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MediaTek Q3 2026 Earnings Presentation

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MediaTek Q3 2026 Earnings Presentation (2026-Q3 Investor Conference, October 30, 2026): consolidated results for the third calendar quarter of 2026 and the Q4 2026 business outlook. This is the English version of the slides MediaTek filed on Taiwan's Market Observation Post System (MOPS, 公開資訊觀測站) for its investor conference (法說會), as required for every TWSE-listed company. Amounts are in NT$ (New Taiwan dollars) unless stated.

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MediaTek
MediaTek Q3 2026
Earnings presentation
Investor conference
Investor presentation

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描述

主要主题

MediaTek Q3 2026 Earnings Presentation (2026-Q3 Investor Conference, October 30, 2026): consolidated results for the third calendar quarter of 2026 and the Q4 2026 business outlook. This is the English version of the slides MediaTek filed on Taiwan's Market Observation Post System (MOPS, 公開資訊觀測站) for its investor conference (法說會), as required for every TWSE-listed company. Amounts are in NT$ (New Taiwan dollars) unless stated.

主要优势

  • •Headline results: consolidated revenue of NT$168,058 million in 3Q26, up 18.3% year over year and 10.4% quarter over quarter
  • •Gross margin of 46.3%, operating margin of 16.1%, net income of NT$28,199 million and EPS of NT$17.50
  • •Q4 2026 outlook: revenue of NT$210.1 billion to 221.8 billion, gross margin 45% plus or minus 1.5%, operating expense ratio 26% plus or minus 2%
  • •Full TIFRS income statement, balance sheet, cash flow, Non-TIFRS reconciliation and product group revenue split in 20 slides
  • •A clean, chart-led earnings layout that works as a reference for quarterly results decks

目标受众

  • •Investors and equity analysts following MediaTek and the semiconductor sector
  • •Investor relations and finance teams designing quarterly earnings decks
  • •Students and researchers studying fabless semiconductor financials
  • •Designers looking for a minimalist earnings presentation layout

使用场景

  • •Reviewing MediaTek's third-quarter 2026 results and fourth-quarter guidance
  • •Comparing 3Q26 against 2Q26 and 3Q25 on revenue, margins, expenses and EPS
  • •Using the KPI-chart-plus-callout pages as a layout reference for an earnings call deck
  • •Building a TIFRS to Non-TIFRS reconciliation page

独特价值主张

  • •Every KPI page pairs a three-period bar or line chart with YoY and QoQ callout brackets
  • •Includes both TIFRS and Non-TIFRS (excluding share-based compensation, amortization of acquisition related assets and tax effect) views
  • •Product group revenue split shows Smart Edge Platforms at 58% of 3Q26 revenue, Mobile Phone 37% and Power IC 5%

幻灯片页面 (20)

每张幻灯片页面的详细视图,包括布局、关键内容和视觉元素。

页面 1
Title slide

MediaTek 2026-Q3 Investor Conference (title slide)

内容

Bilingual title slide: 聯發科技 2026年第三季法人說明會 and MediaTek 2026-Q3 Investor Conference, dated October 30, 2026, with the MediaTek logo at top left and a copyright line.

布局结构

Left-aligned large title block in the vertical middle, thin orange-to-red gradient rule below, date beneath, logo top left.

关键视觉元素

  • •MediaTek orange logo
  • •Chinese and English title
  • •Gradient divider line
  • •Date
页面 2
Disclaimer / legal notice

Safe Harbor Statement

内容

Forward-looking statement listing factors that may cause actual results to differ, such as competitive products and pricing, supply and demand shifts, manufacturing capacity, talent retention, M&A uncertainty, legal proceedings, foreign exchange rates and economic conditions. Notes that the presentation supplements Non-TIFRS measures that exclude share-based compensation, amortization of acquisition related assets, tax effect and other items, and that earnings distribution follows TIFRS statements.

布局结构

Title at top left with a small running header, two dense paragraphs of body text across the full width.

关键视觉元素

  • •Running header 2026-Q3 INVESTOR CONFERENCE
  • •Two text paragraphs
  • •Footer logo
页面 3
Data visualization (KPI bar chart)

Consolidated Revenue

内容

Bar chart in NT$ million: 3Q25 142,097, 2Q26 152,183, 3Q26 168,058. Callouts show +18.3% year over year and +10.4% quarter over quarter.

布局结构

Title and unit label on the left; three-bar column chart on the right with blue YoY and green QoQ brackets above.

