Taiwan · Delayed Price · Currency is TWD MediaTek Earnings Call Transcripts
Fiscal Year 2025
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Q4 revenue and full-year results hit record highs, driven by flagship chips and connectivity gains. 2026 guidance anticipates flat to slightly lower revenue, with AI, data center, and automotive segments expected to offset smartphone headwinds.
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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 saw strong year-over-year growth in revenue and profitability, driven by flagship smartphones, AI, and connectivity, with robust outlooks for data center ASIC and automotive. Q3 revenue is expected to decline sequentially due to demand pull-in, but long-term growth prospects remain solid.
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Q1 2025 saw double-digit revenue growth year-over-year, with strong AI and connectivity demand, but gross margin declined. Guidance for Q2 is flattish sequentially, with robust year-over-year growth expected. AI ASIC and automotive segments are key growth drivers for 2025 and beyond.
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.