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Amlogic (Shanghai) Co (688099) investor relations material
Amlogic (Shanghai) Co Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved record revenue of RMB 6.79 billion in 2025, up 14.63% year-over-year, with net profit attributable to shareholders of RMB 873 million, up 6.21%.
Chip sales exceeded 174 million units, up over 31 million units year-over-year, with new products driving growth.
Comprehensive gross margin rose to 37.97%, up 1.42 percentage points year-over-year.
Significant R&D investment of RMB 1.55 billion, representing 22.84% of revenue.
Board proposes a cash dividend of RMB 2 per 10 shares, totaling RMB 84 million, and share buybacks totaling RMB 79.9 million.
Financial highlights
Revenue: RMB 6.79 billion, up 14.63% year-over-year.
Net profit attributable to shareholders: RMB 873 million, up 6.21% year-over-year.
Operating cash flow: -RMB 229.7 million, down from RMB 1.04 billion last year, mainly due to increased prepayments for raw materials.
Gross margin: 37.97%, up from 36.55% last year.
Basic EPS: RMB 2.08; diluted EPS: RMB 2.07.
Net assets: RMB 7.35 billion at year-end, up 14.89%.
Outlook and guidance
2026 Q1 revenue expected to grow 10–20% year-over-year; full-year revenue expected to grow 25–45%, subject to uncertainties.
Continued focus on R&D, new product launches, and expansion in AI, wireless, and automotive chips.
- H1 2024 revenue and profit soared, led by T/W series; outlook remains positive.688099
Q2 202417 Dec 2025 - Record revenue and profit growth fueled by innovation and market expansion in 2024.688099
Q4 202417 Dec 2025 - Revenue and net profit grew strongly, driven by AI chip sales and margin improvement.688099
Q3 202530 Oct 2025 - H1 2025 net profit surged 37.12% year-over-year on record revenue and shipments.688099
Q2 202513 Aug 2025 - Q3 net profit surged 80% year-over-year, driven by record sales and improved margins.688099
Q3 202413 Jun 2025 - Net profit jumped 47.53% in Q1 2025 on record revenue and robust smart home chip sales.688099
Q1 20256 Jun 2025
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