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ASUS Q3 2026 Earnings Presentation

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ASUS Q3 2026 Earnings Presentation — ASUSTeK Computer Inc.'s (TWSE: 2357) "3Q 2026 Investor Conference" deck held November 12, 2026, covering unaudited brand consolidated 3Q26 results, the 4Q26 outlook, the ASUS AI ecosystem strategy and business group updates across System, Open Platform, Infrastructure Solutions and Physical AI Solutions.

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ASUS
ASUSTeK Computer
TWSE 2357
Taiwan stock exchange
3Q 2026

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Description

Main Topic

ASUS Q3 2026 Earnings Presentation — ASUSTeK Computer Inc.'s (TWSE: 2357) "3Q 2026 Investor Conference" deck held November 12, 2026, covering unaudited brand consolidated 3Q26 results, the 4Q26 outlook, the ASUS AI ecosystem strategy and business group updates across System, Open Platform, Infrastructure Solutions and Physical AI Solutions.

Key Benefits

  • •Full 3Q26 brand income statement, non-operating items and balance sheet with QoQ and YoY comparisons, stated in NT$ (New Taiwan dollars) millions
  • •Net revenue of NT$258,788 million (+7% QoQ, +36% YoY), operating profit of NT$21,964 million, net profit of NT$21,631 million and EPS of 29.1
  • •Revenue mix by business group (System 50%, Infrastructure Solutions 30%, Open Platform 20%) and by region (Asia 42%, Europe 35%, America 23%)
  • •4Q26 outlook by segment: PC, Component and Server growth rates versus the prior quarter and the prior year
  • •Strategy pages on the ASUS AI ecosystem from cloud and edge servers to AI PCs, plus product, gaming and award highlights

Target Audience

  • •Equity analysts and investors following ASUS, the PC and server industries or Taiwan technology stocks
  • •Investor relations and finance teams building their own quarterly earnings decks
  • •Consultants and students studying hardware, AI infrastructure and PC market strategy

Use Cases

  • •Researching ASUS 3Q 2026 financial performance and 4Q 2026 outlook
  • •Using the structure (disclaimer, agenda, financials, strategy and outlook, Q&A) as a reference for an investor conference presentation
  • •Benchmarking segment growth in PC, server and gaming businesses
  • •Case study of how a hardware company presents AI strategy to investors

Unique Value Propositions

  • •Combines dense financial tables with clean KPI call-out slides and product showcase pages in one investor conference deck
  • •Shows a four-business-group AI ecosystem map linking Server, NUC, Workstation, AI PC and Physical AI to specific growth figures
  • •Consistent blue ASUS branding with section divider slides that make the deck easy to navigate and adapt

Slide Pages (22)

Detailed view of each slide page, including layout, key content and visual elements.

Page 1
Title slide

Cover: ASUSTeK 3Q 2026 Investor Conference

Content

Title slide reading "ASUSTeK" and "3Q 2026 Investor Conference" with the ASUS logo and the tagline "In Search of Incredible".

Layout Structure

Full-bleed blue background with angular shaded facets, logo top left, company name and subtitle left-aligned in the lower middle.

Key Visual Elements

  • •ASUS logo and tagline
  • •Large light-weight company name
  • •Blue geometric facet background
Page 2
Legal disclaimer

Disclaimer

Content

Forward-looking statement notice: the presentation contains statements subject to significant risks and uncertainties, actual results may differ materially, and ASUS undertakes no obligation to update them for new information, future events or otherwise.

Layout Structure

White slide with a centered title and two italic paragraphs of body text, footer logo bottom left.

Key Visual Elements

  • •Centered navy title
  • •Two italic text paragraphs
  • •Footer ASUS logo and page number
Page 3
Agenda

Agenda

Content

Three agenda items: 3Q 2026 Financial Result, Strategy & Outlook, and Q & A.

Layout Structure

Blue background with large left-aligned title and a three-item bullet list.

Key Visual Elements

  • •Bulleted agenda list
  • •Blue faceted background
  • •Header logo and tagline
Page 4
Section divider

Section Divider: 3Q 2026 Financial Result

Content

Section divider introducing the financial results part of the deck, titled "3Q 2026 Financial Result".

Layout Structure

Blue full-bleed background with a single large left-aligned title and a darker triangular facet at right.

