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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.Q4 2025 earnings summary4 Feb, 2026
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.
What factors drove the 2025 gross margin decline?
R&D spend as % of revenue remained flat. Why?
What drove the sharp drop in short-term loans?
Data center ASIC: HBM supply for upside orders?
Smartphone: How does MTK navigate this down cycle?
Gross margin: How to sustain 46% in 2026?
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Latest events from MediaTek
- Q2 revenue up 29.7% YoY, net income up 62%, and major AI and SoC initiatives underway.2454
Q2 20242 Feb 2026 - Q3 revenue and profit surged, driven by flagship SoC, acquisition, and strong dividends.2454Q3 202418 Jan 2026
- Full-year revenue up 22.4% to NT$530.6B, net income up 38.8%, gross margin at 49.6%.2454Q4 20248 Jan 2026
- Q1 2025 revenue up 14.9–15% year-over-year; net income down as margins tightened.2454Q1 202520 Dec 2025
- Q3 2025 revenue up 7.8% YoY to NT$142.1B; AI and smartphone demand drive positive outlook.2454Q3 202521 Nov 2025
- Q2 revenue up 18.1% year-over-year, gross margin 49.1%, and IC PLUS acquisition completed.2454Q2 20254 Nov 2025
Next MediaTek earnings date
Q1 202629 Apr, 2026
MediaTek
Next MediaTek earnings date
Q1 202629 Apr, 2026
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