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Chunghwa Telecom Q3 2026 Earnings Presentation — 3Q 2026 Operating Results (November 4, 2026)
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Chunghwa Telecom Q3 2026 Earnings Presentation — 3Q 2026 Operating Results (November 4, 2026)
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Cover of Chunghwa Telecom's third-quarter 2026 operating results presentation, dated November 4, 2026.
Centered composition on light grey: company logo at top, two-line bold title in the middle, blue-green-orange gradient rule beneath, date at the bottom.
Legal notices: the T-IFRS figures are unaudited and preliminary; forward-looking statements under the US Securities Act and Exchange Act with reference to Chunghwa's SEC filings (Forms F-1, F-3, 6-K, 20-F); no US securities offer; and a non-GAAP note defining EBITDA and explaining why management relies on it.
Light grey header band with faint network-node graphic, bold dark title top-left with a vertical rainbow accent bar, Chunghwa Telecom logo and gold 30th-anniversary mark top-right; full-width body of dense small text under four underlined section headings.
Three boxed themes. Financial: 3Q26 revenue, operating income, net income, EBITDA and EPS all beat the high end of guidance and were the highest of any third quarter since 2009; ICT revenue hit its best third quarter since 2021; asset revitalization made a one-off contribution. Pre-6G & AI: 5G SA deployed in major metros targeting >50% population coverage by end-2026 for network slicing, a Google partnership on consumer AI services, GenAI governance and AgentHub services via subsidiary CHT InventAI, and the October carve-out of CHT Intelligent Vision Solutions (computer vision, video analytics, edge AI for smart cities). ESG: one of the first companies globally to get BSI's AI Mark of Trust, Top 1% in TIME's World's Most Sustainable Companies, Frost & Sullivan 2026 Best Practices Awards, Taiwan FINI 100 for a second year, and Harvard Business Review recognition.
Light grey header band with faint network-node graphic, bold dark title top-left with a vertical rainbow accent bar, Chunghwa Telecom logo and gold 30th-anniversary mark top-right; three stacked full-width outlined boxes (blue, orange, green), each with a tab label, a coloured headline and checkmark bullets with keyword highlights.
Section divider opening the business review of mobile, broadband, consumer, enterprise ICT, international and business-group results.
Centered logo above a bold section title and gradient rule on a white background.
Mobile Market Leadership: CHT holds 41.2% of mobile revenues, 39.9% of mobile subscribers and 39.4% of 5G subscribers versus two peers (NCC statistics, Jul–Sep 2026), so revenue share exceeds subscriber share. Value creation: a 40% monthly-fee uplift when users migrate from 4G to 5G, 49.6% 5G penetration among smartphone users, 0.41% 090 postpaid churn and roaming revenue up 18% YoY. Mobile services revenue (including IoT) rose from NT$17.31 billion in 3Q25 to NT$17.80 billion in 3Q26 (YoY +2.9%); 090 postpaid ARPU moved 562 → 572 → 573 → 569 → 573 NT$ across five quarters (YoY +NT$11).
Light grey header band with faint network-node graphic, bold dark title top-left with a vertical rainbow accent bar, Chunghwa Telecom logo and gold 30th-anniversary mark top-right; two-column layout — left: blue banner over horizontal 100% stacked share bars plus a four-icon 'Value Creation' KPI row; right: green banner over a five-quarter bar chart and an ARPU line chart, each with a large YoY callout.
Fixed broadband revenue up 3.0% YoY (+NT$0.35 billion) to NT$12.04 billion in 3Q26 (from 11.68 in 3Q25); fixed broadband ARPU up 1.6% (+NT$12), moving 810 → 819 → 818 → 824 → 822. Subscribers grew from 4,447k to 4,478k. Higher-speed adoption: 300 Mbps+ subscribers up 14.4% (+243k) and now 43% of the base (from 38% a year earlier); 1 Gbps+ subscribers up 52.3% YoY.
Light grey header band with faint network-node graphic, bold dark title top-left with a vertical rainbow accent bar, Chunghwa Telecom logo and gold 30th-anniversary mark top-right; two blue banners (ARPU Growth, Higher-Speed Adoption) each with two headline metrics in orange, above four small five-quarter charts in a row.
Multiple-play (fixed broadband + mobile + Wi-Fi) package subscriptions grew for the 19th consecutive quarter, up 13% YoY, and Wi-Fi penetration among broadband subscribers reached 58%. IPTV (MOD) plus OTT (Hami Video) kept video subscribers above 3 million, and its content earned 12 Golden Horse nominations, the most in the industry. Consumer cybersecurity subscriptions stayed above 1 million (YoY +12%) and direct carrier billing (DCB) transacting users rose 5% YoY.
