Phison Electronics Corp (ROCO:8299)

Q1 2026 Phison Electronics Corp Earnings Call Transcript

May 8, 2026 / 09:00 AM GMT

Release Date Price: NT$2430 (+1.67%)

Transcript

Key Points

Positve

Phison Electronics Corp (ROCO:8299) reported an all-time high revenue of 40 billion NT and a gross profit of 25 billion NT for Q1 2026.
The company's gross margin reached a record 61.3%, indicating strong profitability.
Phison's AI ecosystem modules contributed 38% of Q1 revenue, with expectations to exceed 50% in the coming years.
The company is heavily investing in R&D, with expenses expected to reach over 20 billion NT, to drive future growth and innovation.
Phison's strategic shift towards AI ecosystem solutions and heavy R&D investment positions it as a value creator in the industry.

Negative

Phison Electronics Corp (ROCO:8299) faces challenges with inventory management, with inventory growth by 200% QoQ.
The company is experiencing supply constraints, impacting its ability to fulfill 100% of customer demand.
There is a potential decline in retail module sales, which are projected to continue decreasing in CQ2.
Phison's reliance on NAND suppliers poses a risk, especially with the tight supply-demand situation in the market.
The company's heavy R&D investment, while beneficial long-term, results in increased operating expenses in the short term.

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

8299.TWO - Phison Electronics Corp
Q1 2026 Phison Electronics Corp Earnings Call
May 08, 2026 / 09:00AM GMT

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Presentation
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Unidentified_1 [1]
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Jeff O'Weiler, I'm Head of Research at Macori Taiwan.

I'm very happy to be co-hosting FiSun's first quarter 26 earnings conference with CEO K.S. Kwa.

Interest in times in the memory market. So very, always very happy to hear K.S. Talk about demand. So with that, K.S. I'll turn it over to you.

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Unidentified_2 [2]
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Yeah, thanks, Jeff.

Good afternoon, good morning, good evening, ladies and gentlemen. So let's have FiSun, our 26th CQ1 earnings call.

In the CQ1, anyway, we change our present slide here, okay?

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