Gogolook (6902) investor relations material

Executive summary

• Achieved strong revenue and profit growth in 2Q26, driven by overseas expansion and diversified product lines.

• Whoscall subscriptions and digital ads saw continued growth, supported by new features and pricing optimization.

• Fintech services, especially JUJI, delivered significant revenue gains, with corporate anti-scam services expanding through new partnerships.

• Strategic partnerships and product launches in Japan, Thailand, and Taiwan enhanced market reach and user engagement.

Financial highlights

• 2Q26 revenue reached NT$310mn, up 28.4% year-over-year; gross margin improved to 89.6%.

• Operating profit surged 413% year-over-year to NT$64mn; net income to parent was NT$60mn.

• EPS for 2Q26 was NT$1.69, up from a loss in 2Q25.

• 1H26 revenue totaled NT$613mn, up 28% year-over-year; net income to parent was NT$118mn, a dramatic increase from 1H25.

• Cash and cash equivalents rose 15% year-over-year to NT$402mn; total equity increased 28% to NT$815mn.

Outlook and guidance

• 2H26 profit is expected to outperform 1H26, with revenue projected to reach a new record high.

• Continued expansion across consumer anti-scam, corporate anti-scam, and fintech services.

• Near-term focus on scaling corporate anti-scam and risk-management-centric fintech services.

• Fintech services are expected to contribute to profits for the first time this year.