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Samsung Electronics Co (DE:SSUN)
FRANKFURT:SSUN
Germany Market

Samsung Electronics Co (SSUN) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Apr 23, 2026
TBA (Confirmed)
Period Ending
2026 (Q1)
Consensus EPS Forecast
Last Year’s EPS
19.5
Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings

Earnings Call Summary

Q4 2025
Earnings Call Date:Jan 29, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call conveyed a broadly positive picture anchored by record revenue and operating profit, strong momentum in the DS division (especially Memory and HBM), advanced-node Foundry progress, sizeable R&D investment, aggressive shareholder returns and measurable sustainability wins. Offsetting risks include DX revenue and profit softness, rising component costs impacting device makers, memory supply constraints, Foundry provisions and geopolitical/trade uncertainties. On balance, the highlights — particularly record financials and technology/production progress in semiconductors — materially outweigh the lowlights.
Company Guidance
Samsung guided a cautious but constructive 2026 start: Q1 semiconductor market sees structural AI/server growth but seasonality—Memory expects DRAM bit shipments to grow only in the low single digits Q‑o‑Q and NAND shipments to rise mid‑single digits as the company keeps mix focused on HBM and high‑density/server products; HBM4 is in production (11.7 Gbit bin shipments starting in February) with HBM4E sampling mid‑year and company expects HBM sales to increase more than threefold YoY in 2026. Foundry revenue may be down seasonally in Q1 but the business targets double‑digit YoY revenue growth for 2026, with 2nm mass production stabilizing in H2 and 2nm project awards seen rising ~130% YoY; System LSI and MX will prioritize premium on‑device AI products (MX shipped 60M smartphones in Q4 with ASP USD 244 and plans S26 to lift Q1 ASP/shipments) while VD/TVs push premium SKUs around global sports events. Financial and capital guidance: Q4 CapEx was KRW 20.4 trillion (Q4 up KRW 11.2T), FY CapEx KRW 52.7T (DS KRW 47.5T; display KRW 2.8T) with Memory CapEx expected to rise in 2026; Q4 R&D KRW 10.9T (FY KRW 37.7T); Q4 revenue KRW 93.8T, operating profit KRW 20.1T (margin 21.4%), SG&A KRW 24.2T (25.8% of sales), currency tailwind ~KRW 1.6T. Shareholder return commitments remain firm: year‑end dividend KRW 566 (common)/KRW 567 (preferred), regular dividends totaling KRW 9.8T for 2025 plus an additional KRW 1.3T, free cash flow ~KRW 36.5T (50% = KRW 18.3T) and KRW 6.6T of 2025 buybacks to be canceled; management flagged persistent risks from tariffs and geopolitical uncertainty while emphasizing investment to secure advanced process capacity and AI‑era competitiveness.
Record Quarterly Revenue
Total revenue of KRW 93.8 trillion in Q4 2025, a 9% quarter-on-quarter increase — the highest quarterly revenue in company history.
Record Operating Profit and Margin Expansion
Operating profit reached a new quarterly high of KRW 20.1 trillion (up KRW 7.9 trillion QoQ). Operating margin rose 7.3 percentage points sequentially to 21.4%.
DS Division Outperformance Driven by Memory
Device Solutions (DS) sales rose 33% QoQ, with Memory delivering a new all-time high for quarterly revenue driven by expanded HBM and other high value-added products.
Substantial ASP Improvements in Memory
DRAM ASP increased ~40% QoQ and NAND blended net ASP rose by mid-20% QoQ, supported by higher mix of server and high-density products.
HBM Growth and Technology Progress
HBM4 progressed through final customer qualifications to stable production; HBM4E sampling planned mid-year; company expects HBM sales to increase more than threefold year-on-year in 2026.
Foundry and Advanced Node Momentum
Mass ramp of first-generation 2 nm products underway, shipments of 4 nm HBM-based die products initiated, and targeted double-digit YoY revenue growth for Foundry in 2026 focused on advanced nodes.
Strong Product and SoC/Imaging Wins
System LSI saw image sensor revenue growth driven by 200-megapixel and 50-megapixel products; MX launched TriFold and prepared Galaxy S26 with next-gen custom AP and camera sensors.
Record R&D Investment
R&D spending of KRW 10.9 trillion in Q4 (up KRW 2.0 trillion QoQ) and a full-year record of KRW 37.7 trillion, signaling continued commitment to technology leadership.
Robust Capital Allocation and Shareholder Returns
Free cash flow approx. KRW 36.5 trillion for 2025; regular dividends totaling KRW 9.8 trillion with an additional KRW 1.3 trillion declared; year-end dividend KRW 566 per common share; KRW 6.6 trillion of buybacks to be canceled (from KRW 8.2T repurchased).
Sustainability Initiatives with Measurable Impact
Deployed a helium reuse system reducing annual helium consumption by ~4.7 tons (reuse rate ~19%); SmartThings AI Energy Savings validated ~5.02 GWh saved across ~187,000 washing machines (~30% reduction for measured cohort).
CapEx Focused on DS and Memory
Q4 CapEx of KRW 20.4 trillion (up KRW 11.2T QoQ) with KRW 19 trillion allocated to DS; FY 2025 CapEx KRW 52.7 trillion (down KRW 1.0T YoY) and plans to increase Memory CapEx in 2026 to support advanced process transitions.

Samsung Electronics Co (DE:SSUN) 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

DE:SSUN Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Apr 23, 2026
2026 (Q1)
- / -
19.503
Jan 29, 2026
2025 (Q4)
- / 43.17
18.839129.16% (+24.33)
Oct 30, 2025
2025 (Q3)
- / 27.86
24.18115.24% (+3.68)
Jul 30, 2025
2025 (Q2)
- / 11.63
24.052-51.66% (-12.43)
Apr 30, 2025
2025 (Q1)
- / 19.50
16.915.40% (+2.60)
Jan 31, 2025
2024 (Q4)
- / 18.84
15.61220.67% (+3.23)
Oct 31, 2024
2024 (Q3)
- / 24.18
14.19470.36% (+9.99)
Jul 31, 2024
2024 (Q2)
- / 24.06
3.981504.30% (+20.08)
Apr 30, 2024
2024 (Q1)
- / 16.90
3.768348.51% (+13.13)
Jan 31, 2024
2023 (Q4)
- / 15.61
62.448-75.00% (-46.84)
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

DE:SSUN Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Jan 29, 2026
€1734.00€1642.00-5.31%
Oct 30, 2025
€1202.00€1240.00+3.16%
Jul 30, 2025
€898.07€877.16-2.33%
Apr 30, 2025
€708.00€719.88+1.68%
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 (DE:SSUN) report earnings?
Samsung Electronics Co (DE:SSUN) is schdueled to report earning on Apr 23, 2026, TBA (Confirmed).
    What is Samsung Electronics Co (DE:SSUN) earnings time?
    Samsung Electronics Co (DE:SSUN) earnings time is at Apr 23, 2026, TBA (Confirmed).
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          What is the P/E ratio of Samsung Electronics Co stock?
          The P/E ratio of Samsung Electronics Co is N/A.
            What is DE:SSUN EPS forecast?
            Currently, no data Available