eMemory Technology Inc (ROCO:3529)

Q4 2024 eMemory Technology Inc Earnings Call Transcript

Feb 12, 2025 / 08:00 AM GMT

Release Date Price: NT$3280 (-0.61%)

Transcript

Key Points

Positve

eMemory Technology Inc (ROCO:3529) reported a 12.4% increase in fourth-quarter revenue year over year, indicating strong financial performance.
Net income rose by 27.5% year over year, showcasing effective cost management and profitability.
The company is experiencing increased demand for its IPs, particularly in edge computing and AI applications, which are expected to drive future growth.
eMemory Technology Inc (ROCO:3529) is well-positioned to capitalize on the transition to post-quantum cryptography, with its PQC IP solutions.
The company has successfully expanded its licensing and royalty revenue, with a 22.5% and 16.4% increase respectively for the full year of 2024.

Negative

Operating margin decreased by 4% year over year, primarily due to rising salary and bonus expenses.
There is a significant reliance on mature process royalties, which may face downward pressure due to increased capacity in China.
The company faces challenges in maintaining high operating margins due to fluctuations in foreign exchange rates.
Licensing revenue from certain technologies, such as NTP, decreased both sequentially and year over year.
The company must navigate geopolitical factors as Europe, the US, and Japan expand their semiconductor capacities, potentially impacting regional operations.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

3529.TWO - eMemory Technology Inc
Q4 2024 eMemory Technology Inc Earnings Call
Feb 12, 2025 / 08:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon and welcome to e-emories Fourth quarter 2024 webcast Investor conference. Joining us today is our Chairman Doctor Charles Xu, President Mr. Michaelho, head of IR Ms Li Jing Chen, and director of the finance department, Ms. Teresa Kuo.

The format of today's events will be as follows. First, e-Member's Chairman, Doctor Charles Xu will give an opening remark. Afterwards, President Mr. Michaelho will summarize our operations followed by our business outlook.

Next, Doctor Charles Xu will give a talk title Why Post quantum cryptography Needs puff.

Then we will conclude today's conference with the Q&A section where our management team will answer your questions.

Please feel free

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