Samsung Electronics Co., Ltd. Earnings Recaps
Q2 2026
Aug 1, 2026
Samsung Electronics shares fell 5.9% after earnings as investors reacted negatively to a cautious outlook and margin pressure in the DX division despite record revenue and operating profit. Rising component costs and weak profitability in the DX segment weighed on sentiment.
Key takeaways
- Q2 revenue surged 28% quarter-on-quarter to KRW 171.5 trillion, driven by strong semiconductor demand and technology leadership.
- Operating profit increased 56% to KRW 89.5 trillion, with an improved operating margin of 52%, boosted by a favorable currency impact of roughly KRW 3.1 trillion.
- Memory shipments hit all-time highs, lifting the DS division, while System LSI faced headwinds from a weakening mobile market.
- DX division sales grew year-on-year but operating profit declined due to rising component costs and lower product profitability.
- Guidance remained cautious for the second half, highlighting ongoing margin pressures and macro uncertainties, particularly in DX and display segments.
Q3 2025
Oct 30, 2025
Samsung Electronics experienced a robust recovery in Q3 2025, achieving total revenue of KRW 86.1 trillion, a 15.4% increase quarter-on-quarter, driven by strong memory sales and successful new product launches.
Key takeaways
- Operating profit surged to KRW 12.2 trillion, reflecting a substantial sequential increase of KRW 7.5 trillion and improved operating margin to 14.1%.
- Memory sales in the DS division hit an all-time quarterly high, bolstered by demand for HBM3E and server SSDs.
- The DX division benefitted from successful launches of new folding phones, contributing to an 11% quarterly revenue increase.
- R&D investments reached a record KRW 26.9 trillion year-to-date, underscoring Samsung's commitment to innovation and growth.
- While navigating challenges from geopolitical risks and competition, Samsung aims to adapt by enhancing sales of AI-driven high-value products.
Q2 2025
Aug 1, 2025
Samsung Electronics reported mixed results for Q2 2025, with total revenue declining 5.8% quarter-on-quarter to KRW 74.6 trillion, although the Device Solutions (DS) division saw an 11% revenue increase driven by high-value memory products.
Key takeaways
- Operating profit fell by KRW 2 trillion sequentially to KRW 4.7 trillion, resulting in a 6.3% operating margin, down 2.2 percentage points from the previous quarter.
- Successful cost management efforts led to a reduction in SG&A expenses by KRW 0.6 trillion, totaling KRW 20.8 trillion.
- Capital expenditures decreased by KRW 0.9 trillion to KRW 11.1 trillion, with the majority allocated to the DS division, reflecting a strategic focus on optimizing growth.
- Sustainability initiatives progressed, achieving a 93.4% renewable energy transition rate in the DX division, alongside increased use of recycled materials in the latest smartphone models.