Light grey header band with faint network-node graphic, bold dark title top-left with a vertical rainbow accent bar, Chunghwa Telecom logo and gold 30th-anniversary mark top-right; three equal columns with blue, orange and green banners, bullet text on top and a five-quarter trend line with a speech-bubble callout below; partner logos at the bottom right.
Group enterprise ICT revenue and ICT recurring revenue both grew 19% YoY, shown as a five-quarter bar-and-line chart (absolute values not labelled). Application revenue growth: cloud services +45%, IDC +26%, cybersecurity +22% and AIoT +14%, with 10 consecutive quarters of YoY growth. ICT contract value for 9M26 already exceeds 1.4 times the full-year 2025 total, and 3Q26 order intake rose 84% YoY, with wins in government security (infrared surveillance), AI data centre (AIDC) construction, AI-powered smart transportation, and digital-trust credential projects.
Light grey header band with faint network-node graphic, bold dark title top-left with a vertical rainbow accent bar, Chunghwa Telecom logo and gold 30th-anniversary mark top-right; left column: green banner over a combo bar/line chart with two callouts, then a second banner over four application icons with growth rates; right column: green banner over a horizontal contract-value bar comparison (2025 vs 9M26) and bullet list of contract wins.
International subsidiaries' revenue rose 7.8% YoY; U.S. market revenue grew 27% on large AI supply-chain projects in California and Texas, and Southeast Asia revenue grew 3%. Network-resilience revenue: IPLC up 33% (driven by the SJC2 and Apricot undersea cables) and satellite-related revenue up 9.8%. Contract wins: a new Guatemala branch opened in October as a Central/South America ICT base with a local government data-centre project, follow-on work from high-tech clients in Japan and the US, sports-tech ICT projects in Thailand, and satellite-related wins above NT$250 million as of Q3.
Light grey header band with faint network-node graphic, bold dark title top-left with a vertical rainbow accent bar, Chunghwa Telecom logo and gold 30th-anniversary mark top-right; top band split into a wide green 'Global Market Highlights' panel (bar chart plus world map with location pins and callouts) and a narrower 'Network Resilience' panel (globe with satellites); bullet lists across the bottom.
Consumer Business Group revenue rose 6.3% to NT$37.38 billion (mobile 15.19, fixed-line 10.78, sales 10.64, others 0.77); sales revenue +19.5% on iPhone demand; income before tax +1.4%. Enterprise Business Group revenue rose 8.2% to NT$20.46 billion (mobile 2.47, fixed-line 8.47, ICT 8.50, others 1.01) as ICT revenue grew 23.2% and mobile 2.1%; income before tax -3.1%. International Business Group revenue rose 6.6% to NT$2.48 billion (fixed-line 1.29, ICT 1.02, others 0.16) with ICT down 6.7% on a high one-off base; income before tax +12.2%.
Light grey header band with faint network-node graphic, bold dark title top-left with a vertical rainbow accent bar, Chunghwa Telecom logo and gold 30th-anniversary mark top-right; three columns with blue, orange and green banners, bullet commentary on top and a 3Q25-vs-3Q26 stacked column chart with boxed totals beneath each.
Section divider introducing the consolidated financial statements and guidance comparison.
Centered logo above a bold section title and gradient rule on white.
Q3 2026 revenue NT$67.59 billion (+16.7% YoY from 57.92); operating costs 52.21 (+14.0%); income from operations 15.38 (+27.1%); income before tax 15.55 (+26.8%); net income attributable to the parent 12.22 (+29.5%); EPS NT$1.57 vs 1.22 (+29.5%); EBITDA 25.66 (+16.1%) at a 37.97% margin (38.17% a year earlier). Nine months: revenue 188.95 (+10.8%), operating income 41.74 (+12.3%), net income 32.97 (+12.1%), EPS 4.25 vs 3.79, EBITDA 72.48 (+7.8%), margin 38.36% vs 39.43%. 2026 figures are unaudited T-IFRS.
Light grey header band with faint network-node graphic, bold dark title top-left with a vertical rainbow accent bar, Chunghwa Telecom logo and gold 30th-anniversary mark top-right; full-width financial table with blue header row (Q3 2026, Q3 2025, Growth %, 9M 2026, 9M 2025, Growth %), alternating grey bands and footnotes.
