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Sercomm (5388) investor relations material
Sercomm Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Net sales for Q2 2026 reached NT$20,616 million, up 68.8% year-over-year and 23.8% sequentially from Q1 2026.
Net income attributable to owners for Q2 2026 was NT$473 million, a 41.6% increase year-over-year and 56.5% higher than Q1 2026.
H1 2026 net sales totaled NT$37,263 million, up 58.1% year-over-year.
Financial highlights
Q2 2026 gross profit was NT$2,536 million, up 25.2% year-over-year and 11.5% sequentially.
Operating profit for Q2 2026 was NT$678 million, a 79.3% increase year-over-year and 38.2% higher than Q1 2026.
EPS after tax for Q2 2026 was NT$1.58, compared to NT$1.13 in Q2 2025 and NT$1.01 in Q1 2026.
H1 2026 net income attributable to owners was NT$775 million, up 21.3% year-over-year.
Segment performance
In H1 2026, Broadband CPE contributed 60% of revenue, Infrastructure & IoT 21%, and Enterprise 19%.
Compared to 2025, Broadband CPE's share increased, while Enterprise's share decreased.
- Revenue surged 47% year-over-year in Q1 2026, with net income reaching NT$301.6 million.5388
Q1 2026 - 2025 net profit and revenue fell, inventories rose, and a $2.50 dividend is proposed.5388
Q4 2025 - Q2 2025 saw profit growth, but H1 2025 lagged YoY amid a shifting revenue mix and qualified audit opinion.5388
Q2 2025 - Revenue and net income fell year-over-year, but enterprise and IoT segments grew.5388
Q3 2025 - Revenue and net income fell sharply year-over-year, but liquidity and capital returns remain strong.5388
Q1 2025 - Revenue and profit declined, but gross margin rose to 18% and a NT$4.60 dividend was proposed.5388
Q4 2024 - Net income rose 4.6% year-over-year despite a 7.6% revenue decline and stable gross margin.5388
Q3 2024 - Net income rose 18.1% to NT$1,219 million as margins improved despite lower revenue.5388
Q2 2024
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