)
Kioxia (285A) investor relations material
Kioxia Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved record-high Q3 FY2025 revenue and profits, driven by strong AI demand in data center and enterprise segments, despite year-over-year declines for the nine months due to lower average selling prices.
Non-GAAP operating profit and net income exceeded guidance upper limits in Q3; full-year sales and profit expected to hit record highs for the second consecutive year.
Profit attributable to owners of parent for the nine months was ¥146.8 billion, down 41.8% year-over-year.
The company operates as a single segment (Memory business), with revenue breakdowns for SSD & Storage, Smart Devices, and Other.
Balance sheet strengthened, with net debt-to-equity ratio improving to 80% in Q3.
Financial highlights
Q3 FY2025 revenue: ¥543.6 billion (QoQ +21.3%, YoY +20.8%).
Non-GAAP operating profit: ¥144.7 billion (QoQ +66.0%, YoY +17.6%), margin 26.6%.
Non-GAAP net income: ¥89.5 billion (QoQ +114.9%, YoY +17.3%), margin 16.5%.
Free cash flow positive for eight consecutive quarters; Q3 FCF: ¥85.7 billion.
Cash and cash equivalents at Q3-end: ¥281.5 billion.
Outlook and guidance
Q4 FY2025 revenue guidance: ¥845.0–935.0 billion; full-year: ¥2,179.8–2,269.8 billion, up 27.7–33.0% year-over-year.
Q4 non-GAAP operating profit guidance: ¥440.0–530.0 billion; full-year: ¥717.0–807.0 billion.
Q4 non-GAAP net income guidance: ¥310.0–370.0 billion; full-year: ¥459.7–519.7 billion.
Selling prices expected to rise across all applications in Q4, with further margin expansion.
Q4 revenue and profit are expected to increase sequentially due to strong data center demand and higher selling prices.
Next Kioxia earnings date
Next Kioxia earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
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.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
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.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
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.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
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.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage