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Samsung Electronics (005930) investor relations material
Samsung Electronics Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved record-high quarterly revenue of KRW 134 trillion (up 43% QoQ) and operating profit of KRW 57.2 trillion (up 185% QoQ), driven by AI innovation, high value-added products, and proactive market response.
Net profit reached KRW 47.2 trillion, 2.4x the previous quarter, with EPS of KRW 7,123 (common) and KRW 7,124 (preferred).
Demonstrated technological leadership and maintained market leadership through product competitiveness and continuous innovation.
Memory business posted its second consecutive record quarter, propelled by AI server demand and premium product mix.
Operating margin expanded to 43% from 21% last quarter.
Financial highlights
Revenue: KRW 134 trillion (+43% QoQ, +69% YoY); Operating profit: KRW 57.2 trillion (+185% QoQ, +756% YoY); Net profit: KRW 47.2 trillion.
Gross margin improved to 61.2%, EBITDA margin reached 51%, and ROE increased to 41%.
Memory business led profit growth; system semiconductor and DX Division also improved.
Currency appreciation contributed KRW 1.8 trillion to operating profit QoQ.
Cash at period end was KRW 147.4 trillion, with net cash at KRW 119.2 trillion.
Outlook and guidance
Semiconductor demand expected to remain strong in Q2, with memory prices on an upward trend due to AI infrastructure expansion.
Foundry to improve earnings via advanced process sales and 2nm technology orders; advanced node utilization and new customer expansion underway.
DX Division profit to decline in Q2 due to cost pressures, mitigated by premium product launches and cost efficiencies.
SDC to pursue premium product growth amid market uncertainty.
Second half outlook mixed: AI-driven semiconductor growth vs. rising IT product costs and geopolitical risks.
- Record sales and profit growth driven by AI memory demand and strong financial metrics.005930
Q4 202520 Apr 2026 - Q2 profit and revenue surged on AI-driven memory and display demand; outlook remains strong.005930
Q2 20242 Feb 2026 - Record revenue and profit in Q3 2025, fueled by AI memory and flagship smartphone demand.005930
Q3 202529 Jan 2026 - Q3 revenue and profit surged on memory and premium product growth, with strong cash flow.005930
Q3 202417 Jan 2026 - 2024 profit and sales soared on memory and AI, with record cash returns and strong outlook.005930
Q4 20249 Jan 2026 - Revenue up 10% and net profit up 21% year-over-year, led by AI and premium product growth.005930
Q1 202529 Nov 2025 - Q2 2025 revenue was KRW 74.6T, operating profit KRW 4.7T, net profit KRW 5.1T.005930
Q2 202513 Nov 2025
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