As of September 30, 2026: total assets NT$527.00 billion (-1.7% vs end-2025, +2.7% YoY), including cash 32.52, receivables 31.92, inventories 18.43 (+39.8%), other current monetary assets 19.11, PP&E 279.26 and other assets 145.76. Total liabilities 132.73 (contract liabilities 30.60, bonds payable 24.94, other 77.19); total equity 394.27. Current ratio 135.78% (vs 148.68%), debt ratio 25.19%, and net debt/EBITDA 0 (vs 4.50% a year earlier).
Light grey header band with faint network-node graphic, bold dark title top-left with a vertical rainbow accent bar, Chunghwa Telecom logo and gold 30th-anniversary mark top-right; full-width table with columns 2026.9.30, 2025.12.31, Growth %, 2025.9.30, Growth %; bold total rows and italic indented sub-items.
Nine-month 2026 operating cash flow NT$49.84 billion (+9.6% from 45.46); capital expenditure 16.17 (-6.5%), split mobile 4.70 and non-mobile 11.47; free cash flow 33.67 (+19.6% from 28.16), calculated as operating cash flow minus capex on a cash basis.
Light grey header band with faint network-node graphic, bold dark title top-left with a vertical rainbow accent bar, Chunghwa Telecom logo and gold 30th-anniversary mark top-right; compact five-row table with blue headers (9M 2026, 9M 2025, Growth %), whitespace below and footnotes.
Actuals against guidance. Q3 2026: revenue 67.59 vs 60.11–60.69 forecast (111.4–112.4% achieved); operating income 15.38 vs 12.21–12.93 (119.0–126.0%); net income 12.22 vs 9.46–10.18 (120.0–129.3%); EPS 1.57 vs 1.22–1.32; EBITDA 25.66 vs 22.98–23.70 (108.3–111.6%); EBITDA margin 37.97% vs 38.24–39.05% guided. Nine months: revenue 188.95 vs 174.03–174.92 (108.0–108.6%), net income 32.97 vs 27.68–28.44, EPS 4.25 vs 3.57–3.67, EBITDA 72.48 vs 66.77–67.49.
Light grey header band with faint network-node graphic, bold dark title top-left with a vertical rainbow accent bar, Chunghwa Telecom logo and gold 30th-anniversary mark top-right; full-width table with columns Q3 2026 (A), Q3 2026 (E), Achieving %, 9M 2026 (A), 9M 2026 (E), Achieving %.
Closing slide inviting questions from investors and analysts at the investor conference.
Centered bold 'Q & A' above the logo, 30th-anniversary mark and gradient rule on white.
Questions courantes sur cette diapositive et le contenu de présentation sous-jacent.
It is the English version of the deck Chunghwa Telecom filed on Taiwan's Market Observation Post System (MOPS) for its 3Q 2026 investor conference (法說會) on November 4, 2026. A Chinese-language version was filed on MOPS as well; this page reproduces the English one.
Revenue was NT$67.59 billion (+16.7% YoY), income from operations NT$15.38 billion (+27.1%), net income attributable to the parent NT$12.22 billion (+29.5%), EPS NT$1.57 and EBITDA NT$25.66 billion with a 37.97% margin. The company says these were the highest third-quarter levels since 2009 and above the high end of guidance; figures are unaudited T-IFRS.
Slide 15 shows Q3 revenue at 111.4–112.4% of the NT$60.11–60.69 billion forecast, net income at 120.0–129.3% of forecast and EBITDA at 108.3–111.6%. The EBITDA margin of 37.97% was slightly below the 38.24–39.05% guided range, as revenue grew faster than EBITDA.
CHT reports a 41.2% share of mobile revenue, 49.6% 5G penetration among smartphone users, a 40% fee uplift on 4G-to-5G migration, 0.41% postpaid churn, mobile service revenue of NT$17.80 billion (+2.9%) and 090 postpaid ARPU of NT$573. It is rolling out 5G SA with a target of over 50% population coverage by end-2026.
Group enterprise ICT revenue and recurring ICT revenue each grew 19% YoY, with cloud +45%, IDC +26%, cybersecurity +22% and AIoT +14%. Third-quarter ICT order intake rose 84%, and nine-month contract value already exceeds 1.4 times the full-year 2025 total.
All amounts are in NT$ (New Taiwan dollars), mostly in billions, prepared under T-IFRSs (Taiwan-endorsed IFRS). EBITDA is a non-GAAP measure defined in the disclaimer and table footnotes.
Yes. The original PDF of all 16 slides is available to download from this page for research and reference; slide images are also shown page by page above.
Original investor conference presentation filed November 4, 2026
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