Quanta Computer Inc. (TPE:2382)
Taiwan · Delayed Price · Currency is TWD 321.00
-4.50 (-1.38%)
Apr 28, 2026, 1:30 PM CST
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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Q2 2024 saw record profits and margins, driven by AI server sales surpassing 50% of server revenue. Margins are expected to decline slightly in Q3 due to higher ASP products, but AI server momentum and auto business growth remain strong.