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Samsung Electronics Co. Ltd. (SSNLF)
OTHER OTC:SSNLF
Earnings Data
Report Date
Apr 23, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
0.82Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Overall the call conveyed strong operational and financial momentum, highlighted by record quarterly revenue and operating profit, major memory and foundry technology progress (HBM4 rollout, 2nm ramp) and robust shareholder returns. These positives were tempered by notable near-term headwinds: DX softness, rising SG&A and component costs, NAND mix issues, foundry provisioning, trade/tariff risks and expected seasonal softness in Q1. On balance the company emphasized technological leadership, targeted CapEx and capacity plans to address AI-driven demand and signaled confidence in sustaining the turnaround.Company Guidance
Record Quarterly Revenue
Consolidated revenue reached an all-time high of KRW 93.8 trillion in Q4, up 9% quarter-on-quarter.
Record Operating Profit and Margin Expansion
Operating profit set a new quarterly high at KRW 20.1 trillion, increasing by KRW 7.9 trillion QoQ; operating margin rose to 21.4%, a 7.3 percentage-point improvement sequentially.
DS (Semiconductor) Division Surge
DS sales increased 33% quarter-on-quarter driven by expanded HBM and other high value-added memory products; Memory recorded another all-time high for quarterly revenue.
Memory ASP and HBM Momentum
DRAM ASP rose roughly 40% QoQ thanks to a high-value product mix (HBM, high-density DDR5, LPDDR5X, server SSDs); NAND net ASP increased by mid-20% QoQ for server-focused products. HBM4 entered stable production, HBM4E sampling planned mid-year, and management expects HBM sales to increase more than threefold year-on-year in 2026.
R&D and Innovation Investment
R&D spending was KRW 10.9 trillion in Q4 (up KRW 2.0 trillion QoQ) and set a full-year record of KRW 37.7 trillion, signaling sustained investment in future technologies.
Focused CapEx Execution
Q4 CapEx rose to KRW 20.4 trillion (up KRW 11.2 trillion QoQ) with KRW 19 trillion allocated to DS; full-year CapEx was KRW 52.7 trillion (down KRW 1 trillion YoY) and management plans targeted memory CapEx increases for 2026 to support AI-driven demand.
Foundry Technology Progress and Orders
Mass production ramp of first-generation 2nm products and shipments of 4nm HBM-based die products initiated; Taylor fab in the U.S. under construction as planned. Company expects double-digit YoY foundry revenue growth centered on advanced nodes and growing 2nm project awards.
Strong Mobile Premium & Foldable Performance
MX shipped 60 million smartphones in Q4 with a smartphone ASP of USD 244; foldable series showed strong growth (TriFold launched), supporting full-year double-digit profitability in flagship segment.
Shareholder Returns and Capital Actions
Board approved a year-end dividend of KRW 566 per common share (KRW 567 preferred); additional dividend of KRW 1.3 trillion announced to meet government separated-taxation scheme requirements. Company reported ~KRW 36.5 trillion free cash flow in 2025, with KRW 9.8 trillion regular dividends and KRW 1.3 trillion additional dividend; KRW 6.6 trillion of shares repurchased in 2025 will be canceled (excluding employee reserves).
Sustainability and Efficiency Initiatives
Launched helium reuse system reducing annual helium consumption by ~4.7 tons (reuse rate ~19%). SmartThings AI Energy saving mode measurement across ~187,000 washers showed ~5.02 GWh saved (~30% of those units' total consumption).
SSNLF Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
SSNLF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jan 29, 2026 | $65.21 | $65.21 | 0.00% |
Oct 30, 2025 | $42.33 | $42.33 | 0.00% |
Jul 30, 2025 | $42.33 | $42.33 | 0.00% |
Apr 30, 2025 | $38.59 | $38.59 | 0.00% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Samsung Electronics Co. Ltd. (SSNLF) report earnings?
Samsung Electronics Co. Ltd. (SSNLF) is schdueled to report earning on Apr 23, 2026, Before Open (Confirmed).
What is Samsung Electronics Co. Ltd. (SSNLF) earnings time?
Samsung Electronics Co. Ltd. (SSNLF) earnings time is at Apr 23, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is SSNLF EPS forecast?
Currently, no data Available
