ACER — Earnings Release 2026

May 12, 2026

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2026 First Quarter Earnings

May 2026

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Disclaimer

The information provided is for informational purposes only and does not constitute an offer or solicitation to buy or sell any securities issued by Acer or other entities.

Statements by Acer that are not historical facts are forward-looking statements, reflecting actions or results that may occur in the future based on current information and assumptions.

Acer does not guarantee the accuracy, reliability, or completeness of these statements. Various factors, such as economic conditions, company capabilities, and industry environment, could cause actual results and developments to differ significantly from those expressed or implied in the forward-looking statements. Investors should not place undue reliance on these statements.

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Statements of Comprehensive Income - Q1 2026

(NT$ million)	1Q26		4Q25		QoQ Change	1Q25		YoY Change
Revenue	72,423	100%	74,359	100%	-3%	61,338	100%	18%
Gross Profit	8,086	11.2%	8,594	11.6%	-6%	6,478	10.6%	25%
Operating Expenses	7,299	10.1%	6,880	9.3%	6%	5,470	8.9%	33%
Operating Income	803	1.1%	1,866	2.5%	-57%	1,039	1.7%	-23%
Non-Operating Income	961	1.3%	314	0.4%	206%	(81)	-0.1%	N.A.
Profit Before Tax	1,764	2.4%	2,180	2.9%	-19%	958	1.6%	84%
Profit After Tax	702	1.0%	1,070	1.4%	-34%	515	0.8%	36%
EPS (NT$)	0.23		0.36			0.17

Notes:
1. Businesses beyond personal computers and displays represented 34.7% of total revenues, increasing 29.5% year over year.
2. In Q1 2026, Acer's PC business—including desktops and notebooks—achieved 15.6% YoY revenue growth, supported by strong performance in gaming PCs (+25.4% YoY) and commercial PCs (+34.6% YoY).

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Net Sales and Gross Margin Trend

Net Sales
Unit: NT$ billion

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Operating Income and Operating Margin Trend

Operating Income
Unit: NT$ million

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Consolidated Balance Sheet

(NT$ million)	Mar-26		Dec-25		Mar-25
Cash and cash equivalents	27,423	10%	31,870	12%	35,760	16%
Notes & Accounts receivable	66,003	24%	61,014	25%	57,285	25%
Inventories	77,679	28%	61,288	21%	44,559	20%
Long-term Investment	24,010	9%	23,691	10%	23,935	11%
Property, plant and equipment	14,691	5%	13,668	5%	8,755	4%
Intangible asset	31,979	12%	31,655	12%	20,325	9%
Total Assets	274,837	100%	254,614	100%	225,227	100%
Short-term loan	23,770	9%	13,020	6%	6,603	3%
Notes & Accounts payable	51,919	19%	47,192	18%	36,253	16%
Total Current Liabilities	148,023	54%	126,925	50%	115,019	51%
Long-term loan	17,189	6%	16,760	7%	16,914	8%
Total Liabilities	178,157	65%	156,376	62%	144,732	64%
Total Shareholders' Equity²	96,680	35%	98,238	38%	80,495	36%

Notes:
1. Total outstanding common shares: 3,006,207,538 shares; Book value per share NT$24.22.
2. Total Shareholders' Equity includes Non-Controlling Interests.
3. The Board has approved a cash dividend of NT$1.3 per share, based on ex-dividend record date of June 26 for distribution on July 16

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Revenue Breakdown by Geography

Q1 2025
Q4 2025
Q1 2026

NT$ 61,338 Million

NT$ 74,359 Million

NT$ 72,423 Million

Pan Asia Pacific
Pan America
EMEA

Notes:
1. Pan Asia Pacific includes Asia Pacific, Japan, Taiwan, Hong Kong, and Mainland China.
2. EMEA includes Europe, Middle East and Africa

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Revenue Breakdown by Application

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Notes: Non-PC include 16 public subsidiaries and businesses under incubation. More details about Acer group subsidiaries can be found in the 2025 Acer annual report, pages 141 to 162 in the English version.

Q1 2025

31.6%
68.4%
NT$ 61,338 Million

Q4 2025

33.5%
66.5%
NT$ 74,359 Million

Q1 2026

34.7%
65.3%
NT$ 72,423 Million

Non-PC
Computer and Display

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https://www.acer.com/corporate/en/investor-relations
Investor.relations@acer.com