The earnings call reveals a mixed outlook for Samsung, with strong advancements in sustainability, AI, and strategic acquisitions offset by revenue declines and challenges from geopolitical issues and currency fluctuations. The balance of highlights and lowlights suggests a cautious optimism for the future, contingent on external economic conditions and successful execution of strategic initiatives.

Company Guidance -

Q3 2025

During the Samsung Electronics Second Quarter 2025 Earnings Call, various metrics and guidance were provided. Total revenue decreased by 5.8% quarter-on-quarter to KRW 74.6 trillion, while operating profit stood at KRW 4.7 trillion, representing a sequential decrease of KRW 2 trillion, with an operating margin contraction of 2.2 percentage points to 6.3%. The DS division saw an 11% sales increase driven by high value-added memory products, whereas the DX division experienced a 16% revenue decline due to diminishing effects of new smartphone launches. SG&A expenses were reduced by KRW 0.6 trillion to KRW 20.8 trillion. Capital expenditures in Q2 totaled KRW 11.1 trillion, with KRW 9.8 trillion allocated to the DS division and KRW 0.8 trillion to the Display business. Currency effects impacted operating profit by approximately KRW 0.5 trillion. Samsung expects a performance rebound in the second half, anticipating gradual improvement in earnings as the year progresses, driven by AI and robotics momentum. The company also highlighted sustainability initiatives, achieving a renewable energy transition rate of 93.4% for the DX division and continued efforts to reduce carbon emissions.

Growth in DS Division

Sales in the DS division rose by 11% sequentially, driven by increased sales of high value-added memory products for servers such as HBM3E and DDR5.

Sustainability Achievements

Samsung achieved a renewable energy transition rate of 93.4% in the DX division and made significant strides in reducing direct carbon emissions and incorporating recycled materials in new products.

AI and Robotics Market Recovery

Despite global economic concerns, the IT industry is expected to recover gradually, driven by increasing momentum in AI and robotics.

Enhanced Product Features

Samsung's new foldable smartphones, the Galaxy Z Fold7 and Z Flip7, feature improved design, durability, and performance, contributing to positive market reception.

Strategic M&A Activity

Samsung completed significant acquisitions, including FläktGroup and Xealth, to strengthen its position in future growth industries like AI, robotics, and digital health.

Samsung Electronics (GB:SMSN) Earnings, Revenues Date & History

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GB:SMSN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2025 (Q3)	22.16 / -	26.087	―	―	―
Jul 30, 2025	2025 (Q2)	15.97 / 13.29	25.767	-48.44% (-12.48)	―	―
Apr 30, 2025	2025 (Q1)	14.93 / 20.96	17.636	18.87% (+3.33)	―	―
Jan 31, 2025	2024 (Q4)	16.95 / 19.20	16.604	15.65% (+2.60)	―	―
Oct 31, 2024	2024 (Q3)	24.83 / 26.09	14.994	73.98% (+11.09)	―	―
Jul 31, 2024	2024 (Q2)	22.48 / 25.77	4.461	477.61% (+21.31)	―	―
Apr 30, 2024	2024 (Q1)	14.43 / 17.64	3.849	358.20% (+13.79)	―	―
Jan 31, 2024	2023 (Q4)	9.57 / 16.60	70.222	-76.35% (-53.62)	―	―
Oct 31, 2023	2023 (Q3)	7.01 / 14.99	23.748	-36.86% (-8.75)	―	―
Jul 27, 2023	2023 (Q2)	2.15 / 4.46	31.029	-85.62% (-26.57)	―	―

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

GB:SMSN Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 30, 2025	$1293.00	$1257.00	-2.78%
Apr 30, 2025	$969.00	$966.00	-0.31%
Jan 31, 2025	$901.68	$902.18	+0.06%
Oct 31, 2024	$1048.17	$1047.18	-0.09%

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.