AUO Corp (TPE:2409)

Q1 2026 AUO Corp Earnings Call Transcript

Apr 30, 2026 / 06:00 AM GMT

Release Date Price: NT$17.2 (-0.58%)

Transcript

Key Points

Positve

AUO Corp (AUOTY) reported a Q1 gross margin increase to 11.9%, up by 1.2 percentage points QoQ, benefiting from higher TV panel prices and product mix optimization.
The company saw a 2% QoQ growth in its Vertical Solutions segment, driven by a recovery in demand for industrial and commercial panels.
AUO Corp (AUOTY) is advancing in micro LED technology, showcasing applications in smart retail and transportation, indicating potential for future growth.
The Mobility Solutions segment is expected to see revenue growth in Q2, driven by new vehicle launches and international OEM progress.
AUO Corp (AUOTY) is actively transforming from a consumer panel supplier to a system and solutions provider, focusing on value creation and technology-driven innovation.

Negative

Q1 revenue for AUO Corp (AUOTY) was $69 billion, down by 1.6% QoQ, reflecting challenges in the display market.
The company reported a net loss of $1.14 billion for Q1, with a loss per share of $0.15 NT.
Inventory levels increased in Q1, with days of inventory rising to 56 days due to memory shortages and customer delays.
The display segment is expected to see a slight revenue decrease in Q2 due to softened consumer electronics demand.
AUO Corp (AUOTY) faces uncertainties in the second half of 2026, including geopolitical tensions, energy price volatility, and inflation concerns, which could impact market predictability.

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

2409.TW - AUO Corp
Q1 2026 AUO Corp Earnings Call
Apr 30, 2026 / 06:00AM GMT

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Presentation
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Unidentified_1 [1]
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Welcome to AUO Corporation 2026 First Quarter Financial Results Conference.

Before the meeting starts, all lines are being placed on mute. After the presentations and remarks by the management team, there will be a questions and answer session. Now I would like to hand over to AUO's IR Officer, Ms. Julia Zhao.

Julia, please go ahead.

Ladies and gentlemen, good afternoon.

I'm Julia Zhao, AUO's IR Officer.

On behalf of the company, I would like to welcome you to participate in our first quarter financial results conference.

I'm joined by four executives.

Paul Peng, Chairman and CEO of our group.

Frank Ke, President and our group's COO. James Chen, Senior VP of Display Strategy

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