MediaTek Inc (TPE:2454)

Q2 2025 MediaTek Inc Earnings Call Transcript

Jul 30, 2025 / 07:00 AM GMT

Release Date Price: NT$1380 (+1.47%)

Transcript

Key Points

Positve

MediaTek Inc (TPE:2454) reported a year-over-year revenue growth of 23.8% in US dollar terms for Q2 2025, indicating strong business performance.
The company's gross margin improved to 49.1%, up 1% from the previous quarter, showcasing effective cost management.
MediaTek's flagship smartphone segment is expected to reach $3 billion in revenue this year, representing an annual growth rate of over 40%.
The company's connectivity portfolio, including Wi-Fi 7 and 5G modems, continues to gain market share, with expected revenue exceeding $3 billion this year.
MediaTek is aggressively investing in advanced technologies, such as 2-nanometer process nodes, positioning itself as a leader in next-generation chip development.

Negative

Revenue for Q2 2025 was down 1.9% sequentially, indicating potential challenges in maintaining consistent growth.
Operating expenses increased to $44.5 billion, up from $43.8 billion in the previous quarter, which could impact profitability.
Net income for the quarter decreased by 5% sequentially, reflecting potential pressures on the bottom line.
The company expects Q3 2025 revenue to decline sequentially by 7% to 13%, highlighting potential short-term volatility.
MediaTek faces challenges from foreign exchange rate fluctuations, which negatively impact gross and operating margins.

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

2454.TW - MediaTek Inc
Q2 2025 MediaTek Inc Earnings Call
Jul 30, 2025 / 07:00AM GMT

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Presentation
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Unidentified_1 [1]
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Welcome to the Media Tech 2025. 2nd quarter investors conference call. Financial results and presentations for today's call are available on the investors section of company website at www.mediaTech.com.

Now, I would like to turn the call over to Ms. Jessie Wong, Deputy director of investor relations. Ms. Wong, please go ahead.

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Unidentified_2 [2]
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Good afternoon everyone. Joining us today are Dr. Rickai, Media tech CEO, and Mr. David Gu, Media Tech CFO. Mr. Gu will report our 2nd quarter results, and then Dr.ai will provide our prepared remarks. After that, we

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