Samsung Electronics Co Ltd (CHIX:SMSDl)
$ 976 -29 (-2.89%) Market Cap: 262.95 Bil Enterprise Value: 203.21 Bil PE Ratio: 13.01 PB Ratio: 1.15 GF Score: 87/100

Q1 2025 Samsung Electronics Co Ltd Earnings Call Transcript

Apr 30, 2025 / 01:00AM GMT
Release Date Price: $820 (+0.86%)

Key Points

Positve
  • Samsung Electronics Co Ltd (XBUL:SSUN) reported a 4% quarter-on-quarter increase in revenue, reaching KRW79.14 trillion, marking a new all-time high for any quarter.
  • The DX division saw a 28% increase in revenue, driven by strong sales of flagship smartphones and high value-added home appliances.
  • Operating profit increased by KRW0.2 trillion sequentially to KRW6.7 trillion, supported by strong sales of the Galaxy S25 series and high value-added products.
  • The company ranked first in a supply chain human rights assessment by Know the Chain, reflecting its commitment to sustainability and improved supply chain practices.
  • Samsung Electronics Co Ltd (XBUL:SSUN) announced a quarterly per share dividend of KRW365, with a total annual dividend of KRW9.8 trillion, demonstrating a commitment to shareholder value.
Negative
  • Revenue in the DS division decreased by 17% due to a decline in HBM sales, impacted by deferred customer demand.
  • Global trade tensions and economic uncertainties are expected to pose challenges, particularly in the semiconductor industry.
  • The Foundry business faced a quarter-over-quarter decline due to seasonal weakness and ongoing US-China trade tensions.
  • The Mobile Display business experienced a quarter-on-quarter performance decline due to seasonal effects.
  • The TV market faced stagnant demand and increased costs driven by intensified competition, leading to decreased profitability year-on-year.
Operator

Hello everyone and welcome to the Samsung Electronics 2025 first quarter financial results conference call. I will be your coordinator. (Operator Instructions) As a reminder, this call is being recorded.

I would now like to turn the conference over to the Investor Relations team. Please go ahead.

Daniel Oh
Samsung Electronics Co Ltd - Head of Investor Relations

Welcome to all the participants worldwide, and thank you for joining Samsung Electronics Earnings Call for the first quarter of 2025. I am Daniel Oh, Head of Investor Relations.

Before we proceed, I have some legal house meters to take care of. First, I want to remind you that quarterly results and supplementary materials to our earnings call are on the Samsung Electronics Investor Relations website at www.samsung.com/global/ir. Our webcast of today's call will also be uploaded to the website.

Secondly, we must state that today's call may contain forward-looking statements. These statements represent

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