关键视觉元素

  • •Grey bars with the latest quarter in orange
  • •YoY bracket in blue
  • •QoQ bracket in green
  • •Data labels
页面 4
Data visualization (KPI line chart)

Consolidated Gross Margin

内容

Line chart: 3Q25 46.5%, 2Q26 46.2%, 3Q26 46.3%. Callouts: YoY -0.2pts, QoQ +0.1pts.

布局结构

Title on the left; orange line chart with diamond markers on the right, bracket callouts above.

关键视觉元素

  • •Orange line with markers
  • •Percentage axis 35% to 55%
  • •YoY and QoQ brackets
页面 5
Data visualization (stacked bar chart)

Consolidated Operating Expenses

内容

Stacked bar chart in NT$ million with R&D, Admin and Sales. Totals: 3Q25 43,924 (R&D 36,353, Admin 2,588, Sales 4,984); 2Q26 47,440 (39,361, 3,395, 4,685); 3Q26 50,746 (42,237, 3,635, 4,874). Total up 15.5% YoY and 7.0% QoQ.

布局结构

Title and unit at left, stacked column chart with legend at right, brackets above.

关键视觉元素

  • •Three-segment stacked bars
  • •Legend Sales, Admin, R&D
  • •Total labels above bars
  • •YoY and QoQ brackets
页面 6
Data visualization (KPI bar chart)

Consolidated Operating Income

内容

Bar chart in NT$ million: 3Q25 22,188, 2Q26 22,868, 3Q26 27,102. Callouts: +22.2% YoY, +18.5% QoQ.

布局结构

Title and unit at left, three-bar chart at right with brackets above.

关键视觉元素

  • •Highlighted orange latest bar
  • •YoY and QoQ brackets
  • •Axis 0 to 30,000
页面 7
Data visualization (KPI line chart)

Consolidated Operating Margin

内容

Line chart: 3Q25 15.6%, 2Q26 15.0%, 3Q26 16.1%. Callouts: YoY +0.5pts, QoQ +1.1pts.

布局结构

Title at left, line chart with markers at right, brackets above.

关键视觉元素

  • •Orange line with diamond markers
  • •Percentage axis 0% to 25%
  • •Bracket callouts
页面 8
Data visualization (KPI bar chart)

Consolidated Net Income

内容

Bar chart in NT$ million: 3Q25 25,451, 2Q26 24,605, 3Q26 28,199. Callouts: +10.8% YoY, +14.6% QoQ.

布局结构

Title and unit at left, bar chart at right with two brackets above.

关键视觉元素

  • •Grey and orange bars
  • •YoY and QoQ brackets
  • •Axis 0 to 35,000
页面 9
Data visualization (KPI line chart)

Consolidated Net Profit Margin

内容

Line chart: 3Q25 17.9%, 2Q26 16.2%, 3Q26 16.8%. Callouts: YoY -1.1pts, QoQ +0.6pts.

布局结构

Title at left, line chart at right, brackets above.

关键视觉元素

  • •Orange line with markers
  • •Percentage axis 0% to 30%
  • •Bracket callouts
页面 10
Data visualization (KPI bar chart)

Consolidated Earnings Per Share

内容

Bar chart in NT$: 3Q25 15.84, 2Q26 15.28, 3Q26 17.50. Callouts show +$1.66 YoY and +$2.22 QoQ.

布局结构

Title and unit at left, bar chart at right, brackets above.

关键视觉元素

  • •Orange highlight bar
  • •Two-decimal data labels
  • •Absolute-change callouts
页面 11
Guidance / outlook

Business Outlook

内容

For 2026-Q4 the company expects consolidated revenue of NT$210.1 billion to 221.8 billion at a forecast exchange rate of 31.7 NT dollars to 1 US dollar; consolidated gross margin of 45% plus or minus 1.5%; consolidated operating expense ratio of 26% plus or minus 2%.

布局结构

Title at top, intro line, grey panel holding three bullets with the guidance ranges underlined in orange.

关键视觉元素

  • •Grey content panel
  • •Orange underlined guidance figures
  • •Three bullet points
页面 12
Section divider

(TIFRS) Taiwan-International Financial Reporting Standards Financial Statements

内容

Section divider introducing the TIFRS financial statements that follow.

布局结构

Orange section label with a bold descriptive subtitle on a white background.

