoQ +14% YoY +127% QoQ +20% YoY +783% QoQ -10% YoY +63% EPS KRW11,462 (QoQ 6%↑, YoY 536%↑) *Common Became the first global tech company ever to exceed KRW 100T in quarte
Slide 6: Results by Business Segment
Results by Business Segment Op. Profit 3Q 2026 Sales by Business Segment Business Unit Sales (QoQ) (% of revenue) Key Updates KRW Trillion 4.3 • Memory achieved record earnings by significantly ramping up 8.0 DS 147.1 T 106.5 T HBM4 sales on the strength of product competitiveness and proactively me
Slide 7: Memory
Memory Results Outlook 3Q 2026 Results DS Results 4Q 2026 Unit: KRW trillion Another record-breaking quarterly revenue AI infrastructure investment to continue backed by and operating profit industry-wide competition for AI leadership • Managed product-mix with focus on AI products • Further mem
Slide 8: S.LSI / Foundry
S.LSI / Foundry Results Outlook 3Q 2026 Results DS Results 4Q 2026 Unit: KRW trillion S.LSI S.LSI • Revenue growth driven by SoC and image • Stable production and sales of flagship SoC and sensor mass production in new models 200MP sensors launched in 2H Foundry • Secured Custom SoC projects b
Slide 9: SDC
SDC Results Outlook 3Q 2026 Results SDC Results 4Q 2026 Unit: KRW trillion Small & Medium Expect year-end seasonal demand and new product • Revenue and profit increased driven by timely launches, but external factors may affect earnings panel supply for customers' new products improvement Larg
Slide 10: MX / NW
MX / NW Results Outlook 3Q 2026 Results MX/NW Results 4Q 2026 Unit: KRW trillion MX MX • Revenue increased QoQ/YoY, driven by • Drive year-end peak-season sales of S26 series, new flagship launches including foldables foldables and new Ecosystem products • Earnings declined YoY on cost pressures
Slide 11: VD / DA / Harman
VD / DA / Harman Results Outlook 3Q 2026 Results VD/DA Results 4Q 2026 Unit: KRW trillion VD VD • Revenue declined after major sporting event, 13.9 14.5 13.9 Sales • Capture peak-season demand with stronger channel but premium product sales and cost efficiency partnerships; expand premium produc
Slide 12: Appendix 1: 3Q 2026 Results & Financial Data
Appendix 1: 3Q 2026 Results & Financial Data Based on consolidated financial statements Sales and Operating Profit 3Q 25 % of sales 2Q 26 % of sales 3Q 26 % of sales KRW trillion (KRW trillion) Sales 86.1 100.0% 171.5 100.0% 195.3 100.0% 127% YoY Cost of sales 52.6 61.1% 52.2 30.4% 60.0 30.7% 195.3
Slide 13: Appendix 2: Results by Business Segment
Appendix 2: Results by Business Segment Sales Operating Profit Difference(%) Difference(Amount) 3Q 25 2Q 26 3Q 26 3Q 25 2Q 26 3Q 26 KRW trillion QoQ YoY KRW trillion QoQ YoY Total 86.1 171.5 195.3 14%↑ 127%↑ Total 12.2 89.5 107.4 17.9↑ 95.3↑ DX 48.4 48.0 52.1 8%↑ 8%↑ DX 3.5 (0.8) (0.8) 0.01↓ 4.3↓ MX
Slide 14: Appendix 3: Financial Position (Summary)
Appendix 3: Financial Position (Summary) KRW billion 30.Sep.25 30.Jun.26 30.Sep.26 30.Sep.25 30.Jun.26 30.Sep.26 Assets 523,659.6 759,480.5 791,841.9 Current ratio* 263% 283% 310% Cash* 108,463.8 189,999.0 214,822.9 Liability/equity 27% 31% 29% A/R 50,538.8 96,409.0 106,097.4 Debt/equity 4% 4% 3% In
Slide 15: Appendix 4: Cash Flow (Summary)
Appendix 4: Cash Flow (Summary) KRW trillion 3Q 25 2Q 26 3Q 26 Current State of Net Cash (Net Cash = Cash* - Debts) Cash (beginning of period)* 100.7 147.4 190.0 KRW trillion 30.Sep.25 30.Jun.26 30.Sep.26 Cash flows from operating activities 22.6 105.1 98.6 Net Cash 91.8 167.6 197.6 * Cash = Cash an
Slide 16: Thank you
Thank you ※ Background image is of the Samsung Electronics Digital City(Suwon), located in South Korea