Taiwan · Delayed Price · Currency is TWD MediaTek Earnings Call Transcripts
Fiscal Year 2026
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Revenue and margins were resilient despite smartphone headwinds, with strong growth in smart edge platforms and significant progress in AI ASIC projects. Full-year revenue is expected to grow mid to high single digits, with robust investments in AI and advanced technologies.
Fiscal Year 2025
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Q4 revenue reached TWD 150.2B, up 5.7% sequentially and 8.8% year-over-year, with full-year revenue at a record TWD 596B. Growth was driven by flagship chips, connectivity, and expansion into data center and automotive, while 2026 guidance reflects supply chain pressures and a cyclical smartphone downturn.
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Q3 revenue grew 7.8% year-over-year to NT$142.1B, with strong AI and flagship smartphone demand. Gross margin declined due to product mix and one-time items, but 2025 revenue is projected to exceed $19B, driven by AI, automotive, and data center growth.
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Q2 2025 revenue grew 18.1% year-over-year (23.8% in USD), driven by flagship smartphones, connectivity, and computing. Gross margin was 49.1% with a one-time benefit, and Q3 revenue is expected to decline sequentially but rise year-over-year in USD. Strong growth is forecasted for AI, data center ASIC, and automotive segments.
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Q1 revenue and profit grew strongly sequentially, driven by AI and connectivity, though margins declined year-over-year. Guidance for Q2 is flattish sequentially but robust year-over-year, with ongoing investments in AI, automotive, and advanced technologies amid tariff uncertainties.
Fiscal Year 2024
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Q4 2024 revenue rose 6.5% year-over-year, with full-year revenue up 22.4% and net income up 38.8%. Strong growth in flagship SoCs, connectivity, and automotive, with cautious but positive outlook for 2025 amid macro uncertainties.
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Q3 revenue grew 19.7% year-over-year to NT$131.8B, with strong gross margin and net income gains. Dimensity 9400 SoC drove flagship growth, and guidance points to stable margins and continued shareholder returns. AI, automotive, and edge segments remain key long-term growth drivers.
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Q2 2024 revenue rose 29.7% year-over-year to TWD 127.3 billion, with gross margin at 48.8%. Flagship SoC launches and AI/ASIC projects are set to drive future growth, while Q3 guidance points to stable demand and margins.