Asustek Computer Inc Regs (ASUUY) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Hello, everyone, and welcome to the ASUS twenty twenty six Quarter two Online Investor Conference. Today's meeting will be hosted by ASUS Co CEOs, Mr. S. Y. Xu and Mr. Samsung Hu alongside CFO, Mr. Nick Wu. The conference will be divided into two parts. In the first part, the CFO will outline ASU's financial results for the second quarter of twenty twenty six, followed by the Co CEOs who will discuss our operational strategies and outlook. The second part will be a QA session, and if you have any questions, please submit them via the webpage, and we will address them after the presentation. Thank you. We will now begin with the presentation from the CFO. Hello, everyone. Thank you for joining the ASUS twenty twenty six Quarter two Online Investor Conference. Please turn your attention to Page five of the PowerPoint. Page five provides a summary of ASUS brand consolidated income statement for quarter two twenty twenty six. We are pleased to report that the second quarter of twenty twenty six saw outstanding operational results. We achieved all time historical highs for the brand across consolidated revenue, operating profit and net profit after tax. We see that revenue reached $241,000,000,000, representing a Y o Y growth of 39%. Operating profit was NT19.6 billion dollars an increase of 230% year over year. Net profit after tax stood at NT19 billion dollars up 94% Y o Y. This translates to a quarterly earnings per share EPS of $25.6 The revenue growth in the second quarter was primarily driven by momentum in AI servers and the PC business. Our growth and operating margins reflect the strength of the ASU's brand, our high end competitive product mix, and the supply chain resilience and control that we have previously reported. We are very pleased to have fulfilled our...