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Novatek Microelectronics
Novatek Microelectronics (3034) investor relations material
Novatek Microelectronics Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary6 Feb, 2026
Executive summary
Q4 2025 revenue was TWD 22.82 billion, down 7% quarter-over-quarter and 9.7% year-over-year, at the high end of guidance.
Full-year 2025 revenue was TWD 100.7 billion, a 2% decrease year-over-year.
Net income for Q4 2025 was TWD 3.69 billion, up 1% sequentially but down from TWD 4.08 billion a year ago.
Full-year 2025 net income was TWD 16.35 billion, a 19.6% decline year-over-year.
Q4 2025 EPS was TWD 6.07, down from TWD 7.89 a year ago.
Financial highlights
Q4 2025 gross margin was 38.2%, up sequentially but down from 39.5% a year ago.
Full-year 2025 gross margin was 37.7%, down from 40.4% in 2024.
Q4 2025 operating income was TWD 3.86 billion, with an operating margin of 16.92%, down year-over-year but improved sequentially.
Operating expense for Q4 was TWD 4.85 billion, down 4% both quarter-over-quarter and year-over-year.
Net cash at year-end 2025 was TWD 42.42 billion, up TWD 2.76 billion from Q3 2025.
Outlook and guidance
Q1 2026 revenue expected at TWD 22.2–23.2 billion; gross margin 36%–39%; operating margin 15%–18%.
Tax rate guidance for 2026 is 16%–17%, similar to 2025.
OpEx expected to grow slightly in 2026 due to increased R&D and talent investment.
Early 2026 sales showed a 10% year-over-year decline in January.
Tight memory supply and rising prices may impact demand, especially for smartphones and PCs.
Memory price impact mitigation effectiveness?
Advanced ASIC strategy beyond near-term revenue
Quantify new product revenue contribution 2026
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Next Novatek Microelectronics earnings date
Q1 20267 May, 2026
Novatek Microelectronics
Next Novatek Microelectronics earnings date
Q1 20267 May, 2026
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Frequently asked questions
Novatek Microelectronics Corporation is a fabless chip design company. The company specializes in the design, development, and sales of a broad spectrum of display driver ICs and System-on-Chip (SoC) solutions. These products cater to the needs of sophisticated flat-panel display applications and audio/video applications across all digital devices. Novatek's product offerings include SoC solutions and display driver ICs for various sizes of displays, alongside products like image product line, timing controllers, LCD monitor controllers, TV controllers, power management controllers, digital image controllers, and CMOS image sensors. These solutions find applications in enhancing the performance and utilization of digital devices. The company is headquartered in Hsinchu, Taiwan, and its shares are listed on the Taiwan Stock Exchange.
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