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Company research4 Apr 2024
Companies That Had Their IPO in 1996: Tech and Internet Domination
An overview of the general market sentiment and IPO landscape in 1996 as the interest in tech and internet companies ramped up.
ASUS
ASUS (2357) investor relations material
ASUS Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary12 May, 2026
Executive summary
Achieved record-high quarterly revenue of NT$194,051 million, up 44% year-over-year and 2% sequentially.
Enterprise segment revenue surged 190% year-over-year, with strong growth in gaming (+20%) and consumer (+6%) segments.
Demonstrated robust business portfolio with hyper-growth in enterprise and strategic partnerships, sustaining dominant market share in premium gaming and consumer markets.
Financial highlights
Net profit for 1Q 2026 was NT$9,797 million, down 14% sequentially and 23% year-over-year.
Gross margin was 13.8%, down from 14.8% in the previous quarter and 15.5% a year ago.
Operating profit rose 30% sequentially to NT$10,502 million but declined 8% year-over-year.
EPS for the quarter was NT$13.2, compared to NT$15.4 in 4Q 2025 and NT$17.2 in 1Q 2025.
Cash and equivalents decreased 43% sequentially and 50% year-over-year to NT$42,829 million.
Outlook and guidance
2Q 2026 PC revenue expected to grow 10–15% sequentially and year-over-year.
Component revenue projected to remain flat sequentially and decline 10% year-over-year.
Server revenue forecasted to increase 50% sequentially and 200% year-over-year.
Explain the 71% YoY inventory surge and cash drop
Factors behind 170bps YoY gross margin decline
Outlook for the 200% YoY server revenue growth
AI server role as a primary growth pillar
AI server scale impact on margin health
AI strategy for brand value and growth
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Latest events from ASUS
- Record 2025 revenue and profit, with Q4 net profit up 596% and strong AI-driven growth.2357
Q4 202523 Mar 2026 - Q3 2025 saw record revenue, robust AI and gaming growth, and strong segment performance.2357Q3 202517 Feb 2026
- Q2 net profit surged to NT$11.8B, led by AI, server, and gaming growth, with robust outlook.2357Q2 20242 Feb 2026
- Record Q3 results driven by gaming, AI, and server growth; strong outlook for AI and servers.2357Q3 202415 Jan 2026
- 2024 profit nearly doubled on AI and gaming, with risks and growth set for 2025.2357Q4 20247 Jan 2026
- Record revenue and AI-driven growth offset by margin pressures and ongoing risk factors.2357Q2 20256 Jan 2026
- Q1 net income more than doubled on strong PC, gaming, and AI sales; NT$34 dividend proposed.2357Q1 202517 Nov 2025
Next ASUS earnings date
Q2 202612 Aug, 2026
ASUS
Next ASUS earnings date
Q2 202612 Aug, 2026
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Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
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@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
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