关键视觉元素

  • •Orange heading
  • •Bold subtitle
  • •Gradient footer line
页面 13
Financial table (income statement)

Consolidated Income Statement (Unaudited)

内容

Table in NT$ millions for 3Q26, 2Q26, 3Q25 with Q-Q and Y-Y changes. Net sales 168,058 / 152,183 / 142,097 (+10.4% QoQ, +18.3% YoY). Gross profit 77,848 / 70,308 / 66,112. Operating expenses (50,746) / (47,440) / (43,924). Operating income 27,102 / 22,868 / 22,188. Net non-operating income 6,471 / 5,094 / 7,772. Income tax expense (5,374) / (3,357) / (4,509). Net income 28,199 / 24,605 / 25,451. Owners of the parent 27,882 / 24,335 / 25,221. EPS NT$17.50 / 15.28 / 15.84. Average USD/NTD exchange rate 31.99 / 31.60 / 29.95.

布局结构

Title at left, full financial table at right with ruled subtotal lines and double underline for EPS; note on rounding below.

关键视觉元素

  • •Ruled subtotal lines
  • •Q-Q and Y-Y columns
  • •Bold EPS row
  • •Rounding note
页面 14
Financial table (common-size)

Supplemental Information: Percentage of Revenue

内容

Table of line items as a percentage of revenue for 3Q26 / 2Q26 / 3Q25: gross profit 46.3% / 46.2% / 46.5%; selling expenses (2.9%) / (3.1%) / (3.5%); administration (2.2%) / (2.2%) / (1.8%); R&D (25.1%) / (25.9%) / (25.6%); operating income 16.1% / 15.0% / 15.6%; non-operating income 3.9% / 3.3% / 5.5%; income tax (3.2%) / (2.2%) / (3.2%); net income 16.8% / 16.2% / 17.9%.

布局结构

Title at left, ruled table at right with bold subtotal rows.

关键视觉元素

  • •Bold gross profit, operating income and net income rows
  • •Horizontal rules
  • •Rounding note
页面 15
Financial table (balance sheet)

Balance Sheet Summary (Unaudited)

内容

NT$ millions for 3Q26 / 2Q26 / 3Q25. Cash and financial assets-current 278,320 / 198,403 / 210,604; accounts receivable 80,296 / 76,981 / 67,168; inventories 153,531 / 98,421 / 56,964; funds and investments 182,116 / 181,064 / 157,900; intangible assets 101,793 / 97,509 / 80,240; total assets 966,505 / 787,448 / 687,852. Short-term loans 41,950 / 17,100 / 15,423; accounts payable 79,530 / 51,328 / 37,855; other current liabilities 219,735 / 251,891 / 178,226; total non-current liabilities 151,078 / 34,488 / 27,803; total equity 474,212 / 432,642 / 428,544.

布局结构

Title at left, summary balance sheet table at right with rule between assets and liabilities and a closing rule under equity.

关键视觉元素

  • •Three period columns
  • •Total assets row
  • •Total equity row
  • •Rounding note
页面 16
Financial table (cash flow)

Cash Flow Statement (Unaudited)

内容

NT$ millions for 3Q26 / 2Q26 / 3Q25. Operating activities (4,256) / 24,251 / 39,181; investing (23,417) / (19,590) / (3,370); financing 107,703 / (12) / (31,020); exchange rate effect 27 / (162) / 7,631; net increase in cash and cash equivalents 80,057 / 4,486 / 12,421; cash and cash equivalents at end of period 269,058 / 189,001 / 197,770.

布局结构

Title at left, six-row cash flow table at right with rules above totals.

关键视觉元素

  • •Parenthesised negatives
  • •Ruled total rows
  • •Rounding note
页面 17
Section divider

Supplemental Information (section divider)

内容

Section divider: Reconciliations of TIFRS Results to Non-TIFRS Results and Quarterly Revenue Product Segment.

布局结构

Orange heading with bold multi-line subtitle on white.

关键视觉元素

  • •Orange heading
  • •Bold subtitle
  • •Gradient footer line
页面 18
Financial table (reconciliation)

Reconciliations of TIFRS Results to Non-TIFRS Results

内容

NT$ millions, 3Q26 / 2Q26 / 3Q25. TIFRS operating income 27,102 / 22,868 / 22,188 (margin 16.1% / 15.0% / 15.6%); adding share-based compensation 783 / 781 / 561 and amortization of acquisition related assets 38 / 38 / 95 gives Non-TIFRS operating income 27,923 / 23,687 / 22,843 (margin 16.6% / 15.6% / 16.1%). TIFRS net income 28,199 / 24,605 / 25,451; with tax effect (125) / (119) / (98), Non-TIFRS net income 28,895 / 25,305 / 26,007 (margin 17.2% / 16.6% / 18.3%); Non-TIFRS owners of the parent 28,563 / 25,020 / 25,762; Non-TIFRS EPS NT$17.92 / 15.71 / 16.18. Notes say Non-TIFRS information is in addition to, not a substitute for, TIFRS.

