The earnings call highlighted strong revenue growth and strategic advancements, particularly in communications and computing, alongside challenges such as gross margin constraints and underutilized manufacturing assets. Despite some operational hurdles, the company's financial flexibility and strategic focus indicate a positive long-term outlook.

Company Guidance -

Q3 2025

During Amkor Technology's Second Quarter 2025 Earnings Conference Call, the company reported a revenue of $1.51 billion, reflecting a 14% sequential increase and a 3% year-on-year growth. The company's CEO, Giel Rutten, highlighted a robust performance across all end markets, with communications growing 15% sequentially and Android revenue increasing 7% year-over-year. The computing segment also saw a 16% increase from the first quarter due to new product ramps. The automotive and industrial markets grew 11% sequentially, marking a 6% increase year-on-year after eight consecutive quarters of decline. Amkor expects third-quarter revenue between $1.875 billion and $1.975 billion, forecasting a 27% sequential growth at the midpoint, driven by upcoming premium smartphone launches and continued growth in AI and high-performance computing applications. The company also achieved a gross margin of 12% and an EBITDA margin of 17.1% in the second quarter. Looking ahead, Amkor plans to enhance operational efficiency, expand its advanced packaging and test operations, and optimize its manufacturing footprint, particularly in Japan, to align with market conditions.

Record-Breaking Revenue Growth

Amkor delivered second quarter revenue of $1.51 billion, an increase of 14% sequentially and 3% year-on-year, exceeding expectations with all end markets showing double-digit sequential growth.

Strong Performance in Communications and Computing

Communications grew 15% sequentially driven by the iOS ecosystem. Computing revenue increased 16% from the first quarter driven by new product ramps in personal computing and growth in memory.

Launch of High-Density Fan-Out Product

Amkor launched the first High-Density Fan-Out product in high-volume production for a lead customer, marking a major milestone in the quarter.

Automotive and Industrial Markets Recovery

Revenue in these markets grew 11% sequentially, marking an inflection point with 6% year-on-year growth after 8 consecutive quarters of declines.

Financial Flexibility and Strategic Investments

Amkor replaced its $600 million credit agreement with a new $1 billion revolver and executed a $500 million term loan to support future growth, including a new U.S. manufacturing facility.

Amkor (AMKR) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

AMKR Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 03, 2025	2025 (Q3)	0.42 / -	0.49	―	―	―
Jul 28, 2025	2025 (Q2)	0.16 / 0.22	0.27	-18.52% (-0.05)
Apr 28, 2025	2025 (Q1)	0.09 / 0.09	0.24	-62.50% (-0.15)
Feb 10, 2025	2024 (Q4)	0.38 / 0.43	0.48	-10.42% (-0.05)
Oct 28, 2024	2024 (Q3)	0.50 / 0.49	0.54	-9.26% (-0.05)
Jul 29, 2024	2024 (Q2)	0.23 / 0.27	0.26	3.85% (+0.01)
Apr 29, 2024	2024 (Q1)	0.11 / 0.24	0.18	33.33% (+0.06)
Feb 05, 2024	2023 (Q4)	0.41 / 0.48	0.67	-28.36% (-0.19)
Oct 30, 2023	2023 (Q3)	0.53 / 0.54	1.24	-56.45% (-0.70)
Jul 31, 2023	2023 (Q2)	0.21 / 0.26	0.51	-49.02% (-0.25)

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

AMKR Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 28, 2025	$21.23	$25.08	+18.13%
Apr 28, 2025	$17.40	$16.95	-2.59%
Feb 10, 2025	$24.15	$21.41	-11.35%
Oct 28, 2024	$28.75	$27.24	-5.25%

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 Amkor (AMKR) report earnings?

Amkor (AMKR) is schdueled to report earning on Nov 03, 2025, After Close (Confirmed).

What is Amkor (AMKR) earnings time?

Amkor (AMKR) earnings time is at Nov 03, 2025, After Close (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 AMKR EPS forecast?

AMKR EPS forecast for the fiscal quarter 2025 (Q3) is 0.43.

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