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Novatek Microelectronics (3034) investor relations material
Novatek Microelectronics Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q2 2026 revenue rose 23.83% sequentially to NT$28.66B and 9.59% year-over-year, driven by strong customer demand across all product lines.
Net income for Q2 2026 surged 67.97% quarter-over-quarter and 69.22% year-over-year to NT$6.33B, with EPS at NT$10.40.
Gross margin improved to 42.42%, up 3.36 percentage points sequentially and 6.12 points year-over-year.
Financial highlights
Operating income for Q2 2026 was NT$6.47B, up 60.53% quarter-over-quarter and 34.06% year-over-year.
Net gross profit reached NT$12.16B, up 34.48% sequentially and 28.05% year-over-year.
Operating expenses increased to NT$5.69B, up from NT$5.01B in Q1 and NT$4.67B in Q2 2025.
Non-operating income in Q2 2026 was NT$1.32B, compared to a loss in Q2 2025.
Outlook and guidance
Q3 2026 revenue is projected between NT$30.0B and NT$31.2B.
Gross profit margin expected between 38.5% and 41.5%; operating profit margin between 19% and 22%.
- Q1 revenue fell 14.7% year-over-year, but SoC sales and cash improved; Q2 growth expected.3034
Q1 2026 - Revenue and profit fell, but cash and margins held up as new AI/OLED products target growth.3034
Q4 2025 - Q3 2025 profit and sales declined, but guidance was met and cash fell on dividend payouts.3034
Q3 2025 - Revenue up, net income and margins down, strong cash and dividends amid cost pressures.3034
Q2 2025 - Sales and profit fell year-over-year, but margins and liquidity remained strong.3034
Q2 2024 - Q3 2024 saw sequential growth but year-over-year declines; 2025 growth expected from AI.3034
Q3 2024 - Q1 2025 revenue and net income rose sharply, with strong margins and stable dividend payout.3034
Q1 2025 - 2024 revenue and profit declined, but margins and cash position remain strong.3034
Q4 2024
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