Taiwan · Delayed Price · Currency is TWD Quanta Computer Earnings Call Transcripts
Fiscal Year 2025
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Record revenue and strong AI server growth drove robust Q2 and H1 results, despite margin pressure from FX and product mix. Major investments in U.S. and Mexico will expand AI capacity, while guidance remains positive for AI and notebook segments.
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Record Q1 2025 results driven by AI server demand, with revenue up 87.6% year-over-year and all-time high profits. Outlook remains positive for Q2, but margin pressure and limited visibility persist due to evolving product mix and macro uncertainties.
Fiscal Year 2024
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Record Q2 results driven by AI server momentum, with revenue up 26.5% YoY and margins at two-decade highs. AI server sales exceeded 50% of server revenue, and triple-digit growth is expected for 2024. Inventory and CapEx are rising to support expansion, while notebook sales continue to decline as a share of revenue.