Key Visual Elements

  • •Large white section title
  • •Blue facet background
  • •Header logo and tagline
Page 5
Financial table

2026 3Q Brand Income Statement

Content

Net revenue of NT$258,788 million (+7% QoQ, +36% YoY versus NT$189,907 million in 2025 3Q). Gross profit NT$41,205 million, operating profit NT$21,964 million (+161% YoY), pre-tax profit NT$25,558 million and net profit NT$21,631 million (+14% QoQ, +105% YoY). EPS was 29.1 versus 25.6 in 2026 2Q and 14.2 in 2025 3Q; gross margin 15.9% and operating margin 8.5%. Footnote: unaudited brand consolidated financials.

Layout Structure

Full-width table with line items in rows and columns for 2026 3Q, 2026 2Q, QoQ, 2025 3Q and YoY, with margin rows highlighted in blue.

Key Visual Elements

  • •Multi-column income statement
  • •Red parenthesized cost lines
  • •Blue margin percentage rows
  • •Bold subtotal rows
Page 6
Financial table

2026 3Q Non-OP Items

Content

Total non-operating items were NT$3,594 million versus NT$5,036 million in 2026 2Q (-29%) and NT$3,744 million in 2025 3Q (-4%). Components include net interest income of (782), investment income of 1,732 (Askey 76, others 1,656), exchange gain of 2,007, dividend income of 1,049, fair value change of CB of (300) and other income (net) of (112), all in NT$ millions.

Layout Structure

Table of non-operating line items with QoQ and YoY columns and italic sub-rows for the investment income breakdown.

Key Visual Elements

  • •Itemized non-operating table
  • •Italic Askey and Others sub-rows
  • •Bold total row
  • •Red negative values
Page 7
Financial table

2026 3Q Brand Balance Sheet

Content

At Sep 30, 2026 total assets were NT$1,000,900 million (+25% QoQ, +86% YoY), including cash of 113,882 and inventories of 463,886. Total liabilities were 649,430, bank loan and bonds 220,513 and stockholders' equity 351,470. Average days of inventory were 196, AR 67, AP 105 and the cash conversion cycle 159 days versus 132 in the prior quarter.

Layout Structure

Dense balance sheet table with columns for Sep 30, 2026, Jun 30, 2026, QoQ, Sep 30, 2025 and YoY, followed by a working capital days block.

Key Visual Elements

  • •Balance sheet table
  • •Bold asset and liability totals
  • •Working capital days block
  • •Unaudited footnote
Page 8
Data visualization

2026 3Q Revenue Mix

Content

By business group, System is 50%, IS 30% and Open Platform 20%. By region, Asia is 42%, EURP 35% and America 23%.

Layout Structure

Two side-by-side pie charts labeled Business Group and Region, with percentage labels inside each slice.

Key Visual Elements

  • •Business group pie chart
  • •Regional pie chart
  • •Blue tonal slice palette
  • •In-slice percentage labels
Page 9
Outlook / guidance

2026 4Q Outlook

Content

Guidance by segment: PC QoQ -15% and YoY +15%; Component QoQ -10% and YoY -15%; Server QoQ +100% and YoY +280%.

Layout Structure

White slide with a centered title and three bullet lines of outlook figures.

Key Visual Elements

  • •Three-bullet outlook list
  • •Centered navy title
  • •Footer logo and page number
Page 10
Section divider

Section Divider: Strategy & Outlook

Content

Section divider introducing the strategy and outlook part of the deck.

Layout Structure

Blue full-bleed background with a single large left-aligned title.

Key Visual Elements

  • •Large white section title
  • •Blue facet background
  • •Header logo and tagline
Page 11
KPI highlights

Exceptional Growth x Record-High Revenue

Content

Three headline KPIs: 3Q revenue +36% YoY, Server 3Q revenue +100% YoY and PC 3Q revenue +25% YoY. Supporting bullets cite hyper-growth in Server with a robust order pipeline, PC consistently outperforming the broader industry, and proven execution and operational resilience.

Layout Structure

Title on top, three large gradient-colored KPI numbers in a row with underlines and captions, then three bullet lines below.

Key Visual Elements

  • •Three big gradient KPI numbers
  • •Gradient underline rules
  • •Three summary bullets
Page 12
Ecosystem / strategy map

Ubiquitous AI. Incredible Possibilities - ASUS AI Ecosystem

Content

Four columns map the ASUS AI ecosystem: Cloud & Edge AI Infrastructure (Server, +100% 3Q revenue YoY), Local AI Accelerators (NUC +20%, Workstation +50%), Client AI PC / Devices (AI PC +100%, RTX Spark No.1 market share) and Physical AI Applications (2026/9 repositioned). They align with the Infrastructure Solutions, Open Platform, System and Physical AI Solutions business groups.

