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• Revenue: Increased by 4% quarter-on-quarter to KRW79.14 trillion.

• DX Division Revenue: Up 28%, driven by flagship smartphones and high value-added home appliances.

• DS Division Revenue: Decreased by 17%, impacted by a decline in HBM sales.

• SG&A Expenses: Decreased by KRW0.6 trillion to KRW21.4 trillion; 27.1% of sales.

• Operating Profit: Increased by KRW0.2 trillion to KRW6.7 trillion.

• Operating Margin: 8.4%, comparable to the previous quarter.

• Currency Effects: Positive impact of KRW0.5 trillion on operating profit due to currency appreciation.

• Capital Expenditures: Decreased by KRW5.8 trillion to KRW12 trillion.

• Dividend: Quarterly per share dividend of KRW365; total annual dividend of KRW9.8 trillion.

• Smartphone Shipments: 61 million units; ASP of $326.

• Tablet Shipments: 7 million units.

• Warning! GuruFocus has detected 3 Warning Signs with XBUL:SSUN.

Release Date: April 30, 2025

For the complete transcript of the earnings call, please refer to the full earnings call transcript.

Positive Points

• Samsung Electronics Co Ltd (XBUL:SSUN) reported a 4% quarter-on-quarter increase in revenue, reaching KRW79.14 trillion, marking a new all-time high for any quarter.

• The DX division saw a 28% increase in revenue, driven by strong sales of flagship smartphones and high value-added home appliances.

• Operating profit increased by KRW0.2 trillion sequentially to KRW6.7 trillion, supported by strong sales of the Galaxy S25 series and high value-added products.

• The company ranked first in a supply chain human rights assessment by Know the Chain, reflecting its commitment to sustainability and improved supply chain practices.

• Samsung Electronics Co Ltd (XBUL:SSUN) announced a quarterly per share dividend of KRW365, with a total annual dividend of KRW9.8 trillion, demonstrating a commitment to shareholder value.

Negative Points

• Revenue in the DS division decreased by 17% due to a decline in HBM sales, impacted by deferred customer demand.

• Global trade tensions and economic uncertainties are expected to pose challenges, particularly in the semiconductor industry.

• The Foundry business faced a quarter-over-quarter decline due to seasonal weakness and ongoing US-China trade tensions.

• The Mobile Display business experienced a quarter-on-quarter performance decline due to seasonal effects.

• The TV market faced stagnant demand and increased costs driven by intensified competition, leading to decreased profitability year-on-year.

Q & A Highlights

Q: What are Samsung's response strategies to the uncertainties in the IT sector due to tariffs? A: Samsung is closely monitoring policy changes and geopolitical tensions to minimize negative effects. The company is leveraging its global production capabilities and customer relationships to respond quickly. For the MX business, Samsung plans to expand sales of flagship smartphones to secure profitability. In the DS division, Samsung will review countermeasures based on various scenarios related to U.S. semiconductor tariff policies.