The earnings call highlighted ASUS's strong revenue growth driven by gaming and AI products, alongside successful innovations and expansions in product offerings. However, challenges from tariffs and exchange rate fluctuations affected profitability and margins. Despite these challenges, ASUS remains optimistic about future growth and resilience.

Company Guidance

In the ASUS Quarter 2 2025 Online Investor Conference, CFO Nick Wu provided detailed financial guidance, reporting a record quarterly revenue of TWD 174 billion, up 29% quarter-on-quarter and 28% year-on-year. Key growth drivers included gaming products and AI-related products, both showing over 40% revenue growth year-on-year. Gross profit was TWD 21.5 billion with a gross margin of 12.4%, while operating income was TWD 5.96 billion, leading to an operating margin of 3.4%. The quarter's profitability was impacted by tariffs and exchange rate fluctuations, which reduced the operating margin by approximately 0.5 and 1-2 percentage points, respectively. Despite these challenges, ASUS expects to maintain an operating margin target range of 4% to 5% after these issues normalize, with net income after tax reported at TWD 9.8 billion and an EPS of TWD 13.2. The company also highlighted nonoperating income totaling TWD 5.15 billion, including TWD 900 million in interest income and TWD 1.09 billion in FX gains. Looking ahead, ASUS anticipates a 5% to 10% growth in PC product revenue quarter-on-quarter and expects the tariff and FX impacts to ease significantly in the coming months.

Record-Breaking Revenue and Growth

ASUS achieved a record-high quarterly revenue of TWD 174 billion, marking a 29% quarter-on-quarter and 28% year-on-year increase. This growth was primarily driven by gaming products and AI-related products, both exceeding 40% year-on-year revenue growth.

Gaming Segment Success

Gaming products accounted for 48% of total revenue, growing 40% year-on-year. ASUS launched the ROG Xbox Ally line in partnership with Xbox, enhancing the handheld gaming experience.

AI Server Expansion

AI servers now make up over 15% of the server mix, with strong growth expected in the coming quarters. The launch of GB300 AI servers is anticipated to further expand ASUS' competitiveness in the server market.

Strong Non-Operating Income

ASUS reported total non-operating income of TWD 5.15 billion, including interest income of TWD 900 million, investment income of TWD 1.08 billion, FX gains of TWD 1.09 billion, and dividend income of roughly TWD 2 billion.

Innovations and Awards

ASUS won 41 Red Dot Design Awards and received several honors at Computex for product innovation across gaming and sustainability.

Asustek Computer Inc. Sponsored GDR RegS (ASUUY) 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

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ASUUY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q3)	2.01 / -	2.602	―	―	―
Aug 13, 2025	2025 (Q2)	2.01 / 2.20	2.44	-9.71% (-0.24)
May 13, 2025	2025 (Q1)	1.35 / 2.84	1.126	152.22% (+1.71)
Mar 11, 2025	2024 (Q4)	1.32 / 0.33	0.838	-60.14% (-0.50)
Nov 08, 2024	2024 (Q3)	1.89 / 2.60	2.304	12.93% (+0.30)
Aug 07, 2024	2024 (Q2)	1.04 / 2.44	0.548	345.26% (+1.89)
May 13, 2024	2024 (Q1)	0.85 / 1.13	-0.373	401.88% (+1.50)
Mar 15, 2024	2023 (Q4)	1.15 / 0.84	-0.832	200.72% (+1.67)
Nov 13, 2023	2023 (Q3)	2.13 / 2.30	1.336	72.46% (+0.97)	―	―
Aug 11, 2023	2023 (Q2)	0.22 / 0.55	0.434	26.27% (+0.11)	―	―

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

ASUUY Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 13, 2025	$108.83	$106.83	-1.84%
May 13, 2025	$95.82	$98.53	+2.83%
Mar 11, 2025	$95.37	$95.36	-0.01%
Nov 08, 2024	$90.19	$92.76	+2.85%

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 Asustek Computer Inc. Sponsored GDR RegS (ASUUY) report earnings?

Asustek Computer Inc. Sponsored GDR RegS (ASUUY) is schdueled to report earning on Nov 06, 2025, TBA (Confirmed).

What is Asustek Computer Inc. Sponsored GDR RegS (ASUUY) earnings time?

Asustek Computer Inc. Sponsored GDR RegS (ASUUY) earnings time is at Nov 06, 2025, TBA (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?

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What is ASUUY EPS forecast?

ASUUY EPS forecast for the fiscal quarter 2025 (Q3) is 2.01.

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