Layout Structure

Four rounded gradient cards with icons and sub-tags, each linked to a business group label on a continuous arrow band at the bottom.

Key Visual Elements

  • •Four icon cards
  • •Gradient product tags
  • •Bold growth figures
  • •Arrow band of business groups
Page 13
Strategy pillars

Infrastructure Solutions Growth Strategy

Content

Positions ASUS as an end-to-end infrastructure solutions provider with three pillars: first-to-market on new platforms (next-generation platform readiness, platform diversification), expand key accounts (dedicated team, deep engagement, new accounts) and solution-based deployment (storage and infrastructure solutions, customized design and technical support as a service).

Layout Structure

Three equal columns separated by dotted dividers, each with a circular icon, a blue heading and bullet points.

Key Visual Elements

  • •Three circular gradient icons
  • •Blue column headings
  • •Bullet lists
  • •Dotted column dividers
Page 14
Product showcase

Driving Next-Gen PC Leadership Through Innovation

Content

Showcases products built with NVIDIA RTX Spark and DGX Station: ASUS ProArt P16/P14 laptop ("Your AI workstation travels with you"), ASUS ProArt GR1X mini PC ("Agents that keep running after you log off") and ExpertCenter Pro ET900N G3 workstation ("Data-center AI at the desk"). Review award badges are shown beside the laptop.

Layout Structure

Left column with two product images and descriptions, a dotted divider, and a tall workstation image with caption on the right.

Key Visual Elements

  • •Laptop, mini PC and tower product photos
  • •NVIDIA RTX Spark logos
  • •Review award badges
  • •Category tags
Page 15
Product showcase

Leading PC Innovation: Premium Dual-Screen and Enterprise Mobility

Content

Features the ASUS ExpertBook A7, an ultraslim all-metal Copilot+ PC for the modern workday, and the Zenbook DUO, labeled TIME Best Inventions of 2026 (Consumer Electronics).

Layout Structure

Two product photos side by side with bold product names and one-line descriptions beneath; award ribbon on the right image.

Key Visual Elements

  • •ExpertBook A7 photo
  • •Zenbook DUO dual-screen photo
  • •TIME Best Inventions 2026 ribbon
Page 16
Brand / product showcase

ROG: Boldly building the future, with our fans

Content

ROG slide in gold on black, with Innovation cards (ROG Portfolio revealed at Gamescom; ROG XBOX Ally X20, the 20th anniversary handheld) and Community cards (Gamescom 2026 with Alan Walker; Spider-Man, where blockbuster fandom meets ROG power). Footer reads "For those who dare".

Layout Structure

Dark gaming-themed slide with four chamfered cards in two groups labeled Innovation and Community, each with a caption and image.

Key Visual Elements

  • •Gold-on-black ROG styling
  • •Four angled image cards
  • •Handheld and gear photos
  • •HUD-style border graphics
Page 17
Business unit performance

System Business Group

Content

2026 Q3 performance: PC revenue up more than 25% YoY, high-value product revenue share above 65%, and Commercial PC shipments up more than 30% YoY. Highlights state PC revenue outperformed the industry and expanded market share, a majority of revenue came from high-value products, and Commercial PC shipments expanded. Source noted as market research and internal data.

Layout Structure

Top panel with two bar charts and a pie chart under a navy side label, bottom panel with three business highlight bullets.

Key Visual Elements

  • •25Q3 vs 26Q3 bar charts
  • •Premium share pie chart
  • •Navy side labels
  • •Three highlight bullets
Page 18
Business unit performance

Open Platform Business Group

Content

OP revenue up 5% to 10% YoY. ROG gaming ecosystem revenue: Display about 20% and Gaming and Workspace Gear (GWG) above 60%. Edge AI systems: NUC about 20% and Workstation (WS) above 50%. Highlights cover the ROG gaming ecosystem, Edge AI momentum with Ascent GX10-driven NUC growth, and MB and VGA business recovery from industry headwinds.

Layout Structure

Top panel with three bar chart groups with percentage labels, bottom panel with three highlight bullets.

Key Visual Elements

  • •Three bar chart groups
  • •Percentage call-outs
  • •Navy side labels
  • •Three highlight bullets
Page 19
Business unit performance

Infrastructure Solutions Business Group

Content

Server revenue up more than 100% YoY, with a dashed Deferred portion shown on the 26Q3 bar, and general server revenue up more than 80% YoY. Highlights: server sales doubled while Q3 revenue was deferred and the full-year outlook remains unchanged; AI server momentum drove general server growth; at OCP 2026 ASUS launched the XA P2N-E2, a 2U NVIDIA MGX-based server powered by NVIDIA Vera CPUs, designed to accelerate agentic AI.