布局结构

Title at left; two stacked bordered tables with TIFRS, Reconciliations and Non-TIFRS blocks, Non-TIFRS rows shaded light blue; notes beneath.

关键视觉元素

  • •Light blue Non-TIFRS shading
  • •Grey reconciliation rows
  • •Footnotes 1 and 2
页面 19
Segment breakdown table

Quarterly Product Group Revenue Breakdown

内容

3Q26 revenue breakdown by product group with QoQ and YoY change in NTD revenue: Mobile Phone 37% (QoQ -1%, YoY -17%); Smart Edge Platforms 58% (QoQ +20%, YoY +63%); Power IC 5% (QoQ +1%, YoY +18%); Total 100% (QoQ +10%, YoY +18%). Footnotes define Mobile Phone as 5G/4G/3G smartphone and feature phone; Smart Edge Platforms as wireless and wired connectivity and SoC for router, broadband, PON, laptop, wireless headset, smart speaker and automotive, ARM-based computing and IoT, TV, and customized services for consumer and enterprise platforms; Power IC as power IC.

布局结构

Title at left, shaded header table with a boxed QoQ/YoY column group, definitions footnote below.

关键视觉元素

  • •Grey table header and total row
  • •Boxed change columns
  • •Product group definitions
页面 20
Closing slide

www.mediatek.com (closing slide)

内容

Closing slide showing only the company website address, www.mediatek.com.

布局结构

Single centered line of text on a white background with footer logo and rule.

关键视觉元素

  • •Centered URL
  • •Footer logo
  • •Gradient footer line

常见问题

关于此幻灯片和基础演示文稿内容的常见问题。

What does the MediaTek Q3 2026 earnings presentation cover?

It covers consolidated results for the third calendar quarter of 2026 (3Q26) against 2Q26 and 3Q25: revenue, gross margin, operating expenses, operating income and margin, net income and margin, and EPS. It also gives the Q4 2026 outlook, TIFRS statements, a TIFRS to Non-TIFRS reconciliation and the product group revenue split, across 20 slides.

What were MediaTek's headline numbers in Q3 2026?

Consolidated revenue was NT$168,058 million (NT$ is the New Taiwan dollar), up 18.3% year over year and 10.4% quarter over quarter. Gross margin was 46.3%, operating income NT$27,102 million (16.1% margin), net income NT$28,199 million (16.8% margin) and EPS NT$17.50.

What is the Q4 2026 guidance in the deck?

For 2026-Q4 the deck expects consolidated revenue of NT$210.1 billion to 221.8 billion at a forecast rate of 31.7 NT dollars to 1 US dollar, gross margin of 45% plus or minus 1.5% and an operating expense ratio of 26% plus or minus 2%.

Which periods does the deck compare, and are they calendar quarters?

Results are shown for 3Q26, 2Q26 and 3Q25, which are calendar quarters (3Q26 is July to September 2026). YoY compares 3Q26 with 3Q25 and QoQ compares 3Q26 with 2Q26.

Where does this deck come from, and in what language?

It is the English version of the slides filed on Taiwan's Market Observation Post System (MOPS, 公開資訊觀測站) for MediaTek's Q3 2026 investor conference (法說會), which every TWSE-listed company must file. A Chinese version is filed on MOPS as well.

How is revenue split between product groups in 3Q26?

Smart Edge Platforms made up 58% of revenue (up 20% QoQ and 63% YoY), Mobile Phone 37% (down 1% QoQ and 17% YoY) and Power IC 5% (up 1% QoQ and 18% YoY), per the product group slide.

What is the difference between the TIFRS and Non-TIFRS figures?

TIFRS figures follow Taiwan-International Financial Reporting Standards. Non-TIFRS figures exclude share-based compensation, amortization of acquisition related assets, tax effect and other items. For 3Q26, Non-TIFRS operating income was NT$27,923 million and EPS NT$17.92. The deck states they are for reference, not a substitute for TIFRS.

In what formats is the deck available, and can I reuse its layout?

It is available here as a PDF and an editable PPTX. You can use the structure of the deck, with its KPI chart pages, guidance panel and financial tables, as a layout reference for your own earnings presentation. The logos, trademarks and figures belong to MediaTek and should not be reused as your own.

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