SSNLF Samsung Electronics

$SSNLF Samsung sees continued robust demand in Memory driven by AI applications In Memory segment, Samsung says it has reported "another record-breaking quarterly revenue and operating profit", with market price increasing across all applications, led by strong demand momentum for servers. The company saw "continued robust demand driven by AI applications". For 2027, the company sees AI infrastructure capex accelerating as AI ecosystem expands". In Samsung Display Corporation segment, the company expects 2027 market demand "likely to be weak with ongoing uncertainties".

$SSNLF Samsung is the 1st global tech company ever to exceed KRW 100T in quarterly operating profit "We have reached new highs in both revenue & operating profit for the fourth consecutive quarter, backed by our differentiated technologies and nimble response to market changes, demonstrating our ability to sustain growth, despite rapidly shifting global market conditions" Notes that CY27 surging AI-driven demand likely to further tighten supply shortages compared with CY26 Of the est'd KRW 90~110T in total shareholder returns for 2026, & w/ KRW 35T already planned or completed, Samsung anticipates the remaining funds to be KRW 55~75T The next shareholder return policy, along w/ the final amount of shareholder returns & the specific execution plans for the remaining funds for 2026, will be finalized at the Board meeting scheduled for late January 2027, w/ an announcement to follow Net Cash: KRW 197.6T 3Q26 CFFO: KRW 98.6T YTD CFFO: KRW 220.99T 3Q26 Buyback: KRW 12.5T YTD Buyback: KRW 18.17T Remaining Auth: KRW 55-75T $DRAM $RAM.X $EWY

$SSNLF Samsung Electronics reported preliminary Q3 results: operating profit 107.4 trillion won, above market consensus of 106.1 trillion won; Q3 revenue 195 trillion won, below consensus of 199 trillion won. - $SKHY $MU $SNDK

$SSNLF Samsung reports Q3 net profit KRW 75.1T vs. KRW 12.2T last year Reports Q3 revenue KRW 195.3T vs. KRW 86.1T last year. Reports Q3 operating profit KRW 107.4T vs. KRW 12.2T last year

Samsung Electronics reported preliminary third-quarter operating profit of 107.4 trillion won ($80.2 billion), surpassing 100 trillion won for the first time in the company’s history. Operating profit surged 782% from a year earlier, while revenue reached about 195 trillion won, up nearly 127%. The record performance highlights the strength of the AI boom, which continues to drive demand for high-performance memory chips used in data centers and AI infrastructure. Samsung, the world’s largest memory-chip maker, also delivered record second-quarter results of 171.5 trillion won in revenue and 89.5 trillion won in operating profit. Samsung has been increasing its investments and partnerships around AI. In September, it announced a strategic partnership with French AI startup Mistral AI to deploy its models across the company’s semiconductor operations, reinforcing its push to capitalize on growing AI demand. $SSNLF

$SSNLF Samsung's preliminary Q3 is a record: operating profit of 107.4 trillion won (~$80.2B), up nearly ninefold YoY. Fourth straight record quarter, and the first time any Korean company has cleared 100 trillion won in a quarter. Revenue came in at 195 trillion won, more than doubling YoY but short of the ~206.8 trillion consensus. So the beat is a margin story, not a sales story. Analysts expect the chip division carried the quarter while phones, TVs and appliances dragged. The open question: brokerages cut estimates in recent weeks on a stronger won and moderating memory price gains. The counter is that Samsung expects HBM4 revenue to more than triple QoQ, and tight memory supply to run into 2027. The full results later this month bring the segment split. That decides which side was right.