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MediaTek (2454) investor relations material
MediaTek Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Fourth quarter 2025 revenue reached NT$150,188 million, up 5.7% sequentially and 8.8% year-over-year, at the high end of guidance, driven by favorable FX and strong smart edge product demand.
Full-year 2025 revenue was NT$595,966 million, up 12.3% year-over-year, marking a record high.
Net income for Q4 2025 was NT$23,074 million, down 9.3% sequentially and 3.6% year-over-year.
Full-year 2025 net income was NT$106,118 million, a 1% decrease from 2024.
Growth was led by flagship and premium Dimensity chips, connectivity solutions, and expansion into data center ASIC and automotive platforms.
Financial highlights
Q4 2025 gross margin was 46.1%, down 0.4pp sequentially and 2.4pp year-over-year.
Q4 2025 operating income was NT$21,850 million, down 1.5% sequentially, up 2% year-over-year.
Q4 2025 EPS was NT$14.39, down from NT$15.84 in Q3 2025 and NT$14.95 in Q4 2024.
Full-year 2025 EPS was NT$66.16, slightly lower than NT$66.92 in 2024.
Gross margin for 2025 was 47.5%, down from 49.6% in 2024.
Outlook and guidance
Q1 2026 revenue expected between NT$141,200–150,200 million, flat to down 6% sequentially, down 2–8% year-over-year.
Gross margin forecasted at 46% ±1.5pp; operating expense ratio at 31% ±2pp.
Data center ASIC revenue projected to exceed $1 billion in 2026, with multi-billion growth in 2027.
Management highlighted risks including competitive pressures, supply-demand shifts, regulatory changes, and global economic conditions.
Mobile Phone revenue expected to decline significantly in Q1 2026 due to memory and BOM cost pressures.
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