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Samsung Electronics (005930) investor relations material
Samsung Electronics Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Executive summary
- Q3 2025 revenue reached KRW 86.1 trillion, up 15.4% quarter on quarter and 9% year over year, with operating profit at KRW 12.2 trillion, a significant increase from KRW 4.7 trillion in Q2 2025 and KRW 9.2 trillion in Q3 2024, led by memory and foundry improvements. 
- Net profit reached KRW 12.2 trillion, with a net profit margin of 14.2%. 
- Memory business set a new all-time high for quarterly sales, driven by HBM3E and server SSDs, while DX division saw strong foldable and flagship phone sales. 
- SG&A expenses were KRW 21.3 trillion, with a decline in SG&A as a percentage of sales; R&D expenses hit a record KRW 26.9 trillion year-to-date. 
- Shareholder returns included a completed KRW 10 trillion share repurchase and a quarterly dividend of KRW 370 per share, with annual dividends totaling KRW 9.8 trillion. 
Financial highlights
- DS division sales rose 19% sequentially and 19% YoY, with memory achieving record sales; DX division revenue increased 11% quarter on quarter. 
- Gross profit increased to KRW 33.5 trillion, with a gross margin of 38.9%. 
- EBITDA margin improved to 27% from 20% in the previous quarter. 
- CapEx for Q3 2025 was KRW 9.2 trillion, down KRW 1.9 trillion from the previous quarter and KRW 3.3 trillion year-over-year; PP&E purchases at KRW 10.8 trillion. 
- For the first three quarters, CapEx totaled KRW 32.3 trillion, down KRW 3.6 trillion year on year. 
Outlook and guidance
- Q4 2025 expected to see mixed market conditions with ongoing trade/geopolitical risks but growth from AI industry; DS to focus on high-value memory for AI, DX to emphasize advanced AI products. 
- 2026 semiconductor market expected to remain strong in H1, driven by AI investment; cautious outlook for H2 due to tariffs and uncertainties. 
- Memory: Focus on expanding HBM3E and high-value server memory sales to meet AI demand; strategic push for HBM4 in 2026. 
- Foundry: Target further earnings improvement via 2nm mass production ramp-up and cost optimization. 
- CapEx for 2025 projected at KRW 47.4 trillion, down KRW 6.3 trillion year-over-year; DS division to account for KRW 40.9 trillion. 
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Frequently asked questions
South Korea's Most Important Company
Samsung Electronics Co., Ltd. is a global technology company specializing in the design, manufacturing, and distribution of a wide range of electronic products. The company's key offerings include smartphones, tablets, televisions, home appliances, and semiconductor components. Samsung operates across various sectors, including consumer electronics, information technology, and communications. Its semiconductor division produces memory chips, processors, and other components that are essential for numerous electronic devices. Additionally, Samsung is involved in network systems and provides solutions for mobile and enterprise networksThe company is headquartered in Suwon, South Korea, and its shares are listed on the KRX.
Samsungs Semiconductor Business
Samsung’s semiconductor operations are a critical component of its broader business, contributing significantly to its revenue and global influence in the technology sector. As one of the largest semiconductor manufacturers in the world, Samsung Electronics has established itself as a leader in both memory and logic chip production.
In the memory chip segment, Samsung dominates the market for DRAM (Dynamic Random-Access Memory) and NAND flash memory, which are essential components in a wide range of electronic devices, from smartphones and computers to data centers. The company's leadership in this area is underpinned by its advanced manufacturing processes and continuous investment in research and development (R&D), enabling it to produce chips with higher capacity and faster speeds than many of its competitors. Samsung is also a key player in the production of logic chips, particularly through its foundry business, where it manufactures custom chips for other companies.
Personal Electronics Experts
Since its inception, Samsung has proven itself to be a trailblazer in the electronics industry. In the early years, the company produced black and white television sets but swiftly expanded its product line to include a diverse range of electronic appliances, such as refrigerators, air conditioners, and washing machines. The sheer variety of products produced by Samsung is incredibly vast and if you can think of a product in consumer electronics, chances are that Samsung has several different models available.
The Smartphone and TV-markets
One cannot discuss Samsung without acknowledging its considerable influence on the global smartphone market. The company's Galaxy series, launched in 2010, has grown into a broad lineup of devices that cater to all segments of consumers, from entry-level to premium. The introduction of its Galaxy Note series, characterized by large displays and the iconic S Pen, arguably sparked the trend for larger smartphone screens. Today, Samsung's prowess in the mobile industry is demonstrated by its strong market share and wide consumer base across the world.
Samsung has also earned a reputation for its pioneering work in display technology. From producing the first-ever liquid-crystal display (LCD) panels in the 1990s to leading the charge in OLED technology and introducing MicroLED and QLED screens, Samsung's innovations have largely defined the trajectory of the global display and TV market.
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