Layout Structure

Top panel with two bar charts and a booth photo with caption, bottom panel with three highlight bullets.

Key Visual Elements

  • •Bar chart with dashed Deferred segment
  • •General server bar chart
  • •OCP 2026 booth and server photo
  • •Highlight bullets
Page 20
Business unit performance

Physical AI Solutions Business Group

Content

Highlights ASUS participation at Taipei Automation 2026 (August 19-22) under the theme "Ubiquitous AI: Driving the Physical AI Era", strengthening the Physical AI ecosystem through cross-industry collaborations and showcasing real-world smart manufacturing applications.

Layout Structure

Top panel with two exhibition photos under a centered caption, bottom panel with a single highlight bullet.

Key Visual Elements

  • •ASUS x YASKAWA booth photo
  • •Blue industrial robot arm photo
  • •Navy side labels
  • •Single highlight bullet
Page 21
Awards / recognition

Awards and Achievements

Content

Three recognitions: ASUS made TIME's World's Best Companies list for the third time, ranked 48th globally (2026); ASUS was recognized among Newsweek's World's Most Trustworthy Companies for the third consecutive year (2026); and ASUS was named one of the Forbes World's Best Employers for the tenth consecutive year.

Layout Structure

Three award graphics in a row, each with a centered caption below.

Key Visual Elements

  • •TIME World's Best Companies #48 badge
  • •Newsweek trustworthy companies banner
  • •Forbes World's Best Employers 10th year graphic
Page 22
Q&A / closing slide

Q & A

Content

Closing question-and-answer slide with the ASUS logo and tagline.

Layout Structure

Blue full-bleed background with a large left-aligned "Q & A" title.

Key Visual Elements

  • •Large Q & A title
  • •Blue facet background
  • •Header logo and tagline

Frequently Asked Questions

Common questions about this slide and the underlying presentation content.

What period does the ASUS Q3 2026 earnings presentation cover?

It covers the third quarter of 2026 (3Q26), with balance sheet data as of September 30, 2026. The deck is titled "3Q 2026 Investor Conference" and was held on November 12, 2026, covering 3Q26 operating results, brand business updates and strategy. Financials are unaudited brand consolidated figures.

What are the headline numbers in the ASUS 3Q 2026 results?

Net revenue was NT$ (New Taiwan dollars) 258,788 million, up 7% QoQ and 36% YoY. Operating profit was NT$21,964 million (8.5% operating margin), net profit was NT$21,631 million and EPS was 29.1. Gross margin was 15.9%.

What is the 4Q 2026 outlook in the deck?

Slide 9 gives PC QoQ -15% and YoY +15%, Component QoQ -10% and YoY -15%, and Server QoQ +100% and YoY +280%.

Where was this ASUS presentation filed, and is there a Chinese version?

The English version of this deck was filed on Taiwan's Market Observation Post System (MOPS) for ASUSTeK Computer Inc.'s investor conference (法說會). A Chinese version also exists. ASUS is listed on the Taiwan Stock Exchange under ticker 2357.

How many pages does the deck have and how is it organized?

It has 22 slides: cover, disclaimer, agenda, a 3Q 2026 Financial Result section (income statement, non-operating items, balance sheet, revenue mix, 4Q outlook), a Strategy & Outlook section (growth KPIs, AI ecosystem, Infrastructure Solutions strategy, PC and ROG product pages, four business group reviews, awards) and a Q&A slide.

How is ASUS revenue split by business group and region?

Slide 8 shows the 2026 3Q revenue mix by business group as System 50%, Infrastructure Solutions (IS) 30% and Open Platform 20%, and by region as Asia 42%, Europe 35% and America 23%.

Which business groups does the deck review?

It reviews the System Business Group (PC), Open Platform Business Group (ROG gaming ecosystem and Edge AI systems), Infrastructure Solutions Business Group (servers) and Physical AI Solutions Business Group, each with Q3 performance and business highlights.

Can I download this deck as PDF or PPTX and use it as a reference for my own investor deck?

Yes. The deck can be viewed page by page on 2slides, and its structure of disclaimer, agenda, financial tables, KPI call-outs, strategy pages and Q&A is a useful reference for building your own earnings or investor conference presentation. The content remains ASUS's own; reuse the layout, not the company data.

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