Asustek Computer Inc Regs (ASUUY) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good afternoon. Welcome to the ASUS 2025 Q4 Earnings Conference Call. Today's meeting is hosted by ASUS Co-CEO Mr. S.Y. Xu, Samsung Hu, and CFO Nick Wu. The conference is divided into two parts. In the first, the CFO will present ASUS 2025 Q4 financial results, followed by the two Co-CEOs discussing ASUS operational strategy and future outlook. The second part will be the Q&A session. If you have any questions, you can submit them on the web page and we will address them after the presentation. Thank you. Now we will begin with the CFO's presentation. Thank you. Okay, please refer to slide five of the presentation. Here we disclose a summary of ACES 2025 brand consolidated income. The 2025 consolidated revenue reached $688.9 billion, which is a historic high, with a year-over-year growth of 26%. The 2025 operating profit was $33.9 billion, with a 4-year average operating margin at 4.9%. The YOY growth in operating profit was also 24%. After adding non-operating income, the 2025 net profit post-tax came to $445.6 billion. This is also a new high for our brand final profit and represents a YOY growth of 42%. In terms of EPS, the 2025 earnings per share was $60. And turning to the next page at slide 6, we have a brief report on the 2025 Q4 Brand Income Statement. Q4 band revenue reached $189.8 billion, that's approximately flat, with Q3 at a historic high, with a YY growth of 34%. Q4 operating profit was $8.07 billion, achieving a multiple-fold year-over-year growth. This effectively translates to a single-quarter operating margin of 4.3%. Both revenue and operating profit in Q4 actually exceeded the company's original targets and external expectations. This includes contributions from Asus' strong branded products and product mix optimizations, as well as strong growth...